$106 Million is the total value of WP Advisors, LLC's 276 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Class Acap stk cl a | $448,000 | +8.7% | 397 | 0.0% | 0.42% | -4.9% | |
| IHI | iShares Dow Jones US Medical Devicesu.s. med dvc etf | $314,000 | +8.3% | 1,565 | 0.0% | 0.30% | -5.4% | |
| VFH | Vanguard Financials ETFfinancials etf | $308,000 | -2.8% | 4,564 | 0.0% | 0.29% | -14.9% | |
| IYT | iShares Dow Jones Transportation Averagetrans avg etf | $238,000 | -0.4% | 1,278 | 0.0% | 0.22% | -12.8% | |
| CHK | Chesapeake Energy Corp | $62,000 | +72.2% | 11,907 | 0.0% | 0.06% | +48.7% | |
| BTEGF | Baytex Energy Corp | $33,000 | +22.2% | 10,000 | 0.0% | 0.03% | +6.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2023 | 18.2% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 12.6% |
| META PLATFORMS INC | 28 | Q3 2023 | 9.3% |
| ABBVIE INC | 28 | Q3 2023 | 3.6% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.0% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.7% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.3% |
| BP PLC ADR | 28 | Q3 2023 | 2.5% |
| WELLS FARGO CO NEW | 28 | Q3 2023 | 2.3% |
| Valero Energy Corp New | 28 | Q3 2023 | 2.3% |
View WP Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-02 |
View WP Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.