WP Advisors, LLC
116 holdingsFiling period: 2026-03-31Current AUM: $439.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 154.7K | $39.3M | $47.8M | 10.88% | -782 | 2026-03-31 |
| 2 | VB | VANGUARD INDEX FDS | 120.4K | $31.5M | $35.5M | 8.09% | -2,701 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 106.3K | $30.5M | $37.9M | 8.63% | -3,808 | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 41.0K | $23.4M | $22.8M | 5.19% | -271 | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.3K | $23.2M | $23.2M | 5.27% | -410 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 106.7K | $18.6M | $21.4M | 4.88% | -809 | 2026-03-31 |
| 7 | EPD | ENTERPRISE PRODS PARTNERS L | 381.1K | $14.4M | $14.5M | 3.30% | +6.5K | 2026-03-31 |
| 8 | PFE | PFIZER INC | 509.1K | $14.3M | $12.7M | 2.90% | -17,222 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 65.1K | $13.5M | $17.7M | 4.02% | -182 | 2026-03-31 |
| 10 | NFLX | NETFLIX INC. | 132.3K | $12.7M | $9.5M | 2.16% | +4.8K | 2026-03-31 |
| 11 | VBK | VANGUARD INDEX FDS | 27.8K | $8.4M | $9.5M | 2.16% | -1,124 | 2026-03-31 |
| 12 | VLO | VALERO ENERGY CORP | 31.9K | $7.9M | $10.0M | 2.27% | -1,142 | 2026-03-31 |
| 13 | V | VISA INC | 25.5K | $7.7M | $9.3M | 2.12% | +131 | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 34.3K | $7.5M | $8.6M | 1.96% | -112 | 2026-03-31 |
| 15 | KBWB | INVESCO EXCH TRADED FD TR II | 89.9K | $7.1M | $8.6M | 1.97% | -2,310 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 18.1K | $6.7M | $8.4M | 1.91% | +1.9K | 2026-03-31 |
| 17 | UNH | UNITEDHEALTH GROUP INC | 23.3K | $6.3M | $9.7M | 2.20% | -888 | 2026-03-31 |
| 18 | AXP | AMERICAN EXPRESS CO | 16.4K | $5.0M | $5.5M | 1.26% | -86 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 16.8K | $5.0M | $5.9M | 1.35% | -3 | 2026-03-31 |
| 20 | VO | VANGUARD INDEX FDS | 16.8K | $4.8M | $5.5M | 1.24% | -91 | 2026-03-31 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | 21.9K | $4.5M | $10.4M | 2.38% | +283 | 2026-03-31 |
| 22 | PYPL | PAYPAL HLDGS INC | 90.3K | $4.1M | $5.2M | 1.18% | -38,787 | 2026-03-31 |
| 23 | RPV | INVESCO EXCHANGE TRADED FD T | 37.0K | $4.0M | $4.4M | 1.00% | +165 | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION | 18.1K | $3.7M | $3.6M | 0.81% | +148 | 2026-03-31 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | 56.6K | $3.6M | $4.0M | 0.91% | +36.6K | 2026-03-31 |
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