W ADVISORS, LLC
Q1 2025 13F Holdings
- Locationgermantown, TN
- Num holdings
119
- Value ($000)
$159,747
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001929907
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.56M | 7 % | 124,476 | ||
APPLE INC | COM | 037833100 | $8.63M | 5 % | 38,832 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.14M | 5 % | 14,491 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $7.08M | 4 % | 26,156 | ||
MERCK & CO INC | COM | 58933Y105 | $6.84M | 4 % | 76,155 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | $6.73M | 4 % | 70,263 | ||
MICROSOFT CORP | COM | 594918104 | $5.92M | 4 % | 15,775 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.92M | 3 % | 25,841 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.89M | 3 % | 25,217 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.34M | 3 % | 12,010 |
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