W ADVISORS, LLC
Q2 2025 13F Holdings
- Locationgermantown, TN
- Num holdings
126
- Value ($000)
$174,343
- Date Filed08/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $13.16 M | 8 % | 119,545 | ||
AAPL APPLE INC | COM | 037833100 | $8.00 M | 5 % | 38,994 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $7.90 M | 5 % | 25,941 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.62 M | 4 % | 15,327 | ||
SUSL ISHARES TR | ESG MSCI LEADR | 46435U218 | $7.39 M | 4 % | 68,193 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.50 M | 4 % | 10,473 | ||
MRK MERCK & CO INC | COM | 58933Y105 | $5.81 M | 3 % | 73,383 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.30 M | 3 % | 25,909 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.28 M | 3 % | 8,554 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $5.23 M | 3 % | 26,769 |
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