W ADVISORS, LLC
Q3 2025 13F Holdings
- Locationgermantown, TN
- Num holdings
138
- Value ($000)
$189,865
- Date Filed11/14/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $14.33 M | 8 % | 118,718 | ||
AAPL APPLE INC | COM | 037833100 | $10.07 M | 5 % | 39,555 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $9.18 M | 5 % | 27,574 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.01 M | 4 % | 15,472 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.96 M | 4 % | 10,404 | ||
SUSL ISHARES TR | ESG MSCI LEADR | 46435U218 | $6.84 M | 4 % | 58,444 | ||
MRK MERCK & CO INC | COM | 58933Y105 | $6.17 M | 3 % | 73,466 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.68 M | 3 % | 8,525 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $5.63 M | 3 % | 12,010 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $5.56 M | 3 % | 26,919 |
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