W ADVISORS, LLC
Q4 2024 13F Holdings
- Locationgermantown, TN
- Num holdings
115
- Value ($000)
$161,652
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $12.61M | 8 % | 124,243 | ||
AAPL APPLE INC | COM | 037833100 | $9.64M | 6 % | 38,495 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.63M | 5 % | 12,964 | ||
MRK MERCK & CO INC | COM | 58933Y105 | $7.55M | 5 % | 75,853 | ||
SUSL ISHARES TR | ESG MSCI LEADR | 46435U218 | $7.24M | 5 % | 70,263 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $6.93M | 4 % | 23,991 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.59M | 4 % | 15,644 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.84M | 3 % | 24,691 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.82M | 3 % | 12,010 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.66M | 3 % | 24,427 |
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