13F History

WP Advisors, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 3, 2025
Value $: $300M
Signature - Title: Jennifer Cooney - Chief Compliance Officer
Location: San Francisco, CA
Summary: This page shows a list of all the recent 13F filings made by WP Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WP Advisors, LLC reported 104 stock holdings with total value $300M as of Q4 2024. Top holdings included AAPL, BRKB, META, GOOG, and PFE.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	104	$300M	+$20.7M	-$4.49M	+$16.2M	AAPL, BRKB, META, GOOG, PFE	13F-HR	2/3/2025, 01:14 PM
Q3 2024	98	$274M	+$1.21M	-$62.2M	-$61M	AAPL, BRKB, META, GOOG, VBK	13F-HR	11/7/2024, 02:52 PM
Q2 2024	106	$313M	+$11.5M	-$7.21M	+$4.29M	AAPL, KBWB, BRKB, META, GOOG	13F-HR	7/30/2024, 04:09 PM
Q1 2024	105	$305M	+$20.9M	-$11.7M	+$9.21M	AAPL, KBWB, BRKB, META, GOOG	13F-HR	5/8/2024, 03:07 PM
Q4 2023	104	$270M	+$10.4M	-$7.45M	+$3M	AAPL, KBWB, BRKB, META, GOOG	13F-HR	1/31/2024, 03:39 PM
Q3 2023	99	$240M	+$13.4M	-$17.6M	-$4.18M	AAPL, KBWB, BRKB, META, GOOG	13F-HR	10/30/2023, 01:50 PM
Q2 2023	99	$250M	+$7.97M	-$20.8M	-$12.8M	AAPL, KBWB, BRKB, META, VBK	13F-HR	7/26/2023, 04:32 PM
Q1 2023	99	$242M	+$5.64M	-$6.57M	-$929K	AAPL, BRKB, KBWB, ATVI, VBK	13F-HR	4/14/2023, 04:35 PM
Q4 2022	102	$224M	+$7.57M	-$15.5M	-$7.92M	AAPL, KBWB, BRKB, ATVI, VBK	13F-HR	1/20/2023, 08:50 AM
Q3 2022	104	$221M	+$20.1M	-$15.9M	+$4.24M	AAPL, KBWB, BRKB, VBK, ATVI	13F-HR	10/24/2022, 01:48 PM
Q2 2022	106	$230M	+$49.8M	-$19M	+$30.7M	AAPL, KBWB, BRKB, VUG, VBK	13F-HR	7/12/2022, 02:55 PM
Q1 2022	113	$243M	+$14.2M	-$6.29M	+$7.91M	AAPL, BRKB, VNLA, KBWB, META	13F-HR	4/25/2022, 05:17 PM
Q4 2021	108	$240M	+$9.16M	-$28.7M	-$19.5M	AAPL, VNLA, BRKB, META, KBWB	13F-HR	2/2/2022, 03:57 PM
Q3 2021	104	$244M	+$12.3M	-$3.09M	+$9.19M	VNLA, AAPL, BRKB, META, KBWB	13F-HR	10/20/2021, 05:13 PM
Q2 2021	103	$240M	+$13.5M	-$20.3M	-$6.79M	VNLA, AAPL, BRKB, META, KBWB	13F-HR	7/22/2021, 05:24 PM
Q1 2021	95	$231M	+$63M	-$52.2M	+$10.8M	VNLA, AAPL, BRKB, KBWB, META	13F-HR	5/6/2021, 01:32 PM
Q4 2020	88	$207M	+$18.4M	-$3.79M	+$14.6M	AAPL, VOO, BRKB, VB, MDY	13F-HR	1/27/2021, 03:24 PM
Q3 2020	78	$166M	+$51.4M	-$18.3M	+$33.2M	AAPL, VOO, BRKB, MDY, VB	13F-HR	10/16/2020, 03:41 PM
Q2 2020	69	$142M	+$25.9M	-$9.01M	+$16.9M	VOO, AAPL, MDY, VB, BRKB	13F-HR	8/7/2020, 06:18 PM
Q1 2020	49	$103M	+$47.8M	-$27.4M	+$20.4M	VOO, AAPL, MDY, VB, BRKB	13F-HR	4/28/2020, 06:50 PM
Q4 2019	63	$96.9M	+$3.18M	-$3.51M	-$332K	AAPL, BRKB, SHYG, META, VWO	13F-HR	1/22/2020, 04:48 PM
Q3 2019	58	$87.2M	+$2.23M	-$4.49M	-$2.27M	AAPL, BRKB, SHYG, META, VWO	13F-HR	10/22/2019, 12:58 PM
Q2 2019	61	$89.7M	+$586K	-$2.05K	+$584K	AAPL, BRKB, META, SHYG, VWO	13F-HR	7/22/2019, 06:42 PM
Q1 2019	175	$4.95K	$0	$0		RPV, VNLA, IVOG	13F-HR	4/15/2019, 12:28 PM
Q4 2018	60	$101M	+$21.6M	-$13.2M	+$8.38M	BRKB, AAPL, VEU, SHYG, META	13F-HR	1/17/2019, 05:57 PM
Q3 2018	266	$107M	+$2.03M	-$4.94M	-$2.91M	AAPL, BRKB, SHYG, META, VEU	13F-HR	10/31/2018, 11:30 AM
Q2 2018	272	$106M	+$13.5M	-$1.26M	+$12.2M	AAPL, BRKB, SHYG, META, VEU	13F-HR	7/26/2018, 05:59 PM
Q1 2018	55	$92.6M	+$1.4M	-$10.2M	-$8.81M	BRKB, AAPL, SHYG, VEU, META	13F-HR	5/4/2018, 03:15 PM
Q4 2017	63	$103M	+$3.17M	-$36.7M	-$33.6M	AAPL, BRKB, SHYG, VEU, META	13F-HR	2/5/2018, 03:16 PM
Q3 2017	68	$132M	+$1.77M	-$13.8M	-$12M	PFF, AAPL, BRKB, MINT, SHYG	13F-HR	11/2/2017, 01:48 PM
Q2 2017	69	$138M	+$6.58M	-$28.3M	-$21.8M	MINT, PFF, AAPL, BRKB, IGSB	13F-HR	8/8/2017, 11:38 AM
Q1 2017	68	$159M	+$12.5M	-$541K	+$12M	MINT, IGSB, PFF, AAPL, BRKB	13F-HR	4/17/2017, 01:07 PM
Q4 2016	61	$143M	$0	$0		MINT, IGSB, PFF, BRKB, SHYG	13F-HR	2/10/2017, 03:50 PM

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