Notify me when W ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 141 | $198,816,990 | +$6,620,875 | -$3,234,011 | +$3,386,864 | IVW, AAPL, OEF, MSFT, MRK | 13F-HR | 13 Feb 2026, 13:53 |
| Q3 2025 | 138 | $189,865,104 | +$5,946,266 | -$4,370,550 | +$1,575,716 | IVW, AAPL, OEF, MSFT, IVV | 13F-HR | 14 Nov 2025, 12:32 |
| Q2 2025 | 126 | $174,343,089 | +$11,267,217 | -$8,822,360 | +$2,444,857 | IVW, AAPL, OEF, MSFT, SUSL | 13F-HR | 07 Aug 2025, 12:24 |
| Q1 2025 | 119 | $159,747,407 | +$8,256,891 | -$5,255,871 | +$3,001,020 | IVW, AAPL, IVV, OEF, MRK | 13F-HR | 13 May 2025, 15:44 |
| Q4 2024 | 115 | $161,651,588 | +$6,405,527 | -$5,752,004 | +$653,523 | IVW, AAPL, IVV, MRK, SUSL | 13F-HR | 22 Jan 2025, 16:16 |
| Q3 2024 | 117 | $162,397,448 | +$6,323,143 | -$3,825,738 | +$2,497,405 | IVW, AAPL, MRK, SUSL, IVV | 13F-HR | 28 Oct 2024, 15:23 |
| Q2 2024 | 112 | $152,472,676 | +$6,865,141 | -$2,576,290 | +$4,288,851 | IVW, MRK, AAPL, SUSL, MSFT | 13F-HR | 06 Aug 2024, 16:00 |
| Q1 2024 | 109 | $145,832,288 | +$6,671,069 | -$6,611,612 | +$59,457 | MRK, IVW, SUSL, AAPL, IVV | 13F-HR | 25 Apr 2024, 14:05 |
| Q4 2023 | 111 | $134,952,157 | +$9,887,802 | -$7,144,768 | +$2,743,034 | MRK, IVW, AAPL, SUSL, OEF | 13F-HR | 06 Feb 2024, 15:19 |
| Q3 2023 | 99 | $121,679,019 | +$6,410,137 | -$6,640,339 | -$230,202 | MRK, IVW, AAPL, SUSL, IVV | 13F-HR | 13 Nov 2023, 16:04 |
| Q2 2023 | 103 | $127,635,923 | +$1,464,333 | -$1,728,037 | -$263,704 | MRK, AAPL, IVW, SUSL, OEF | 13F-HR | 03 Aug 2023, 19:45 |
| Q1 2023 | 100 | $121,090,886 | +$6,907,609 | -$11,349,241 | -$4,441,632 | MRK, IVW, AAPL, SUSL, OEF | 13F-HR | 07 Aug 2023, 14:09 |
| Q4 2022 | 105 | $120,019,100 | +$9,649,372 | -$7,418,465 | +$2,230,907 | MRK, IVW, SUSL, AAPL, IVV | 13F-HR | 06 Feb 2023, 18:34 |
| Q3 2022 | 97 | $107,460,000 | +$16,522,886 | -$17,388,923 | -$866,037 | MRK, IVW, AAPL, SUSL, OEF | 13F-HR | 24 Oct 2022, 15:47 |
| Q2 2022 | 105 | $115,606,000 | +$12,566,388 | -$13,045,693 | -$479,305 | ESGU, MRK, IVW, IVV, AAPL | 13F-HR | 26 Aug 2022, 15:08 |
| Q1 2022 | 112 | $132,245,000 | +$16,445,655 | -$14,513,400 | +$1,932,255 | IVW, ESGU, MRK, IVV, AAPL | 13F-HR | 26 Aug 2022, 15:08 |
| Q4 2021 | 104 | $134,120,000 | $0 | $0 | $0 | IVW, ESGU, IVV, AAPL, MRK | 13F-HR | 15 Aug 2022, 13:09 |