W ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$162M
Signature - Title
Angela Cox - Chief Compliance Officer
Location
Germantown, TN
Summary
This page shows a list of all the recent 13F filings made by W ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. W ADVISORS, LLC reported 117 stock holdings with total value $162M as of Q3 2024. Top holdings included IVW, AAPL, MRK, SUSL, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 117 $162M +$6.32M -$3.83M +$2.5M IVW, AAPL, MRK, SUSL, IVV 13F-HR 10/28/2024, 03:23 PM
Q2 2024 112 $152M +$6.87M -$2.58M +$4.29M IVW, MRK, AAPL, SUSL, MSFT 13F-HR 8/6/2024, 04:00 PM
Q1 2024 109 $146M +$6.67M -$6.61M +$59.5K MRK, IVW, SUSL, AAPL, IVV 13F-HR 4/25/2024, 02:05 PM
Q4 2023 111 $135M +$9.89M -$7.14M +$2.74M MRK, IVW, AAPL, SUSL, OEF 13F-HR 2/6/2024, 03:19 PM
Q3 2023 99 $122M +$6.41M -$6.64M -$230K MRK, IVW, AAPL, SUSL, IVV 13F-HR 11/13/2023, 04:04 PM
Q2 2023 103 $128M +$1.46M -$1.73M -$264K MRK, AAPL, IVW, SUSL, OEF 13F-HR 8/3/2023, 07:45 PM
Q1 2023 100 $121M +$6.91M -$11.3M -$4.44M MRK, IVW, AAPL, SUSL, OEF 13F-HR 8/7/2023, 02:09 PM
Q4 2022 105 $120M +$9.65M -$7.42M +$2.23M MRK, IVW, SUSL, AAPL, IVV 13F-HR 2/6/2023, 06:34 PM
Q3 2022 97 $107M +$16.5M -$17.4M -$866K MRK, IVW, AAPL, SUSL, OEF 13F-HR 10/24/2022, 03:47 PM
Q2 2022 105 $116M +$12.6M -$13M -$479K ESGU, MRK, IVW, IVV, AAPL 13F-HR 8/26/2022, 03:08 PM
Q1 2022 112 $132M +$16.4M -$14.5M +$1.93M IVW, ESGU, MRK, IVV, AAPL 13F-HR 8/26/2022, 03:08 PM
Q4 2021 104 $134M $0 $0 IVW, ESGU, IVV, AAPL, MRK 13F-HR 8/15/2022, 01:09 PM