The Analysis of W ADVISORS, LLC's Holdings

Currently, W ADVISORS, LLC holds 141 types of securities in its portfolio with a total value $198.8M. In the most recent quarter, they have increased their positions in IVE (+3.5K shares, valued at $749.0K), MUB (+6.0K shares, valued at $643.2K), IWD (+2.3K shares, valued at $474.1K); decreased their positions in QUAL (-3.2K shares, valued at $640.5K), SUSL (-1.5K shares, valued at $181.5K), JPM (-494 shares, valued at $159.2K); initiated new positions in FTCS (+4.4K shares, valued at $410.1K), IWS (+2.5K shares, valued at $357.3K), WCC (+1.2K shares, valued at $285.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR118.8K shares0.09%2025-12-312026-02-13

AAPL APPLE INC40.0K shares1.01%2025-12-312026-02-13

OEF ISHARES TR27.4K shares-0.49%2025-12-312026-02-13

MSFT MICROSOFT CORP16.0K shares3.24%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC72.6K shares-1.18%2025-12-312026-02-13

IVV ISHARES TR10.4K shares0.23%2025-12-312026-02-13

SUSL ISHARES TR56.9K shares-2.56%2025-12-312026-02-13

IVE ISHARES TR30.5K shares13.12%2025-12-312026-02-13

Sponsored

IWF ISHARES TR12.1K shares1.09%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR8.4K shares-1.83%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS25.4K shares-0.38%2025-12-312026-02-13

IWD ISHARES TR22.2K shares11.30%2025-12-312026-02-13

XOM EXXON MOBIL CORP35.7K shares1.37%2025-12-312026-02-13

EFV ISHARES TR52.9K shares-1.04%2025-12-312026-02-13

IYW ISHARES TR14.9K shares-0.59%2025-12-312026-02-13

DYNF BLACKROCK ETF TRUST47.8K shares5.83%2025-12-312026-02-13

Sponsored

NVDA NVIDIA CORPORATION15.3K shares0.97%2025-12-312026-02-13

EFG ISHARES TR24.2K shares-4.73%2025-12-312026-02-13

VGT VANGUARD WORLD FD3.5K shares9.52%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.8.2K shares-5.70%2025-12-312026-02-13

ALPHABET INC ALPHABET INC7.4K shares-0.03%2025-12-312026-02-13

IEMG ISHARES INC32.7K shares26.86%2025-12-312026-02-13

QUAL ISHARES TR10.5K shares-23.56%2025-12-312026-02-13

IUSB ISHARES TR42.1K shares3.23%2025-12-312026-02-13

Sponsored

AMZN AMAZON COM INC8.4K shares1.49%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON9.2K shares0.00%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS13.2K shares3.79%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP3.5K shares-0.06%2025-12-312026-02-13

MS MORGAN STANLEY9.4K shares-0.46%2025-12-312026-02-13

MUB ISHARES TR14.5K shares70.48%2025-12-312026-02-13

KO COCA COLA CO21.9K shares-0.09%2025-12-312026-02-13

IVLU ISHARES TR39.3K shares-0.18%2025-12-312026-02-13

Sponsored

KR KROGER CO23.8K shares0.52%2025-12-312026-02-13

WMT WALMART INC13.3K shares-0.03%2025-12-312026-02-13

IEFA ISHARES TR15.0K shares3.44%2025-12-312026-02-13

META META PLATFORMS INC2.0K shares-4.85%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR46.8K shares5.12%2025-12-312026-02-13

ESGU ISHARES TR8.6K shares0.00%2025-12-312026-02-13

SCHZ SCHWAB STRATEGIC TR52.5K shares-1.34%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS24.4K shares-4.97%2025-12-312026-02-13

Sponsored

CAT CATERPILLAR INC2.1K shares0.24%2025-12-312026-02-13

MCD MCDONALDS CORP3.4K shares-0.12%2025-12-312026-02-13

TLH ISHARES TR10.1K shares-6.33%2025-12-312026-02-13

MTUM ISHARES TR4.0K shares30.91%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS15.9K shares-3.67%2025-12-312026-02-13

VUG VANGUARD INDEX FDS2.0K shares-1.97%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO18.0K shares0.83%2025-12-312026-02-13

IWV ISHARES TR2.4K shares-0.04%2025-12-312026-02-13

Sponsored

ITOT ISHARES TR6.1K shares3.30%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR11.1K shares11.94%2025-12-312026-02-13

DVY ISHARES TR6.2K shares0.00%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO5.9K shares-2.30%2025-12-312026-02-13

CSCO CISCO SYS INC11.0K shares0.01%2025-12-312026-02-13

NEE NEXTERA ENERGY INC10.4K shares0.00%2025-12-312026-02-13

EMXC ISHARES INC11.1K shares0.00%2025-12-312026-02-13

BAI BLACKROCK ETF TRUST24.1K shares12.60%2025-12-312026-02-13

Sponsored

TSLA TESLA INC1.8K shares0.63%2025-12-312026-02-13

THRO BLACKROCK ETF TRUST19.2K shares9.80%2025-12-312026-02-13

T AT&T INC29.3K shares-0.64%2025-12-312026-02-13

SHEL SHELL PLC9.8K shares0.00%2025-12-312026-02-13

HD HOME DEPOT INC2.1K shares0.05%2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC657 shares-0.30%2025-12-312026-02-13

ALPHABET INC ALPHABET INC2.2K shares-1.09%2025-12-312026-02-13

PM PHILIP MORRIS INTL INC4.3K shares0.05%2025-12-312026-02-13

Sponsored

EEM ISHARES TR12.4K shares-1.20%2025-12-312026-02-13

DGRO ISHARES TR9.7K shares0.00%2025-12-312026-02-13

USMV ISHARES TR6.9K shares-11.03%2025-12-312026-02-13

IJR ISHARES TR5.3K shares-2.70%2025-12-312026-02-13

SO SOUTHERN CO7.2K shares-0.68%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC15.2K shares-0.75%2025-12-312026-02-13

MBB ISHARES TR6.3K shares10.90%2025-12-312026-02-13

LLY ELI LILLY & CO543 shares0.00%2025-12-312026-02-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.0K shares1.76%2025-12-312026-02-13

ABBV ABBVIE INC2.4K shares0.33%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-0.45%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC624 shares0.00%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP600 shares-0.17%2025-12-312026-02-13

MAA MID-AMER APT CMNTYS INC3.7K shares0.00%2025-12-312026-02-13

NSC NORFOLK SOUTHN CORP1.7K shares0.24%2025-12-312026-02-13

VTWO VANGUARD SCOTTSDALE FDS4.9K shares0.00%2025-12-312026-02-13

Sponsored

IBIT ISHARES BITCOIN TRUST ETF9.5K shares16.11%2025-12-312026-02-13

VOOG VANGUARD ADMIRAL FDS INC1.1K shares2.92%2025-12-312026-02-13

BINC BLACKROCK ETF TRUST II8.9K shares5.30%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE1.5K shares0.00%2025-12-312026-02-13

VTI VANGUARD INDEX FDS1.4K shares-3.35%2025-12-312026-02-13

CVX CHEVRON CORP NEW3.0K shares0.07%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE925 shares0.00%2025-12-312026-02-13

VONE VANGUARD SCOTTSDALE FDS1.4K shares0.00%2025-12-312026-02-13

Sponsored

ITA ISHARES TR1.9K shares25.06%2025-12-312026-02-13

FTCS FIRST TR EXCHANGE-TRADED FD4.4K sharesnew addition2025-12-312026-02-13

BAC BANK AMERICA CORP7.0K shares0.68%2025-12-312026-02-13

AEP AMERICAN ELEC PWR CO INC3.3K shares0.00%2025-12-312026-02-13

IJH ISHARES TR5.7K shares-4.55%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-1.03%2025-12-312026-02-13

AZO AUTOZONE INC109 shares9.00%2025-12-312026-02-13

AGG ISHARES TR3.6K shares-0.63%2025-12-312026-02-13

Sponsored

BROADCOM INC BROADCOM INC1.0K shares-4.03%2025-12-312026-02-13

IAGG ISHARES TR7.2K shares0.31%2025-12-312026-02-13

INTC INTEL CORP9.7K shares1.22%2025-12-312026-02-13

ITW ILLINOIS TOOL WKS INC1.5K shares0.00%2025-12-312026-02-13

IWS ISHARES TR2.5K sharesnew addition2025-12-312026-02-13

IWN ISHARES TR1.9K shares0.00%2025-12-312026-02-13

VLUE ISHARES TR2.6K shares0.00%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS528 shares-13.58%2025-12-312026-02-13

Sponsored

KMB KIMBERLY-CLARK CORP3.2K shares-1.93%2025-12-312026-02-13

IEV ISHARES TR4.6K shares-0.35%2025-12-312026-02-13

BLACKSTONE INC BLACKSTONE INC2.0K shares0.00%2025-12-312026-02-13

PRU PRUDENTIAL FINL INC2.6K shares0.63%2025-12-312026-02-13

QCOM QUALCOMM INC1.7K shares-11.30%2025-12-312026-02-13

MET METLIFE INC3.7K shares-0.19%2025-12-312026-02-13

WCC WESCO INTL INC1.2K sharesnew addition2025-12-312026-02-13

BK BANK NEW YORK MELLON CORP2.5K shares0.33%2025-12-312026-02-13

Sponsored

ORCL ORACLE CORP1.4K shares3.40%2025-12-312026-02-13

IWM ISHARES TR1.1K shares23.48%2025-12-312026-02-13

COP CONOCOPHILLIPS2.8K shares-1.49%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-02-13

ESGE ISHARES INC5.6K shares-3.36%2025-12-312026-02-13

GEV GE VERNOVA INC376 shares0.00%2025-12-312026-02-13

ARKW ARK ETF TR1.7K shares0.00%2025-12-312026-02-13

COF CAPITAL ONE FINL CORP999 shares0.20%2025-12-312026-02-13

Sponsored

FDX FEDEX CORP838 sharesnew addition2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2025-12-312026-02-13

ABT ABBOTT LABS1.9K shares-0.68%2025-12-312026-02-13

MO ALTRIA GROUP INC4.1K shares-0.34%2025-12-312026-02-13

VGK VANGUARD INTL EQUITY INDEX F2.8K shares0.00%2025-12-312026-02-13

CITIGROUP INC CITIGROUP INC2.0K shares-24.87%2025-12-312026-02-13

PLD PROLOGIS INC.1.8K sharesnew addition2025-12-312026-02-13

KMI KINDER MORGAN INC DEL8.4K shares-0.45%2025-12-312026-02-13

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP677 shares0.00%2025-12-312026-02-13

FITB FIFTH THIRD BANCORP4.8K shares0.65%2025-12-312026-02-13

VONV VANGUARD SCOTTSDALE FDS2.4K shares0.00%2025-12-312026-02-13

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2025-12-312026-02-13

USB US BANCORP DEL4.2K sharesnew addition2025-12-312026-02-13

CVS CVS HEALTH CORP2.7K shares0.00%2025-12-312026-02-13

AJG GALLAGHER ARTHUR J & CO820 shares-12.49%2025-12-312026-02-13

IGM ISHARES TR1.6K shares0.00%2025-12-312026-02-13

Sponsored

IJK ISHARES TR2.2K shares0.00%2025-12-312026-02-13

TXN TEXAS INSTRS INC1.2K shares0.00%2025-12-312026-02-13

V VISA INC574 sharesnew addition2025-12-312026-02-13

CIFR CIPHER MINING INC11.6K shares0.00%2025-12-312026-02-13

VLY VALLEY NATL BANCORP13.3K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available