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Home > Institutional Investor > W Advisors, Llc > Profile

Instuitional Investor - W Advisors, Llc

Fund Profile
Filing Period:
Fund Name: W Advisors, Llc
Portfolio Value $159,747,407
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 124,476 $11,555,078 7.23%
2.
Apple Inc.
 AAPL 38,832 $8,625,733 5.4%
3.
Ishares Trust
 IEF 14,491 $8,142,493 5.1%
4.
Ishares Trust
 IEF 26,156 $7,083,830 4.43%
5.
Merck & Co. Inc.
 MRK 76,155 $6,835,692 4.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)