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Home > Institutional Investor > Wp Advisors, Llc > Profile

Instuitional Investor - Wp Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wp Advisors, Llc
Portfolio Value $435,925,291
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 145,745 $48,536,300 11.13%
2.
Meta Platforms Inc.
 META 63,885 $46,328,646 10.63%
3.
Alphabet Inc.
 GOOGL 102,763 $35,015,804 8.03%
4.
Vanguard Index Fds
 121,551 $34,580,312 7.93%
5.
Berkshire Hathaway Inc
 BRK-B 47,808 $23,805,994 5.46%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.