WP Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
San Francisco, CA
CIK
0001697796
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 104 270,137 AAPL, KBWB, BRK-B, META 13F-HR 1/31/2024 000117266124000408
Q3 2023 100 241,853 AAPL, KBWB, BRK-B, META 13F-HR 10/30/2023 000117266123003533
Q2 2023 99 249,923 AAPL, KBWB, BRK-B, META 13F-HR 7/26/2023 000117266123002630
Q1 2023 99 242,432 AAPL, BRK-B, KBWB, ATVI 13F-HR 4/14/2023 000117266123001704
Q4 2022 102 223,677 AAPL, KBWB, BRK-B, ATVI 13F-HR 1/20/2023 000117266123000218
Q3 2022 104 220,845 AAPL, KBWB, BRK-B, VBK 13F-HR 10/24/2022 000160658722001968
Q2 2022 106 230,042 AAPL, KBWB, BRK-B, VUG 13F-HR 7/12/2022 000160658722001291
Q1 2022 113 242,811 AAPL, BRK-B, VNLA, KBWB 13F-HR 4/25/2022 000160658722000737
Q4 2021 108 240,026 AAPL, VNLA, BRK-B, META 13F-HR 2/2/2022 000160658722000278
Q3 2021 104 243,863 VNLA, AAPL, BRK-B, META 13F-HR 10/20/2021 000160658721001339
Q2 2021 103 239,859 VNLA, AAPL, BRK-B, META 13F-HR 7/22/2021 000160658721000830
Q1 2021 95 231,473 VNLA, AAPL, BRK-B, KBWB 13F-HR 5/6/2021 000160658721000604
Q4 2020 88 207,079 AAPL, VOO, BRK-B, VB 13F-HR 1/27/2021 000160658721000110
Q3 2020 78 165,941 AAPL, VOO, BRK-B, MDY 13F-HR 10/16/2020 000160658720001064
Q2 2020 69 142,213 VOO, AAPL, MDY, VB 13F-HR 8/7/2020 000160658720000884
Q1 2020 49 102,950 VOO, AAPL, MDY, VB 13F-HR 4/29/2020 000160658720000492
Q4 2019 63 96,868 AAPL, BRK-B, SHYG, META 13F-HR 1/22/2020 000160658720000082
Q3 2019 58 87,246 AAPL, BRK-B, SHYG, META 13F-HR 10/22/2019 000160658719000900
Q2 2019 61 89,687 AAPL, BRK-B, META, SHYG 13F-HR 7/23/2019 000160658719000657
Q1 2019 175 918,584 AAPL, BRK-B, SHYG, META 13F-HR 4/15/2019 000160658719000359
Q4 2018 60 101,434 BRK-B, AAPL, VEU, SHYG 13F-HR 1/18/2019 000160658719000047
Q3 2018 268 107,425 AAPL, BRK-B, SHYG, META 13F-HR 10/31/2018 000160658718000806
Q2 2018 276 105,986 AAPL, BRK-B, SHYG, META 13F-HR 7/27/2018 000160658718000536
Q1 2018 55 92,617 BRK-B, AAPL, SHYG, VEU 13F-HR 5/4/2018 000160658718000386
Q4 2017 63 103,294 AAPL, BRK-B, SHYG, VEU 13F-HR 2/5/2018 000160658718000121
Q3 2017 68 132,402 PFF, AAPL, BRK-B, MINT 13F-HR 11/2/2017 000160658717000603
Q2 2017 69 137,984 MINT, PFF, AAPL, BRK-B 13F-HR 8/8/2017 000160658717000467
Q1 2017 68 159,236 MINT, IGSB, PFF, AAPL 13F-HR 4/17/2017 000160658717000217
Q4 2016 61 143,237 MINT, IGSB, PFF, BRK-B 13F-HR 2/10/2017 000160658717000131