W ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Germantown, TN
CIK
0001929907
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 117 162,397 IVW, AAPL, MRK, SUSL 13F-HR 10/28/2024 000117266124004378
Q2 2024 112 152,472 IVW, MRK, AAPL, SUSL 13F-HR 8/6/2024 000117266124003095
Q1 2024 109 145,832 MRK, IVW, SUSL, AAPL 13F-HR 4/25/2024 000117266124001938
Q4 2023 111 134,952 MRK, IVW, AAPL, SUSL 13F-HR 2/6/2024 000117266124000488
Q3 2023 99 121,679 MRK, IVW, AAPL, SUSL 13F-HR 11/13/2023 000117266123003803
Q2 2023 103 127,635 MRK, AAPL, IVW, SUSL 13F-HR 8/3/2023 000117266123002750
Q1 2023 100 121,090 MRK, IVW, AAPL, SUSL 13F-HR 8/7/2023 000117266123002770
Q4 2022 105 120,019 MRK, IVW, SUSL, AAPL 13F-HR 2/6/2023 000108514623000707
Q3 2022 97 107,460 MRK, IVW, AAPL, SUSL 13F-HR 10/24/2022 000108514622003574
Q2 2022 104 115,607 ESGU, MRK, IVW, IVV 13F-HR 8/26/2022 000108514622003173
Q1 2022 110 132,248 IVW, ESGU, MRK, IVV 13F-HR 8/26/2022 000108514622003172
Q4 2021 104 134,120 IVW, ESGU, IVV, AAPL 13F-HR 8/15/2022 000108514622003093