Back to WP Advisors, LLC

WP Advisors, LLC

All holdings · as of Dec 31, 2025

116 positions

CompanyClassValueShares% of portfolio
Energy Transfer LPETMLP$280.2K16,9950.1%
BANK OF AMERICA CORP /DE$261.0K4,7460.1%
SPDR SERIES TRUST$258.3K4,2560.1%
ALLSTATE CORP$250.3K1,2020.1%
ISHARES TR$249.4K1,9350.1%
O REILLY AUTOMOTIVE INC$244.9K2,6850.1%
DEERE & CO$237.5K5100.1%
ISHARES TR$235.4K2,4440.1%
SCHWAB CHARLES CORP$225.6K2,2590.1%
SCHWAB STRATEGIC TR$221.5K8,2290.1%
CATERPILLAR INC$213.5K3730.1%
COCA COLA CO$209.2K2,9920.1%
LPL Financial Holdings Inc.$208.9K5850.1%
Mastercard Inc$202.9K3550.1%
INTERNATIONAL BUSINESS MACHINES CORP$201.1K6790.1%
L3HARRIS TECHNOLOGIES, INC. /DE$201.0K6850.1%
← PrevPage 3 of 3Next →