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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DYNF +31,326+$1,391
IXC +9,189+$395
HEFA +9,871+$344
AEP +3,313+$285
NKE +2,596+$244
ABT +1,808+$205
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
TFLO -9,261-$467
IYH -999-$286
SHV -2,556-$281
VTI -1,072-$254
MDLZ -3,272-$237
IYE -5,141-$227
LQD -1,941-$215
VWO -5,164-$212
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IUSB +23,646+$1,070
WMT +8,636+$101
IJH +4,756+$31
IVE +4,294+$1,080
EMXC +4,286+$273
IVW +3,253+$1,333
IFRA +2,143+$109
SCHD +439+$63
GOOGL +364+$108
VYM +328+$127
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
ESGE -13,448-$430
EFV -6,873-$248
VTEB -4,954-$267
ESGU -4,144-$313
MUB -3,726-$411
SUSL -3,250+$416
USMV -3,004-$188
OEF -2,781-$18
MRK -2,709+$1,460
W Advisors LLC Info
Size ($ in 1000's)
At 03/31/2024: $145,831
At 12/31/2023: $134,955

W Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from W Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By W Advisors LLC
As of  03/31/2024, we find all stocks held by W Advisors LLC to be as follows, presented in the table below with each row detailing each W Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-W Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by W Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
MERCK & CO INC 76,550 -2,709 $10,101
     MRK76,550-2,709$10,101
ISHARES TR (IVW) 116,603 +3,253 $9,846
     IVW116,603+3,253$9,846
ISHARES TR (SUSL) 72,858 -3,250 $6,838
     SUSL72,858-3,250$6,838
APPLE INC 38,070 +299 $6,528
     AAPL38,070+299$6,528
ISHARES TR (IVV) 12,158 -462 $6,392
     IVV12,158-462$6,392
MICROSOFT CORP 15,175 +51 $6,384
     MSFT15,175+51$6,384
ISHARES TR (OEF) 25,103 -2,781 $6,211
     OEF25,103-2,781$6,211
ISHARES TR (IVE) 25,751 +4,294 $4,811
     IVE25,751+4,294$4,811
VANGUARD SPECIALIZED FUNDS (VIG) 23,899 UNCH $4,364
     VIG23,899UNCH$4,364
ISHARES TR (EFG) 39,780 -126 $4,129
     EFG39,780-126$4,129
EXXON MOBIL CORP 35,123 +35 $4,083
     XOM35,123+35$4,083
ISHARES TR (IWF) 12,010 UNCH $4,048
     IWF12,010UNCH$4,048
SPDR S&P 500 ETF TR (SPY) 5,978 +3 $3,127
     SPY5,978+3$3,127
ISHARES TR (EFV) 47,568 -6,873 $2,588
     EFV47,568-6,873$2,588
ISHARES TR (IWD) 13,166 -171 $2,358
     IWD13,166-171$2,358
ISHARES TR (IYW) 14,484 +247 $1,956
     IYW14,484+247$1,956
ISHARES TR (IUSB) 41,258 +23,646 $1,881
     IUSB41,258+23,646$1,881
KROGER CO 32,876 +191 $1,878
     KR32,876+191$1,878
ISHARES TR (QUAL) 10,574 -383 $1,738
     QUAL10,574-383$1,738
JPMORGAN CHASE & CO 8,360 -14 $1,675
     JPM8,360-14$1,675
VANGUARD MUN BD FDS (VTEB) 31,316 -4,954 $1,585
     VTEB31,316-4,954$1,585
LOCKHEED MARTIN CORP 3,465 +4 $1,576
     LMT3,465+4$1,576
ISHARES TR (IEFA) 20,534 -820 $1,524
     IEFA20,534-820$1,524
ISHARES TR (IVLU) 50,433 -2,414 $1,424
     IVLU50,433-2,414$1,424
JOHNSON & JOHNSON 8,964 +21 $1,418
     JNJ8,964+21$1,418
ISHARES TR (ESGU) 12,115 -4,144 $1,393
     ESGU12,115-4,144$1,393
BLACKROCK ETF TRUST (DYNF) 31,326 +31,326 $1,391
     DYNF31,326+31,326$1,391
COCA COLA CO 21,638 +60 $1,324
     KO21,638+60$1,324
VANGUARD WORLD FD (VGT) 2,490 +70 $1,305
     VGT2,490+70$1,305
NVIDIA CORPORATION 1,418 +62 $1,282
     NVDA1,418+62$1,282
AMAZON COM INC 6,598 +153 $1,190
     AMZN6,598+153$1,190
SCHWAB STRATEGIC TR 25,738 -16 $1,184
     SCHZ25,738-16$1,184
VANGUARD WHITEHALL FDS (VYM) 9,644 +328 $1,167
     VYM9,644+328$1,167
VANGUARD INDEX FDS (VOO) 2,309 -241 $1,110
     VOO2,309-241$1,110
BRISTOL MYERS SQUIBB CO 19,810 +73 $1,074
     BMY19,810+73$1,074
ISHARES INC (EMXC) 16,449 +4,286 $947
     EMXC16,449+4,286$947
MCDONALDS CORP 3,325 +11 $938
     MCD3,325+11$938
ISHARES TR (MUB) 8,589 -3,726 $924
     MUB8,589-3,726$924
PROCTER AND GAMBLE CO 5,670 +37 $920
     PG5,670+37$920
CHEVRON CORP NEW 5,580 +22 $880
     CVX5,580+22$880
MORGAN STANLEY 9,310 +20 $877
     MS9,310+20$877
ISHARES TR (IWV) 2,880 -14 $864
     IWV2,880-14$864
ISHARES TR (TLT) 9,122 -238 $863
     TLT9,122-238$863
CATERPILLAR INC 2,344 UNCH $859
     CAT2,344UNCH$859
ISHARES TR (DVY) 6,443 UNCH $794
     DVY6,443UNCH$794
WALMART INC 12,929 +8,636 $778
     WMT12,929+8,636$778
HOME DEPOT INC 1,997 -92 $766
     HD1,997-92$766
ALPHABET INC 5,049 +364 $762
     GOOGL5,049+364$762
NEXTERA ENERGY INC 11,380 UNCH $727
     NEE11,380UNCH$727
VANGUARD INDEX FDS (VUG) 2,099 -144 $722
     VUG2,099-144$722
ISHARES TR (ITOT) 6,105 +3 $704
     ITOT6,105+3$704
ISHARES TR (USMV) 8,338 -3,004 $697
     USMV8,338-3,004$697
SHELL PLC 9,764 UNCH $655
     SHEL9,764UNCH$655
VERIZON COMMUNICATIONS INC 14,944 +72 $627
     VZ14,944+72$627
VANGUARD TAX MANAGED FDS (VEA) 12,217 +98 $613
     VEA12,217+98$613
ISHARES TR (IJR) 5,460 +54 $603
     IJR5,460+54$603
META PLATFORMS INC 1,179 +44 $572
     META1,179+44$572
ISHARES TR (DGRO) 9,697 UNCH $563
     DGRO9,697UNCH$563
SOUTHERN CO 7,850 +36 $563
     SO7,850+36$563
SCHWAB STRATEGIC TR 6,725 +439 $542
     SCHD6,725+439$542
BLACKROCK INC 641 +4 $534
     BLK641+4$534
CISCO SYS INC 10,642 +62 $531
     CSCO10,642+62$531
AT&T INC 29,339 +105 $516
     T29,339+105$516
ISHARES TR (EEM) 12,156 UNCH $499
     EEM12,156UNCH$499
INTEL CORP 10,984 UNCH $485
     INTC10,984UNCH$485
MID AMER APT CMNTYS INC 3,688 UNCH $485
     MAA3,688UNCH$485
KIMBERLY CLARK CORP 3,340 UNCH $432
     KMB3,340UNCH$432
ELI LILLY & CO 542 +3 $422
     LLY542+3$422
ABBVIE INC 2,291 +18 $417
     ABBV2,291+18$417
ISHARES TR (MBB) 4,329 +124 $400
     MBB4,329+124$400
ISHARES TR (IXC) 9,189 +9,189 $395
     IXC9,189+9,189$395
ISHARES TR (VLUE) 3,621 -111 $392
     VLUE3,621-111$392
ILLINOIS TOOL WKS INC 1,452 UNCH $390
     ITW1,452UNCH$390
NORFOLK SOUTHN CORP 1,512 UNCH $385
     NSC1,512UNCH$385
PHILIP MORRIS INTL INC 4,128 +41 $378
     PM4,128+41$378
BERKSHIRE HATHAWAY INC DEL      $373
     BRK.B886UNCH$373
CONOCOPHILLIPS 2,900 +30 $369
     COP2,900+30$369
INTERNATIONAL BUSINESS MACHS 1,933 +10 $369
     IBM1,933+10$369
SPDR DOW JONES INDL AVERAGE (DIA) 925 UNCH $368
     DIA925UNCH$368
ISHARES TR (IJH) 5,945 +4,756 $361
     IJH5,945+4,756$361
ISHARES TR (AGG) 3,661 -1,358 $359
     AGG3,661-1,358$359
GALLAGHER ARTHUR J & CO 1,388 +15 $347
     AJG1,388+15$347
ISHARES TR (HEFA) 9,871 +9,871 $344
     HEFA9,871+9,871$344
PFIZER INC 12,040 +75 $334
     PFE12,040+75$334
ISHARES TR (IWN) 2,079 UNCH $330
     IWN2,079UNCH$330
ALPHABET INC 2,113 +10 $322
     GOOG2,113+10$322
ISHARES TR (IFRA) 7,435 +2,143 $322
     IFRA7,435+2,143$322
AUTOZONE INC 100 UNCH $315
     AZO100UNCH$315
GENERAL ELECTRIC CO 1,740 +1 $305
     GE1,740+1$305
ISHARES TR (IEV) 5,247 -360 $292
     IEV5,247-360$292
AMERICAN ELEC PWR CO INC 3,313 +3,313 $285
     AEP3,313+3,313$285
PRUDENTIAL FINL INC 2,397 +28 $281
     PRU2,397+28$281
QUALCOMM INC 1,659 +16 $281
     QCOM1,659+16$281
GOLDMAN SACHS GROUP INC 637 +1 $266
     GS637+1$266
AUTOMATIC DATA PROCESSING IN 1,052 UNCH $263
     ADP1,052UNCH$263
BROADCOM INC 198 +2 $262
     AVGO198+2$262
ORACLE CORP 2,080 +12 $261
     ORCL2,080+12$261
BLACKSTONE INC 1,926 UNCH $253
     BX1,926UNCH$253
METLIFE INC 3,402 +43 $252
     MET3,402+43$252
BANK AMERICA CORP 6,429 +49 $244
     BAC6,429+49$244
NIKE INC 2,596 +2,596 $244
     NKE2,596+2,596$244
COMCAST CORP NEW 5,119 +43 $222
     CMCSA5,119+43$222
HERSHEY CO 1,121 +24 $218
     HSY1,121+24$218
ISHARES INC (ESGE) 6,455 -13,448 $208
     ESGE6,455-13,448$208
TEXAS INSTRS INC 1,180 UNCH $206
     TXN1,180UNCH$206
ABBOTT LABS 1,808 +1,808 $205
     ABT1,808+1,808$205
ISHARES TR (TLH) 1,913 -192 $201
     TLH1,913-192$201
FORD MTR CO DEL 12,007 +41 $159
     F12,007+41$159
VALLEY NATL BANCORP 13,339 +0 $106
     VLY13,339UNCH$106
ISHARES TR $0 (exited)
     IYE0-5,141$0
ISHARES TR $0 (exited)
     IYH0-999$0
ISHARES TR $0 (exited)
     LQD0-1,941$0
MONDELEZ INTL INC $0 (exited)
     MDLZ0-3,272$0
ISHARES TR $0 (exited)
     SHV0-2,556$0
ISHARES TR $0 (exited)
     TFLO0-9,261$0
VANGUARD INDEX FDS $0 (exited)
     VTI0-1,072$0
VANGUARD INTL EQUITY INDEX F 0 -5,164 $0 (exited)
     VWO0-5,164$0

See Summary: W Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By W Advisors LLC

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