W Advisors, LLC
W Advisors, LLC reported 254 holdings worth US$220M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
W Advisors, LLC reported 254 holdings worth US$220M as of Jun 30, 2026. Largest: Apple Inc, Merck & Company, Inc. and Microsoft Corp. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 254
- Value as reported
- US$220M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 42,042 | US$12.2M | 5.5% |
| Merck & Company, Inc. | 72,472 | US$9.31M | 4.2% |
| Microsoft Corp. | 16,081 | US$6M | 2.7% |
| Exxon Mobil Corporation | 35,530 | US$4.86M | 2.2% |
| Alphabet Inc (google) Class C | 10,065 | US$3.6M | 1.6% |
| Nvidia Corporation | 15,063 | US$3.01M | 1.4% |
| Jp Morgan Chase & Co. | 7,746 | US$2.54M | 1.2% |
| Johnson & Johnson | 9,238 | US$2.35M | 1.1% |
| Morgan Stanley | 9,934 | US$2.08M | 0.94% |
| Amazon.com, Inc. | 8,658 | US$2.06M | 0.94% |
| Coca-cola Company (the) | 21,874 | US$1.78M | 0.81% |
| Lockheed Martin Corporation | 3,489 | US$1.78M | 0.81% |
| Walmart Inc. | 15,662 | US$1.77M | 0.81% |
| Caterpillar, Inc. | 1,661 | US$1.77M | 0.80% |
| Intel Corporation | 9,857 | US$1.38M | 0.63% |
| Kroger Company (the) | 23,880 | US$1.33M | 0.60% |
| Meta Platforms, Inc. | 2,223 | US$1.25M | 0.57% |
| Procter & Gamble Company (the) | 8,466 | US$1.24M | 0.56% |
| Cisco Systems, Inc. | 9,424 | US$1.11M | 0.50% |
| Bristol-myers Squibb Company | 18,519 | US$1.07M | 0.49% |
| Nextera Energy, Inc. | 10,717 | US$941K | 0.43% |
| Tesla, Inc. | 2,199 | US$925K | 0.42% |
| Mcdonald's Corporation | 3,387 | US$916K | 0.42% |
| Philip Morris International Inc | 4,252 | US$769K | 0.35% |
| Shell Plc | 9,764 | US$757K | 0.34% |
| Home Depot, Inc. (the) | 2,098 | US$740K | 0.34% |
| Southern Company (the) | 7,271 | US$696K | 0.32% |
| Advanced Micro Devices Inc | 1,190 | US$691K | 0.31% |
| Abbvie Inc. | 2,648 | US$666K | 0.30% |
| Verizon Communications Inc. | 15,633 | US$662K | 0.30% |
| Blackrock, Inc. | 666 | US$640K | 0.29% |
| Eli Lilly And Company | 533 | US$639K | 0.29% |
| Goldman Sachs Group, Inc. (the) | 631 | US$638K | 0.29% |
| At&t Inc. | 29,408 | US$609K | 0.28% |
| Parker-hannifin Corporation | 601 | US$588K | 0.27% |
| International Business Machines Corporation | 2,073 | US$583K | 0.27% |
| Ge Aerospace | 1,518 | US$567K | 0.26% |
| Berkshire Hathaway Inc. | 1,098 | US$549K | 0.25% |
| Chevron Corporation | 3,218 | US$533K | 0.24% |
| Dell Technologies Inc. | 1,230 | US$531K | 0.24% |
| Mid-america Apartment Communities, Inc. | 3,791 | US$527K | 0.24% |
| Texas Instruments Incorporated | 1,690 | US$504K | 0.23% |
| Norfolk Southern Corporation | 1,434 | US$451K | 0.21% |
| American Electric Power Company, Inc. | 3,274 | US$448K | 0.20% |
| Ge Vernova Inc. | 375 | US$441K | 0.20% |
| Bank Of America Corporation | 7,285 | US$415K | 0.19% |
| Wesco International, Inc. | 1,165 | US$402K | 0.18% |
| Illinois Tool Works Inc. | 1,452 | US$393K | 0.18% |
| Broadcom Inc. | 982 | US$371K | 0.17% |
| The Bank Of New York Mellon Corporation | 2,444 | US$353K | 0.16% |
| Kimberly-clark Corporation | 3,197 | US$351K | 0.16% |
| Autozone, Inc. | 109 | US$348K | 0.16% |
| First Horizon Corporation | 12,848 | US$329K | 0.15% |
| Automatic Data Processing, Inc. | 1,456 | US$326K | 0.15% |
| Qualcomm Incorporated | 1,693 | US$313K | 0.14% |
| Metlife, Inc. | 3,674 | US$311K | 0.14% |
| Conocophillips | 2,981 | US$310K | 0.14% |
| Blackstone Inc. | 2,516 | US$296K | 0.13% |
| Altria Group, Inc. | 4,098 | US$295K | 0.13% |
| Citigroup, Inc. | 2,079 | US$291K | 0.13% |
| Delta Air Lines, Inc. | 3,027 | US$284K | 0.13% |
| Cipher Digital Inc. | 11,570 | US$283K | 0.13% |
| Prudential Financial, Inc. | 2,580 | US$278K | 0.13% |
| Fifth Third Bancorp | 4,814 | US$271K | 0.12% |
| Kinder Morgan, Inc. | 8,357 | US$267K | 0.12% |
| Fedex Corporation | 832 | US$260K | 0.12% |
| U.s. Bancorp | 4,163 | US$251K | 0.11% |
| Prologis, Inc. | 1,840 | US$249K | 0.11% |
| General Dynamics Corporation | 691 | US$245K | 0.11% |
| Pfizer, Inc. | 9,841 | US$237K | 0.11% |
| Union Pacific Corporation | 862 | US$234K | 0.11% |
| Wells Fargo & Company | 2,813 | US$232K | 0.11% |
| Lamar Advertising Company | 1,448 | US$226K | 0.10% |
| Cummins Inc. | 307 | US$219K | 0.10% |
| Pnc Financial Services Group, Inc. (the) | 880 | US$217K | 0.10% |
| Amgen Inc. | 598 | US$217K | 0.10% |
| Regions Financial Corporation | 7,071 | US$214K | 0.10% |
| Capital One Financial Corporation | 1,029 | US$207K | 0.09% |
| Oracle Corporation | 1,398 | US$205K | 0.09% |
| Valley National Bancorp | 13,339 | US$195K | 0.09% |
| Cvs Health Corporation | 0 | US$0 | 0.00% |
| The Hershey Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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