Wpwealth-Llp

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-02-13
Total Holdings
90
Total Value
489408791
Accession Number
0001950118-25-000001
Form Type
13F-HR
Manager Name
Wpwealth-Llp
Data Enrichment
39% identified
35 identified55 unidentified

Holdings

90 positions • $489.4M total value
Manager:
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Page 1 of 5
25434V872
Shares:2.8M
Value:$114.5M
% of Portfolio:23.4% ($114.5M/$489.4M)
25434V799
Shares:2.4M
Value:$62.7M
% of Portfolio:12.8% ($62.7M/$489.4M)
25434V104
Shares:1.2M
Value:$49.6M
% of Portfolio:10.1% ($49.6M/$489.4M)
25434V864
Shares:1.0M
Value:$49.2M
% of Portfolio:10.1% ($49.2M/$489.4M)
25434V666
Shares:1.6M
Value:$46.6M
% of Portfolio:9.5% ($46.6M/$489.4M)
25434V609
Shares:487.4K
Value:$27.1M
% of Portfolio:5.5% ($27.1M/$489.4M)
25434V302
Shares:852.8K
Value:$21.6M
% of Portfolio:4.4% ($21.6M/$489.4M)
25434V658
Shares:706.9K
Value:$18.1M
% of Portfolio:3.7% ($18.1M/$489.4M)
25434V724
Shares:320.8K
Value:$13.1M
% of Portfolio:2.7% ($13.1M/$489.4M)
Apple Inc.
Shares:25.5K
Value:$6.4M
% of Portfolio:1.3% ($6.4M/$489.4M)
45782C797
Shares:143.5K
Value:$5.7M
% of Portfolio:1.2% ($5.7M/$489.4M)
SPDR S&P 500 ETF TRUST
Shares:9.1K
Value:$5.3M
% of Portfolio:1.1% ($5.3M/$489.4M)
25434V708
Shares:136.3K
Value:$4.7M
% of Portfolio:1.0% ($4.7M/$489.4M)
45782C748
Shares:109.3K
Value:$4.1M
% of Portfolio:0.8% ($4.1M/$489.4M)
45782C524
Shares:107.6K
Value:$3.3M
% of Portfolio:0.7% ($3.3M/$489.4M)
BERKSHIRE HATHAWAY INC
Shares:7.0K
Value:$3.2M
% of Portfolio:0.6% ($3.2M/$489.4M)
25434V880
Shares:107.4K
Value:$2.7M
% of Portfolio:0.5% ($2.7M/$489.4M)
922908769
Shares:9.0K
Value:$2.6M
% of Portfolio:0.5% ($2.6M/$489.4M)
45782C631
Shares:69.0K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$489.4M)
45782C573
Shares:49.9K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$489.4M)