Wpwealth-Llp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "VDE",
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WTTR",
  "HON",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "OKE",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  null,
  "GLD",
  "TXN",
  null,
  null,
  null,
  null,
  null,
  null,
  "VIG",
  "TRGP",
  null,
  "AXON",
  null,
  "AMZN",
  null,
  "TPL",
  "VOO",
  "WMT",
  null,
  null,
  "DIA",
  "BRK-B",
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "TSLA",
  "MLM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

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
CIK: wpwealth-llp
Manager Name: Wpwealth-Llp

Data Enrichment

39% identified

35 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

90 positions • $489.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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45782C417

Shares:50.4K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$489.4M)

45783Y459

Shares:60.8K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$489.4M)

NVIDIA CORP

NVDA|67066G104

Shares:12.0K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$489.4M)

45782C870

Shares:39.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$489.4M)

45782C839

Shares:41.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$489.4M)

25434V823

Shares:61.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$489.4M)

45782C755

Shares:33.9K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$489.4M)

AMAZON COM INC

AMZN|023135106

Shares:6.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$489.4M)

45782C623

Shares:46.7K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$489.4M)

25434V641

Shares:18.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$489.4M)

25434V500

Shares:17.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$489.4M)

45782C656

Shares:29.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$489.4M)

MICROSOFT CORP

MSFT|594918104

Shares:2.5K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$489.4M)

25434V583

Shares:19.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$489.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:9.2K

Value:$989.8K

% of Portfolio:0.2% ($989.8K/$489.4M)

45782C508

Shares:22.1K

Value:$933.5K

% of Portfolio:0.2% ($933.5K/$489.4M)

25434V849

Shares:19.5K

Value:$932.3K

% of Portfolio:0.2% ($932.3K/$489.4M)

45782C367

Shares:32.8K

Value:$875.1K

% of Portfolio:0.2% ($875.1K/$489.4M)

45783Y285

Shares:33.4K

Value:$822.9K

% of Portfolio:0.2% ($822.9K/$489.4M)

45782C516

Shares:27.0K

Value:$794.4K

% of Portfolio:0.2% ($794.4K/$489.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C417)✕	50.4K	QoQ NEW(+50.4K) YoY-	All Managers (Combined)	$1.9M	0.4% ($1.9M/$489.4M)	QoQ NEW(+$1.9M) YoY-
(cusip45783Y459)✕	60.8K	QoQ NEW(+60.8K) YoY-	All Managers (Combined)	$1.7M	0.4% ($1.7M/$489.4M)	QoQ NEW(+$1.7M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	12.0K	QoQ +9.40% (+1.0K) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$489.4M)	QoQ +20.98% (+$279.9K) YoY-
(cusip45782C870)✕	39.6K	QoQ -0.34% (-138) YoY-	All Managers (Combined)	$1.5M	0.3% ($1.5M/$489.4M)	QoQ +1.77% (-$25.3K) YoY-
(cusip45782C839)✕	41.4K	QoQ -8.09% (-3.6K) YoY-	All Managers (Combined)	$1.4M	0.3% ($1.4M/$489.4M)	QoQ -6.50% (-$99.5K) YoY-
(cusip25434V823)✕	61.2K	QoQ -9.16% (-6.2K) YoY-	All Managers (Combined)	$1.4M	0.3% ($1.4M/$489.4M)	QoQ -17.55% (-$303.3K) YoY-
(cusip45782C755)✕	33.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.4M	0.3% ($1.4M/$489.4M)	QoQ +2.01% (+$27.8K) YoY-
AMAZON COM INC(AMZNcusip023135106)	6.3K	QoQ +4.42% (+268) YoY-	All Managers (Combined)	$1.4M	0.3% ($1.4M/$489.4M)	QoQ +22.96% (+$259.0K) YoY-
(cusip45782C623)✕	46.7K	QoQ +2.48% (-1.1K) YoY-	All Managers (Combined)	$1.2M	0.2% ($1.2M/$489.4M)	QoQ -1.06% (-$13.0K) YoY-
(cusip25434V641)✕	18.1K	QoQ NEW(+18.1K) YoY-	All Managers (Combined)	$1.2M	0.2% ($1.2M/$489.4M)	QoQ NEW(+$1.2M) YoY-
(cusip25434V500)✕	17.6K	QoQ +131.74% (+10.0K) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$489.4M)	QoQ +132.53% (+$651.8K) YoY-
(cusip45782C656)✕	29.0K	QoQ -6.75% (-2.1K) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$489.4M)	QoQ -5.40% (-$64.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.5K	QoQ -30.67% (-1.1K) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$489.4M)	QoQ -32.09% (-$503.5K) YoY-
(cusip25434V583)✕	19.6K	QoQ NEW(+19.6K) YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$489.4M)	QoQ NEW(+$1.0M) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	9.2K	QoQ +1.05% (-96) YoY-	All Managers (Combined)	$989.8K	0.2% ($989.8K/$489.4M)	QoQ -7.26% (-$77.6K) YoY-
(cusip45782C508)✕	22.1K	QoQ +237.98% (+15.6K) YoY-	All Managers (Combined)	$933.5K	0.2% ($933.5K/$489.4M)	QoQ +245.59% (+$663.4K) YoY-
(cusip25434V849)✕	19.5K	QoQ -12.09% (-2.7K) YoY-	All Managers (Combined)	$932.3K	0.2% ($932.3K/$489.4M)	QoQ -13.48% (-$145.4K) YoY-
(cusip45782C367)✕	32.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$875.1K	0.2% ($875.1K/$489.4M)	QoQ -6.04% (-$56.3K) YoY-
(cusip45783Y285)✕	33.4K	QoQ -0.39% (-131) YoY-	All Managers (Combined)	$822.9K	0.2% ($822.9K/$489.4M)	QoQ -6.14% (-$53.9K) YoY-
(cusip45782C516)✕	27.0K	QoQ +183.98% (+17.5K) YoY-	All Managers (Combined)	$794.4K	0.2% ($794.4K/$489.4M)	QoQ +166.76% (+$496.6K) YoY-