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:

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ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:7.8K

Value:$244.9K

% of Portfolio:0.1% ($244.9K/$489.4M)

46138B103

Shares:11.2K

Value:$240.3K

% of Portfolio:0.0% ($240.3K/$489.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.2K

Value:$233.3K

% of Portfolio:0.0% ($233.3K/$489.4M)

45782C581

Shares:5.9K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$489.4M)

Tesla, Inc.

TSLA|88160R101

Shares:534

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$489.4M)

45784N700

Shares:8.4K

Value:$211.5K

% of Portfolio:0.0% ($211.5K/$489.4M)

922908363

VOO|922908363

Shares:384

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$489.4M)

921908844

VIG|921908844

Shares:1.1K

Value:$206.4K

% of Portfolio:0.0% ($206.4K/$489.4M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.0K

Value:$203.0K

% of Portfolio:0.0% ($203.0K/$489.4M)

45783Y145

Shares:8.4K

Value:$202.3K

% of Portfolio:0.0% ($202.3K/$489.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	7.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$244.9K	0.1% ($244.9K/$489.4M)	QoQ +7.72% (+$17.6K) YoY-
(cusip46138B103)✕	11.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$240.3K	0.0% ($240.3K/$489.4M)	QoQ -3.99% (-$10.0K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.2K	QoQ -6.46% (-86) YoY-	All Managers (Combined)	$233.3K	0.0% ($233.3K/$489.4M)	QoQ -15.07% (-$41.4K) YoY-
(cusip45782C581)✕	5.9K	QoQ NEW(+5.9K) YoY-	All Managers (Combined)	$231.4K	0.0% ($231.4K/$489.4M)	QoQ NEW(+$231.4K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	534	QoQ NEW(+534) YoY-	All Managers (Combined)	$215.7K	0.0% ($215.7K/$489.4M)	QoQ NEW(+$215.7K) YoY-
(cusip45784N700)✕	8.4K	QoQ NEW(+8.4K) YoY-	All Managers (Combined)	$211.5K	0.0% ($211.5K/$489.4M)	QoQ NEW(+$211.5K) YoY-
(VOOcusip922908363)	384	QoQ +0.26% (+1) YoY-	All Managers (Combined)	$207.2K	0.0% ($207.2K/$489.4M)	QoQ +2.58% (+$5.2K) YoY-
(VIGcusip921908844)	1.1K	QoQ -23.45% (-323) YoY-	All Managers (Combined)	$206.4K	0.0% ($206.4K/$489.4M)	QoQ -24.29% (-$66.2K) YoY-
ONEOK INC /NEW/(OKEcusip682680103)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$203.0K	0.0% ($203.0K/$489.4M)	QoQ NEW(+$203.0K) YoY-
(cusip45783Y145)✕	8.4K	QoQ -78.36% (-30.3K) YoY-	All Managers (Combined)	$202.3K	0.0% ($202.3K/$489.4M)	QoQ -79.50% (-$784.8K) YoY-