Long-term investor
Wp Advisors, LLC @wpadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697796).
Record
- Tracked since 2025-06-30 (434 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months +7.0% · 1 year +15.8% · all +15.8%
- Max drawdown -3.8% · Sharpe 0.86 · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.3% · long · since 2025-06-30
- VB · 8.7% · long · since 2025-06-30
- GOOG · 8.7% · long · since 2025-06-30
- META · 5.9% · long · since 2025-06-30
- BRK-B · 5.8% · long · since 2025-06-30
- NVDA · 5.1% · long · since 2025-06-30
- AMZN · 3.7% · long · since 2025-06-30
- EPD · 3.4% · long · since 2025-06-30
- PFE · 2.8% · long · since 2025-06-30
- NFLX · 2.3% · long · since 2025-06-30
- UNH · 2.2% · long · since 2025-06-30
- VBK · 2.2% · long · since 2025-06-30