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Jennifer Cooney

Wp Advisors, Llc

Assets Managed
$386.546M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-3.72%(2Q avg: -0.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wp Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Wp Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 386.546M in assets, with a quarterly growth rate of -3.72% and a 2-quarter average growth rate of -0.83%. The portfolio is managed by Jennifer Cooney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.5%
10.16%
$39.261M
154,698 shares@ $253.8 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -2.19%
8.16%
$31.532M
120,390 shares@ $261.92 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.45%
7.89%
$30.489M
106,284 shares@ $286.87 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.65%
6.07%
$23.434M
40,959 shares@ $572.13 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.84%
5.99%
$23.154M
48,317 shares@ $479.2 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.75%
4.82%
$18.605M
106,678 shares@ $174.41 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 1.74%
3.74%
$14.421M
381,103 shares@ $37.85 avg price
PFE
Pfizer Inc
Recent Activity
Decreased -3.27%
3.7%
$14.296M
509,121 shares@ $28.09 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.27%
3.51%
$13.55M
65,059 shares@ $208.28 avg price
NFLX
Netflix Inc
Recent Activity
Increased 3.81%
3.3%
$12.724M
132,340 shares@ $96.15 avg price

1-10 of 115