Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WP ADVISORS LLC 01-31-2024 12-31-2023 104 270,137,691
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $35,057,596 182,089 0.01 0.01 -10 -0.01 12-31-2023
INVESCO EXCH TRADED FD TR II KBW BK ETF 2 $23,473,411 477,199 0.01 0.01 15,592 3.38 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 3 $18,531,697 51,959 0.01 0.01 -347 -0.66 12-31-2023
META PLATFORMS INC CL A 4 $13,411,190 37,889 0.00 0.01 -6,992 -15.58 12-31-2023
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