WILMAR ADVISORS LLC
WILMAR ADVISORS LLC runs WILMAR ADVISORS LLC and currently holds 23 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $138.05M. Their top holdings are QQQ, AAPL, SPY, AMD, GOOGL. The top five represent 70.8% of reported portfolio weight. WILMAR ADVISORS LLC ranks #703 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WILMAR ADVISORS LLC initiated 1 new position. They added to 5 existing positions. They trimmed 4 positions. Their current best-performing preview position is AMD with returns of +185.56%.
23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
QQQ INVESCO QQQ TR | 27.74% | $511.23 | $713.44 | +39.55% | Held |
AAPL APPLE INC | 22.22% | $250.42 | $309.35 | +23.53% | Held |
SPY STATE STR SPDR S&P 500 ETF T | 8.11% | $586.08 | $765.62 | +30.63% | Held |
AMD ADVANCED MICRO DEVICES INC | 6.73% | $120.79 | $473.25 | +291.80% | Trimmed -27.27% |
GOOGL ALPHABET INC | 5.95% | $196.61 | $344.82 | +75.38% | Added +4.55% |
GOOG ALPHABET INC | 5.37% | $197.58 | $341.75 | +72.97% | Added +4.58% |
MDY STATE STR SPDR S&P MIDCAP 40 | 5.09% | $569.58 | $699.63 | +22.83% | Held |
AMZN AMAZON COM INC | 4.32% | $219.39 | $258.63 | +17.89% | Trimmed -7.41% |
META META PLATFORMS INC | 3.88% | $585.51 | $549.90 | -6.08% | Held |
IWM ISHARES TR | 2.61% | $245.48 | $299.93 | +22.18% | Held |
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