WILMAR ADVISORS LLC 13F Portfolio
WILMAR ADVISORS LLC runs WILMAR ADVISORS LLC and currently holds 23 stock positions, which is fewer than the average of 231 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 #701 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%.
Portfolio Value
$138.05M
Alpha Score
40.0
#701 of 1000
Holdings
23
WILMAR ADVISORS LLC Current 13F Holdings
Reported holdings from WILMAR ADVISORS LLC's latest SEC 13F filing, ranked by portfolio weight.
23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 27.74% | $511.23 | $751.27 | +46.95% | Held |
 AAPL APPLE INC | 22.22% | $250.42 | $336.68 | +34.45% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 8.11% | $586.08 | $778.54 | +32.84% | Held |
 AMD ADVANCED MICRO DEVICES INC | 6.73% | $120.79 | $608.10 | +403.44% | Trimmed -27.27% |
 GOOGL ALPHABET INC | 5.95% | $196.61 | $351.66 | +78.86% | Added +4.55% |
 GOOG ALPHABET INC | 5.37% | $197.58 | $347.86 | +76.06% | Added +4.58% |
 MDY STATE STR SPDR S&P MIDCAP 40 | 5.09% | $569.58 | $669.78 | +17.59% | Held |
 AMZN AMAZON COM INC | 4.32% | $219.39 | $262.43 | +19.62% | Trimmed -7.41% |
 META META PLATFORMS INC | 3.88% | $585.51 | $718.67 | +22.74% | Held |
 IWM ISHARES TR | 2.61% | $245.48 | $278.93 | +13.63% | Held |
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