IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

W Advisors, LLC

Q2 2022 Holdings

Filed 2022-08-26 | 181 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Valley Natl Bancorp(VLY)COM919794107$13913,3390.0%
Ishares TR(SCZ)EAFE SML CP ETF464288273$2023,7080.0%
Metlife Inc(MET)COM59156R108$2053,2780.0%
Ishares TR(IFRA)US INFRASTRUC46435U713$2126,2270.0%
Gallagher Arthur J & Co(AJG)COM363576109$2131,3050.0%
Pepsico Inc(PEP)COM713448108$2151,2910.0%
WEC Energy Group Inc(WEC)COM92939U106$2192,1730.0%
Automatic Data Processing in(ADP)COM053015103$2211,0520.0%
American Elec PWR Co Inc(AEP)COM025537101$2222,3100.0%
Ishares U S ETF TR(COMT)GSCI CMDTY STGY46431W853$2245,4860.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$2301050.0%
Prudential Finl Inc(PRU)COM744320102$2322,4280.0%
Hershey Co(HSY)COM427866108$2361,0960.0%
Ishares U S ETF TR(CMDY)BLOOMBERG ROLL46431W598$2374,0690.0%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$2443,2420.0%
Illinois Tool WKS Inc(ITW)COM452308109$2651,4520.0%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$2702,6560.0%
Organon & Co(OGN)COMMON STOCK68622V106$2728,0490.0%
Ishares TR(TLT)20 YR TR BD ETF464287432$2742,3840.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2756,6210.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$2753,9420.0%
Ishares TR(IJS)SP SMCP600VL ETF464287879$2833,1720.0%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$2859250.0%
Mondelez Intl Inc(MDLZ)CL A609207105$2884,6400.0%
Ishares TR(IEF)7-10 YR TRSY BD464287440$2912,8470.0%
Ishares TR(SUSL)ESG MSCI LEADR46435U218$2934,4170.0%
International Business Machs(IBM)COM459200101$2972,1020.0%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$3092,2720.0%
Norfolk Southn Corp(NSC)COM655844108$3241,4250.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$3381,4910.0%
Ishares TR(IYW)U.S. TECH ETF464287721$3524,4000.0%
BlackRock Inc(BLKCHF)COM09247X101$3615940.0%
Ishares TR(TLH)10-20 YR TRS ETF464288653$4183,4770.0%
Philip Morris Intl Inc(PM)COM718172109$4214,2570.0%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$4234,2120.0%
Ishares TR(IYE)U.S. ENERGY ETF464287796$44611,6910.0%
Kimberly-Clark Corp(KMB)COM494368103$4463,3000.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$4492060.0%
Caterpillar Inc(CAT)COM149123101$4562,5510.0%
Vanguard Index FDS(VUG)GROWTH ETF922908736$4582,0540.0%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$4748,0520.0%
Intel Corp(INTC)COM458140100$50713,5430.0%
Shell PLC(SHEL)SPON ADS780259305$5169,8640.0%
Ishares TR(IJT)S&P SML 600 GWT464287887$5174,9060.0%
Ishares TR(IXN)GLOBAL TECH ETF464287291$52111,4040.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$5324,9940.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$5515,4200.0%
Home Depot Inc(HD)COM437076102$5562,0270.0%
Ishares TR(TIP)TIPS BD ETF464287176$5775,0630.0%
Ishares TR(OEF)S&P 100 ETF464287101$5873,4030.0%
Page 1 of 3Next