Investment Strategies: WP Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

When it comes to investment strategies, staying on top of trends and changes is essential to make informed decisions. With the release of WP Advisors, LLC’s Q4 2022 vs. Q1 2023 13F Holdings Comparison, there are some notable shifts in their portfolio that are worth analyzing. By reviewing the data in this report, you can gain insight into their investment strategy and learn how you can apply it to your own financial goals.

First, let's review the companies that WP Advisors, LLC has increased their holdings in. One of the most significant increases was in Meta Platforms Inc (META). WP Advisors, LLC increased their shares from 42,907 to 40,287, indicating a 65.4% increase in value. This move is interesting because META is the parent company of Facebook and has seen a lot of positive growth in recent years. The increase in WP Advisors, LLC's holdings shows that they may see META's potential for continued growth in the coming months.

Another notable increase was in the graphics card manufacturer, Nvidia Corporation (NVDA). WP Advisors, LLC has increased their shares from 18,110 to 18,113, which is a massive 90.1% increase in value. NVDA has been on an upward trend in recent years, given the rise in gaming that happened during the pandemic. WP Advisors, LLC may see this as a potential opportunity for continued growth.

Moreover, WP Advisors, LLC has also increased its holdings in Shopify Inc (SHOP) by staying at 26,972 shares. However, the value has increased to 1,293, which represents an increase of 38.1%. WP Advisors, LLC has also increased its holding in Tesla Inc (TSLA) from 2,843 to 3,296 shares. The value has also risen from 350 to 683, resulting in a 95.3% increase. This move is noteworthy as TSLA has been a favorite of investors for its steady growth and positive outlook.

On the other hand, WP Advisors, LLC has decreased holdings in some companies. Notably, Invesco Exchange-Traded Fund Trust II (KBWB) has seen the most significant decrease, with shares dropping from 327,715 to 331,346, resulting in a decline of 17.8% in value. This move could signify that WP Advisors, LLC is moving away from this bank-focused ETF.

Chevron Corp (CVX) is another company that has seen a decrease in WP Advisors, LLC holdings. The company's shares have decreased from 19,981 shares to 19,957, representing a drop of 9.2% in value. This change may be due to recent volatility in the oil and gas sector.

WP Advisors, LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison provides an essential overview of the company's current investment strategy. By analyzing their holdings, we can gain insight into potential market trends. Overall, it appears that WP Advisors, LLC is bullish on Meta Platforms, Nvidia Corporation, Shopify Inc, and Tesla Inc. At the same time, they are reducing holdings in Invesco Exchange-Traded Fund Trust II and Chevron Corp. While past performances are no guarantee of future success, this report can be helpful for investors to evaluate their own investment strategies.