Home Stocks Super Investors
Investor

WPWealth LLP

Portfolio Total Value

$451,411,000.00

Number of Stocks

81

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
DFCF $114,521,000.0 25.47%
Added 4.23%
2,774,923 $41.27 $42.62
Added 3.27%
$40.7 $43.58
DFIC $62,723,000.0 13.95%
Added 6.29%
2,426,914 $25.85 $35.93
Added 38.99%
$24.74 $28.42
DFAU $49,615,000.0 11.04%
Added 4.97%
1,225,369 $40.49 $46.29
Added 14.32%
$33.56 $42.42
DFSD $49,197,000.0 10.94%
Added 6.35%
1,049,444 $46.88 $48.1
Added 2.6%
$46.61 $47.85
$46,552,000.0 10.35%
Added 7.58%
1,550,210 $30.03 $nan
Reduced nan%
$nan $nan
DFAT $27,126,000.0 6.03%
Added 4.59%
487,367 $55.66 $61.72
Added 10.89%
$49.6 $61.75
DFAE $21,636,000.0 4.81%
Added 4.94%
852,842 $25.37 $34.99
Added 37.92%
$23.14 $28.2
AAPL $6,381,000.0 1.42%
Reduced 2.3%
25,482 $250.42 $254.23
Added 1.52%
$164.08 $260.1
POCT $5,676,000.0 1.26%
Reduced 1.68%
143,474 $39.57 $43.73
Added 10.51%
$35.52 $40.25
SPY $5,343,000.0 1.19%
Reduced 0.93%
9,118 $586.09 $670.79
Added 14.45%
$482.86 $609.07
DFAC $4,714,000.0 1.05%
Added 20.74%
136,305 $34.59 $39.63
Added 14.57%
$29.24 $36.66
PJUN $4,099,000.0 0.91%
Reduced 34.62%
109,264 $37.52 $42.17
Added 12.39%
$33.53 $38.14
IJAN $3,251,000.0 0.72%
Added 156.35%
107,573 $30.23 $36.55
Added 20.91%
$29.9 $33.21
BRK.B $3,179,000.0 0.71%
Reduced 25.26%
7,014 $453.28 $nan
Reduced nan%
$nan $nan
DFAX $2,669,000.0 0.59%
Reduced 0.22%
107,396 $24.86 $34.6
Added 39.18%
$23.68 $27.33
VTI $2,620,000.0 0.58%
Reduced 9.99%
9,042 $289.81 $330.57
Added 14.06%
$239.86 $302.95
IOCT $2,022,000.0 0.45%
Reduced 40.85%
69,031 $29.3 $35.29
Added 20.44%
$25.31 $30.88
PNOV $1,890,000.0 0.42%
Reduced 21.45%
49,915 $37.87 $41.51
Added 9.61%
$34.75 $38.54
PFEB $1,855,000.0 0.41%
No Change
50,412 $36.8 $40.64
Added 10.43%
$32.9 $37.08
NVDA $1,613,000.0 0.36%
Added 9.41%
12,013 $134.29 $181.93
Added 35.48%
$59.94 $153.13
DFAR $1,424,000.0 0.32%
Reduced 9.16%
61,199 $23.27 $24.67
Added 6.02%
$20.32 $26.12
UJUL $1,429,000.0 0.32%
Reduced 8.09%
41,444 $34.49 $38.86
Added 12.67%
$30.66 $35.13
PAPR $1,455,000.0 0.32%
Reduced 0.35%
39,645 $36.7 $39.57
Added 7.82%
$32.57 $37.42
AMZN $1,386,000.0 0.31%
Added 4.43%
6,321 $219.41 $215.2
Reduced 1.92%
$151.61 $235.44
BJUN $1,408,000.0 0.31%
No Change
33,918 $41.52 $46.92
Added 13.01%
$36.16 $42.42
EOCT $1,211,000.0 0.27%
Added 2.49%
46,689 $25.94 $32.47
Added 25.17%
$22.95 $27.28
DFAS $1,143,000.0 0.25%
Added 131.75%
17,571 $65.08 $71.13
Added 9.3%
$56.87 $71.78
PSEP $1,133,000.0 0.25%
Reduced 6.75%
29,009 $39.09 $43.62
Added 11.59%
$35.12 $39.8
MSFT $1,065,000.0 0.24%
Reduced 30.67%
2,527 $421.5 $399.41
Reduced 5.24%
$385.58 $468.35
XOM $989,000.0 0.22%
Added 1.05%
9,201 $107.57 $158.81
Added 47.63%
$97.74 $126.34
PJAN $933,000.0 0.21%
Added 237.98%
22,094 $42.25 $46.78
Added 10.72%
$37.59 $42.88
DFNM $932,000.0 0.21%
Reduced 12.09%
19,517 $47.77 $48.42
Added 1.36%
$47.4 $48.67
IAPR $875,000.0 0.19%
No Change
32,779 $26.7 $31.36
Added 17.45%
$25.24 $28.58
EJAN $794,000.0 0.18%
Added 183.98%
26,984 $29.44 $34.39
Added 16.81%
$27.78 $31.79
GLD $762,000.0 0.17%
No Change
3,151 $242.13 $459.27
Added 89.68%
$183.78 $257.71
PAUG $740,000.0 0.16%
No Change
19,236 $38.5 $43.22
Added 12.26%
$33.71 $39.11
PJUL $724,000.0 0.16%
Reduced 41.22%
17,603 $41.17 $46.49
Added 12.92%
$36.56 $41.79
DFIS $737,000.0 0.16%
Added 94.8%
30,027 $24.56 $34.09
Added 38.8%
$23.14 $27.08
UAUG $715,000.0 0.16%
No Change
20,137 $35.51 $39.89
Added 12.33%
$31.08 $36.16
LMT $641,000.0 0.14%
Added 67.94%
1,320 $486.05 $636.33
Added 30.92%
$413.92 $618.95
BOCT $578,000.0 0.13%
Added 4.62%
13,385 $43.23 $48.98
Added 13.3%
$38.96 $47.16
PMAR $594,000.0 0.13%
Added 134.87%
14,790 $40.19 $45.23
Added 12.54%
$35.75 $40.73
QQQ $583,000.0 0.13%
Reduced 20.97%
1,142 $511.34 $603.31
Added 17.99%
$413.07 $539.15
PDEC $588,000.0 0.13%
Added 36.87%
15,320 $38.42 $43.09
Added 12.16%
$35.42 $39.19
HCP $533,000.0 0.12%
Reduced 1.88%
15,584 $34.21 $0.0
Reduced 100.0%
$0.0 $0.0
JPM $478,000.0 0.11%
Added 85.49%
1,994 $239.76 $286.89
Added 19.66%
$168.86 $264.25
VDE $478,000.0 0.11%
No Change
3,947 $121.31 $165.13
Added 36.12%
$112.99 $137.92
WTTR $428,000.0 0.1%
No Change
32,397 $13.24 $14.6
Added 10.27%
$7.25 $15.14
IOO $464,000.0 0.1%
No Change
4,610 $100.77 $124.13
Added 23.18%
$82.15 $103.66
HON $462,000.0 0.1%
Added 1.34%
2,049 $225.89 $231.42
Added 2.45%
$189.66 $242.77
WMT $432,000.0 0.1%
Reduced 5.62%
4,783 $90.34 $125.08
Added 38.45%
$53.44 $96.18
EJUL $384,000.0 0.09%
Reduced 50.05%
15,601 $24.67 $30.18
Added 22.33%
$22.88 $25.86
IJH $389,000.0 0.09%
Reduced 42.87%
6,244 $62.31 $67.82
Added 8.84%
$54.14 $68.33
GOOG $337,000.0 0.08%
Reduced 4.11%
1,774 $190.42 $309.41
Added 62.49%
$131.55 $203.84
BMAR $362,000.0 0.08%
Reduced 22.87%
7,856 $46.14 $53.52
Added 15.99%
$40.08 $47.11
AXON $363,000.0 0.08%
Added 0.16%
611 $594.32 $506.57
Reduced 14.76%
$247.04 $698.67
MLM $369,000.0 0.08%
Added 12.93%
716 $516.5 $582.5
Added 12.78%
$490.05 $633.23
IEF $335,000.0 0.08%
No Change
3,415 $98.13 $96.19
Reduced 1.98%
$91.02 $99.18
VZ $376,000.0 0.08%
No Change
8,393 $44.91 $50.52
Added 12.49%
$37.59 $45.36
TPL $310,000.0 0.07%
No Change
280 $1,107.26 $529.18
Reduced 52.21%
$467.62 $1,769.14
IJUL $330,000.0 0.07%
No Change
11,254 $29.41 $33.98
Added 15.54%
$26.67 $29.57
RSP $320,000.0 0.07%
Reduced 11.55%
1,830 $175.23 $196.05
Added 11.88%
$155.79 $188.16
SHEL $330,000.0 0.07%
No Change
5,013 $65.95 $91.97
Added 39.45%
$60.15 $74.61
AVGO $288,000.0 0.06%
Reduced 0.48%
1,246 $231.84 $321.31
Added 38.59%
$117.43 $251.88
BMY $254,000.0 0.06%
No Change
4,923 $51.74 $59.71
Added 15.4%
$39.35 $61.08
TRGP $263,000.0 0.06%
Added 0.27%
1,477 $178.5 $240.84
Added 34.92%
$83.35 $218.51
OEF $290,000.0 0.06%
Reduced 23.67%
1,006 $288.85 $328.25
Added 13.64%
$228.59 $298.44
FB $248,000.0 0.06%
Added 1.92%
424 $585.51 $42.28
Reduced 92.78%
$0.0 $0.0
GOOGL $269,000.0 0.06%
Reduced 48.74%
1,423 $189.3 $310.92
Added 64.25%
$130.67 $202.29
EAPR $276,000.0 0.06%
Reduced 21.82%
10,672 $25.87 $30.12
Added 16.43%
$24.27 $27.35
DGRW $269,000.0 0.06%
No Change
3,335 $80.93 $89.97
Added 11.17%
$71.17 $85.89
DIA $255,000.0 0.06%
Reduced 39.66%
601 $425.5 $470.9
Added 10.67%
$376.14 $451.55
BNOV $231,000.0 0.05%
No Change
5,893 $39.27 $44.01
Added 12.07%
$35.27 $40.16
CAT $219,000.0 0.05%
No Change
560 $391.12 $702.0
Added 79.48%
$288.34 $418.5
DBC $240,000.0 0.05%
No Change
11,241 $21.38 $28.76
Added 34.52%
$20.78 $24.09
EPD $244,000.0 0.05%
No Change
7,810 $31.36 $37.54
Added 19.71%
$26.12 $34.63
OKE $203,000.0 0.05%
No Change
2,022 $100.4 $86.56
Reduced 13.78%
$67.05 $118.07
TSLA $215,000.0 0.05%
No Change
534 $403.84 $399.27
Reduced 1.13%
$138.8 $488.54
TXN $233,000.0 0.05%
Reduced 6.47%
1,244 $187.51 $194.45
Added 3.7%
$155.46 $220.39
VOO $207,000.0 0.05%
Added 0.26%
384 $539.51 $616.89
Added 14.34%
$443.75 $559.96
VIG $206,000.0 0.05%
Reduced 23.46%
1,054 $195.83 $218.89
Added 11.78%
$172.3 $205.2