Wilmar Advisors LLC
CIK 2052481 · Holdings on Dec 31, 2024 · First reported Feb 5, 2025
Top ten holdings
Q4 2024- QQQ28.84%
- AAPL27.80%
- SPY8.13%
- AMZN5.48%
- META5.42%
- MDY5.27%
- GOOGL4.55%
- GOOG4.24%
- AMD2.68%
- CEF1.93%
Share classes counted separately94.34%
Portfolio value by quarter
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $31.19M | 28.84% | 61.00K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $30.05M | 27.80% | 120.00K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.79M | 8.13% | 15.00K shares | Prior unavailable — | — | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $5.92M | 5.48% | 27.00K shares | Prior unavailable — | — | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS ACLA View history and evidence | $5.86M | 5.42% | 10.00K shares | Prior unavailable — | — | ↗▾ |
| 06 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $5.70M | 5.27% | 10.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.92M | 4.55% | 26.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $4.59M | 4.24% | 24.08K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMDADVANCED MICRO DEVICES View history and evidence | $2.90M | 2.68% | 24.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | CEFSPROTT PHYSICAL GOLD AND SILTR UNIT View history and evidence | $2.09M | 1.93% | 88.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052481 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108114105
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.