WP Large Cap Income Plus Fund Institutional Class (WPLCX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
16.54
+0.14 (0.85%)
Jul 2, 2025, 4:00 PM EDT
WPLCX Holdings List
As of Feb 28, 2025
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | AAPL | Apple Inc. | 20.41% |
| 2 | MSFT | Microsoft Corporation | 14.14% |
| 3 | JPM | JPMorgan Chase & Co. | 14.06% |
| 4 | BAC | Bank of America Corporation | 12.81% |
| 5 | WFC | Wells Fargo & Company | 12.38% |
| 6 | BRK.B | Berkshire Hathaway Inc. | 5.08% |
| 7 | IBRX | ImmunityBio, Inc. | 4.61% |
| 8 | MUFG | Mitsubishi UFJ Financial Group, Inc. | 4.19% |
| 9 | XOM | Exxon Mobil Corporation | 3.94% |
| 10 | SWX: UBSG | UBS Group AG | 3.53% |
| 11 | OXY | Occidental Petroleum Corporation | 1.41% |
| 12 | CVX | Chevron Corporation | 1.31% |
| 13 | MCD | McDonald's Corporation | 1.27% |
| 14 | LON: DGED | Diageo plc | 0.81% |
| 15 | GOIXX | Federated Government Obligations Fund | 0.57% |
| 16 | n/a | Options Clearing Corp. - Spxw Us 03/21/25 P3800 | 0.01% |
| 17 | n/a | Options Clearing Corp. - Spx Us 03/20/26 P4600 | -0.67% |
As of Feb 28, 2025