Two West Capital Advisors LLC Portfolio Holdings

Two West Capital Advisors LLC

  • $117 Billion
  • Q4 2024

Two West Capital Advisors LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $28.7B, Vanguard Scottsdale Fds Vangua with a value of $12B, Dimensional ETF Tr U S Core Eq with a value of $10.2B, Dimensional ETF Tr with a value of $8.64B, and Schwab Strategic Us Tips ETF with a value of $6.75B.

Examining the 13F form we can see an decrease of $6.74B in the current position value, from $123B to 117B.

Two West Capital Advisors LLC is based out at Overland Park, KS

Below you can find more details about Two West Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $107 Billion
Financial Services: $1.84 Billion
Technology: $1.43 Billion
Consumer Cyclical: $632 Million
Consumer Defensive: $445 Million
Industrials: $337 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.7 Billion 24.62% of portfolio
709,516
Q4 2024 Reduced 10.45%
$0
$12 Billion 10.3% of portfolio
176,230
Q4 2024 Reduced 24.13%
$0
$10.2 Billion 8.77% of portfolio
295,789
Q4 2024 Added 3.13%
$0
$8.64 Billion 7.41% of portfolio
295,924
Q4 2024 Reduced 7.69%
$0
$6.75 Billion 5.79% of portfolio
261,460
Q4 2024 Added 103.78%
$0
$3.88 Billion 3.32% of portfolio
152,777
Q4 2024 Reduced 5.26%
$0
$3.4 Billion 2.92% of portfolio
5,780
Q4 2024 Added 8.34%
$0
$2.73 Billion 2.34% of portfolio
80,837
Q4 2024 Added 6.38%
$0
$2.37 Billion 2.03% of portfolio
76,879
Q4 2024 Added 12.56%
$0
$2.2 Billion 1.89% of portfolio
85,293
Q4 2024 Added 9.48%
-
$2.08 Billion 1.78% of portfolio
-
Q4 2024 Reduced 8.92%
$603B
$1.84 Billion 1.57% of portfolio
4,049
Q4 2024 Reduced 7.45%
$0
$1.49 Billion 1.28% of portfolio
32,912
Q4 2024 Added 4.61%
$0
$1.49 Billion 1.27% of portfolio
8,349
Q4 2024 Added 31.48%
Dimensional ETF Trust
-
$1.17 Billion 1.01% of portfolio
-
Q4 2024 Added 7.72%
$0
$1.03 Billion 0.88% of portfolio
11,247
Q4 2024 Added 20.19%
$0
$953 Million 0.82% of portfolio
9,845
Q4 2024 Added 15.44%
$0
$955 Million 0.82% of portfolio
18,930
Q4 2024 Added 28.38%
$0
$905 Million 0.78% of portfolio
19,313
Q4 2024 Added 46.32%
$0
$861 Million 0.74% of portfolio
30,879
Q4 2024 Added 281.41%
$0
$822 Million 0.7% of portfolio
11,700
Q4 2024 Reduced 15.7%
$0
$820 Million 0.7% of portfolio
19,877
Q4 2024 Reduced 25.03%
$0
$809 Million 0.69% of portfolio
6,277
Q4 2024 Reduced 3.01%
$0
$806 Million 0.69% of portfolio
31,928
Q4 2024 Reduced 3.0%
$0
$775 Million 0.66% of portfolio
7,629
Q4 2024 Added 12.56%
$0
$771 Million 0.66% of portfolio
29,004
Q4 2024 Added 11.08%
$0
$720 Million 0.62% of portfolio
16,231
Q4 2024 Reduced 0.17%
$0
$729 Million 0.62% of portfolio
27,818
Q4 2024 Added 15.23%
$0
$700 Million 0.6% of portfolio
13,662
Q4 2024 Added 19.74%
$0
$652 Million 0.56% of portfolio
7,948
Q4 2024 Added 28.5%
$0
$648 Million 0.56% of portfolio
12,730
Q4 2024 Reduced 5.13%
$0
$651 Million 0.56% of portfolio
8,419
Q4 2024 Reduced 2.75%
Dimensional ETF Trust
-
$629 Million 0.54% of portfolio
-
Q4 2024 Added 51.73%
$1.3T
$596 Million 0.51% of portfolio
1,475
Q4 2024 Added 1.03%
$0
$548 Million 0.47% of portfolio
10,442
Q4 2024 Added 31.99%
$0
$538 Million 0.46% of portfolio
5,033
Q4 2024 Reduced 12.82%
$0
$496 Million 0.43% of portfolio
18,568
Q4 2024 Added 95.89%
$0
$462 Million 0.4% of portfolio
1,989
Q4 2024 Added 40.57%
$0
$458 Million 0.39% of portfolio
18,411
Q3 2024 Reduced 3.32%
$255B
$445 Million 0.38% of portfolio
4,922
Q4 2024 Added 1.67%
$0
$438 Million 0.38% of portfolio
17,700
Q4 2024 Added 6.62%
$3.33T
$418 Million 0.36% of portfolio
992
Q4 2024 Added 16.84%
$0
$420 Million 0.36% of portfolio
8,691
Q4 2024 New
$0
$401 Million 0.34% of portfolio
9,905
Q4 2024 Added 10.17%
$0
$398 Million 0.34% of portfolio
9,335
Q4 2024 Added 11.78%
$0
$396 Million 0.34% of portfolio
15,118
Q4 2024 Added 8.84%
$0
$380 Million 0.33% of portfolio
6,193
Q4 2024 Added 81.03%
$0
$359 Million 0.31% of portfolio
6,953
Q4 2024 Added 75.32%
$0
$345 Million 0.3% of portfolio
1,805
Q4 2024 Added 28.38%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $117 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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