West Financial Advisors, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $466 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $121M, Vanguard Bd Index Fd Inc Total with a value of $47M, Vanguard Ftse Developed Market with a value of $46.4M, Vanguard Mun Bd Fds Tax Exempt with a value of $45.7M, and Dimensional ETF Tr with a value of $21.6M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $439M to 466M.

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

Portfolio value $466 Million
ETFs: $456 Million
Technology: $3.96 Million
Financial Services: $2.31 Million
Utilities: $791,000
Communication Services: $627,000
Healthcare: $597,000
Industrials: $597,000
Consumer Defensive: $454,000
Other: $653,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 154
  • Current Value $466 Million
  • Prior Value $439 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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