West Financial Advisors, LLC Purchases and Sells in Q4 2024

West Financial Advisors, LLC

$518 Million
Q4 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	106K + 498.42%	$521.84 - $558.82 $55.4M - $59.4M	128K $68.7M
BND	137K + 18.96%	$71.75 - $75.11 $9.81M - $10.3M	858K $61.7M
AAPL	4.8K + 35.21%	$221.69 - $259.02 $1.06M - $1.24M	18.4K $4.61M
VTEB	35K + 3.62%	$49.79 - $51.14 $1.74M - $1.79M	1M $50.3M
MSFT	1.65K + 87.84%	$406.35 - $454.46 $672K - $752K	3.54K $1.49M
XLF	6.31K + 11.41%	$44.89 - $51.34 $283K - $324K	61.6K $2.98M

New Holdings

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLY	13.4K New	$194.8 - $239.43 $2.6M - $3.2M	13.4K $3M
IWF	635 New	$370.24 - $418.94 $235K - $266K	635 $255K
USB	4.33K New	$43.98 - $53.66 $190K - $232K	4.33K $207K
IBM	766 New	$204.9 - $238.04 $157K - $182K	766 $168K
AMZN	400 New	$180.88 - $232.93 $72.4K - $93.2K	400 $87K
INTC	1.56K New	$19.07 - $26.23 $29.7K - $40.8K	1.56K $31K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-115K - 51.39%	$567.81 - $607.81 $65.2M - $69.8M	109K $63.7M
DFNM	-11K - 5.98%	$47.65 - $48.6 $525K - $536K	173K $8.27M
BIL	-6.48K - 7.93%	$91.29 - $91.8 $592K - $595K	75.2K $6.88M
VIG	-1.85K - 3.73%	N/A	47.8K $8.7M
DUHP	-5.13K - 1.29%	$33.62 - $35.69 $173K - $183K	394K $13.3M
ESGV	-2.12K - 9.89%	$100.18 - $109.1 $212K - $231K	19.3K $2.02M

Activity Summary All Purchases 98 New Holdings 38 Increased Positions 60 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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