West Financial Advisors, LLC Purchases and Sells in Q1 2025

West Financial Advisors, LLC

$525 Million
Q1 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	34.8K + 3.25%	$47.4 - $52.99 $1.65M - $1.85M	1.11M $56.8M
VTEB	83.6K + 8.34%	$49.25 - $50.66 $4.12M - $4.23M	1.09M $53.8M
BND	11.5K + 1.34%	$71.17 - $73.66 $816K - $845K	869K $63.7M
IEFA	2.54K + 0.93%	$69.57 - $78.65 $177K - $200K	277K $21.2M
DFAE	26K + 2.81%	$24.64 - $26.86 $642K - $699K	953K $24.8M
VCIT	5.39K + 2.83%	$79.17 - $82.04 $427K - $442K	196K $16M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLC	32.9K New	$94.84 - $105.31 $3.12M - $3.47M	32.9K $3.15M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
CVX	886 New	$146.71 - $167.97 $130K - $149K	886 $148K
TECH	1.56K New	$58.47 - $78.75 $91K - $123K	1.56K $91K
HOLX	816 New	$60.7 - $73.77 $49.5K - $60.2K	816 $50K
VLO	50 New	$121.76 - $142.99 $6.09K - $7.15K	50 $6K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-877 - 0.81%	$551.42 - $612.93 $484K - $538K	108K $60.3M
AAPL	-236 - 1.28%	$209.68 - $247.1 $49.5K - $58.3K	18.2K $4.04M
DUHP	-3.42K - 0.87%	$32.57 - $35.82 $111K - $123K	390K $12.8M
VTI	-336 - 1.8%	$271.18 - $303.12 $91.1K - $102K	18.3K $5.01M
VUG	-239 - 4.37%	$369.1 - $427.61 $88.2K - $102K	5.23K $1.94M
VIG	-1.19K - 2.49%	N/A	46.6K $8.49M

Activity Summary All Purchases 58 New Holdings 21 Increased Positions 37 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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