West Financial Advisors, LLC Purchases and Sells in Q2 2025

West Financial Advisors, LLC

$573 Million
Q2 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	8.84K + 6.71%	$456.74 - $568.03 $4.04M - $5.02M	141K $79.9M
DUHP	224K + 57.25%	$29.36 - $35.56 $6.56M - $7.95M	614K $21.8M
VEA	21.8K + 1.97%	$45.65 - $57.01 $994K - $1.24M	1.13M $64.4M
DFAE	28.9K + 3.03%	$22.87 - $28.95 $661K - $837K	982K $28.4M
IEFA	8.34K + 3.01%	$67.83 - $84.09 $566K - $701K	285K $23.8M
VXF	5.04K + 8.14%	$150.43 - $192.71 $758K - $971K	66.9K $12.9M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLI	23.2K New	$116.42 - $147.52 $2.7M - $3.42M	23.2K $3.42M
XLK	13.5K New	$179.73 - $253.23 $2.43M - $3.42M	13.5K $3.42M
VBK	254 New	$219.76 - $276.94 $55.8K - $70.3K	254 $70K
EFG	386 New	$89.8 - $112.0 $34.7K - $43.2K	386 $43K
AJG	44 New	$310.86 - $348.77 $13.7K - $15.3K	44 $14K
TIP	20 New	$107.93 - $110.97 $2.16K - $2.22K	20 $2K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	-42.3K - 97.68%	$73.09 - $82.77 $3.09M - $3.5M	1K $81K
XLY	-14.4K - 97.69%	$176.34 - $218.59 $2.54M - $3.15M	341 $74K
BND	-41.4K - 4.77%	$72.02 - $73.82 $2.98M - $3.06M	828K $60.9M
DFAS	-20.8K - 8.92%	$52.31 - $63.72 $1.09M - $1.32M	212K $13.5M
MUB	-1.21K - 17.85%	$102.31 - $105.8 $124K - $128K	5.58K $583K
SCHB	-6.95K - 26.58%	$19.1 - $23.83 $133K - $166K	19.2K $457K

Activity Summary All Purchases 55 New Holdings 11 Increased Positions 44 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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