West Financial Advisors, LLC Purchases and Sells in Q3 2025

West Financial Advisors, LLC

$602 Million
Q3 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	20.4K + 14.52%	$567.77 - $614.76 $11.6M - $12.5M	161K $98.6M
TIP	134K + 669275.0%	$109.11 - $111.88 $14.6M - $15M	134K $14.9M
VNQ	148K + 918.85%	$88.47 - $93.24 $13.1M - $13.8M	164K $15M
XLY	15.7K + 4611.44%	$216.09 - $242.18 $3.4M - $3.81M	16.1K $3.85M
IEFA	5.96K + 2.09%	$81.7 - $87.53 $487K - $521K	291K $25.4M
AAPL	304 + 1.67%	$202.38 - $256.87 $61.5K - $78.1K	18.5K $4.71M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AON	162 New	$350.91 - $375.27 $56.8K - $60.8K	162 $57K
FCX	50 New	$35.34 - $47.21 $1.77K - $2.36K	50 $1K
FORTUNA MNG CORP	150 New	N/A	150 $0
S	3 New	$15.81 - $19.78 $47.4 - $59.3	3 $0
SIRIUSXM HOLDINGS INC	150 New	N/A	150 $0

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	-614K - 99.96%	$35.76 - $37.93 $21.9M - $23.3M	250 $9K
HYS	-140K - 96.95%	$94.11 - $95.78 $13.2M - $13.4M	4.41K $421K
XLF	-65.1K - 97.7%	$51.37 - $54.25 $3.35M - $3.53M	1.53K $82K
BND	-20.2K - 2.44%	$72.57 - $74.72 $1.46M - $1.51M	807K $60M
MUB	-5.58K - 99.93%	$103.24 - $106.68 $576K - $595K	4 $0
VCEB	-4.4K - 32.84%	$62.49 - $64.56 $275K - $284K	9K $577K

Activity Summary All Purchases 47 New Holdings 5 Increased Positions 42 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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