West Financial Advisors, LLC Purchases in Q3 2024

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
69.4K
+ 100.18%
$92.1 - $95.52 $6.39M - $6.63M
139K $13.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
68.8K
+ 57.67%
$79.29 - $84.02 $5.46M - $5.78M
188K $15.8M
VEA
Vanguard Ftse Developed Market

ETFs
47.2K
+ 4.94%
$47.6 - $53.31 $2.25M - $2.51M
1M $52.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.3K
+ 5.6%
$71.45 - $75.64 $2.73M - $2.89M
721K $54.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
39.8K
+ 11.3%
$57.32 - $62.65 $2.28M - $2.49M
392K $24.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
39.6K
+ 21.62%
$59.25 - $65.33 $2.34M - $2.59M
223K $14.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38.7K
+ 4.17%
$49.93 - $51.15 $1.93M - $1.98M
967K $49.5M
XLU
Utilities Sector Spdr

ETFs
33.2K
New
$67.67 - $80.78 $2.24M - $2.68M
33.2K $2.68M
XLRE
Select Sector Spdr Tr Real Est

ETFs
58.1K
New
$38.04 - $45.36 $2.21M - $2.64M
58.1K $2.6M
DFAE
Dimensional ETF Tr

ETFs
12.6K
+ 1.4%
$24.46 - $27.82 $309K - $351K
911K $25M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.8K
+ 20.31%
$91.42 - $91.82 $1.26M - $1.27M
81.7K $7.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.35K
+ 1.62%
$30.74 - $34.07 $195K - $216K
399K $13.6M
VXF
Vanguard Extended Market ETF

ETFs
985
+ 1.61%
$163.98 - $182.92 $162K - $180K
62.3K $11.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
209
+ 0.99%
$475.2 - $527.7 $99.3K - $110K
21.3K $11.2M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.2K
+ 4.07%
$47.7 - $48.54 $344K - $350K
184K $8.94M
VO
Vanguard Mid Cap ETF

ETFs
935
+ 11.98%
$237.84 - $263.83 $222K - $247K
8.74K $2.31M
AAPL
Apple Inc.

Technology
418
+ 3.16%
$207.23 - $234.82 $86.6K - $98.2K
13.6K $3.17M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
4.83K
+ 59.98%
$61.6 - $65.13 $297K - $315K
12.9K $835K
XLI
Industrial Sector Spdr

ETFs
269
+ 1.42%
$120.56 - $135.44 $32.4K - $36.4K
19.3K $2.61M
VB
Vanguard Small Cap ETF

ETFs
9
+ 0.07%
$214.77 - $237.72 $1.93K - $2.14K
13.6K $3.23M
VNQ
Vanguard Specialized Funds Van

ETFs
328
+ 2.1%
$82.97 - $98.97 $27.2K - $32.5K
15.9K $1.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
411
+ 1.15%
$41.9 - $48.26 $17.2K - $19.8K
36.3K $1.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.18K
New
$113.41 - $125.62 $133K - $148K
1.18K $147K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
174
+ 0.57%
$55.06 - $62.25 $9.58K - $10.8K
30.7K $1.89M
IEMG
Ishares Inc

ETFs
2.41K
New
$53.64 - $53.64 $129K - $129K
2.41K $129K
TYL
Tyler Technologies Inc

Technology
12
+ 0.86%
$499.52 - $595.46 $5.99K - $7.15K
1.41K $820K
IWM
Ishares Russell 2000 ETF

ETFs
520
+ 495.24%
$200.87 - $224.6 $104K - $117K
625 $138K
MSFT
Microsoft Corp

Technology
222
+ 13.37%
$395.15 - $467.56 $87.7K - $104K
1.88K $810K
EEM
Ishares Msci Emerging Markets

ETFs
1.42K
New
$40.42 - $46.7 $57.3K - $66.2K
1.42K $65K
AVGO
Broadcom Inc.

Technology
345
New
$136.27 - $1745.86 $47K - $602K
345 $59K
LLY
Eli Lilly & CO

Healthcare
65
New
$772.14 - $960.02 $50.2K - $62.4K
65 $57K
META
Meta Platforms, Inc.

Communication Services
85
New
$453.41 - $572.44 $38.5K - $48.7K
85 $48K
XEL
Xcel Energy Inc

Utilities
662
New
$52.11 - $65.3 $34.5K - $43.2K
662 $43K
ABBV
Abb Vie Inc.

Healthcare
109
+ 16.59%
$163.84 - $199.33 $17.9K - $21.7K
766 $151K
JPM
Jpmorgan Chase & CO

Financial Services
175
New
$194.9 - $224.8 $34.1K - $39.3K
175 $36K
NVDA
Nvidia Corp

Technology
300
New
$98.91 - $134.91 $29.7K - $40.5K
300 $36K
ETN
Eaton Corp PLC

Industrials
107
New
$272.52 - $333.02 $29.2K - $35.6K
107 $35K
GOOG
Alphabet Inc.

Communication Services
403
+ 20.15%
$149.54 - $192.66 $60.3K - $77.6K
2.4K $401K
UNH
Unitedhealth Group Inc

Healthcare
55
New
$488.01 - $604.18 $26.8K - $33.2K
55 $32K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
New
$3305.62 - $4268.05 $23.1K - $29.9K
7 $29K
BX
Blackstone Inc.

Financial Services
176
New
$120.77 - $159.66 $21.3K - $28.1K
176 $26K
MFC
Manulife Financial Corp

Financial Services
875
New
$24.13 - $29.63 $21.1K - $25.9K
875 $25K
TTE
Total Energies Se

Energy
353
New
$68.61 - $68.61 $24.2K - $24.2K
353 $24K
SU
Suncor Energy Inc

Energy
658
New
$36.06 - $41.7 $23.7K - $27.4K
658 $24K
VTV
Vanguard Value ETF

ETFs
4
+ 0.25%
$159.75 - $174.57 $639 - $698
1.58K $276K
C
Citigroup Inc

Financial Services
348
New
$56.11 - $67.61 $19.5K - $23.5K
348 $21K
CE
Celanese Corp

Basic Materials
157
New
$119.16 - $147.51 $18.7K - $23.2K
157 $21K
V
Visa Inc.

Financial Services
73
+ 101.39%
$253.74 - $291.56 $18.5K - $21.3K
145 $39K
GRMN
Garmin LTD

Technology
118
New
$161.1 - $183.29 $19K - $21.6K
118 $20K
Activity Summary
Buys All Purchases 76 New Holdings 35 Increased Positions 41 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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