West Financial Advisors, LLC Purchases in Q1 2025

West Financial Advisors, LLC

  • $525 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
34.8K
+ 3.25%
$47.4 - $52.99 $1.65M - $1.85M
1.11M $56.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
83.6K
+ 8.34%
$49.25 - $50.66 $4.12M - $4.23M
1.09M $53.8M
XLC
Select Sector Spdr Tr Communic

ETFs
32.9K
New
$94.84 - $105.31 $3.12M - $3.47M
32.9K $3.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.5K
+ 1.34%
$71.17 - $73.66 $816K - $845K
869K $63.7M
IEFA
Ishares Tr

ETFs
2.54K
+ 0.93%
$69.57 - $78.65 $177K - $200K
277K $21.2M
DFAE
Dimensional ETF Tr

ETFs
26K
+ 2.81%
$24.64 - $26.86 $642K - $699K
953K $24.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.39K
+ 2.83%
$79.17 - $82.04 $427K - $442K
196K $16M
XLU
Utilities Sector Spdr

ETFs
7.08K
+ 19.52%
$74.7 - $80.27 $529K - $568K
43.3K $3.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.76K
+ 7.66%
$91.45 - $91.75 $527K - $529K
81K $7.43M
XLF
Financial Sector Spdr

ETFs
5.35K
+ 8.68%
$47.32 - $52.19 $253K - $279K
67K $3.3M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.24K
+ 1.59%
$93.32 - $95.35 $209K - $213K
143K $13.3M
UNP
Union Pacific Corp

Industrials
667
+ 1419.15%
$225.21 - $254.42 $150K - $170K
714 $168K
CVX
Chevron Corp

Energy
886
New
$146.71 - $167.97 $130K - $149K
886 $148K
TECH
Bio Techne Corp

Healthcare
1.56K
New
$58.47 - $78.75 $91K - $123K
1.56K $91K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
54
+ 0.14%
$42.5 - $46.71 $2.3K - $2.52K
37.7K $1.71M
HOLX
Hologic Inc

Healthcare
816
New
$60.7 - $73.77 $49.5K - $60.2K
816 $50K
DE
Deere & CO

Industrials
14
+ 8.05%
$408.57 - $509.27 $5.72K - $7.13K
188 $88K
TYL
Tyler Technologies Inc

Technology
10
+ 0.71%
$553.41 - $646.74 $5.53K - $6.47K
1.43K $830K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7
+ 0.18%
$18.36 - $20.51 $129 - $144
3.82K $76K
VLO
Valero Energy Corp

Energy
50
New
$121.76 - $142.99 $6.09K - $7.15K
50 $6K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.16%
$66.78 - $81.42 $334 - $407
3.11K $222K
KD
Kyndryl Holdings, Inc.

Technology
134
New
$31.32 - $43.45 $4.2K - $5.82K
134 $4K
TU
Telus Corp

Communication Services
300
New
$13.63 - $16.07 $4.09K - $4.82K
300 $4K
CTRE
Care Trust Reit, Inc.

Real Estate
150
New
$24.93 - $29.13 $3.74K - $4.37K
150 $4K
UGI
Ugi Corp

Utilities
100
New
$28.0 - $34.16 $2.8K - $3.42K
100 $3K
SYM
Symbotic Inc.

Financial Services
150
New
$20.16 - $33.5 $3.02K - $5.03K
150 $3K
CUBE
Cube Smart

Real Estate
75
New
$40.23 - $43.23 $3.02K - $3.24K
75 $3K
VTV
Vanguard Value ETF

ETFs
4
+ 0.25%
$167.73 - $179.21 $671 - $717
1.59K $272K
LAND
Gladstone Land Corp

Real Estate
200
New
$10.4 - $11.84 $2.08K - $2.37K
200 $2K
REPX
Riley Exploration Permian, Inc.

Energy
100
New
$26.92 - $37.12 $2.69K - $3.71K
100 $2K
ABR
Arbor Realty Trust Inc

Real Estate
207
New
$11.68 - $13.98 $2.42K - $2.89K
207 $2K
BASE
Couchbase, Inc.

Technology
100
New
$13.17 - $19.14 $1.32K - $1.91K
100 $1K
PSEC
Prospect Capital Corp

Financial Services
263
+ 102.73%
$4.1 - $4.45 $1.08K - $1.17K
519 $2K
KMI
Kinder Morgan, Inc.

Energy
3
+ 1.42%
$26.1 - $31.22 $78.3 - $93.7
214 $6K
AFCG
Afc Gamma, Inc.

Real Estate
200
New
$5.57 - $8.74 $1.11K - $1.75K
200 $1K
NAT
Nordic American Tankers LTD

Industrials
38
+ 3.8%
N/A
1.04K $4K
NEP
Nextera Energy Partners, LP

Utilities
200
New
$8.38 - $18.87 $1.68K - $3.77K
200 $1K
Atmus Filtration Technologie
50
New
N/A
50 $0
WES
Western Midstream Partners, LP

Energy
2
+ 1.9%
$37.87 - $42.89 $75.7 - $85.8
107 $4K
DMLP
Dorchester Minerals, L.P.

Energy
1
+ 3.85%
$29.17 - $34.68 $29.2 - $34.7
27 $0
LUMN
Lumen Technologies, Inc.

Communication Services
9
New
$3.92 - $5.92 $35.3 - $53.3
9 $0
BEN
Franklin Resources Inc

Financial Services
1
+ 1.96%
$18.92 - $22.24 $18.9 - $22.2
52 $1K
NVTS
Navitas Semiconductor Corp

Technology
500
New
$1.83 - $4.25 $915 - $2.13K
500 $0
PNNT
Pennantpark Investment Corp

Financial Services
11
+ 3.36%
$6.78 - $7.27 $74.6 - $80
338 $2K
PR
Permian Resources Corporation

Energy
1
+ 1.52%
$12.33 - $16.0 $12.3 - $16
67 $0
HTGC
Hercules Capital, Inc.

Financial Services
1
+ 2.0%
$18.01 - $22.0 $18 - $22
51 $0
MUB
Ishares National Muni Bond ETF

ETFs
77
+ 1.15%
$104.71 - $107.69 $8.06K - $8.29K
6.8K $714K
VO
Vanguard Mid Cap ETF

ETFs
156
+ 1.8%
$251.87 - $277.95 $39.3K - $43.4K
8.84K $2.27M
Activity Summary
Buys All Purchases 58 New Holdings 21 Increased Positions 37 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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