West Financial Advisors, LLC Purchases in Q4 2024

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
108
New
$24.8 - $30.19 $2.68K - $3.26K
108 $2K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
32
New
$75.65 - $83.47 $2.42K - $2.67K
32 $2K
DE
Deere & CO

Industrials
2
+ 1.16%
$389.45 - $466.0 $779 - $932
174 $73K
PSEC
Prospect Capital Corp

Financial Services
256
New
$4.16 - $5.34 $1.06K - $1.37K
256 $1K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
135
New
$12.44 - $14.36 $1.68K - $1.94K
135 $1K
WES
Western Midstream Partners, LP

Energy
3
+ 2.94%
$35.7 - $40.71 $107 - $122
105 $4K
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.96%
$22.59 - $28.54 $45.2 - $57.1
211 $5K
CMCSA
Comcast Corp

Communication Services
28
New
$37.39 - $45.14 $1.05K - $1.26K
28 $1K
HTGC
Hercules Capital, Inc.

Financial Services
50
New
$18.53 - $20.22 $927 - $1.01K
50 $1K
ACRE
Ares Commercial Real Estate Corp

Real Estate
275
New
$5.89 - $7.29 $1.62K - $2K
275 $1K
PEP
Pepsico Inc

Consumer Defensive
1
New
$151.29 - $176.1 $151 - $176
1 $0
Ishares Bitcoin Trust ETF
118
+ 10.63%
N/A
1.23K $0
IMMR
Immersion Corp

Technology
1
+ 1.0%
$8.31 - $9.79 $8.31 - $9.79
101 $0
OGN
Organon & Co.

Healthcare
9
+ 180.0%
$14.44 - $18.83 $130 - $169
14 $0
PFFA
Etfis Ser Tr I

ETFs
1
+ 4.17%
$21.82 - $23.21 $21.8 - $23.2
25 $0
T
At&T Inc.

Communication Services
14
New
$21.22 - $23.88 $297 - $334
14 $0
Cooper Cos Inc
533
New
N/A
533 $0
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
12
New
$44.28 - $51.47 $531 - $618
12 $0
Blackrock Inc
38
New
N/A
38 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
21
New
$33.39 - $37.66 $701 - $791
21 $0
Wk Kellogg CO
16
New
N/A
16 $0
PNNT
Pennantpark Investment Corp

Financial Services
11
+ 3.48%
$6.64 - $7.08 $73 - $77.9
327 $2K
PR
Permian Resources Corporation

Energy
1
+ 1.54%
$13.41 - $16.21 $13.4 - $16.2
66 $0
Lam Research Corp
250
New
N/A
250 $0
AGNC
Agnc Investment Corp.

Real Estate
101
New
$9.21 - $10.59 $930 - $1.07K
101 $0
PJT
Pjt Partners Inc.

Financial Services
2
New
$132.4 - $167.36 $265 - $335
2 $0
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
16
New
$34.46 - $38.29 $551 - $613
16 $0
SB
Safe Bulkers, Inc.

Industrials
125
New
$3.48 - $5.15 $435 - $644
125 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
2
New
$7.33 - $12.37 $14.7 - $24.7
2 $0
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 1.96%
$35.57 - $43.49 $35.6 - $43.5
52 $1K
VZ
Verizon Communications Inc

Communication Services
38
+ 12.5%
$39.6 - $45.21 $1.5K - $1.72K
342 $13K
TYL
Tyler Technologies Inc

Technology
12
+ 0.85%
$576.64 - $635.69 $6.92K - $7.63K
1.42K $817K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
516
+ 4.01%
$61.87 - $64.86 $31.9K - $33.5K
13.4K $830K
VTV
Vanguard Value ETF

ETFs
5
+ 0.32%
$168.32 - $181.87 $842 - $909
1.59K $269K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.9K
+ 100.0%
$18.41 - $40.87 $35.1K - $77.8K
3.81K $70K
ADM
Archer Daniels Midland CO

Consumer Defensive
201
+ 10.05%
$49.38 - $59.52 $9.93K - $12K
2.2K $111K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.06%
$105.78 - $108.7 $423 - $435
6.72K $715K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.72K
+ 5.59%
$56.61 - $61.63 $97.3K - $106K
32.5K $1.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.41K
+ 3.89%
$44.04 - $49.49 $62.1K - $69.8K
37.7K $1.66M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.67K
+ 1.2%
$93.52 - $95.37 $156K - $159K
140K $13.1M
VNQ
Vanguard Specialized Funds Van

ETFs
372
+ 2.33%
$87.85 - $98.6 $32.7K - $36.7K
16.3K $1.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.29K
+ 98.15%
$26.93 - $84.95 $88.6K - $280K
6.64K $181K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
126
+ 0.45%
$58.88 - $64.8 $7.42K - $8.16K
28.2K $1.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.1K
+ 1.12%
$80.13 - $83.77 $169K - $176K
190K $15.3M
IEFA
Ishares Tr

ETFs
15.3K
+ 5.91%
$70.06 - $77.43 $1.07M - $1.19M
275K $19.3M
DFAE
Dimensional ETF Tr

ETFs
16K
+ 1.75%
$25.36 - $28.15 $405K - $450K
927K $23.5M
VEA
Vanguard Ftse Developed Market

ETFs
70.3K
+ 7.01%
$47.57 - $52.44 $3.34M - $3.69M
1.07M $51.3M
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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