West Financial Advisors, LLC Incresed Positions in Q3 2025

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.4K
+ 14.52%
$567.77 - $614.76 $11.6M - $12.5M
161K $98.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
134K
+ 669275.0%
$109.11 - $111.88 $14.6M - $15M
134K $14.9M
VNQ
Vanguard Specialized Funds Van

ETFs
148K
+ 918.85%
$88.47 - $93.24 $13.1M - $13.8M
164K $15M
XLY
Select Sector Spdr Consumer Di

ETFs
15.7K
+ 4611.44%
$216.09 - $242.18 $3.4M - $3.81M
16.1K $3.85M
IEFA
Ishares Tr

ETFs
5.96K
+ 2.09%
$81.7 - $87.53 $487K - $521K
291K $25.4M
AAPL
Apple Inc.

Technology
304
+ 1.67%
$202.38 - $256.87 $61.5K - $78.1K
18.5K $4.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.78K
+ 1.95%
$81.75 - $84.54 $309K - $319K
198K $16.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.22K
+ 3.32%
$47.18 - $48.17 $293K - $300K
194K $9.3M
XLC
Select Sector Spdr Tr Communic

ETFs
325
+ 1.01%
$105.99 - $119.41 $34.4K - $38.8K
32.5K $3.85M
XLI
Industrial Sector Spdr

ETFs
1.19K
+ 5.14%
$147.94 - $154.99 $176K - $185K
24.4K $3.76M
VB
Vanguard Small Cap ETF

ETFs
89
+ 0.65%
$237.58 - $259.17 $21.1K - $23.1K
13.8K $3.51M
GOOG
Alphabet Inc.

Communication Services
20
+ 0.83%
$175.16 - $255.24 $3.5K - $5.1K
2.42K $590K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
491
+ 1.72%
$68.24 - $73.73 $33.5K - $36.2K
29.1K $2.14M
MSFT
Microsoft Corp

Technology
23
+ 0.65%
$491.09 - $535.64 $11.3K - $12.3K
3.56K $1.85M
META
Meta Platforms, Inc.

Communication Services
100
+ 117.65%
$695.21 - $791.73 $69.5K - $79.2K
185 $135K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.14%
$494.52 - $565.32 $495 - $565
713 $403K
CTVA
Corteva, Inc.

Basic Materials
282
+ 21.64%
$67.08 - $77.12 $18.9K - $21.7K
1.59K $107K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 1.55%
$459.11 - $506.91 $2.75K - $3.04K
392 $197K
WFC
Wells Fargo & Company

Financial Services
2
+ 0.1%
$77.05 - $85.16 $154 - $170
2.03K $169K
HTGC
Hercules Capital, Inc.

Financial Services
1
+ 1.92%
$18.34 - $19.53 $18.3 - $19.5
53 $1K
CTRE
Care Trust Reit, Inc.

Real Estate
1
+ 0.66%
$30.29 - $34.8 $30.3 - $34.8
153 $5K
SAR
Saratoga Investment Corp.

Financial Services
1
+ 1.96%
$24.15 - $25.55 $24.2 - $25.6
52 $1K
UGI
Ugi Corp

Utilities
1
+ 0.99%
$32.64 - $37.14 $32.6 - $37.1
102 $3K
AFCG
Afc Gamma, Inc.

Real Estate
7
+ 3.35%
$3.61 - $5.03 $25.3 - $35.2
216 $0
WES
Western Midstream Partners, LP

Energy
2
+ 1.82%
$37.5 - $41.18 $75 - $82.4
112 $4K
REPX
Riley Exploration Permian, Inc.

Energy
1
+ 0.98%
$25.25 - $30.06 $25.3 - $30.1
103 $2K
PSEC
Prospect Capital Corp

Financial Services
13
+ 4.74%
$2.59 - $3.47 $33.7 - $45.1
287 $0
PFFA
Etfis Ser Tr I

ETFs
1
+ 3.85%
$20.94 - $22.43 $20.9 - $22.4
27 $0
BEN
Franklin Resources Inc

Financial Services
1
+ 1.89%
$23.13 - $26.03 $23.1 - $26
54 $1K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 9.09%
$284.17 - $319.49 $1.14K - $1.28K
48 $14K
IMMR
Immersion Corp

Technology
1
+ 0.99%
$6.78 - $8.09 $6.78 - $8.09
102 $0
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.93%
$26.23 - $28.5 $52.5 - $57
218 $6K
Ishares Bitcoin Trust ETF
12.9K
+ 1050.24%
N/A
14.1K $0
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 1.89%
$23.13 - $31.07 $23.1 - $31.1
54 $1K
PNNT
Pennantpark Investment Corp

Financial Services
17
+ 4.86%
$6.68 - $7.44 $114 - $126
367 $2K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
1
+ 2.7%
$11.79 - $13.23 $11.8 - $13.2
38 $0
PR
Permian Resources Corporation

Energy
1
+ 1.49%
$12.8 - $14.51 $12.8 - $14.5
68 $0
ABR
Arbor Realty Trust Inc

Real Estate
6
+ 2.82%
$10.7 - $12.21 $64.2 - $73.3
219 $2K
LAND
Gladstone Land Corp

Real Estate
3
+ 1.48%
$8.65 - $10.8 $26 - $32.4
206 $1K
DE
Deere & CO

Industrials
2
+ 1.16%
$457.26 - $524.37 $915 - $1.05K
174 $79K
TYL
Tyler Technologies Inc

Technology
9
+ 0.63%
$522.22 - $611.76 $4.7K - $5.51K
1.45K $758K
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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