West Financial Advisors, LLC Incresed Positions in Q2 2025

West Financial Advisors, LLC

  • $573 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.84K
+ 6.71%
$456.74 - $568.03 $4.04M - $5.02M
141K $79.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
224K
+ 57.25%
$29.36 - $35.56 $6.56M - $7.95M
614K $21.8M
VEA
Vanguard Ftse Developed Market

ETFs
21.8K
+ 1.97%
$45.65 - $57.01 $994K - $1.24M
1.13M $64.4M
DFAE
Dimensional ETF Tr

ETFs
28.9K
+ 3.03%
$22.87 - $28.95 $661K - $837K
982K $28.4M
IEFA
Ishares Tr

ETFs
8.34K
+ 3.01%
$67.83 - $84.09 $566K - $701K
285K $23.8M
VXF
Vanguard Extended Market ETF

ETFs
5.04K
+ 8.14%
$150.43 - $192.71 $758K - $971K
66.9K $12.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
51.7K
+ 4.76%
$48.13 - $49.85 $2.49M - $2.58M
1.14M $55.8M
VUG
Vanguard Growth ETF

ETFs
382
+ 7.3%
$329.49 - $438.4 $126K - $167K
5.61K $2.46M
MSFT
Microsoft Corp

Technology
4
+ 0.11%
$354.56 - $497.45 $1.42K - $1.99K
3.54K $1.76M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.82K
+ 1.27%
$89.58 - $95.01 $163K - $173K
144K $13.7M
VO
Vanguard Mid Cap ETF

ETFs
256
+ 2.9%
$228.54 - $279.83 $58.5K - $71.6K
9.09K $2.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.98K
+ 5.25%
$39.89 - $49.46 $79.1K - $98K
39.7K $1.96M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
599
+ 2.14%
$55.54 - $69.09 $33.3K - $41.4K
28.6K $1.98M
VTV
Vanguard Value ETF

ETFs
1.17K
+ 73.57%
$153.67 - $176.74 $180K - $207K
2.77K $488K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
30
+ 0.09%
$52.84 - $65.52 $1.59K - $1.97K
32.3K $2.12M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.84K
+ 2.09%
$46.77 - $47.89 $180K - $184K
188K $8.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
302
+ 51.1%
$320.42 - $424.58 $96.8K - $128K
893 $376K
VBR
Vanguard Small Cap Value ETF

ETFs
467
+ 25.13%
$162.76 - $195.77 $76K - $91.4K
2.33K $453K
TSLA
Tesla, Inc.

Consumer Cyclical
58
+ 4.55%
$221.86 - $362.89 $12.9K - $21K
1.33K $423K
DSI
Ishares Msci Kld 400 Social Et

ETFs
15
+ 0.3%
$91.62 - $116.16 $1.37K - $1.74K
4.97K $577K
CASY
Caseys General Stores Inc

Consumer Cyclical
8
+ 1.14%
$415.82 - $510.91 $3.33K - $4.09K
712 $363K
VNQ
Vanguard Specialized Funds Van

ETFs
593
+ 3.83%
$79.79 - $91.42 $47.3K - $54.2K
16.1K $1.43M
TYL
Tyler Technologies Inc

Technology
12
+ 0.84%
$521.68 - $592.84 $6.26K - $7.11K
1.44K $853K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
7
+ 0.05%
$61.25 - $63.4 $429 - $444
13.4K $849K
ABR
Arbor Realty Trust Inc

Real Estate
6
+ 2.9%
$8.92 - $11.89 $53.5 - $71.3
213 $2K
WES
Western Midstream Partners, LP

Energy
3
+ 2.8%
$34.99 - $41.61 $105 - $125
110 $4K
VLO
Valero Energy Corp

Energy
1
+ 2.0%
$104.69 - $141.77 $105 - $142
51 $6K
UGI
Ugi Corp

Utilities
1
+ 1.0%
$30.18 - $36.59 $30.2 - $36.6
101 $3K
CTRE
Care Trust Reit, Inc.

Real Estate
2
+ 1.33%
$26.65 - $30.69 $53.3 - $61.4
152 $4K
DMLP
Dorchester Minerals, L.P.

Energy
1
+ 3.7%
$26.77 - $30.37 $26.8 - $30.4
28 $0
PFFA
Etfis Ser Tr I

ETFs
1
+ 4.0%
$19.49 - $21.31 $19.5 - $21.3
26 $0
BEN
Franklin Resources Inc

Financial Services
1
+ 1.92%
$16.66 - $23.85 $16.7 - $23.9
53 $1K
LAND
Gladstone Land Corp

Real Estate
3
+ 1.5%
$8.95 - $10.51 $26.8 - $31.5
203 $2K
HTGC
Hercules Capital, Inc.

Financial Services
1
+ 1.96%
$16.24 - $19.1 $16.2 - $19.1
52 $0
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.93%
$25.21 - $29.4 $50.4 - $58.8
216 $6K
NAT
Nordic American Tankers LTD

Industrials
26
+ 2.5%
N/A
1.06K $4K
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 1.92%
$20.6 - $32.16 $20.6 - $32.2
53 $1K
PNNT
Pennantpark Investment Corp

Financial Services
12
+ 3.55%
$5.91 - $7.08 $70.9 - $85
350 $2K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
1
+ 2.78%
$12.07 - $14.61 $12.1 - $14.6
37 $0
REPX
Riley Exploration Permian, Inc.

Energy
2
+ 2.0%
$22.78 - $30.0 $45.6 - $60
102 $2K
AFCG
Afc Gamma, Inc.

Real Estate
9
+ 4.5%
$4.38 - $5.83 $39.4 - $52.5
209 $0
XOM
Exxon Mobil Corp

Energy
37
+ 3.78%
$99.93 - $119.04 $3.7K - $4.4K
1.02K $109K
AAPL
Apple Inc.

Technology
1
+ 0.01%
$172.42 - $223.89 $172 - $224
18.2K $3.73M
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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