West Financial Advisors, LLC Incresed Positions 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
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
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
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
10.6K
+ 6.1%
$47.35 - $48.24 $500K - $510K
184K $8.72M
XLF
Financial Sector Spdr

ETFs
5.35K
+ 8.68%
$47.32 - $52.19 $253K - $279K
67K $3.3M
UNP
Union Pacific Corp

Industrials
667
+ 1419.15%
$225.21 - $254.42 $150K - $170K
714 $168K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
54
+ 0.14%
$42.5 - $46.71 $2.3K - $2.52K
37.7K $1.71M
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
WFC
Wells Fargo & Company

Financial Services
5
+ 0.16%
$66.78 - $81.42 $334 - $407
3.11K $222K
VTV
Vanguard Value ETF

ETFs
4
+ 0.25%
$167.73 - $179.21 $671 - $717
1.59K $272K
PSEC
Prospect Capital Corp

Financial Services
263
+ 102.73%
$4.12 - $4.45 $1.08K - $1.17K
519 $2K
NAT
Nordic American Tankers LTD

Industrials
38
+ 3.8%
N/A
1.04K $4K
KMI
Kinder Morgan, Inc.

Energy
3
+ 1.42%
$26.1 - $31.22 $78.3 - $93.7
214 $6K
PR
Permian Resources Corporation

Energy
1
+ 1.52%
$12.33 - $16.0 $12.3 - $16
67 $0
BEN
Franklin Resources Inc

Financial Services
1
+ 1.96%
$18.92 - $22.24 $18.9 - $22.2
52 $1K
DMLP
Dorchester Minerals, L.P.

Energy
1
+ 3.85%
$29.17 - $34.68 $29.2 - $34.7
27 $0
WES
Western Midstream Partners, LP

Energy
2
+ 1.9%
$37.87 - $42.89 $75.7 - $85.8
107 $4K
PNNT
Pennantpark Investment Corp

Financial Services
11
+ 3.36%
$6.78 - $7.27 $74.6 - $80
338 $2K
MUB
Ishares National Muni Bond ETF

ETFs
77
+ 1.15%
$104.71 - $107.69 $8.06K - $8.29K
6.8K $714K
HTGC
Hercules Capital, Inc.

Financial Services
1
+ 2.0%
$18.01 - $22.0 $18 - $22
51 $0
VO
Vanguard Mid Cap ETF

ETFs
156
+ 1.8%
$251.87 - $277.95 $39.3K - $43.4K
8.84K $2.27M
XLY
Select Sector Spdr Consumer Di

ETFs
1.38K
+ 10.28%
$192.6 - $233.2 $265K - $321K
14.7K $2.91M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
202
+ 1.05%
$96.93 - $109.51 $19.6K - $22.1K
19.5K $1.9M
VB
Vanguard Small Cap ETF

ETFs
222
+ 1.62%
$217.89 - $252.64 $48.4K - $56.1K
13.9K $3.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.01%
$468.34 - $539.52 $468 - $540
10.1K $4.75M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.88K
+ 3.96%
$58.81 - $68.2 $522K - $606K
233K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.7K
+ 2.98%
$57.21 - $65.8 $668K - $768K
403K $23.5M
VXF
Vanguard Extended Market ETF

ETFs
138
+ 0.22%
$170.36 - $201.04 $23.5K - $27.7K
61.9K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.19K
+ 3.29%
$507.05 - $563.67 $2.13M - $2.36M
132K $67.4M
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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