West Financial Advisors, LLC Incresed Positions in Q3 2024

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
69.4K
+ 100.18%
$92.1 - $95.52 $6.39M - $6.63M
139K $13.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
68.8K
+ 57.67%
$79.29 - $84.02 $5.46M - $5.78M
188K $15.8M
VEA
Vanguard Ftse Developed Market

ETFs
47.2K
+ 4.94%
$47.6 - $53.31 $2.25M - $2.51M
1M $52.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.3K
+ 5.6%
$71.45 - $75.64 $2.73M - $2.89M
721K $54.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
39.8K
+ 11.3%
$57.32 - $62.65 $2.28M - $2.49M
392K $24.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
39.6K
+ 21.62%
$59.25 - $65.33 $2.34M - $2.59M
223K $14.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38.7K
+ 4.17%
$49.93 - $51.15 $1.93M - $1.98M
967K $49.5M
DFAE
Dimensional ETF Tr

ETFs
12.6K
+ 1.4%
$24.46 - $27.82 $309K - $351K
911K $25M
IEFA
Ishares Tr

ETFs
2.55K
+ 0.99%
$70.09 - $78.74 $179K - $201K
259K $20.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.8K
+ 20.31%
$91.42 - $91.82 $1.26M - $1.27M
81.7K $7.5M
VXF
Vanguard Extended Market ETF

ETFs
985
+ 1.61%
$163.98 - $182.92 $162K - $180K
62.3K $11.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
209
+ 0.99%
$475.2 - $527.7 $99.3K - $110K
21.3K $11.2M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.2K
+ 4.07%
$47.7 - $48.54 $344K - $350K
184K $8.94M
VO
Vanguard Mid Cap ETF

ETFs
935
+ 11.98%
$237.84 - $263.83 $222K - $247K
8.74K $2.31M
AAPL
Apple Inc.

Technology
418
+ 3.16%
$207.23 - $234.82 $86.6K - $98.2K
13.6K $3.17M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
4.83K
+ 59.98%
$61.6 - $65.13 $297K - $315K
12.9K $835K
XLI
Industrial Sector Spdr

ETFs
269
+ 1.42%
$120.56 - $135.44 $32.4K - $36.4K
19.3K $2.61M
VB
Vanguard Small Cap ETF

ETFs
9
+ 0.07%
$214.77 - $237.72 $1.93K - $2.14K
13.6K $3.23M
VNQ
Vanguard Specialized Funds Van

ETFs
328
+ 2.1%
$82.97 - $98.97 $27.2K - $32.5K
15.9K $1.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
411
+ 1.15%
$41.9 - $48.26 $17.2K - $19.8K
36.3K $1.73M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
174
+ 0.57%
$55.06 - $62.25 $9.58K - $10.8K
30.7K $1.89M
TYL
Tyler Technologies Inc

Technology
12
+ 0.86%
$499.52 - $595.46 $5.99K - $7.15K
1.41K $820K
IWM
Ishares Russell 2000 ETF

ETFs
520
+ 495.24%
$200.87 - $224.6 $104K - $117K
625 $138K
MSFT
Microsoft Corp

Technology
222
+ 13.37%
$395.15 - $467.56 $87.7K - $104K
1.88K $810K
ABBV
Abb Vie Inc.

Healthcare
109
+ 16.59%
$163.84 - $199.33 $17.9K - $21.7K
766 $151K
GOOG
Alphabet Inc.

Communication Services
403
+ 20.15%
$149.54 - $192.66 $60.3K - $77.6K
2.4K $401K
VTV
Vanguard Value ETF

ETFs
4
+ 0.25%
$159.75 - $174.57 $639 - $698
1.58K $276K
V
Visa Inc.

Financial Services
73
+ 101.39%
$253.74 - $291.56 $18.5K - $21.3K
145 $39K
PFG
Principal Financial Group Inc

Financial Services
18
+ 0.74%
$72.94 - $87.46 $1.31K - $1.57K
2.45K $210K
CSCO
Cisco Systems, Inc.

Technology
309
+ 116.6%
$44.74 - $53.22 $13.8K - $16.4K
574 $30K
DE
Deere & CO

Industrials
8
+ 4.88%
$344.84 - $418.0 $2.76K - $3.34K
172 $71K
MRK
Merck & Co., Inc.

Healthcare
184
+ 15.81%
$111.15 - $128.97 $20.5K - $23.7K
1.35K $153K
PG
Procter & Gamble CO

Consumer Defensive
32
+ 64.0%
$160.76 - $177.82 $5.14K - $5.69K
82 $14K
CASY
Caseys General Stores Inc

Consumer Cyclical
16
+ 7.8%
$354.52 - $391.16 $5.67K - $6.26K
221 $83K
VZ
Verizon Communications Inc

Communication Services
1
+ 0.33%
$38.89 - $45.0 $38.9 - $45
304 $13K
EPD
Enterprise Products Partners L.P.

Energy
1
+ 7.14%
$27.88 - $30.0 $27.9 - $30
15 $0
KMI
Kinder Morgan, Inc.

Energy
3
+ 1.46%
$19.72 - $22.22 $59.2 - $66.7
209 $4K
BEN
Franklin Resources Inc

Financial Services
1
+ 2.0%
$19.13 - $23.97 $19.1 - $24
51 $1K
PNNT
Pennantpark Investment Corp

Financial Services
10
+ 3.27%
$6.62 - $7.89 $66.2 - $78.9
316 $2K
WES
Western Midstream Partners, LP

Energy
2
+ 2.0%
$36.59 - $42.74 $73.2 - $85.5
102 $3K
Activity Summary
Buys All Purchases 76 New Holdings 35 Increased Positions 41 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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