West Financial Advisors, LLC Reduced Holdings in Q1 2025

West Financial Advisors, LLC

  • $525 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-877
- 0.81%
$551.42 - $612.93 $484K - $538K
108K $60.3M
AAPL
Apple Inc.

Technology
-236
- 1.28%
$209.68 - $247.1 $49.5K - $58.3K
18.2K $4.04M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-3.42K
- 0.87%
$32.57 - $35.82 $111K - $123K
390K $12.8M
VTI
Vanguard Total Stock Market Et

ETFs
-336
- 1.8%
$271.18 - $303.12 $91.1K - $102K
18.3K $5.01M
VUG
Vanguard Growth ETF

ETFs
-239
- 4.37%
$369.1 - $427.61 $88.2K - $102K
5.23K $1.94M
VIG
Vanguard Dividend Appreciation

ETFs
-1.19K
- 2.49%
N/A
46.6K $8.49M
VNQ
Vanguard Specialized Funds Van

ETFs
-822
- 5.04%
$85.55 - $94.34 $70.3K - $77.5K
15.5K $1.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-744
- 85.52%
$74.85 - $84.89 $55.7K - $63.2K
126 $10K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-396
- 48.12%
$126.11 - $135.06 $49.9K - $53.5K
427 $54K
USB
Us Bancorp \De\

Financial Services
-604
- 13.95%
$40.92 - $50.9 $24.7K - $30.7K
3.73K $157K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-70
- 1.33%
$113.22 - $126.36 $7.93K - $8.85K
5.21K $595K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-47
- 0.94%
$101.98 - $115.66 $4.79K - $5.44K
4.96K $505K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-44
- 6.93%
$360.07 - $417.26 $15.8K - $18.4K
591 $213K
EEM
Ishares Msci Emerging Markets

ETFs
-952
- 40.17%
$40.81 - $45.34 $38.9K - $43.2K
1.42K $62K
BX
Blackstone Inc.

Financial Services
-82
- 10.7%
$136.53 - $186.74 $11.2K - $15.3K
684 $95K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.21K
- 23.9%
$43.6 - $49.84 $52.6K - $60.2K
3.84K $184K
DGRO
Ishares Core Dividend Growth E

ETFs
-540
- 32.97%
$60.46 - $64.42 $32.6K - $34.8K
1.1K $67K
IWM
Ishares Russell 2000 ETF

ETFs
-53
- 6.58%
$198.1 - $229.79 $10.5K - $12.2K
752 $150K
MRK
Merck & Co., Inc.

Healthcare
-97
- 7.69%
$83.01 - $101.02 $8.05K - $9.8K
1.16K $104K
ADM
Archer Daniels Midland CO

Consumer Defensive
-201
- 9.13%
$45.22 - $52.17 $9.09K - $10.5K
2K $96K
JPM
Jpmorgan Chase & CO

Financial Services
-37
- 6.14%
$225.19 - $279.95 $8.33K - $10.4K
566 $138K
VV
Vanguard Large Cap ETF

ETFs
-10
- 12.82%
$253.32 - $282.66 $2.53K - $2.83K
68 $17K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 13.79%
$279.74 - $321.29 $5.59K - $6.43K
125 $39K
DIS
Walt Disney CO

Communication Services
-9
- 9.0%
$96.87 - $114.0 $872 - $1.03K
91 $8K
VZ
Verizon Communications Inc

Communication Services
-90
- 26.32%
$37.81 - $46.49 $3.4K - $4.18K
252 $11K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-99
- 73.33%
$12.0 - $14.77 $1.19K - $1.46K
36 $0
OGN
Organon & Co.

Healthcare
-9
- 64.29%
$14.29 - $16.41 $129 - $148
5 $0
Blackrock Inc
-12
- 31.58%
N/A
26 $0
ABT
Abbott Laboratories

Healthcare
-75
- 10.85%
$111.1 - $140.22 $8.33K - $10.5K
616 $81K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-9
- 0.07%
$61.23 - $63.33 $551 - $570
13.4K $841K
CASY
Caseys General Stores Inc

Consumer Cyclical
-21
- 2.9%
$378.71 - $442.54 $7.95K - $9.29K
704 $305K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-187
- 0.58%
$55.47 - $61.45 $10.4K - $11.5K
32.3K $1.91M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-207
- 0.73%
$58.01 - $64.46 $12K - $13.3K
28K $1.75M
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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