West Financial Advisors, LLC Reduced Holdings in Q4 2024

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-115K
- 51.39%
$567.81 - $607.81 $65.2M - $69.8M
109K $63.7M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-11K
- 5.98%
$47.65 - $48.6 $525K - $536K
173K $8.27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.48K
- 7.93%
$91.29 - $91.8 $592K - $595K
75.2K $6.88M
VIG
Vanguard Dividend Appreciation

ETFs
-1.85K
- 3.73%
N/A
47.8K $8.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-5.13K
- 1.29%
$33.62 - $35.69 $173K - $183K
394K $13.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.12K
- 9.89%
$100.18 - $109.1 $212K - $231K
19.3K $2.02M
VTI
Vanguard Total Stock Market Et

ETFs
-827
- 4.25%
$280.04 - $302.45 $232K - $250K
18.7K $5.41M
PFG
Principal Financial Group Inc

Financial Services
-579
- 23.64%
$74.91 - $91.26 $43.4K - $52.8K
1.87K $144K
MRK
Merck & Co., Inc.

Healthcare
-87
- 6.45%
$96.31 - $114.76 $8.38K - $9.98K
1.26K $125K
VBR
Vanguard Small Cap Value ETF

ETFs
-99
- 4.76%
$197.36 - $217.3 $19.5K - $21.5K
1.98K $392K
LLY
Eli Lilly & CO

Healthcare
-19
- 29.23%
$727.2 - $932.06 $13.8K - $17.7K
46 $35K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-111
- 11.88%
$126.68 - $134.74 $14.1K - $15K
823 $105K
VO
Vanguard Mid Cap ETF

ETFs
-57
- 0.65%
$261.5 - $284.63 $14.9K - $16.2K
8.68K $2.29M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-100
- 1.94%
$42.8 - $44.98 $4.28K - $4.5K
5.05K $220K
TROW
Price T Rowe Group Inc

Financial Services
-202
- 5.63%
$106.48 - $124.69 $21.5K - $25.2K
3.39K $382K
DGRO
Ishares Core Dividend Growth E

ETFs
-84
- 4.88%
$60.73 - $64.94 $5.1K - $5.45K
1.64K $100K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 39.02%
$161.05 - $179.7 $5.15K - $5.75K
50 $8K
DFAU
Dimensional ETF Tr

ETFs
-20
- 22.22%
$39.27 - $42.38 $785 - $848
70 $2K
MGC
Vanguard Mega Cap ETF

ETFs
-70
- 1.84%
$204.21 - $220.18 $14.3K - $15.4K
3.73K $793K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-227
- 2.19%
$481.22 - $538.17 $109K - $122K
10.1K $5.17M
VXF
Vanguard Extended Market ETF

ETFs
-554
- 0.89%
$179.17 - $207.15 $99.3K - $115K
61.7K $11.7M
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email