West Financial Advisors, LLC Sells in Q2 2025

West Financial Advisors, LLC

  • $573 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-42.3K
- 97.68%
$73.09 - $82.77 $3.09M - $3.5M
1K $81K
XLY
Select Sector Spdr Consumer Di

ETFs
-14.4K
- 97.69%
$176.34 - $218.59 $2.54M - $3.15M
341 $74K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-41.4K
- 4.77%
$72.02 - $73.82 $2.98M - $3.06M
828K $60.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-20.8K
- 8.92%
$52.31 - $63.72 $1.09M - $1.32M
212K $13.5M
MUB
Ishares National Muni Bond ETF

ETFs
-1.21K
- 17.85%
$102.31 - $105.8 $124K - $128K
5.58K $583K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.95K
- 26.58%
$19.1 - $23.83 $133K - $166K
19.2K $457K
VIG
Vanguard Dividend Appreciation

ETFs
-425
- 0.91%
N/A
46.2K $8.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.51K
- 92.06%
$17.76 - $22.1 $62.4K - $77.6K
303 $6K
BX
Blackstone Inc.

Financial Services
-508
- 74.27%
$120.07 - $151.11 $61K - $76.8K
176 $26K
WFC
Wells Fargo & Company

Financial Services
-1.08K
- 34.84%
$60.98 - $80.12 $66K - $86.7K
2.02K $162K
ABBV
Abb Vie Inc.

Healthcare
-109
- 14.23%
$170.16 - $206.27 $18.5K - $22.5K
657 $121K
IWM
Ishares Russell 2000 ETF

ETFs
-231
- 30.72%
$174.82 - $215.79 $40.4K - $49.8K
521 $112K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-993
- 14.95%
$24.32 - $27.87 $24.1K - $27.7K
5.65K $149K
UNP
Union Pacific Corp

Industrials
-47
- 6.58%
$208.27 - $238.46 $9.79K - $11.2K
667 $153K
MRK
Merck & Co., Inc.

Healthcare
-5
- 0.43%
$73.47 - $87.12 $367 - $436
1.16K $91K
PFG
Principal Financial Group Inc

Financial Services
-40
- 2.14%
$69.56 - $86.19 $2.78K - $3.45K
1.83K $145K
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 12.9%
$335.24 - $380.78 $8.05K - $9.14K
162 $59K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-130
- 3.38%
$41.9 - $50.31 $5.45K - $6.54K
3.71K $178K
VV
Vanguard Large Cap ETF

ETFs
-25
- 36.76%
$228.25 - $285.3 $5.71K - $7.13K
43 $12K
PSEC
Prospect Capital Corp

Financial Services
-245
- 47.21%
$3.14 - $4.06 $769 - $995
274 $0
DE
Deere & CO

Industrials
-16
- 8.51%
$412.99 - $531.48 $6.61K - $8.5K
172 $87K
VTI
Vanguard Total Stock Market Et

ETFs
-1.52K
- 8.27%
$243.75 - $303.93 $369K - $460K
16.8K $5.11M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.68K
- 0.86%
$79.56 - $82.92 $134K - $139K
194K $16.1M
VB
Vanguard Small Cap ETF

ETFs
-207
- 1.49%
$193.73 - $237.37 $40.1K - $49.1K
13.7K $3.25M
XLF
Financial Sector Spdr

ETFs
-313
- 0.47%
$43.92 - $52.37 $13.7K - $16.4K
66.7K $3.49M
XLC
Select Sector Spdr Tr Communic

ETFs
-729
- 2.21%
$86.13 - $108.53 $62.8K - $79.1K
32.2K $3.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15K
- 3.73%
$51.16 - $62.02 $770K - $933K
388K $24.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27
- 0.27%
$416.06 - $551.64 $11.2K - $14.9K
10.1K $5.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.69K
- 1.56%
$496.48 - $617.85 $837K - $1.04M
106K $65.5M
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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