West Financial Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $518 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $68.7M, Spdr S&P 500 ETF Trust with a value of $63.7M, Vanguard Bd Index Fd Inc Total with a value of $61.7M, Vanguard Ftse Developed Market with a value of $51.3M, and Vanguard Mun Bd Fds Tax Exempt with a value of $50.3M.
Examining the 13F form we can see an increase of $54K in the current position value, from $518M to 518M.
Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$518 Million
ETFs: $502 Million
Technology: $7.97 Million
Financial Services: $2.86 Million
Consumer Cyclical: $1.26 Million
Communication Services: $1.04 Million
Utilities: $784,000
Industrials: $716,000
Healthcare: $654,000
Other: $788,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
