West Financial Advisors, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $518 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $128M, Vanguard Bd Index Fd Inc Total with a value of $54.1M, Vanguard Ftse Developed Market with a value of $52.9M, Vanguard Mun Bd Fds Tax Exempt with a value of $49.5M, and Dimensional ETF Tr with a value of $25M.
Examining the 13F form we can see an increase of $36.1M in the current position value, from $482M 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: $505 Million
Technology: $5.51 Million
Financial Services: $2.45 Million
Communication Services: $817,000
Utilities: $813,000
Healthcare: $774,000
Industrials: $663,000
Consumer Cyclical: $470,000
Other: $775,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
