West Financial Advisors, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $482 Million distributed in 160 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 $49.2M, Vanguard Ftse Developed Market with a value of $47.2M, Vanguard Mun Bd Fds Tax Exempt with a value of $46.5M, and Dimensional ETF Tr with a value of $23.2M.
Examining the 13F form we can see an increase of $15.4M in the current position value, from $466M to 482M.
Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$482 Million
ETFs: $471 Million
Technology: $4.8 Million
Financial Services: $2.39 Million
Communication Services: $752,000
Utilities: $644,000
Healthcare: $587,000
Industrials: $552,000
Consumer Defensive: $440,000
Other: $614,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions