West Financial Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $525 Million distributed in 203 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 $67.4M, Vanguard Bd Index Fd Inc Total with a value of $63.7M, Spdr S&P 500 ETF Trust with a value of $60.3M, Vanguard Ftse Developed Market with a value of $56.8M, and Vanguard Mun Bd Fds Tax Exempt with a value of $53.8M.
Examining the 13F form we can see an increase of $7.59M in the current position value, from $518M to 525M.
Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$525 Million
ETFs: $509 Million
Technology: $7.19 Million
Financial Services: $3.64 Million
Consumer Cyclical: $1.02 Million
Industrials: $866,000
Communication Services: $853,000
Utilities: $851,000
Healthcare: $849,000
Other: $981,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
