West Financial Advisors, LLC Portfolio Holdings

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29B
$70,000 0.01% of portfolio
870
Q2 2023 New
$446M
$0 0.0% of portfolio
31
Q2 2024 New
$1.54B
$0 0.0% of portfolio
12
Q3 2022 New
$895M
$2,000 0.0% of portfolio
100
Q1 2024 New
$634M
$2,000 0.0% of portfolio
100
Q3 2022 New
$702M
$2,000 0.0% of portfolio
120
Q4 2024 New
$1.17B
$0 0.0% of portfolio
26
Q3 2024 New
$1.54B
$4,000 0.0% of portfolio
200
Q1 2024 New
$1.27B
$1,000 0.0% of portfolio
135
Q4 2024 New
$1.54B
$10,000 0.0% of portfolio
262
Q4 2020 New
$831M
$3,000 0.0% of portfolio
1,000
Q4 2024 New
$450M
$0 0.0% of portfolio
125
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $518 Million
  • Prior Value $518 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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