West Financial Advisors, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $466 Million distributed in 154 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 $121M, Vanguard Bd Index Fd Inc Total with a value of $47M, Vanguard Ftse Developed Market with a value of $46.4M, Vanguard Mun Bd Fds Tax Exempt with a value of $45.7M, and Dimensional ETF Tr with a value of $21.6M.
Examining the 13F form we can see an increase of $27.5M in the current position value, from $439M to 466M.
Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.