West End Advisors, LLC Purchases in Q3 2025

West End Advisors, LLC

  • $4.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
1.78M
New
$110.96 - $127.67 $198M - $228M
1.78M $225M
XLU
Utilities Sector Spdr

ETFs
1.24M
+ 95595.68%
$81.14 - $87.32 $101M - $108M
1.24M $108M
SPGI
S&P Global Inc.

Financial Services
79.8K
+ 1139914.25%
$484.94 - $564.15 $38.7M - $45M
79.8K $38.8M
XLP
Consumer Staples Sector Spdr

ETFs
277K
+ 11.92%
N/A
2.6M $197M
XLF
Financial Sector Spdr

ETFs
158K
+ 2.65%
$51.37 - $54.25 $8.14M - $8.6M
6.14M $331M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
140K
+ 13.77%
$117.65 - $120.08 $16.5M - $16.8M
1.16M $138M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
155K
+ 12.58%
$78.96 - $80.04 $12.3M - $12.4M
1.39M $111M
TLT
Ishares Barclays 20+ Year Trea

ETFs
135K
+ 17.09%
$85.01 - $90.35 $11.5M - $12.2M
923K $82.5M
IEF
Ishares Barclays

ETFs
91.5K
+ 13.88%
$93.91 - $97.26 $8.6M - $8.9M
751K $72.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.7K
+ 3.16%
$404.94 - $499.99 $1.09M - $1.35M
88.2K $42.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.07K
+ 9.66%
$617.65 - $666.84 $660K - $713K
12.1K $8.08M
EWJ
Ishares Msci Japan ETF

ETFs
2.85K
New
$71.69 - $81.49 $204K - $232K
2.85K $228K
DBB
Invesco Db Base Metals Fund

ETFs
5.36K
New
$19.03 - $20.57 $102K - $110K
5.36K $110K
XLI
Industrial Sector Spdr

ETFs
630
New
$147.94 - $154.99 $93.2K - $97.6K
630 $97K
GLDM
World Gold Trust

ETFs
188
+ 7.86%
$64.73 - $76.45 $12.2K - $14.4K
2.58K $197K
EWW
Ishares Inc Msci Mexico ETF

ETFs
183
New
N/A
183 $10K
AVGO
Broadcom Inc.

Technology
18
+ 26.09%
$264.74 - $369.57 $4.77K - $6.65K
87 $28K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 5.49%
$620.67 - $670.08 $3.1K - $3.35K
96 $64K
NEE
Nextera Energy Inc

Utilities
95
New
$69.77 - $77.54 $6.63K - $7.37K
95 $7K
MLPX
Global X Mlp & Energy Infrastr

ETFs
103
+ 8.92%
$59.5 - $62.99 $6.13K - $6.49K
1.26K $78K
DUK
Duke Energy Corp

Utilities
35
+ 63.64%
$116.31 - $125.93 $4.07K - $4.41K
90 $11K
SO
Southern CO

Utilities
50
New
$90.83 - $96.0 $4.54K - $4.8K
50 $4K
CEG
Constellation Energy Corp

Utilities
15
New
$298.82 - $354.89 $4.48K - $5.32K
15 $4K
DVYE
Ishares Emerging Markets Divid

ETFs
147
New
$28.5 - $30.64 $4.19K - $4.5K
147 $4K
APP
App Lovin Corp

Technology
5
New
$335.1 - $718.54 $1.68K - $3.59K
5 $3K
SRE
Sempra Energy

Utilities
29
New
$74.14 - $89.98 $2.15K - $2.61K
29 $2K
KLAC
Kla Corp

Technology
1
+ 50.0%
$843.9 - $1078.6 $844 - $1.08K
3 $3K
AMD
Advanced Micro Devices Inc

Technology
6
+ 24.0%
$134.8 - $184.42 $809 - $1.11K
31 $5K
IBM
International Business Machines Corp

Technology
5
+ 38.46%
$234.77 - $292.47 $1.17K - $1.46K
18 $5K
EXC
Exelon Corp

Utilities
46
New
$42.73 - $45.54 $1.97K - $2.09K
46 $2K
MU
Micron Technology Inc

Technology
6
+ 37.5%
$104.88 - $168.89 $629 - $1.01K
22 $3K
D
Dominion Energy, Inc

Utilities
39
New
$56.32 - $62.1 $2.2K - $2.42K
39 $2K
BAC
Bank Of America Corp

Financial Services
11
+ 7.59%
$44.92 - $52.42 $494 - $577
156 $8K
XEL
Xcel Energy Inc

Utilities
27
New
$67.56 - $80.65 $1.82K - $2.18K
27 $2K
VST
Vistra Corp.

Utilities
15
New
$182.0 - $217.92 $2.73K - $3.27K
15 $2K
AEP
American Electric Power CO Inc

Utilities
25
New
$103.26 - $115.0 $2.58K - $2.88K
25 $2K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 5.0%
$459.11 - $506.91 $918 - $1.01K
42 $21K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 18.75%
$915.95 - $994.57 $2.75K - $2.98K
19 $17K
HOOD
Robinhood Markets, Inc.

Technology
18
New
$91.27 - $143.18 $1.64K - $2.58K
18 $2K
WEC
Wec Energy Group, Inc.

Utilities
15
New
$103.66 - $114.59 $1.55K - $1.72K
15 $1K
PEG
Public Service Enterprise Group Inc

Utilities
23
New
$79.99 - $90.14 $1.84K - $2.07K
23 $1K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 6.67%
$129.95 - $152.16 $130 - $152
16 $2K
ADI
Analog Devices Inc

Technology
2
+ 28.57%
$220.68 - $255.63 $441 - $511
9 $2K
ETR
Entergy Corp

Utilities
21
New
$80.93 - $93.55 $1.7K - $1.96K
21 $1K
ED
Consolidated Edison Inc

Utilities
16
New
$95.57 - $105.36 $1.53K - $1.69K
16 $1K
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 25.0%
$205.16 - $239.07 $205 - $239
5 $1K
CNP
Centerpoint Energy Inc

Utilities
30
New
$35.77 - $39.16 $1.07K - $1.17K
30 $1K
ATO
Atmos Energy Corp

Utilities
7
New
$151.51 - $170.75 $1.06K - $1.2K
7 $1K
GLW
Corning Inc

Technology
3
+ 25.0%
$51.6 - $82.03 $155 - $246
15 $1K
Activity Summary
Buys All Purchases 151 New Holdings 45 Increased Positions 106 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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