West End Advisors, LLC Purchases in Q4 2024

West End Advisors, LLC

  • $3.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
1.8M
+ 27.73%
$44.89 - $51.34 $80.7M - $92.2M
8.28M $400M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
680K
+ 95.54%
$77.86 - $79.27 $52.9M - $53.9M
1.39M $109M
IGV
Ishares Expanded Tech Software

ETFs
518K
New
$87.5 - $110.17 $45.3M - $57M
518K $51.8M
CB
Chubb LTD

Financial Services
159K
+ 5286133.5%
$271.57 - $301.89 $43.1M - $47.9M
159K $43.8M
TXN
Texas Instruments Inc

Technology
162K
+ 4039300.0%
N/A
162K $31.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
46.8K
+ 702.43%
$567.81 - $607.81 $26.6M - $28.4M
53.5K $31.3M
XLP
Consumer Staples Sector Spdr

ETFs
267K
+ 11.67%
N/A
2.55M $194M
META
Meta Platforms, Inc.

Communication Services
27.8K
+ 65.39%
$554.08 - $632.68 $15.4M - $17.6M
70.4K $41.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
203K
+ 463.78%
$57.32 - $59.66 $11.6M - $12.1M
246K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
20.3K
+ 9.49%
$180.88 - $232.93 $3.67M - $4.73M
234K $51.4M
ACWI
Ishares Msci Acwi ETF

ETFs
80.8K
+ 1167.43%
$117.05 - $123.03 $9.46M - $9.94M
87.7K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
2.07K
+ 1.03%
$205.18 - $250.29 $424K - $518K
203K $48.6M
AAPL
Apple Inc.

Technology
1.04K
+ 0.54%
$221.69 - $259.02 $230K - $268K
192K $48M
MRK
Merck & Co., Inc.

Healthcare
59.4K
+ 19.11%
$96.31 - $114.76 $5.72M - $6.82M
370K $36.8M
MSFT
Microsoft Corp

Technology
5.53K
+ 5.61%
$406.35 - $454.46 $2.25M - $2.51M
104K $43.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.55K
+ 9135.29%
$570.51 - $610.59 $886K - $948K
1.57K $924K
QCOM
Qualcomm Inc

Technology
14.2K
+ 12.6%
$150.4 - $178.04 $2.13M - $2.52M
126K $19.4M
VT
Vanguard Total World Stk Index

ETFs
1.38K
+ 78.36%
$117.09 - $123.07 $161K - $169K
3.13K $367K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.52K
New
$43.44 - $45.05 $110K - $114K
2.52K $109K
DBA
Invesco Db Agriculture Fund

ETFs
4.06K
New
$24.81 - $27.83 $101K - $113K
4.06K $107K
IWB
Ishares Tr Russell 1000 ETF

ETFs
264
+ 33.8%
$311.11 - $335.64 $82.1K - $88.6K
1.05K $336K
INDA
Ishares Msci India Index Fund

ETFs
1.47K
New
$52.64 - $58.16 $77.4K - $85.6K
1.47K $77K
VV
Vanguard Large Cap ETF

ETFs
168
New
$260.27 - $280.65 $43.7K - $47.1K
168 $45K
AOK
Ishares Tr Core Conservative A

ETFs
524
New
$37.3 - $38.64 $19.5K - $20.2K
524 $19K
IOO
Ishares Tr Global 100 ETF

ETFs
198
New
$97.46 - $103.45 $19.3K - $20.5K
198 $19K
EWS
Ishares Inc Msci Singapore ETF

ETFs
673
New
$21.36 - $23.24 $14.4K - $15.6K
673 $14K
EWJ
Ishares Msci Japan ETF

ETFs
209
+ 8.61%
$66.18 - $71.84 $13.8K - $15K
2.64K $176K
HYG
Ishares Tr

ETFs
25
+ 12.02%
$78.09 - $80.04 $1.95K - $2K
233 $18K
SPSB
Spdr Portfolio Short Term Corp

ETFs
67
+ 11.3%
$29.77 - $30.19 $1.99K - $2.02K
660 $19K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
59
+ 12.72%
$51.33 - $53.74 $3.03K - $3.17K
523 $26K
MSCI
Msci Inc.

Financial Services
1
+ 100.0%
$569.09 - $635.99 $569 - $636
2 $1K
WFC
Wells Fargo & Company

Financial Services
7
+ 26.92%
$54.98 - $77.35 $385 - $541
33 $2K
SCHW
Schwab Charles Corp

Financial Services
3
+ 10.71%
$63.31 - $82.85 $190 - $249
31 $2K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 7.69%
$129.87 - $162.87 $130 - $163
14 $2K
C
Citigroup Inc

Financial Services
4
+ 26.67%
$61.31 - $72.5 $245 - $290
19 $1K
INTU
Intuit Inc

Technology
1
+ 100.0%
$602.01 - $706.25 $602 - $706
2 $1K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 5.26%
$49.06 - $57.74 $49.1 - $57.7
20 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 25.0%
$209.89 - $233.24 $210 - $233
5 $1K
MCK
Mckesson Corp

Healthcare
1
+ 100.0%
$482.27 - $628.5 $482 - $629
2 $1K
BX
Blackstone Inc.

Financial Services
2
+ 15.38%
$148.45 - $199.05 $297 - $398
15 $2K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 25.0%
$471.27 - $550.62 $471 - $551
5 $2K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 21.43%
$442.29 - $483.08 $1.33K - $1.45K
17 $7K
MS
Morgan Stanley

Financial Services
2
+ 8.7%
$104.42 - $134.99 $209 - $270
25 $3K
AIG
American International Group, Inc.

Financial Services
1
+ 20.0%
$70.0 - $79.22 $70 - $79.2
6 $0
CNC
Centene Corp

Healthcare
1
+ 16.67%
$56.71 - $73.94 $56.7 - $73.9
7 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1
+ 8.33%
$31.24 - $37.15 $31.2 - $37.2
13 $0
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 25.0%
$80.14 - $90.95 $80.1 - $91
5 $0
A
Agilent Technologies, Inc.

Healthcare
1
+ 33.33%
$125.69 - $146.56 $126 - $147
4 $0
FTNT
Fortinet, Inc.

Technology
1
+ 33.33%
$76.49 - $99.21 $76.5 - $99.2
4 $0
Activity Summary
Buys All Purchases 131 New Holdings 12 Increased Positions 119 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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