West End Advisors, LLC Incresed Positions in Q3 2025

West End Advisors, LLC

  • $4.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
VCIT
Vanguard Intermediate Term Cor

ETFs
64.6K
+ 10.37%
$81.75 - $84.54 $5.28M - $5.46M
688K $57.8M
GLDM
World Gold Trust

ETFs
188
+ 7.86%
$64.73 - $76.45 $12.2K - $14.4K
2.58K $197K
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
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
BAC
Bank Of America Corp

Financial Services
11
+ 7.59%
$44.92 - $52.42 $494 - $577
156 $8K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 5.0%
$459.11 - $506.91 $918 - $1.01K
42 $21K
KLAC
Kla Corp

Technology
1
+ 50.0%
$843.9 - $1078.6 $844 - $1.08K
3 $3K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 18.75%
$915.95 - $994.57 $2.75K - $2.98K
19 $17K
MU
Micron Technology Inc

Technology
6
+ 37.5%
$104.88 - $168.89 $629 - $1.01K
22 $3K
IBM
International Business Machines Corp

Technology
5
+ 38.46%
$234.77 - $292.47 $1.17K - $1.46K
18 $5K
AMD
Advanced Micro Devices Inc

Technology
6
+ 24.0%
$134.8 - $184.42 $809 - $1.11K
31 $5K
COF
Capital One Financial Corp

Financial Services
1
+ 7.14%
$207.29 - $229.74 $207 - $230
15 $3K
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 25.0%
$205.16 - $239.07 $205 - $239
5 $1K
AMAT
Applied Materials Inc

Technology
4
+ 33.33%
$156.25 - $204.95 $625 - $820
16 $3K
APH
Amphenol Corp

Technology
4
+ 22.22%
$97.39 - $125.4 $390 - $502
22 $2K
INTC
Intel Corp

Technology
15
+ 22.73%
$19.31 - $35.5 $290 - $533
81 $2K
ADI
Analog Devices Inc

Technology
2
+ 28.57%
$220.68 - $255.63 $441 - $511
9 $2K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 6.67%
$129.95 - $152.16 $130 - $152
16 $2K
MNST
Monster Beverage Corp

Consumer Defensive
5
+ 20.0%
$58.65 - $67.31 $293 - $337
30 $2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
7
+ 9.46%
$10.78 - $19.82 $75.5 - $139
81 $1K
GLW
Corning Inc

Technology
3
+ 25.0%
$51.6 - $82.03 $155 - $246
15 $1K
ADM
Archer Daniels Midland CO

Consumer Defensive
2
+ 11.76%
$53.54 - $64.21 $107 - $128
19 $1K
WFC
Wells Fargo & Company

Financial Services
1
+ 1.39%
$77.05 - $85.16 $77.1 - $85.2
73 $6K
AXP
American Express CO

Financial Services
1
+ 8.33%
$294.27 - $342.31 $294 - $342
13 $4K
C
Citigroup Inc

Financial Services
2
+ 4.88%
$85.57 - $103.49 $171 - $207
43 $4K
MS
Morgan Stanley

Financial Services
1
+ 3.7%
$139.09 - $161.16 $139 - $161
28 $4K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 13.11%
$57.75 - $67.68 $462 - $541
69 $4K
KO
Coca Cola CO

Consumer Defensive
23
+ 16.43%
$65.67 - $71.67 $1.51K - $1.65K
163 $10K
MBB
Ishares Tr

ETFs
14
+ 9.33%
$92.46 - $95.73 $1.29K - $1.34K
164 $15K
GDDY
Go Daddy Inc.

Technology
1
+ 50.0%
$133.35 - $178.59 $133 - $179
3 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
2
+ 20.0%
$52.3 - $57.69 $105 - $115
12 $0
MCHP
Microchip Technology Inc

Technology
2
+ 25.0%
$60.95 - $75.26 $122 - $151
10 $0
CCL
Carnival Corp

Consumer Cyclical
2
+ 10.0%
$28.37 - $32.49 $56.7 - $65
22 $0
CLX
Clorox CO

Consumer Defensive
1
+ 25.0%
$117.67 - $131.43 $118 - $131
5 $0
BRO
Brown & Brown, Inc.

Financial Services
1
+ 16.67%
$90.88 - $108.93 $90.9 - $109
7 $0
CPB
Campbell Soup CO

Consumer Defensive
2
+ 28.57%
$30.41 - $34.03 $60.8 - $68.1
9 $0
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 11.11%
$64.3 - $77.17 $64.3 - $77.2
10 $0
PRU
Prudential Financial Inc

Financial Services
1
+ 14.29%
$100.68 - $109.89 $101 - $110
8 $0
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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