West End Advisors, LLC Incresed Positions in Q1 2025

West End Advisors, LLC

  • $3.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
794K
+ 153.4%
$88.3 - $107.83 $70.1M - $85.6M
1.31M $117M
XLV
Select Sector Spdr Fund Health

ETFs
56.5K
+ 2.1%
$137.61 - $149.68 $7.78M - $8.46M
2.75M $402M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
28.3K
+ 0.71%
$69.87 - $75.62 $1.98M - $2.14M
4M $290M
TLT
Ishares Barclays 20+ Year Trea

ETFs
49.2K
+ 6.0%
$85.29 - $92.57 $4.2M - $4.56M
870K $79.2M
TXN
Texas Instruments Inc

Technology
35.8K
+ 22.14%
N/A
197K $38.4M
PEP
Pepsico Inc

Consumer Defensive
43.7K
+ 22.37%
$142.64 - $156.42 $6.23M - $6.83M
239K $35.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.95K
+ 6.31%
$497.6 - $606.74 $1.97M - $2.4M
66.5K $33.1M
ACWI
Ishares Msci Acwi ETF

ETFs
4.72K
+ 5.38%
$115.16 - $124.13 $543K - $586K
92.4K $10.8M
GLDM
World Gold Trust

ETFs
1.13K
+ 25.17%
$52.19 - $61.89 $59.1K - $70.1K
5.64K $348K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
2K
+ 175.61%
$47.48 - $53.82 $95.1K - $108K
3.14K $149K
XLI
Industrial Sector Spdr

ETFs
459
+ 325.53%
$128.78 - $141.67 $59.1K - $65K
600 $78K
EWS
Ishares Inc Msci Singapore ETF

ETFs
1.12K
+ 166.27%
$21.65 - $24.17 $24.2K - $27K
1.79K $42K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 211.76%
$442.66 - $534.52 $15.9K - $19.2K
53 $28K
LLY
Eli Lilly & CO

Healthcare
21
+ 210.0%
$725.72 - $929.72 $15.2K - $19.5K
31 $25K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 220.0%
$890.62 - $1076.86 $9.8K - $11.8K
16 $15K
JNJ
Johnson & Johnson

Healthcare
52
+ 130.0%
$142.06 - $167.7 $7.39K - $8.72K
92 $15K
PG
Procter & Gamble CO

Consumer Defensive
60
+ 41.67%
$158.56 - $176.26 $9.51K - $10.6K
204 $34K
GOOG
Alphabet Inc.

Communication Services
70
+ 205.88%
$156.06 - $207.71 $10.9K - $14.5K
104 $16K
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 235.29%
$222.15 - $428.22 $8.89K - $17.1K
57 $14K
KO
Coca Cola CO

Consumer Defensive
96
+ 208.7%
$60.81 - $72.32 $5.84K - $6.94K
142 $10K
AVGO
Broadcom Inc.

Technology
53
+ 252.38%
$167.43 - $244.7 $8.87K - $13K
74 $12K
DBB
Invesco Db Base Metals Fund

ETFs
260
+ 4.88%
$18.55 - $19.95 $4.82K - $5.19K
5.59K $107K
PM
Philip Morris International Inc.

Consumer Defensive
38
+ 200.0%
$117.15 - $158.79 $4.45K - $6.03K
57 $9K
ORCL
Oracle Corp

Technology
41
+ 410.0%
$139.81 - $186.47 $5.73K - $7.65K
51 $7K
NFLX
Netflix Inc

Communication Services
6
+ 200.0%
$828.4 - $1058.6 $4.97K - $6.35K
9 $8K
ABT
Abbott Laboratories

Healthcare
44
+ 191.3%
$111.1 - $140.22 $4.89K - $6.17K
67 $8K
BAC
Bank Of America Corp

Financial Services
129
+ 192.54%
$39.61 - $47.74 $5.11K - $6.16K
196 $8K
ABBV
Abb Vie Inc.

Healthcare
19
+ 38.0%
$169.2 - $216.66 $3.21K - $4.12K
69 $14K
AMGN
Amgen Inc

Healthcare
14
+ 200.0%
$258.59 - $327.36 $3.62K - $4.58K
21 $6K
PLTR
Palantir Technologies Inc.

Technology
52
+ 400.0%
$64.98 - $124.62 $3.38K - $6.48K
65 $5K
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 233.33%
$347.25 - $424.87 $4.86K - $5.95K
20 $7K
INTU
Intuit Inc

Technology
7
+ 350.0%
$555.63 - $630.23 $3.89K - $4.41K
9 $5K
PFE
Pfizer Inc

Healthcare
144
+ 192.0%
$25.01 - $27.13 $3.6K - $3.91K
219 $5K
DHR
Danaher Corp

Healthcare
17
+ 212.5%
$201.62 - $250.59 $3.43K - $4.26K
25 $5K
BSX
Boston Scientific Corp

Healthcare
38
+ 200.0%
$89.38 - $106.18 $3.4K - $4.03K
57 $5K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 160.0%
$476.63 - $610.45 $3.81K - $4.88K
13 $6K
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 193.75%
$89.14 - $117.41 $2.76K - $3.64K
47 $5K
WFC
Wells Fargo & Company

Financial Services
64
+ 193.94%
$66.78 - $81.42 $4.27K - $5.21K
97 $6K
T
At&T Inc.

Communication Services
106
+ 200.0%
$21.56 - $28.28 $2.29K - $3K
159 $4K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 275.0%
$279.74 - $321.29 $3.08K - $3.53K
15 $4K
NOW
Service Now, Inc.

Technology
5
+ 500.0%
$783.83 - $1170.39 $3.92K - $5.85K
6 $4K
IBM
International Business Machines Corp

Technology
11
+ 275.0%
$217.4 - $264.74 $2.39K - $2.91K
15 $3K
AXP
American Express CO

Financial Services
10
+ 166.67%
$255.39 - $325.87 $2.55K - $3.26K
16 $4K
VZ
Verizon Communications Inc

Communication Services
65
+ 224.14%
$37.81 - $46.49 $2.46K - $3.02K
94 $4K
MDLZ
Mondelez International, Inc.

Consumer Defensive
32
+ 200.0%
$56.12 - $68.15 $1.8K - $2.18K
48 $3K
PANW
Palo Alto Networks Inc

Technology
17
+ 425.0%
$167.82 - $208.28 $2.85K - $3.54K
21 $3K
PGR
Progressive Corp

Financial Services
11
+ 183.33%
$235.61 - $291.22 $2.59K - $3.2K
17 $4K
BMY
Bristol Myers Squibb CO

Healthcare
52
+ 192.59%
$53.9 - $63.11 $2.8K - $3.28K
79 $4K
SYK
Stryker Corp

Healthcare
8
+ 160.0%
$355.18 - $399.9 $2.84K - $3.2K
13 $4K
Activity Summary
Buys All Purchases 302 New Holdings 28 Increased Positions 274 Sells All Sells 50 Reductions 49 Sold out 1 Options Calls 0 Puts 0
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