West End Advisors, LLC Incresed Positions 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
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
CRM
Salesforce, Inc.

Technology
2.41K
+ 1.64%
$270.87 - $367.87 $652K - $885K
149K $50M
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
264
+ 33.8%
$311.11 - $335.64 $82.1K - $88.6K
1.05K $336K
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
C
Citigroup Inc

Financial Services
4
+ 26.67%
$61.31 - $72.5 $245 - $290
19 $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
MSCI
Msci Inc.

Financial Services
1
+ 100.0%
$569.09 - $635.99 $569 - $636
2 $1K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 5.26%
$49.06 - $57.74 $49.1 - $57.7
20 $1K
MCK
Mckesson Corp

Healthcare
1
+ 100.0%
$482.27 - $628.5 $482 - $629
2 $1K
INTU
Intuit Inc

Technology
1
+ 100.0%
$602.01 - $706.25 $602 - $706
2 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 25.0%
$209.89 - $233.24 $210 - $233
5 $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
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 25.0%
$80.14 - $90.95 $80.1 - $91
5 $0
FTNT
Fortinet, Inc.

Technology
1
+ 33.33%
$76.49 - $99.21 $76.5 - $99.2
4 $0
MTB
M&T Bank Corp

Financial Services
1
+ 100.0%
$172.48 - $221.95 $172 - $222
2 $0
AFL
Aflac Inc

Financial Services
1
+ 25.0%
$100.37 - $115.27 $100 - $115
5 $0
ACGL
Arch Capital Group Ltd.

Financial Services
1
+ 33.33%
$88.71 - $114.86 $88.7 - $115
4 $0
DFS
Discover Financial Services

Financial Services
1
+ 50.0%
$136.3 - $182.67 $136 - $183
3 $0
A
Agilent Technologies, Inc.

Healthcare
1
+ 33.33%
$125.69 - $146.56 $126 - $147
4 $0
TFC
Truist Financial Corp

Financial Services
3
+ 30.0%
$41.51 - $48.1 $125 - $144
13 $0
HUM
Humana Inc

Healthcare
1
+ 100.0%
$233.89 - $304.18 $234 - $304
2 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1
+ 8.33%
$31.24 - $37.15 $31.2 - $37.2
13 $0
PRU
Prudential Financial Inc

Financial Services
1
+ 33.33%
$114.59 - $129.52 $115 - $130
4 $0
KR
Kroger CO

Consumer Defensive
1
+ 14.29%
$55.21 - $63.3 $55.2 - $63.3
8 $0
Kenvue Inc Com
2
+ 9.52%
N/A
23 $0
Ge Healthcare Technologies I
1
+ 20.0%
N/A
6 $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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