West End Advisors, LLC Reduced Holdings in Q2 2025

West End Advisors, LLC

  • $4.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.12M
- 53.07%
$65.04 - $82.18 $138M - $174M
1.88M $154M
XLF
Financial Sector Spdr

ETFs
-1.95M
- 24.56%
$43.92 - $52.37 $85.5M - $102M
5.98M $313M
XLV
Select Sector Spdr Fund Health

ETFs
-126K
- 4.59%
$128.77 - $144.3 $16.2M - $18.2M
2.62M $354M
GS
Goldman Sachs Group Inc

Financial Services
-81.6K
- 99.96%
$462.22 - $707.75 $37.7M - $57.8M
35 $24K
MRK
Merck & Co., Inc.

Healthcare
-371K
- 99.92%
$73.47 - $87.12 $27.3M - $32.4M
285 $22K
UNH
Unitedhealth Group Inc

Healthcare
-5.87K
- 8.45%
$274.35 - $599.47 $1.61M - $3.52M
63.6K $19.8M
TMUS
T Mobile Us, Inc.

Communication Services
-40.8K
- 21.17%
$220.99 - $268.54 $9.01M - $10.9M
152K $36.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-123K
- 10.79%
$116.93 - $119.39 $14.4M - $14.7M
1.02M $121M
XLP
Consumer Staples Sector Spdr

ETFs
-140K
- 5.68%
N/A
2.32M $176M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-81.2K
- 9.33%
$83.97 - $92.85 $6.82M - $7.54M
789K $69.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-124K
- 9.13%
$77.94 - $79.5 $9.67M - $9.86M
1.24M $98.2M
CB
Chubb LTD

Financial Services
-18.6K
- 11.85%
$274.32 - $302.46 $5.11M - $5.63M
138K $40.1M
IEF
Ishares Barclays

ETFs
-79.3K
- 10.74%
$93.15 - $96.56 $7.39M - $7.66M
660K $63.2M
TJX
Tjx Companies Inc

Consumer Cyclical
-54K
- 14.93%
$119.13 - $135.03 $6.43M - $7.29M
307K $38M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.31K
- 42.9%
$496.48 - $617.85 $4.13M - $5.13M
11.1K $6.83M
VCIT
Vanguard Intermediate Term Cor

ETFs
-57.8K
- 8.49%
$79.56 - $82.92 $4.6M - $4.79M
623K $51.7M
WELL
Welltower Inc.

Real Estate
-24.6K
- 15.13%
$136.49 - $155.22 $3.35M - $3.82M
138K $21.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
-52.7K
- 54.25%
$53.36 - $61.57 $2.81M - $3.24M
44.4K $2.74M
WMT
Walmart Inc.

Consumer Defensive
-81K
- 15.85%
$81.79 - $99.98 $6.63M - $8.1M
430K $42M
MA
Mastercard Inc

Financial Services
-4.2K
- 5.1%
$479.92 - $590.74 $2.01M - $2.48M
78.1K $43.9M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-4.68K
- 89.88%
$122.04 - $169.14 $571K - $792K
527 $89K
IVV
Ishares Core S&P 500 ETF

ETFs
-790
- 89.67%
$498.8 - $620.9 $394K - $491K
91 $56K
GLDM
World Gold Trust

ETFs
-3.24K
- 57.53%
$58.96 - $67.97 $191K - $220K
2.39K $156K
XLU
Utilities Sector Spdr

ETFs
-1.06K
- 45.08%
$73.09 - $82.77 $77.8K - $88.1K
1.3K $105K
XLE
Energy Sector Spdr

ETFs
-362
- 76.86%
$76.44 - $94.13 $27.7K - $34.1K
109 $9K
DUK
Duke Energy Corp

Utilities
-157
- 74.06%
$112.46 - $124.05 $17.7K - $19.5K
55 $6K
V
Visa Inc.

Financial Services
-31
- 44.93%
$308.27 - $373.31 $9.56K - $11.6K
38 $13K
MU
Micron Technology Inc

Technology
-120
- 88.24%
$64.72 - $127.91 $7.77K - $15.3K
16 $1K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 24.53%
$483.48 - $539.8 $6.29K - $7.02K
40 $19K
MCHI
Ishares Msci China ETF

ETFs
-213
- 3.76%
$45.22 - $55.86 $9.63K - $11.9K
5.45K $300K
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.98%
$157.66 - $172.39 $315 - $345
202 $32K
BAC
Bank Of America Corp

Financial Services
-51
- 26.02%
$34.39 - $47.46 $1.75K - $2.42K
145 $6K
SPGI
S&P Global Inc.

Financial Services
-2
- 22.22%
$438.31 - $527.29 $877 - $1.05K
7 $3K
AXP
American Express CO

Financial Services
-4
- 25.0%
$231.39 - $318.98 $926 - $1.28K
12 $3K
ACN
Accenture PLC

Technology
-1
- 10.0%
$279.23 - $323.21 $279 - $323
9 $2K
PGR
Progressive Corp

Financial Services
-4
- 23.53%
$255.27 - $288.74 $1.02K - $1.15K
13 $3K
BX
Blackstone Inc.

Financial Services
-7
- 30.43%
$120.07 - $151.11 $840 - $1.06K
16 $2K
MS
Morgan Stanley

Financial Services
-10
- 27.03%
$99.83 - $140.86 $998 - $1.41K
27 $3K
FISV
Fiserv Inc

Technology
-3
- 18.75%
N/A
13 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-5
- 33.33%
$212.1 - $244.27 $1.06K - $1.22K
10 $2K
KKR
Kkr & Co. Inc.

Financial Services
-4
- 21.05%
$92.79 - $134.29 $371 - $537
15 $1K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 14.29%
$310.86 - $348.77 $311 - $349
6 $1K
PRU
Prudential Financial Inc

Financial Services
-3
- 30.0%
$95.12 - $112.71 $285 - $338
7 $0
AON
Aon PLC

Financial Services
-1
- 16.67%
$335.85 - $398.81 $336 - $399
5 $1K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3
- 25.0%
$149.76 - $186.42 $449 - $559
9 $1K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-3
- 33.33%
$109.83 - $131.67 $329 - $395
6 $0
ACGL
Arch Capital Group Ltd.

Financial Services
-2
- 18.18%
$84.99 - $96.82 $170 - $194
9 $0
FIS
Fidelity National Information Services, Inc.

Technology
-4
- 25.0%
$68.14 - $82.13 $273 - $329
12 $0
WFC
Wells Fargo & Company

Financial Services
-25
- 25.77%
$60.98 - $80.12 $1.52K - $2K
72 $5K
Activity Summary
Buys All Purchases 101 New Holdings 15 Increased Positions 86 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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