West End Advisors, LLC Reduced Holdings in Q3 2025

West End Advisors, LLC

  • $4.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
-16
- 29.63%
$58.75 - $76.5 $940 - $1.22K
38 $2K
FTNT
Fortinet, Inc.

Technology
-7
- 36.84%
$74.39 - $107.65 $521 - $754
12 $1K
PANW
Palo Alto Networks Inc

Technology
-6
- 33.33%
$167.06 - $208.19 $1K - $1.25K
12 $2K
ELV
Elevance Health, Inc.

Healthcare
-3
- 30.0%
$274.66 - $395.76 $824 - $1.19K
7 $2K
ZTS
Zoetis Inc.

Healthcare
-6
- 31.58%
$141.13 - $159.19 $847 - $955
13 $1K
CDNS
Cadence Design Systems Inc

Technology
-3
- 37.5%
$309.46 - $373.37 $928 - $1.12K
5 $1K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 25.0%
$534.91 - $598.71 $535 - $599
3 $1K
BDX
Becton Dickinson & CO

Healthcare
-3
- 25.0%
$172.41 - $199.66 $517 - $599
9 $1K
SNPS
Synopsys Inc

Technology
-1
- 25.0%
$387.78 - $645.35 $388 - $645
3 $1K
ADSK
Autodesk, Inc.

Technology
-2
- 33.33%
N/A
4 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 7.14%
$291.67 - $316.99 $292 - $317
13 $3K
GILD
Gilead Sciences, Inc.

Healthcare
-16
- 30.19%
$108.22 - $120.47 $1.73K - $1.93K
37 $4K
XLE
Energy Sector Spdr

ETFs
-13
- 11.93%
$84.25 - $91.99 $1.1K - $1.2K
96 $8K
DIS
Walt Disney CO

Communication Services
-1
- 1.67%
$112.25 - $124.0 $112 - $124
59 $6K
T
At&T Inc.

Communication Services
-6
- 2.48%
$26.94 - $29.62 $162 - $178
236 $6K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-43
- 15.09%
$22.64 - $23.22 $974 - $998
242 $5K
PFE
Pfizer Inc

Healthcare
-73
- 29.8%
$23.29 - $25.88 $1.7K - $1.89K
172 $4K
KEY
Keycorp

Financial Services
-1
- 4.55%
$17.37 - $19.39 $17.4 - $19.4
21 $0
UHS
Universal Health Services Inc

Healthcare
-1
- 33.33%
$154.95 - $204.44 $155 - $204
2 $0
Cooper Cos Inc Com
-3
- 33.33%
N/A
6 $0
INCY
Incyte Corp

Healthcare
-2
- 28.57%
$67.27 - $86.96 $135 - $174
5 $0
HOLX
Hologic Inc

Healthcare
-3
- 30.0%
$63.26 - $68.98 $190 - $207
7 $0
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 33.33%
$210.08 - $279.1 $210 - $279
2 $0
BIIB
Biogen Inc.

Healthcare
-2
- 33.33%
$122.68 - $148.84 $245 - $298
4 $0
DGX
Quest Diagnostics Inc

Healthcare
-1
- 25.0%
N/A
3 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3
- 33.33%
$90.62 - $107.71 $272 - $323
6 $0
PODD
Insulet Corp

Healthcare
-1
- 33.33%
$277.3 - $352.82 $277 - $353
2 $0
STE
Steris PLC

Healthcare
-1
- 25.0%
$221.21 - $252.43 $221 - $252
3 $0
MOH
Molina Healthcare, Inc.

Healthcare
-1
- 33.33%
$152.31 - $306.29 $152 - $306
2 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1
- 33.33%
$159.87 - $247.68 $160 - $248
2 $0
DVA
Davita Inc.

Healthcare
-1
- 50.0%
$127.69 - $151.32 $128 - $151
1 $0
CRL
Charles River Laboratories International, Inc.

Healthcare
-1
- 50.0%
$145.57 - $178.99 $146 - $179
1 $0
HSIC
Henry Schein Inc

Healthcare
-3
- 50.0%
$64.83 - $74.67 $194 - $224
3 $0
TECH
Bio Techne Corp

Healthcare
-2
- 33.33%
$49.87 - $58.78 $99.7 - $118
4 $0
ALGN
Align Technology Inc

Healthcare
-1
- 33.33%
$124.88 - $207.19 $125 - $207
2 $0
PKI
Perkinelmer Inc

Healthcare
-3
- 50.0%
N/A
3 $0
NLOK
Norton Life Lock Inc.

Technology
-6
- 37.5%
N/A
10 $0
MRNA
Moderna, Inc.

Healthcare
-2
- 14.29%
$23.51 - $34.67 $47 - $69.3
12 $0
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1
- 14.29%
$47.38 - $57.71 $47.4 - $57.7
6 $0
VTRS
Viatris Inc

Healthcare
-17
- 33.33%
$8.74 - $10.69 $149 - $182
34 $0
BAX
Baxter International Inc

Healthcare
-7
- 31.82%
$21.71 - $31.23 $152 - $219
15 $0
Ge Healthcare Technologies I
-6
- 31.58%
N/A
13 $0
VZ
Verizon Communications Inc

Communication Services
-4
- 2.8%
$40.84 - $45.06 $163 - $180
139 $6K
ABC
Amerisourcebergen Corp

Healthcare
-1
- 14.29%
N/A
6 $1K
FISV
Fiserv Inc

Technology
-1
- 7.69%
N/A
12 $1K
EA
Electronic Arts Inc.

Communication Services
-1
- 12.5%
$147.79 - $202.05 $148 - $202
7 $1K
EW
Edwards Lifesciences Corp

Healthcare
-7
- 28.0%
$73.75 - $81.83 $516 - $573
18 $1K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-22
- 4.17%
$168.93 - $178.7 $3.72K - $3.93K
505 $89K
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 16.67%
$215.01 - $273.02 $430 - $546
10 $2K
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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