West End Advisors, LLC Sells in Q1 2025

West End Advisors, LLC

  • $3.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAI
Ishares Tr Us Broker Dealers &

ETFs
-703K
- 99.26%
$134.68 - $159.3 $94.7M - $112M
5.21K $729K
XLK
Technology Sector Spdr

ETFs
-21.1K
- 1.07%
$206.38 - $242.18 $4.36M - $5.12M
1.95M $402M
XLY
Select Sector Spdr Consumer Di

ETFs
-45.7K
- 4.71%
$192.6 - $233.2 $8.81M - $10.7M
926K $183M
SPY
Spdr S&P 500 ETF Trust

ETFs
-34.1K
- 63.77%
$551.42 - $612.93 $18.8M - $20.9M
19.4K $10.8M
XLC
Select Sector Spdr Tr Communic

ETFs
-173K
- 8.05%
$94.84 - $105.31 $16.4M - $18.2M
1.97M $190M
CRM
Salesforce, Inc.

Technology
-7.92K
- 5.3%
$268.36 - $359.95 $2.13M - $2.85M
142K $38M
AMZN
Amazon Com Inc

Consumer Cyclical
-11.6K
- 4.97%
$190.26 - $242.06 $2.21M - $2.82M
222K $42.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
-149K
- 60.57%
$56.63 - $59.39 $8.45M - $8.86M
97.1K $5.59M
AAPL
Apple Inc.

Technology
-9.3K
- 4.85%
$209.68 - $247.1 $1.95M - $2.3M
182K $40.5M
XLP
Consumer Staples Sector Spdr

ETFs
-92.6K
- 3.63%
N/A
2.46M $187M
GOOGL
Alphabet Inc.

Communication Services
-7.89K
- 6.33%
$154.33 - $206.19 $1.22M - $1.63M
117K $18.1M
NVDA
Nvidia Corp

Technology
-8.57K
- 5.19%
$106.98 - $149.43 $917K - $1.28M
157K $17M
XLF
Financial Sector Spdr

ETFs
-346K
- 4.18%
$47.32 - $52.19 $16.4M - $18.1M
7.93M $395M
GS
Goldman Sachs Group Inc

Financial Services
-4.2K
- 4.89%
$524.81 - $672.19 $2.21M - $2.83M
81.7K $44.6M
WMT
Walmart Inc.

Consumer Defensive
-17.1K
- 3.24%
$84.5 - $105.05 $1.45M - $1.8M
511K $44.9M
META
Meta Platforms, Inc.

Communication Services
-3.27K
- 4.64%
$576.36 - $736.67 $1.88M - $2.41M
67.1K $38.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-19.6K
- 5.14%
$112.81 - $126.16 $2.21M - $2.47M
361K $44M
JPM
Jpmorgan Chase & CO

Financial Services
-10.2K
- 5.04%
$225.19 - $279.95 $2.3M - $2.86M
193K $47.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-31.9K
- 2.29%
$77.7 - $78.94 $2.48M - $2.52M
1.36M $107M
XLU
Utilities Sector Spdr

ETFs
-10.5K
- 81.64%
$74.7 - $80.27 $784K - $843K
2.36K $186K
QCOM
Qualcomm Inc

Technology
-3.64K
- 2.88%
$151.94 - $175.86 $553K - $640K
123K $18.9M
MA
Mastercard Inc

Financial Services
-4.38K
- 5.05%
$504.67 - $576.31 $2.21M - $2.52M
82.3K $45.1M
DUK
Duke Energy Corp

Utilities
-4.02K
- 94.98%
$105.87 - $121.97 $425K - $490K
212 $25K
IVV
Ishares Core S&P 500 ETF

ETFs
-689
- 43.89%
$554.06 - $615.85 $382K - $424K
881 $495K
V
Visa Inc.

Financial Services
-1.21K
- 94.62%
$306.92 - $362.71 $373K - $440K
69 $24K
VT
Vanguard Total World Stk Index

ETFs
-3K
- 95.75%
$115.08 - $123.97 $345K - $372K
133 $15K
NKE
Nike, Inc.

Consumer Cyclical
-2.32K
- 98.98%
$63.29 - $81.72 $147K - $190K
24 $1K
UNH
Unitedhealth Group Inc

Healthcare
-2.77K
- 3.84%
$461.52 - $548.18 $1.28M - $1.52M
69.5K $36.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.15K
- 98.72%
$39.18 - $43.52 $124K - $137K
41 $1K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2.47K
- 97.74%
$42.93 - $44.71 $106K - $110K
57 $2K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.34K
- 53.76%
$59.6 - $67.2 $80.1K - $90.3K
1.16K $73K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-759
- 62.62%
$73.11 - $77.43 $55.5K - $58.8K
453 $34K
XLE
Energy Sector Spdr

ETFs
-619
- 56.79%
$85.7 - $93.96 $53K - $58.2K
471 $44K
MU
Micron Technology Inc

Technology
-574
- 80.85%
$86.89 - $109.38 $49.9K - $62.8K
136 $11K
VV
Vanguard Large Cap ETF

ETFs
-137
- 81.55%
$253.32 - $282.66 $34.7K - $38.7K
31 $7K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-57
- 5.45%
$302.31 - $337.54 $17.2K - $19.2K
988 $303K
IOO
Ishares Tr Global 100 ETF

ETFs
-198
Closed
$96.2 - $105.12 $19K - $20.8K
0 $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
-273
- 41.36%
$29.82 - $30.1 $8.14K - $8.22K
387 $11K
HYG
Ishares Tr

ETFs
-92
- 39.48%
$78.51 - $80.11 $7.22K - $7.37K
141 $11K
CMCSA
Comcast Corp

Communication Services
-11
- 11.34%
$33.19 - $38.23 $365 - $421
86 $3K
IEF
Ishares Barclays

ETFs
-17.4K
- 2.3%
$91.17 - $95.39 $1.59M - $1.66M
739K $70.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.54K
- 0.66%
$79.17 - $82.04 $360K - $373K
681K $55.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-15K
- 1.3%
$114.57 - $118.14 $1.72M - $1.78M
1.14M $134M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-39.2K
- 4.51%
$53.69 - $62.68 $2.11M - $2.46M
831K $50M
WELL
Welltower Inc.

Real Estate
-8.24K
- 4.83%
$124.05 - $156.86 $1.02M - $1.29M
162K $24.9M
CB
Chubb LTD

Financial Services
-1.59K
- 1.0%
$257.71 - $301.99 $410K - $481K
157K $47.4M
MDT
Medtronic PLC

Healthcare
-7.28K
- 1.55%
$79.84 - $94.5 $582K - $688K
464K $41.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
-120K
- 2.89%
$56.51 - $62.98 $6.8M - $7.58M
4.05M $245M
TMUS
T Mobile Us, Inc.

Communication Services
-11.5K
- 5.63%
$211.3 - $272.83 $2.43M - $3.14M
193K $51.4M
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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