West End Advisors, LLC Portfolio Holdings
West End Advisors, LLC
- $4.89 Billion
- Q4 2025
West End Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.89 Billion distributed in 390 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $915M, Financial Sector Spdr with a value of $417M, Select Sector Spdr Tr Communic with a value of $310M, Select Sector Spdr Fund Health with a value of $280M, and Vanguard Ftse All World Ex Us with a value of $273M.
Examining the 13F form we can see an increase of $616M in the current position value, from $4.27B to 4.89B.
Below you can find more details about West End Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.89 Billion
ETFs: $4.01 Billion
Technology: $306 Million
Financial Services: $165 Million
Communication Services: $117 Million
Healthcare: $95 Million
Consumer Cyclical: $90.5 Million
Consumer Defensive: $76.4 Million
Real Estate: $25.3 Million
Other: $54,000
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 390
- Current Value $4.89 Billion
- Prior Value $4.27 Billion
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 12 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 164 stocks