West End Advisors, LLC Portfolio Holdings
West End Advisors, LLC
- $3.92 Billion
- Q4 2024
West End Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.92 Billion distributed in 341 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $457M, Financial Sector Spdr with a value of $400M, Select Sector Spdr Fund Health with a value of $371M, Vanguard Ftse Pacific ETF Ftse with a value of $282M, and Vanguard Ftse All World Ex Us with a value of $239M.
Examining the 13F form we can see an decrease of $137M in the current position value, from $4.06B to 3.92B.
Below you can find more details about West End Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 341
- Current Value $3.92 Billion
- Prior Value $4.06 Billion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 62 stocks