West Hill Financial Advisors, Inc. Portfolio Holdings

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q3 2024

West Hill Financial Advisors, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $445 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $81M, Vanguard Russell 1000 Growth E with a value of $64.8M, Vanguard Russell 1000 Value Et with a value of $58.2M, Vanguard Ftse Developed Market with a value of $55M, and Fidelity Merrimack Str Tr Tota with a value of $31M.

Examining the 13F form we can see an increase of $32.7M in the current position value, from $412M to 445M.

Below you can find more details about West Hill Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $445 Million
ETFs: $406 Million
Technology: $18.2 Million
Healthcare: $8.03 Million
Financial Services: $3.48 Million
Consumer Cyclical: $2.11 Million
Consumer Defensive: $1.82 Million
Industrials: $1.42 Million
Communication Services: $1.38 Million
Other: $1.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$81 Million 18.2% of portfolio
153,450
Q3 2024 Reduced 0.25%
$0
$64.8 Million 14.57% of portfolio
671,479
Q3 2024 Added 0.94%
$0
$58.2 Million 13.09% of portfolio
698,477
Q3 2024 Added 0.57%
$0
$55 Million 12.36% of portfolio
1,041,277
Q3 2024 Added 2.08%
$0
$31 Million 6.96% of portfolio
662,515
Q3 2024 Added 5.61%
$0
$25 Million 5.62% of portfolio
494,411
Q3 2024 Added 4.2%
$0
$12.7 Million 2.86% of portfolio
266,095
Q3 2024 Added 0.72%
$0
$11.8 Million 2.65% of portfolio
255,568
Q3 2024 Added 3.1%
$3.85T
$11 Million 2.47% of portfolio
47,164
Q3 2024 Added 19.67%
$0
$9.26 Million 2.08% of portfolio
78,988
Q3 2024 Added 3.92%
$0
$9.02 Million 2.03% of portfolio
68,198
Q3 2024 Added 0.2%
$0
$8.18 Million 1.84% of portfolio
39,482
Q3 2024 Added 1.95%
$0
$7.96 Million 1.79% of portfolio
54,106
Q3 2024 Added 1.29%
$0
$6.51 Million 1.46% of portfolio
64,675
Q3 2024 Added 5.05%
$0
$6.37 Million 1.43% of portfolio
65,402
Q3 2024 Reduced 3.27%
$1.01B
$5.35 Million 1.2% of portfolio
238,333
Q3 2024 Reduced 15.88%
$3.21T
$2.97 Million 0.67% of portfolio
6,896
Q3 2024 Added 1.68%
$0
$2.99 Million 0.67% of portfolio
87,118
Q2 2024 Reduced 0.7%
$0
$2.07 Million 0.47% of portfolio
10,919
Q3 2024 Reduced 2.2%
$228B
$1.67 Million 0.37% of portfolio
4,715
Q3 2024 Added 0.15%
$2.15T
$1.67 Million 0.37% of portfolio
8,944
Q3 2024 Added 0.11%
$0
$1.57 Million 0.35% of portfolio
15,478
Q3 2024 Added 4.56%
$0
$1.38 Million 0.31% of portfolio
15,619
Q3 2024 Reduced 0.15%
$0
$1.36 Million 0.3% of portfolio
3,612
Q3 2024 Reduced 5.4%
$432B
$1.27 Million 0.29% of portfolio
1,435
Q3 2024 Added 328.36%
$0
$1.24 Million 0.28% of portfolio
13,931
Q3 2024 Added 1.28%
$345B
$1.15 Million 0.26% of portfolio
9,488
Q3 2024 Reduced 5.22%
$0
$924,000 0.21% of portfolio
14,870
Q3 2024 Reduced 0.11%
$628B
$871,000 0.2% of portfolio
1,894
Q3 2024 Added 1.66%
$318B
$857,000 0.19% of portfolio
5,821
Q3 2024 Reduced 0.73%
$0
$655,000 0.15% of portfolio
15,726
Q3 2023 Reduced 5.61%
$722B
$670,000 0.15% of portfolio
3,182
Q3 2024 Added 2.78%
$0
$641,000 0.14% of portfolio
9,462
Q1 2023 Reduced 17.33%
$97.8B
$606,000 0.14% of portfolio
4,453
Q3 2024 Added 0.04%
$10.1B
$630,000 0.14% of portfolio
7,289
Q4 2020 New
$0
$613,000 0.14% of portfolio
1,256
Q2 2024 Reduced 0.4%
$426B
$548,000 0.12% of portfolio
3,169
Q3 2024 Reduced 0.81%
$212B
$542,000 0.12% of portfolio
1,386
Q1 2024 Reduced 2.33%
$321B
$546,000 0.12% of portfolio
2,766
Q3 2024 Reduced 0.04%
$0
$474,000 0.11% of portfolio
5,671
Q2 2024 Reduced 9.0%
$116B
$477,000 0.11% of portfolio
2,142
Q3 2024 Added 2.1%
$40.8B
$501,000 0.11% of portfolio
25,362
Q3 2024 Added 0.41%
$176B
$487,000 0.11% of portfolio
1,753
Q3 2024 Reduced 7.15%
$0
$461,000 0.1% of portfolio
805
Q4 2023 Reduced 21.16%
$1.05T
$428,000 0.1% of portfolio
2,561
Q3 2024 Added 1.59%
$1.29T
$402,000 0.09% of portfolio
704
Q3 2024 Added 3.68%
$229B
$382,000 0.09% of portfolio
2,331
Q2 2024 Added 1.26%
$518B
$398,000 0.09% of portfolio
1,451
Q3 2024 Added 5.68%
$208B
$412,000 0.09% of portfolio
667
Q3 2024 Added 1.52%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $445 Million
  • Prior Value $412 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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