West Hill Financial Advisors, Inc. Portfolio Holdings

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q4 2024

West Hill Financial Advisors, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $445 Million distributed in 78 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 $84M, Vanguard Russell 1000 Growth E with a value of $69.7M, Vanguard Russell 1000 Value Et with a value of $58M, Vanguard Ftse Developed Market with a value of $51.2M, and Fidelity Merrimack Str Tr Tota with a value of $30.6M.

Examining the 13F form we can see an increase of $601K in the current position value, from $445M 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: $407 Million
Technology: $18.8 Million
Healthcare: $6.56 Million
Financial Services: $3.77 Million
Consumer Cyclical: $2.45 Million
Consumer Defensive: $1.86 Million
Communication Services: $1.71 Million
Industrials: $1.34 Million
Other: $1.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84 Million 18.85% of portfolio
155,827
Q4 2024 Added 1.55%
$0
$69.7 Million 15.66% of portfolio
675,037
Q4 2024 Added 0.53%
$0
$58 Million 13.03% of portfolio
714,032
Q4 2024 Added 2.23%
$0
$51.2 Million 11.5% of portfolio
1,071,219
Q4 2024 Added 2.88%
$0
$30.6 Million 6.88% of portfolio
682,918
Q4 2024 Added 3.08%
$0
$23.3 Million 5.24% of portfolio
960,723
Q4 2024 Added 94.32%
$0
$11.8 Million 2.66% of portfolio
268,894
Q4 2024 Added 1.05%
$3.74T
$11.7 Million 2.63% of portfolio
46,834
Q4 2024 Reduced 0.7%
$0
$10.9 Million 2.44% of portfolio
493,032
Q4 2024 Added 92.92%
$0
$10.1 Million 2.27% of portfolio
79,774
Q4 2024 Added 1.0%
$0
$9.03 Million 2.03% of portfolio
69,803
Q4 2024 Added 2.35%
$0
$8.43 Million 1.89% of portfolio
40,131
Q4 2024 Added 1.64%
$0
$8 Million 1.8% of portfolio
55,340
Q4 2024 Added 2.28%
$0
$6.43 Million 1.44% of portfolio
64,049
Q4 2024 Reduced 0.97%
$0
$5.94 Million 1.33% of portfolio
66,648
Q4 2024 Added 1.91%
$893M
$4.3 Million 0.97% of portfolio
228,333
Q4 2024 Reduced 4.2%
$0
$3.01 Million 0.68% of portfolio
87,118
Q2 2024 Reduced 0.7%
$3.07T
$2.87 Million 0.64% of portfolio
6,801
Q4 2024 Reduced 1.38%
$2.47T
$1.96 Million 0.44% of portfolio
8,944
Q3 2024 Added 0.11%
$0
$1.95 Million 0.44% of portfolio
10,520
Q4 2024 Reduced 3.65%
$247B
$1.65 Million 0.37% of portfolio
4,681
Q4 2024 Reduced 0.72%
$0
$1.55 Million 0.35% of portfolio
15,968
Q4 2024 Added 3.17%
$0
$1.38 Million 0.31% of portfolio
15,634
Q4 2024 Added 0.1%
$452B
$1.31 Million 0.29% of portfolio
1,433
Q4 2024 Reduced 0.14%
$0
$1.24 Million 0.28% of portfolio
13,904
Q4 2024 Reduced 0.19%
$296B
$1.26 Million 0.28% of portfolio
9,355
Q4 2024 Reduced 1.4%
$0
$1.22 Million 0.27% of portfolio
3,043
Q4 2024 Reduced 15.75%
$0
$948,000 0.21% of portfolio
14,870
Q3 2024 Reduced 0.11%
$608B
$858,000 0.19% of portfolio
1,894
Q3 2024 Added 1.66%
$300B
$801,000 0.18% of portfolio
5,535
Q4 2024 Reduced 4.91%
$786B
$763,000 0.17% of portfolio
3,184
Q4 2024 Added 0.06%
$0
$657,000 0.15% of portfolio
28,386
Q4 2024 Added 200.0%
$9.19B
$608,000 0.14% of portfolio
7,289
Q4 2020 New
$0
$643,000 0.14% of portfolio
15,726
Q3 2023 Reduced 5.61%
$0
$642,000 0.14% of portfolio
1,256
Q2 2024 Reduced 0.4%
$81.5B
$561,000 0.13% of portfolio
4,455
Q4 2024 Added 0.04%
$398B
$548,000 0.12% of portfolio
3,272
Q4 2024 Added 3.25%
$336B
$522,000 0.12% of portfolio
2,942
Q4 2024 Added 6.36%
$191B
$502,000 0.11% of portfolio
1,386
Q1 2024 Reduced 2.33%
$0
$470,000 0.11% of portfolio
802
Q4 2024 Reduced 0.37%
$1.26T
$487,000 0.11% of portfolio
2,561
Q3 2024 Added 1.59%
$30.2B
$511,000 0.11% of portfolio
25,362
Q3 2024 Added 0.41%
$111B
$454,000 0.1% of portfolio
2,142
Q3 2024 Added 2.1%
$564B
$443,000 0.1% of portfolio
1,403
Q4 2024 Reduced 3.31%
$0
$429,000 0.1% of portfolio
5,683
Q4 2024 Added 0.21%
$157B
$402,000 0.09% of portfolio
1,753
Q3 2024 Reduced 7.15%
$1.58T
$412,000 0.09% of portfolio
699
Q4 2024 Reduced 0.71%
$1.23T
$359,000 0.08% of portfolio
1,899
Q3 2024 Added 2.32%
$0
$335,000 0.08% of portfolio
2,905
Q4 2024 Added 6.22%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $445 Million
  • Prior Value $445 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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