West Hill Financial Advisors, Inc. Purchases in Q3 2024

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
3.97K
+ 0.57%
$76.07 - $83.33 $302K - $331K
698K $58.2M
VEA
Vanguard Ftse Developed Market

ETFs
21.2K
+ 2.08%
$47.6 - $53.31 $1.01M - $1.13M
1.04M $55M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.2K
+ 5.61%
$44.65 - $47.21 $1.57M - $1.66M
663K $31M
AAPL
Apple Inc.

Technology
7.75K
+ 19.67%
$207.23 - $234.82 $1.61M - $1.82M
47.2K $11M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.27K
+ 0.94%
$85.48 - $98.39 $536K - $617K
671K $64.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
19.9K
+ 4.2%
$48.4 - $50.91 $964K - $1.01M
494K $25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.91K
+ 0.72%
$41.9 - $48.26 $79.9K - $92K
266K $12.7M
COST
Costco Wholesale Corp

Consumer Defensive
1.1K
+ 328.36%
$801.83 - $917.05 $882K - $1.01M
1.44K $1.27M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.98K
+ 3.92%
$103.87 - $117.59 $309K - $350K
79K $9.26M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
7.69K
+ 3.1%
$43.73 - $46.29 $336K - $356K
256K $11.8M
VTWV
Vanguard Russell 2000 Value Et

ETFs
689
+ 1.29%
$132.06 - $150.96 $91K - $104K
54.1K $7.96M
VTWG
Vanguard Russell 2000 Growth E

ETFs
757
+ 1.95%
$186.75 - $211.16 $141K - $160K
39.5K $8.18M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.11K
+ 5.05%
$100.09 - $100.69 $311K - $313K
64.7K $6.51M
PH
Parker Hannifin Corp

Industrials
433
New
$501.01 - $635.92 $217K - $275K
433 $273K
ACN
Accenture PLC

Technology
7
+ 0.15%
$295.44 - $355.81 $2.07K - $2.49K
4.72K $1.67M
VST
Vistra Corp.

Utilities
1.93K
New
$69.0 - $119.06 $133K - $229K
1.93K $228K
ORCL
Oracle Corp

Technology
1.24K
New
$125.9 - $170.35 $156K - $211K
1.24K $211K
NKE
Nike, Inc.

Consumer Cyclical
2.27K
New
$71.09 - $89.44 $162K - $203K
2.27K $200K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
675
+ 4.56%
$96.25 - $101.98 $65K - $68.8K
15.5K $1.57M
VTWO
Vanguard Russell 2000 ETF

ETFs
176
+ 1.28%
$81.17 - $90.77 $14.3K - $16K
13.9K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 1.66%
$405.19 - $478.57 $12.6K - $14.8K
1.89K $871K
FICO
Fair Isaac Corp

Technology
16
+ 10.67%
$1496.51 - $1947.38 $23.9K - $31.2K
166 $322K
UNH
Unitedhealth Group Inc

Healthcare
51
+ 11.75%
$488.01 - $604.18 $24.9K - $30.8K
485 $283K
META
Meta Platforms, Inc.

Communication Services
25
+ 3.68%
$453.41 - $572.44 $11.3K - $14.3K
704 $402K
PCG
Pg&E Corp

Utilities
104
+ 0.41%
$17.08 - $20.6 $1.78K - $2.14K
25.4K $501K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
12.1K
New
$3.99 - $4.33 $48.3K - $52.4K
12.1K $51K
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.52%
$531.86 - $624.21 $5.32K - $6.24K
667 $412K
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 2.78%
$194.9 - $224.8 $16.8K - $19.3K
3.18K $670K
JNJ
Johnson & Johnson

Healthcare
31
+ 1.4%
$145.48 - $167.38 $4.51K - $5.19K
2.24K $363K
V
Visa Inc.

Financial Services
78
+ 5.68%
$253.74 - $291.56 $19.8K - $22.7K
1.45K $398K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.17%
$333.64 - $405.2 $334 - $405
597 $241K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
44
+ 2.1%
$210.25 - $231.86 $9.25K - $10.2K
2.14K $477K
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 3.67%
$255.18 - $283.2 $11.7K - $13K
1.3K $367K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
32
+ 1.18%
$114.73 - $120.23 $3.67K - $3.85K
2.74K $327K
NEAR
Blackrock Short Maturity Bond

ETFs
89
+ 2.12%
$50.09 - $51.31 $4.46K - $4.57K
4.28K $219K
XOM
Exxon Mobil Corp

Energy
11
+ 0.36%
$109.72 - $119.0 $1.21K - $1.31K
3.05K $356K
Pimco ETF Tr
38.5K
New
N/A
38.5K $0
UPS
United Parcel Service Inc

Industrials
2
+ 0.04%
$123.32 - $147.38 $247 - $295
4.45K $606K
MRK
Merck & Co., Inc.

Healthcare
76
+ 3.65%
$111.15 - $128.97 $8.45K - $9.8K
2.16K $245K
GOOGL
Alphabet Inc.

Communication Services
43
+ 2.32%
$148.65 - $191.18 $6.39K - $8.22K
1.9K $314K
GOOG
Alphabet Inc.

Communication Services
40
+ 1.59%
$149.54 - $192.66 $5.98K - $7.71K
2.56K $428K
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.11%
$161.02 - $200.0 $1.61K - $2K
8.94K $1.67M
MSFT
Microsoft Corp

Technology
114
+ 1.68%
$395.15 - $467.56 $45K - $53.3K
6.9K $2.97M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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