West Hill Financial Advisors, Inc. Purchases in Q2 2025

West Hill Financial Advisors, Inc.

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
98
+ 0.13%
$104.34 - $138.68 $10.2K - $13.6K
74.3K $10.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
133
+ 0.05%
$39.89 - $49.46 $5.31K - $6.58K
281K $13.9M
VTWG
Vanguard Russell 2000 Growth E

ETFs
84
+ 0.21%
$163.6 - $208.47 $13.7K - $17.5K
39.9K $8.31M
MSFT
Microsoft Corp

Technology
11
+ 0.17%
$354.56 - $497.45 $3.9K - $5.47K
6.3K $3.13M
NVDA
Nvidia Corp

Technology
428
+ 4.49%
$94.31 - $157.99 $40.4K - $67.6K
9.95K $1.57M
IWS
Ishares Russell Midcap Value E

ETFs
199
+ 0.28%
$110.58 - $132.14 $22K - $26.3K
71.3K $9.42M
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.05K
+ 0.86%
$24.54 - $25.07 $222K - $227K
1.06M $26.6M
VTWV
Vanguard Russell 2000 Value Et

ETFs
78
+ 0.14%
$116.09 - $139.09 $9.06K - $10.8K
57.2K $7.95M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.52K
+ 5.3%
$100.04 - $100.54 $352K - $353K
69.8K $7.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.04K
+ 0.68%
$44.68 - $45.96 $225K - $232K
746K $34.1M
ORCL
Oracle Corp

Technology
1.2K
New
$122.82 - $218.63 $147K - $262K
1.2K $261K
GOOG
Alphabet Inc.

Communication Services
1.02K
+ 39.13%
$146.58 - $180.01 $150K - $184K
3.64K $645K
AVGO
Broadcom Inc.

Technology
827
New
$146.29 - $275.65 $121K - $228K
827 $227K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.16K
+ 0.21%
$21.85 - $22.76 $25.4K - $26.5K
556K $12.7M
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 0.97%
$210.28 - $289.91 $6.52K - $8.99K
3.22K $932K
IWR
Ishares Russell Mid Cap ETF

ETFs
416
+ 2.68%
$74.88 - $91.97 $31.2K - $38.3K
15.9K $1.46M
VTWO
Vanguard Russell 2000 ETF

ETFs
556
+ 3.98%
$70.56 - $87.22 $39.2K - $48.5K
14.5K $1.27M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.28%
$484.66 - $738.09 $969 - $1.48K
710 $524K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.17%
$416.06 - $551.64 $832 - $1.1K
1.15K $633K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.07K
+ 3.77%
$19.6 - $24.44 $21K - $26.1K
29.5K $719K
V
Visa Inc.

Financial Services
121
+ 8.66%
$308.27 - $373.31 $37.3K - $45.2K
1.52K $538K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
411
+ 2.75%
$96.84 - $99.46 $39.8K - $40.9K
15.3K $1.52M
CSCO
Cisco Systems, Inc.

Technology
67
+ 1.47%
$53.19 - $69.38 $3.56K - $4.65K
4.62K $320K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.16%
$243.75 - $303.93 $488 - $608
1.26K $384K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
375
+ 8.93%
$51.16 - $62.02 $19.2K - $23.3K
4.58K $283K
GLD
Spdr Gold Trust

ETFs
14
+ 1.91%
$273.71 - $316.29 $3.83K - $4.43K
747 $227K
Pimco ETF Tr
808
+ 2.09%
N/A
39.6K $0
UPS
United Parcel Service Inc

Industrials
3
+ 0.07%
$91.92 - $110.2 $276 - $331
4.46K $450K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.56%
$483.48 - $539.8 $24.2K - $27K
2K $972K
CVX
Chevron Corp

Energy
24
+ 0.45%
$133.73 - $168.51 $3.21K - $4.04K
5.34K $764K
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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