West Hill Financial Advisors, Inc. Incresed Positions in Q4 2024

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
3.56K
+ 0.53%
$95.27 - $107.82 $339K - $384K
675K $69.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.38K
+ 1.55%
$521.84 - $558.82 $1.24M - $1.33M
156K $84M
IWP
Ishares Russell Mid Cap Growth

ETFs
786
+ 1.0%
$116.4 - $138.52 $91.5K - $109K
79.8K $10.1M
VTWG
Vanguard Russell 2000 Growth E

ETFs
649
+ 1.64%
$202.91 - $229.76 $132K - $149K
40.1K $8.43M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.06%
$205.18 - $250.29 $410 - $501
3.18K $763K
CSCO
Cisco Systems, Inc.

Technology
375
+ 8.98%
$52.45 - $60.02 $19.7K - $22.5K
4.55K $269K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.23K
+ 2.28%
$143.69 - $159.92 $177K - $197K
55.3K $8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.9K
+ 200.0%
$22.4 - $68.28 $424K - $1.29M
28.4K $657K
IWS
Ishares Russell Midcap Value E

ETFs
1.61K
+ 2.35%
$128.08 - $140.32 $206K - $225K
69.8K $9.03M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
170
+ 6.22%
$115.08 - $119.55 $19.6K - $20.3K
2.91K $335K
NEAR
Blackrock Short Maturity Bond

ETFs
98
+ 2.29%
$50.28 - $51.08 $4.93K - $5.01K
4.38K $221K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5
+ 0.12%
$61.68 - $67.87 $308 - $339
4.2K $261K
Pimco ETF Tr
631
+ 1.64%
N/A
39.1K $0
PG
Procter & Gamble CO

Consumer Defensive
103
+ 3.25%
$161.05 - $179.7 $16.6K - $18.5K
3.27K $548K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
490
+ 3.17%
$96.64 - $101.23 $47.4K - $49.6K
16K $1.55M
VZ
Verizon Communications Inc

Communication Services
100
+ 1.94%
$39.6 - $45.21 $3.96K - $4.52K
5.25K $209K
ABBV
Abb Vie Inc.

Healthcare
176
+ 6.36%
$164.99 - $203.87 $29K - $35.9K
2.94K $522K
UPS
United Parcel Service Inc

Industrials
2
+ 0.04%
$122.65 - $138.35 $245 - $277
4.46K $561K
EFA
Ishares Tr Msci Eafe ETF

ETFs
12
+ 0.21%
$75.1 - $82.99 $901 - $996
5.68K $429K
VONV
Vanguard Russell 1000 Value Et

ETFs
15.6K
+ 2.23%
$80.87 - $87.69 $1.26M - $1.36M
714K $58M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.4K
+ 3.08%
$44.87 - $46.86 $915K - $956K
683K $30.6M
VNQ
Vanguard Specialized Funds Van

ETFs
1.25K
+ 1.91%
$87.85 - $98.6 $109K - $123K
66.6K $5.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.8K
+ 1.05%
$44.04 - $49.49 $123K - $139K
269K $11.8M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
237K
+ 92.92%
$22.02 - $46.16 $5.23M - $11M
493K $10.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
466K
+ 94.32%
$24.19 - $50.58 $11.3M - $23.6M
961K $23.3M
VEA
Vanguard Ftse Developed Market

ETFs
29.9K
+ 2.88%
$47.57 - $52.44 $1.42M - $1.57M
1.07M $51.2M
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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