West Hill Financial Advisors, Inc. Reduced Holdings in Q1 2025

West Hill Financial Advisors, Inc.

  • $436 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
-30.4K
- 4.51%
$92.71 - $107.38 $2.82M - $3.27M
645K $59.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.24K
- 2.72%
$507.05 - $563.67 $2.15M - $2.39M
152K $77.9M
AAPL
Apple Inc.

Technology
-2.19K
- 4.67%
$209.68 - $247.1 $459K - $541K
44.6K $9.92M
IWP
Ishares Russell Mid Cap Growth

ETFs
-5.54K
- 6.94%
$114.9 - $139.6 $636K - $773K
74.2K $8.72M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-332
- 0.83%
$185.73 - $221.19 $61.7K - $73.4K
39.8K $7.42M
MSFT
Microsoft Corp

Technology
-511
- 7.51%
$375.39 - $447.2 $192K - $229K
6.29K $2.36M
ACN
Accenture PLC

Technology
-762
- 16.28%
$300.91 - $398.25 $229K - $303K
3.92K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.17%
$190.26 - $242.06 $2.85K - $3.63K
8.93K $1.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 0.71%
$554.06 - $615.85 $24.4K - $27.1K
6.14K $3.45M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-280
- 0.32%
$32.42 - $36.13 $9.08K - $10.1K
86.8K $2.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-110
- 8.76%
$468.34 - $539.52 $51.5K - $59.3K
1.15K $537K
CAT
Caterpillar Inc

Industrials
-154
- 11.11%
$326.75 - $407.63 $50.3K - $62.8K
1.23K $406K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.04K
- 6.49%
$95.85 - $99.25 $99.4K - $103K
14.9K $1.48M
GOOGL
Alphabet Inc.

Communication Services
-25
- 1.32%
$154.33 - $206.19 $3.86K - $5.15K
1.87K $289K
IWR
Ishares Russell Mid Cap ETF

ETFs
-138
- 0.88%
$82.81 - $92.93 $11.4K - $12.8K
15.5K $1.32M
PG
Procter & Gamble CO

Consumer Defensive
-391
- 11.95%
$158.56 - $176.26 $62K - $68.9K
2.88K $490K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-153
- 1.03%
$59.61 - $66.71 $9.12K - $10.2K
14.7K $890K
AMD
Advanced Micro Devices Inc

Technology
-50
- 2.17%
$96.63 - $129.55 $4.83K - $6.48K
2.26K $231K
COST
Costco Wholesale Corp

Consumer Defensive
-90
- 6.28%
$890.62 - $1076.86 $80.2K - $96.9K
1.34K $1.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 4.24%
$551.42 - $612.93 $18.7K - $20.8K
768 $429K
ABBV
Abb Vie Inc.

Healthcare
-634
- 21.55%
$169.2 - $216.66 $107K - $137K
2.31K $483K
VTI
Vanguard Total Stock Market Et

ETFs
-24
- 1.87%
$271.18 - $303.12 $6.51K - $7.27K
1.26K $346K
JNJ
Johnson & Johnson

Healthcare
-250
- 14.59%
$142.06 - $167.7 $35.5K - $41.9K
1.46K $242K
Pimco ETF Tr
-389
- 0.99%
N/A
38.7K $0
NEAR
Blackrock Short Maturity Bond

ETFs
-10
- 0.23%
$50.4 - $50.89 $504 - $509
4.37K $222K
IWD
Ishares Russell 1000 Val ETF

ETFs
-112
- 1.06%
$182.82 - $196.21 $20.5K - $22K
10.4K $1.96M
ABT
Abbott Laboratories

Healthcare
-181
- 9.6%
$111.1 - $140.22 $20.1K - $25.4K
1.71K $226K
V
Visa Inc.

Financial Services
-6
- 0.43%
$306.92 - $362.71 $1.84K - $2.18K
1.4K $489K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-10
- 0.47%
$208.48 - $244.03 $2.08K - $2.44K
2.13K $520K
CVX
Chevron Corp

Energy
-223
- 4.03%
$146.71 - $167.97 $32.7K - $37.5K
5.31K $888K
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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