West Hill Financial Advisors, Inc. Reduced Holdings in Q2 2025

West Hill Financial Advisors, Inc.

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-518
- 1.16%
$172.42 - $223.89 $89.3K - $116K
44.1K $9.05M
VNQ
Vanguard Specialized Funds Van

ETFs
-150
- 0.21%
$79.79 - $91.42 $12K - $13.7K
72.3K $6.44M
PCG
Pg&E Corp

Utilities
-104
- 0.41%
$13.55 - $17.87 $1.41K - $1.86K
25.3K $352K
ABBV
Abb Vie Inc.

Healthcare
-82
- 3.55%
$170.16 - $206.27 $14K - $16.9K
2.23K $413K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.15%
$390.26 - $489.06 $390 - $489
656 $265K
ACN
Accenture PLC

Technology
-7
- 0.18%
$279.23 - $323.21 $1.95K - $2.26K
3.91K $1.17M
XOM
Exxon Mobil Corp

Energy
-103
- 3.41%
$99.93 - $119.04 $10.3K - $12.3K
2.92K $314K
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.14%
$157.66 - $172.39 $631 - $690
2.88K $458K
JNJ
Johnson & Johnson

Healthcare
-35
- 2.39%
$146.36 - $159.82 $5.12K - $5.59K
1.43K $218K
DHR
Danaher Corp

Healthcare
-17
- 0.97%
$174.64 - $205.16 $2.97K - $3.49K
1.74K $342K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-76
- 1.28%
$72.96 - $90.39 $5.54K - $6.87K
5.84K $522K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.26%
$496.48 - $617.85 $993 - $1.24K
766 $473K
IWD
Ishares Russell 1000 Val ETF

ETFs
-82
- 0.79%
$166.82 - $194.23 $13.7K - $15.9K
10.3K $2.01M
DIS
Walt Disney CO

Communication Services
-50
- 2.29%
$81.72 - $124.01 $4.09K - $6.2K
2.13K $264K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.07%
$908.13 - $1056.85 $908 - $1.06K
1.34K $1.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9
- 0.3%
$320.42 - $424.58 $2.88K - $3.82K
3K $1.27M
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.07%
$498.8 - $620.9 $2K - $2.48K
6.14K $3.81M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.78K
- 0.25%
$73.19 - $85.21 $130K - $152K
718K $61.1M
VEA
Vanguard Ftse Developed Market

ETFs
-2.56K
- 0.23%
$45.65 - $57.01 $117K - $146K
1.12M $64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-681
- 0.45%
$456.74 - $568.03 $311K - $387K
151K $85.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
-8.51K
- 1.32%
$82.51 - $109.2 $702K - $929K
636K $69.5M
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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