West Hill Financial Advisors, Inc. Portfolio Holdings by Sector
West Hill Financial Advisors, Inc.
- $412 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VONG VONV VEA FBND SCHR VWO SCHI 31 stocks |
$377,997
91.74% of portfolio
|
  11  
|
  13  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,301
2.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NRIX CTMX 2 stocks |
$5,933
1.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3,031
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD QCOM 3 stocks |
$1,911
0.46% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,726
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ PFE MRK 5 stocks |
$1,705
0.41% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$1,428
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1,266
0.31% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$1,142
0.28% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$834
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$757
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$626
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$609
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$526
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$461
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
WAL 1 stocks |
$457
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$442
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PCG 1 stocks |
$441
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$360
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
STEW VCV 2 stocks |
$359
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$335
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$284
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$266
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
FICO 1 stocks |
$223
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$221
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$207
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$205
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|