Westview Management Dba Westview Investment Advisors Purchases in Q4 2025

Westview Management Dba Westview Investment Advisors

  • $210 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
162K
New
$83.45 - $84.82 $13.6M - $13.8M
162K $13.6B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
105K
New
$119.13 - $120.38 $12.5M - $12.6M
105K $12.5B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
164K
New
$50.55 - $50.74 $8.31M - $8.34M
164K $8.32B
EMB
Ishares Tr

ETFs
78.8K
New
$94.63 - $97.03 $7.45M - $7.64M
78.8K $7.58B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
386K
New
$19.25 - $19.51 $7.43M - $7.53M
386K $7.48B
SRLN
Ssga Active Trust

ETFs
161K
New
$41.05 - $41.54 $6.62M - $6.69M
161K $6.65B
GOOG
Alphabet Inc.

Communication Services
21K
New
$237.49 - $291.74 $5M - $6.14M
21K $6.6B
NVDA
Nvidia Corp

Technology
33.3K
New
$179.83 - $207.04 $5.99M - $6.9M
33.3K $6.21B
EUFN
Ishares Msci Europe Financials

ETFs
156K
New
$33.08 - $35.38 $5.17M - $5.52M
156K $5.79B
MSFT
Microsoft Corp

Technology
10.6K
New
$496.82 - $542.07 $5.26M - $5.74M
10.6K $5.12B
AMZN
Amazon Com Inc

Consumer Cyclical
21.3K
New
$213.04 - $254.0 $4.54M - $5.41M
21.3K $4.92B
CASY
Caseys General Stores Inc

Consumer Cyclical
8.7K
New
$513.19 - $567.48 $4.46M - $4.94M
8.7K $4.81B
FLJP
Franklin Templeton ETF Tr

ETFs
134K
New
$33.71 - $36.09 $4.53M - $4.85M
134K $4.63B
GLW
Corning Inc

Technology
52.9K
New
$82.06 - $90.29 $4.34M - $4.77M
52.9K $4.63B
META
Meta Platforms, Inc.

Communication Services
6.98K
New
$609.01 - $751.67 $4.25M - $5.24M
6.98K $4.61B
MA
Mastercard Inc

Financial Services
7.54K
New
$536.85 - $580.45 $4.05M - $4.38M
7.54K $4.31B
Sharkninja Inc
36.7K
New
N/A
36.7K $4.1B
KRE
Spdr S&P Regional Banking ETF

ETFs
61.9K
New
$58.14 - $64.09 $3.6M - $3.97M
61.9K $4.01B
TJX
Tjx Companies Inc

Consumer Cyclical
25.8K
New
$138.56 - $147.63 $3.57M - $3.81M
25.8K $3.96B
SHV
Ishares Tr

ETFs
35.8K
New
$110.15 - $110.49 $3.94M - $3.96M
35.8K $3.94B
CRH.L
Crh PLC

Basic Materials
29K
New
N/A
29K $3.62B
AZN
Astrazeneca PLC

Healthcare
39.1K
New
$81.15 - $89.4 $3.18M - $3.5M
39.1K $3.6B
JPM
Jpmorgan Chase & CO

Financial Services
10.5K
New
$294.11 - $320.41 $3.09M - $3.37M
10.5K $3.39B
WCN
Waste Connections, Inc.

Industrials
18.8K
New
$165.31 - $178.47 $3.1M - $3.35M
18.8K $3.29B
SCHW
Schwab Charles Corp

Financial Services
32.8K
New
$91.91 - $97.71 $3.01M - $3.2M
32.8K $3.28B
MELI
Mercadolibre Inc

Consumer Cyclical
1.6K
New
$2024.98 - $2360.76 $3.24M - $3.78M
1.6K $3.22B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
297K
New
$10.29 - $10.44 $3.06M - $3.1M
297K $3.1B
PANW
Palo Alto Networks Inc

Technology
16.5K
New
$204.77 - $221.38 $3.39M - $3.66M
16.5K $3.05B
AES
Aes Corp

Utilities
208K
New
$13.44 - $15.37 $2.79M - $3.19M
208K $2.98B
TSCO
Tractor Supply CO

Consumer Cyclical
59.4K
New
$52.49 - $56.37 $3.12M - $3.35M
59.4K $2.97B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.28K
New
$402.9 - $437.15 $2.53M - $2.75M
6.28K $2.85B
SHEL
Shell PLC

Energy
38K
New
$71.37 - $77.01 $2.72M - $2.93M
38K $2.8B
SHW
Sherwin Williams CO

Basic Materials
8.19K
New
$330.74 - $354.45 $2.71M - $2.9M
8.19K $2.65B
AMD
Advanced Micro Devices Inc

Technology
11.1K
New
$164.01 - $264.33 $1.83M - $2.94M
11.1K $2.38B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
22.8K
New
N/A
22.8K $2.36B
BSX
Boston Scientific Corp

Healthcare
24.8K
New
$94.95 - $104.98 $2.35M - $2.6M
24.8K $2.36B
ADSK
Autodesk, Inc.

Technology
7.85K
New
N/A
7.85K $2.32B
VONG
Vanguard Russell 1000 Growth E

ETFs
18.6K
New
$118.2 - $126.51 $2.2M - $2.36M
18.6K $2.27B
COST
Costco Wholesale Corp

Consumer Defensive
2.51K
New
$910.94 - $954.99 $2.28M - $2.39M
2.51K $2.16B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
40.3K
New
$50.68 - $58.29 $2.04M - $2.35M
40.3K $2.08B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
12.8K
New
$164.17 - $186.43 $2.11M - $2.39M
12.8K $2.07B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
71.3K
New
$26.44 - $27.53 $1.88M - $1.96M
71.3K $1.95B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
64.9K
New
$28.9 - $30.17 $1.88M - $1.96M
64.9K $1.95B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
118K
New
$12.33 - $12.79 $1.46M - $1.51M
118K $1.49B
VCYT
Veracyte, Inc.

Healthcare
32.7K
New
$33.95 - $46.04 $1.11M - $1.51M
32.7K $1.38B
AAON
Aaon, Inc.

Industrials
17.8K
New
$89.93 - $106.24 $1.6M - $1.89M
17.8K $1.36B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.2K
New
$52.76 - $53.18 $1.22M - $1.23M
23.2K $1.23B
BFK
Blackrock Municipal Income Trust

Financial Services
122K
New
$9.92 - $10.2 $1.21M - $1.24M
122K $1.22B
VB
Vanguard Small Cap ETF

ETFs
4.25K
New
$248.1 - $260.08 $1.05M - $1.11M
4.25K $1.1B
Activity Summary
Buys All Purchases 75 New Holdings 75 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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