Two West Capital Advisors LLC Purchases and Sells in Q3 2025

Two West Capital Advisors LLC

$166 Billion
Q3 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	1.17K + 0.15%	$42.42 - $45.96 $49.7K - $53.8K	793K $36.8B
BNDW	13.6K + 6.13%	$68.58 - $69.85 $933K - $951K	236K $16.6B
DFAC	6.72K + 2.1%	$36.04 - $38.78 $242K - $261K	326K $12.7B
IVV	502 + 9.4%	$620.67 - $670.08 $312K - $336K	5.85K $3.98B
OEF	1.35K + 63.51%	N/A	3.47K $1.18B
DFAI	991 + 0.36%	$34.05 - $36.55 $33.7K - $36.2K	276K $10.2B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	29K New	N/A	29K $746M
BLACKROCK ETF TRUST	18.8K New	N/A	18.8K $471M
SUB	2.99K New	$106.17 - $107.3 $317K - $321K	2.99K $318M
VANGUARD NY TAX FREE FDS	2.86K New	N/A	2.86K $297M
GOOGL	1.03K New	$174.36 - $254.72 $180K - $262K	1.03K $268M
XLY	981 New	$216.09 - $242.18 $212K - $238K	981 $233M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	-2.55K - 18.77%	$182.33 - $194.5 $464K - $495K	11K $2.17B
EFG	-3.4K - 34.83%	$106.99 - $114.46 $364K - $390K	6.37K $744M
IYW	-1.72K - 54.74%	$171.38 - $197.01 $294K - $338K	1.42K $288M
BRK-B	-413 - 8.58%	$459.11 - $506.91 $190K - $209K	4.4K $2.17B
IUSB	-4.85K - 6.81%	$45.6 - $46.92 $221K - $227K	66.3K $3.12B
DGRO	-2.15K - 22.48%	$64.12 - $68.08 $138K - $146K	7.42K $510M

Activity Summary All Purchases 66 New Holdings 8 Increased Positions 58 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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