West Financial Advisors, LLC Portfolio Holdings

West Financial Advisors, LLC

  • $525 Million
  • Q1 2025

West Financial Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $525 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $67.4M, Vanguard Bd Index Fd Inc Total with a value of $63.7M, Spdr S&P 500 ETF Trust with a value of $60.3M, Vanguard Ftse Developed Market with a value of $56.8M, and Vanguard Mun Bd Fds Tax Exempt with a value of $53.8M.

Examining the 13F form we can see an increase of $7.59M in the current position value, from $518M to 525M.

Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $525 Million
ETFs: $509 Million
Technology: $7.19 Million
Financial Services: $3.64 Million
Consumer Cyclical: $1.02 Million
Industrials: $866,000
Communication Services: $853,000
Utilities: $851,000
Healthcare: $849,000
Other: $981,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.4 Million 12.82% of portfolio
131,770
Q1 2025 Added 3.29%
$0
$63.7 Million 12.13% of portfolio
869,015
Q1 2025 Added 1.34%
$0
$60.3 Million 11.48% of portfolio
107,770
Q1 2025 Reduced 0.81%
$0
$56.8 Million 10.81% of portfolio
1,107,719
Q1 2025 Added 3.25%
$0
$53.8 Million 10.24% of portfolio
1,086,022
Q1 2025 Added 8.34%
$0
$24.8 Million 4.71% of portfolio
953,368
Q1 2025 Added 2.81%
$0
$23.5 Million 4.47% of portfolio
403,084
Q1 2025 Added 2.98%
$0
$21.2 Million 4.03% of portfolio
277,088
Q1 2025 Added 0.93%
$0
$16 Million 3.04% of portfolio
195,698
Q1 2025 Added 2.83%
$0
$13.9 Million 2.65% of portfolio
232,842
Q1 2025 Added 3.96%
$0
$13.3 Million 2.54% of portfolio
142,590
Q1 2025 Added 1.59%
$0
$12.8 Million 2.44% of portfolio
390,424
Q1 2025 Reduced 0.87%
$0
$10.7 Million 2.04% of portfolio
61,870
Q1 2025 Added 0.22%
$0
$8.72 Million 1.66% of portfolio
183,677
Q1 2025 Added 6.1%
$0
$8.49 Million 1.62% of portfolio
46,597
Q1 2025 Reduced 2.49%
$0
$7.43 Million 1.41% of portfolio
80,971
Q1 2025 Added 7.66%
$0
$4.75 Million 0.9% of portfolio
10,121
Q1 2025 Added 0.01%
$3.25T
$4.04 Million 0.77% of portfolio
18,193
Q1 2025 Reduced 1.28%
$0
$3.38 Million 0.64% of portfolio
43,329
Q1 2025 Added 19.52%
$0
$3.3 Million 0.63% of portfolio
66,985
Q1 2025 Added 8.68%
$0
$3.15 Million 0.6% of portfolio
32,938
Q1 2025 New
$0
$3.09 Million 0.59% of portfolio
13,929
Q1 2025 Added 1.62%
$0
$2.91 Million 0.55% of portfolio
14,746
Q1 2025 Added 10.28%
$0
$2.27 Million 0.43% of portfolio
8,838
Q1 2025 Added 1.8%
$0
$1.94 Million 0.37% of portfolio
5,231
Q1 2025 Reduced 4.37%
$0
$1.91 Million 0.36% of portfolio
32,271
Q1 2025 Reduced 0.58%
$0
$1.9 Million 0.36% of portfolio
19,492
Q1 2025 Added 1.05%
$0
$1.71 Million 0.33% of portfolio
37,724
Q1 2025 Added 0.14%
$0
$1.75 Million 0.33% of portfolio
28,011
Q1 2025 Reduced 0.73%
$0
$1.48 Million 0.28% of portfolio
36,980
Q3 2024 Reduced 11.83%
$0
$1.39 Million 0.26% of portfolio
15,494
Q1 2025 Reduced 5.04%
$2.89T
$1.33 Million 0.25% of portfolio
3,537
Q4 2024 Added 87.84%
$140B
$986,000 0.19% of portfolio
12,600
Q3 2021 New
$0
$841,000 0.16% of portfolio
13,387
Q1 2025 Reduced 0.07%
$23.8B
$830,000 0.16% of portfolio
1,428
Q1 2025 Added 0.71%
$476B
$798,000 0.15% of portfolio
1
Q1 2025 New
$0
$747,000 0.14% of portfolio
3,730
Q4 2024 Reduced 1.84%
$0
$714,000 0.14% of portfolio
6,795
Q1 2025 Added 1.15%
$15.5B
$692,000 0.13% of portfolio
10,768
Q2 2024 Reduced 21.78%
$0
$595,000 0.11% of portfolio
5,213
Q1 2025 Reduced 1.33%
$0
$560,000 0.11% of portfolio
26,154
Q4 2024 Added 197.0%
$0
$505,000 0.1% of portfolio
4,956
Q1 2025 Reduced 0.94%
$931B
$401,000 0.08% of portfolio
2,601
Q4 2024 Added 30.05%
$0
$344,000 0.07% of portfolio
1,858
Q1 2025 Reduced 6.16%
$983B
$375,000 0.07% of portfolio
2,403
Q3 2024 Added 20.15%
$17.2B
$305,000 0.06% of portfolio
704
Q1 2025 Reduced 2.9%
$20.2B
$310,000 0.06% of portfolio
3,385
Q4 2024 Reduced 5.63%
$363B
$320,000 0.06% of portfolio
2,289
Q4 2024 Added 66.23%
$797B
$330,000 0.06% of portfolio
1,275
Q4 2024 Added 466.67%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $525 Million
  • Prior Value $518 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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