West Financial Advisors, LLC Purchases and Sells in Q4 2025

West Financial Advisors, LLC

$591 Million
Q4 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	57.5K + 29.07%	$83.45 - $84.82 $4.8M - $4.88M	255K $21.3M
TIP	42.4K + 31.68%	$110.58 - $112.2 $4.69M - $4.76M	176K $19.5M
XLK	14.1K + 104.95%	$278.39 - $304.13 $3.92M - $4.28M	27.5K $7.92M
XLY	16.4K + 102.34%	$228.75 - $242.18 $3.76M - $3.98M	32.5K $7.51M
DFAS	6.78K + 3.3%	$66.04 - $69.67 $447K - $472K	212K $14.2M
VNQ	4.22K + 2.58%	$88.13 - $92.69 $372K - $391K	168K $15.1M

New Holdings

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	2.62K New	$135.16 - $141.78 $354K - $371K	2.62K $364K
QQQM	82 New	$242.67 - $261.79 $19.9K - $21.5K	82 $20K
ASML	19 New	$936.19 - $1075.45 $17.8K - $20.4K	19 $19K
DELL	87 New	$133.76 - $164.88 $11.6K - $14.3K	87 $11K
LNG	45 New	$205.63 - $235.74 $9.25K - $10.6K	45 $9K
ABNB	69 New	$117.6 - $129.07 $8.11K - $8.91K	69 $8K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-94.5K - 11.7%	$74.09 - $75.1 $7M - $7.1M	713K $52.9M
VOO	-11.5K - 7.14%	$600.51 - $631.95 $6.91M - $7.27M	150K $92.4M
SPY	-6.25K - 5.98%	$653.02 - $687.39 $4.08M - $4.3M	98.3K $65.4M
VTEB	-61.7K - 5.43%	$49.98 - $50.59 $3.08M - $3.12M	1.07M $54M
VIG	-7.7K - 16.86%	N/A	38K $6.91M
VXF	-2.8K - 4.24%	$204.22 - $215.05 $571K - $601K	63.1K $12.9M

Activity Summary All Purchases 105 New Holdings 49 Increased Positions 56 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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