West Financial Advisors, LLC Purchases in Q4 2025

West Financial Advisors, LLC

  • $591 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
57.5K
+ 29.07%
$83.45 - $84.82 $4.8M - $4.88M
255K $21.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
42.4K
+ 31.68%
$110.58 - $112.2 $4.69M - $4.76M
176K $19.5M
XLK
Technology Sector Spdr

ETFs
14.1K
+ 104.95%
$278.39 - $304.13 $3.92M - $4.28M
27.5K $7.92M
XLY
Select Sector Spdr Consumer Di

ETFs
16.4K
+ 102.34%
$228.75 - $242.18 $3.76M - $3.98M
32.5K $7.51M
VT
Vanguard Total World Stk Index

ETFs
2.62K
New
$135.16 - $141.78 $354K - $371K
2.62K $364K
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.78K
+ 3.3%
$66.04 - $69.67 $447K - $472K
212K $14.2M
VNQ
Vanguard Specialized Funds Van

ETFs
4.22K
+ 2.58%
$88.13 - $92.69 $372K - $391K
168K $15.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
946
+ 2.39%
$52.54 - $55.77 $49.7K - $52.8K
40.5K $2.22M
XLI
Industrial Sector Spdr

ETFs
797
+ 3.27%
$149.9 - $155.79 $119K - $124K
25.2K $3.83M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
183
+ 0.63%
$72.17 - $75.74 $13.2K - $13.9K
29.3K $2.19M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
797
+ 8.86%
$63.66 - $64.83 $50.7K - $51.7K
9.79K $623K
AMZN
Amazon Com Inc

Consumer Cyclical
75
+ 18.75%
$213.04 - $254.0 $16K - $19.1K
475 $111K
NVDA
Nvidia Corp

Technology
121
+ 35.28%
$179.83 - $207.04 $21.8K - $25.1K
464 $86K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
82
New
$242.67 - $261.79 $19.9K - $21.5K
82 $20K
ASML
Asml Holding Nv

Technology
19
New
$936.19 - $1075.45 $17.8K - $20.4K
19 $19K
IBM
International Business Machines Corp

Technology
22
+ 2.87%
$275.97 - $314.98 $6.07K - $6.93K
788 $234K
MRK
Merck & Co., Inc.

Healthcare
82
+ 7.36%
$82.49 - $92.93 $6.76K - $7.62K
1.2K $111K
AVGO
Broadcom Inc.

Technology
34
+ 9.86%
$324.63 - $385.98 $11K - $13.1K
379 $129K
DELL
Dell Technologies Inc.

Technology
87
New
$133.76 - $164.88 $11.6K - $14.3K
87 $11K
CSCO
Cisco Systems, Inc.

Technology
107
+ 34.63%
$67.46 - $78.0 $7.22K - $8.35K
416 $32K
GILD
Gilead Sciences, Inc.

Healthcare
64
+ 49.23%
$110.56 - $125.2 $7.08K - $8.01K
194 $24K
LNG
Cheniere Energy, Inc.

Energy
45
New
$205.63 - $235.74 $9.25K - $10.6K
45 $9K
ISRG
Intuitive Surgical Inc

Healthcare
16
New
$429.59 - $576.2 $6.87K - $9.22K
16 $8K
PRU
Prudential Financial Inc

Financial Services
68
+ 51.91%
$99.13 - $107.85 $6.74K - $7.33K
199 $21K
ENB
Enbridge Inc

Energy
170
New
$46.39 - $50.07 $7.89K - $8.51K
170 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
69
New
$117.6 - $129.07 $8.11K - $8.91K
69 $8K
UBER
Uber Technologies, Inc

Technology
90
New
$91.62 - $100.1 $8.25K - $9.01K
90 $8K
WEC
Wec Energy Group, Inc.

Utilities
73
New
$110.61 - $117.5 $8.07K - $8.58K
73 $8K
XEL
Xcel Energy Inc

Utilities
97
New
$79.6 - $81.85 $7.72K - $7.94K
97 $7K
SLB
Schlumberger Limited

Energy
207
New
$31.72 - $37.61 $6.57K - $7.79K
207 $7K
XOM
Exxon Mobil Corp

Energy
23
+ 2.86%
$110.64 - $119.78 $2.54K - $2.75K
827 $97K
CB
Chubb LTD

Financial Services
25
New
$268.2 - $296.22 $6.71K - $7.41K
25 $7K
ACN
Accenture PLC

Technology
30
New
$234.02 - $253.35 $7.02K - $7.6K
30 $7K
CVX
Chevron Corp

Energy
47
+ 5.3%
$148.9 - $157.72 $7K - $7.41K
933 $144K
MA
Mastercard Inc

Financial Services
12
New
$536.85 - $580.45 $6.44K - $6.97K
12 $6K
HSY
Hershey CO

Consumer Defensive
37
New
$162.31 - $195.56 $6.01K - $7.24K
37 $6K
PLD
Prologis, Inc.

Real Estate
56
New
$111.23 - $127.18 $6.23K - $7.12K
56 $6K
BBY
Best Buy CO Inc

Consumer Cyclical
80
New
$70.43 - $84.0 $5.63K - $6.72K
80 $6K
IVV
Ishares Core S&P 500 ETF

ETFs
10
New
$656.2 - $690.71 $6.56K - $6.91K
10 $6K
GPC
Genuine Parts CO

Consumer Cyclical
54
New
$122.69 - $140.39 $6.63K - $7.58K
54 $6K
STT
State Street Corp

Financial Services
54
New
$111.0 - $121.11 $5.99K - $6.54K
54 $6K
PM
Philip Morris International Inc.

Consumer Defensive
38
New
$144.33 - $160.86 $5.48K - $6.11K
38 $5K
MUB
Ishares National Muni Bond ETF

ETFs
43
+ 1075.0%
$106.36 - $107.61 $4.57K - $4.63K
47 $5K
UPS
United Parcel Service Inc

Industrials
58
New
$82.87 - $97.4 $4.81K - $5.65K
58 $5K
TT
Trane Technologies PLC

Industrials
13
New
$408.5 - $448.65 $5.31K - $5.83K
13 $5K
PEP
Pepsico Inc

Consumer Defensive
40
New
$138.84 - $153.71 $5.55K - $6.15K
40 $5K
QCOM
Qualcomm Inc

Technology
25
+ 1.56%
$153.59 - $187.68 $3.84K - $4.69K
1.63K $270K
CLX
Clorox CO

Consumer Defensive
43
New
$103.68 - $123.19 $4.46K - $5.3K
43 $4K
KMB
Kimberly Clark Corp

Consumer Defensive
40
New
$100.05 - $123.23 $4K - $4.93K
40 $4K
Activity Summary
Buys All Purchases 105 New Holdings 49 Increased Positions 56 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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