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
TGT
Target Corp

Consumer Defensive
52
+ 50.49%
$85.53 - $97.77 $4.45K - $5.08K
155 $13K
TFC
Truist Financial Corp

Financial Services
102
New
$41.09 - $45.64 $4.19K - $4.66K
102 $4K
PFE
Pfizer Inc

Healthcare
177
New
$24.23 - $27.37 $4.29K - $4.84K
177 $4K
SWK
Stanley Black & Decker, Inc.

Industrials
64
New
$64.43 - $75.42 $4.12K - $4.83K
64 $4K
NTAP
Net App, Inc.

Technology
39
New
$109.44 - $121.82 $4.27K - $4.75K
39 $4K
VTV
Vanguard Value ETF

ETFs
5
+ 0.19%
$182.87 - $189.72 $914 - $949
2.68K $501K
HRL
Hormel Foods Corp

Consumer Defensive
146
New
$21.29 - $24.8 $3.11K - $3.62K
146 $3K
SONY
Sony Group Corp

Technology
105
New
$27.71 - $30.26 $2.91K - $3.18K
105 $3K
BAP
Credicorp LTD

Financial Services
10
New
$252.15 - $266.19 $2.52K - $2.66K
10 $2K
ING
Ing Groep Nv

Financial Services
115
New
$23.66 - $26.51 $2.72K - $3.05K
115 $2K
CCJ
Cameco Corp

Energy
32
New
$82.77 - $106.91 $2.65K - $3.42K
32 $2K
DEO
Diageo PLC

Consumer Defensive
13
New
$87.26 - $98.67 $1.13K - $1.28K
13 $1K
VLO
Valero Energy Corp

Energy
1
+ 1.96%
$156.39 - $181.76 $156 - $182
52 $9K
IEMG
Ishares Inc

ETFs
18
+ 0.75%
N/A
2.43K $130K
LAND
Gladstone Land Corp

Real Estate
3
+ 1.46%
$8.92 - $9.99 $26.8 - $30
209 $2K
RTO
Rentokil Initial PLC

Industrials
40
New
$25.45 - $29.68 $1.02K - $1.19K
40 $1K
HLN
Haleon PLC

Healthcare
170
New
$8.79 - $9.9 $1.49K - $1.68K
170 $1K
ALC
Alcon Inc

Healthcare
19
New
$72.05 - $79.44 $1.37K - $1.51K
19 $1K
TOTB.DE
Total Energies Se

Energy
23
New
N/A
23 $0
DMLP
Dorchester Minerals, L.P.

Energy
1
+ 3.57%
$22.69 - $25.83 $22.7 - $25.8
29 $0
Fs Specialty Lending Fd
1.02K
New
N/A
1.02K $0
WES
Western Midstream Partners, LP

Energy
3
+ 2.68%
$37.26 - $39.65 $112 - $119
115 $4K
UGI
Ugi Corp

Utilities
1
+ 0.98%
$31.75 - $34.96 $31.8 - $35
103 $3K
Unilever PLC
19
New
N/A
19 $0
PR
Permian Resources Corporation

Energy
1
+ 1.47%
$12.13 - $13.63 $12.1 - $13.6
69 $0
AFCG
Afc Gamma, Inc.

Real Estate
9
+ 4.17%
$3.08 - $4.0 $27.7 - $36
225 $0
CTRE
Care Trust Reit, Inc.

Real Estate
2
+ 1.31%
$32.9 - $36.65 $65.8 - $73.3
155 $5K
Brookfield Corp
375
New
N/A
375 $0
Blackrock Inc
6
New
N/A
6 $0
Ge Vernova Inc
19
New
N/A
19 $0
BEN
Franklin Resources Inc

Financial Services
1
+ 1.85%
$22.1 - $23.8 $22.1 - $23.8
55 $1K
Siriusxm Holdings Inc
2
+ 1.33%
N/A
152 $0
KMI
Kinder Morgan, Inc.

Energy
3
+ 1.38%
$25.84 - $28.46 $77.5 - $85.4
221 $6K
PNNT
Pennantpark Investment Corp

Financial Services
9
+ 2.45%
$6.37 - $6.63 $57.3 - $59.7
376 $2K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
2
+ 5.26%
$11.65 - $12.68 $23.3 - $25.4
40 $0
NAT
Nordic American Tankers LTD

Industrials
75
+ 7.05%
N/A
1.14K $4K
PSEC
Prospect Capital Corp

Financial Services
15
+ 5.23%
$2.54 - $2.88 $38.1 - $43.2
302 $0
IMMR
Immersion Corp

Technology
1
+ 0.98%
$6.36 - $7.32 $6.36 - $7.32
103 $0
RDW
Redwire Corp

Industrials
140
New
$5.53 - $11.22 $774 - $1.57K
140 $0
REPX
Riley Exploration Permian, Inc.

Energy
2
+ 1.94%
$24.6 - $27.98 $49.2 - $56
105 $2K
Gsk PLC
35
New
N/A
35 $0
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 1.85%
$20.48 - $25.5 $20.5 - $25.5
55 $1K
Ishares Bitcoin Trust ETF
2.88K
+ 20.37%
N/A
17K $0
SAR
Saratoga Investment Corp.

Financial Services
2
+ 3.85%
$21.59 - $24.71 $43.2 - $49.4
54 $1K
HTGC
Hercules Capital, Inc.

Financial Services
2
+ 3.77%
$16.7 - $18.75 $33.4 - $37.5
55 $0
ABR
Arbor Realty Trust Inc

Real Estate
7
+ 3.2%
$8.79 - $12.46 $61.5 - $87.2
226 $1K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.29%
$94.02 - $97.61 $282 - $293
1.04K $98K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 4.17%
$242.98 - $310.48 $486 - $621
50 $12K
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 3.36%
$294.11 - $320.41 $5.59K - $6.09K
585 $175K
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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