West Financial Advisors, LLC Incresed Positions 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
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.78K
+ 3.3%
$66.04 - $69.67 $447K - $472K
212K $14.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
946
+ 2.39%
$52.54 - $55.77 $49.7K - $52.8K
40.5K $2.22M
VNQ
Vanguard Specialized Funds Van

ETFs
4.22K
+ 2.58%
$88.13 - $92.69 $372K - $391K
168K $15.1M
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
AMGN
Amgen Inc

Healthcare
20
+ 2.62%
$290.13 - $341.71 $5.8K - $6.83K
784 $267K
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
MRK
Merck & Co., Inc.

Healthcare
82
+ 7.36%
$82.49 - $92.93 $6.76K - $7.62K
1.2K $111K
IBM
International Business Machines Corp

Technology
22
+ 2.87%
$275.97 - $314.98 $6.07K - $6.93K
788 $234K
AVGO
Broadcom Inc.

Technology
34
+ 9.86%
$324.63 - $385.98 $11K - $13.1K
379 $129K
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
PRU
Prudential Financial Inc

Financial Services
68
+ 51.91%
$99.13 - $107.85 $6.74K - $7.33K
199 $21K
CVX
Chevron Corp

Energy
47
+ 5.3%
$148.9 - $157.72 $7K - $7.41K
933 $144K
XOM
Exxon Mobil Corp

Energy
23
+ 2.86%
$110.64 - $119.78 $2.54K - $2.75K
827 $97K
MUB
Ishares National Muni Bond ETF

ETFs
43
+ 1075.0%
$106.36 - $107.61 $4.57K - $4.63K
47 $5K
QCOM
Qualcomm Inc

Technology
25
+ 1.56%
$153.59 - $187.68 $3.84K - $4.69K
1.63K $270K
TGT
Target Corp

Consumer Defensive
52
+ 50.49%
$85.53 - $97.77 $4.45K - $5.08K
155 $13K
VTV
Vanguard Value ETF

ETFs
5
+ 0.19%
$182.87 - $189.72 $914 - $949
2.68K $501K
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
VLO
Valero Energy Corp

Energy
1
+ 1.96%
$156.39 - $181.76 $156 - $182
52 $9K
REPX
Riley Exploration Permian, Inc.

Energy
2
+ 1.94%
$24.6 - $27.98 $49.2 - $56
105 $2K
SAR
Saratoga Investment Corp.

Financial Services
2
+ 3.85%
$21.59 - $24.71 $43.2 - $49.4
54 $1K
AFCG
Afc Gamma, Inc.

Real Estate
9
+ 4.17%
$3.08 - $4.0 $27.7 - $36
225 $0
Siriusxm Holdings Inc
2
+ 1.33%
N/A
152 $0
UGI
Ugi Corp

Utilities
1
+ 0.98%
$31.75 - $34.96 $31.8 - $35
103 $3K
WES
Western Midstream Partners, LP

Energy
3
+ 2.68%
$37.26 - $39.65 $112 - $119
115 $4K
BEN
Franklin Resources Inc

Financial Services
1
+ 1.85%
$22.1 - $23.8 $22.1 - $23.8
55 $1K
DMLP
Dorchester Minerals, L.P.

Energy
1
+ 3.57%
$22.69 - $25.83 $22.7 - $25.8
29 $0
CTRE
Care Trust Reit, Inc.

Real Estate
2
+ 1.31%
$32.9 - $36.65 $65.8 - $73.3
155 $5K
NAT
Nordic American Tankers LTD

Industrials
75
+ 7.05%
N/A
1.14K $4K
KMI
Kinder Morgan, Inc.

Energy
3
+ 1.38%
$25.84 - $28.46 $77.5 - $85.4
221 $6K
Ishares Bitcoin Trust ETF
2.88K
+ 20.37%
N/A
17K $0
IMMR
Immersion Corp

Technology
1
+ 0.98%
$6.36 - $7.32 $6.36 - $7.32
103 $0
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 1.85%
$20.48 - $25.5 $20.5 - $25.5
55 $1K
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
PSEC
Prospect Capital Corp

Financial Services
15
+ 5.23%
$2.54 - $2.88 $38.1 - $43.2
302 $0
PR
Permian Resources Corporation

Energy
1
+ 1.47%
$12.13 - $13.63 $12.1 - $13.6
69 $0
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
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 4.17%
$242.98 - $310.48 $486 - $621
50 $12K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.29%
$94.02 - $97.61 $282 - $293
1.04K $98K
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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