West Financial Advisors, LLC Incresed Positions in Q4 2024

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106K
+ 498.42%
$521.84 - $558.82 $55.4M - $59.4M
128K $68.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
137K
+ 18.96%
$71.75 - $75.11 $9.81M - $10.3M
858K $61.7M
AAPL
Apple Inc.

Technology
4.8K
+ 35.21%
$221.69 - $259.02 $1.06M - $1.24M
18.4K $4.61M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
35K
+ 3.62%
$49.79 - $51.14 $1.74M - $1.79M
1M $50.3M
MSFT
Microsoft Corp

Technology
1.65K
+ 87.84%
$406.35 - $454.46 $672K - $752K
3.54K $1.49M
XLF
Financial Sector Spdr

ETFs
6.31K
+ 11.41%
$44.89 - $51.34 $283K - $324K
61.6K $2.98M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 466.67%
$213.65 - $479.86 $224K - $504K
1.28K $514K
VUG
Vanguard Growth ETF

ETFs
305
+ 5.91%
$378.79 - $428.11 $116K - $131K
5.47K $2.25M
CASY
Caseys General Stores Inc

Consumer Cyclical
504
+ 228.05%
$366.65 - $427.88 $185K - $216K
725 $287K
GOOGL
Alphabet Inc.

Communication Services
601
+ 30.05%
$161.86 - $196.66 $97.3K - $118K
2.6K $492K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.37K
+ 0.62%
$63.58 - $71.15 $87.3K - $97.7K
224K $14.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
719
+ 204.84%
$183.23 - $199.79 $132K - $144K
1.07K $198K
JPM
Jpmorgan Chase & CO

Financial Services
428
+ 244.57%
$205.18 - $250.29 $87.8K - $107K
603 $144K
BX
Blackstone Inc.

Financial Services
590
+ 335.23%
$148.45 - $199.05 $87.6K - $117K
766 $132K
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.91K
+ 13.62%
$40.06 - $45.21 $317K - $358K
66K $2.68M
KO
Coca Cola CO

Consumer Defensive
1.07K
+ 934.21%
$61.74 - $71.71 $65.8K - $76.4K
1.18K $73K
XLU
Utilities Sector Spdr

ETFs
3.08K
+ 9.28%
$74.89 - $82.93 $231K - $255K
36.3K $2.74M
HD
Home Depot, Inc.

Consumer Cyclical
162
+ 675.0%
$385.02 - $431.37 $62.4K - $69.9K
186 $72K
VB
Vanguard Small Cap ETF

ETFs
81
+ 0.59%
$233.76 - $261.58 $18.9K - $21.2K
13.7K $3.29M
WFC
Wells Fargo & Company

Financial Services
209
+ 7.23%
$54.98 - $77.35 $11.5K - $16.2K
3.1K $217K
BA
Boeing CO

Industrials
200
+ 46.19%
$138.14 - $180.72 $27.6K - $36.1K
633 $112K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 34.97%
$442.29 - $483.08 $44.2K - $48.3K
386 $174K
IWM
Ishares Russell 2000 ETF

ETFs
180
+ 28.8%
$216.13 - $242.4 $38.9K - $43.6K
805 $177K
EFA
Ishares Tr Msci Eafe ETF

ETFs
509
+ 141.0%
$75.1 - $82.99 $38.2K - $42.2K
870 $65K
EEM
Ishares Msci Emerging Markets

ETFs
952
+ 67.14%
$41.82 - $47.36 $39.8K - $45.1K
2.37K $99K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
143
+ 2.78%
$118.0 - $127.04 $16.9K - $18.2K
5.28K $642K
DSI
Ishares Msci Kld 400 Social Et

ETFs
131
+ 2.69%
$107.41 - $115.71 $14.1K - $15.2K
5K $551K
XOM
Exxon Mobil Corp

Energy
239
+ 32.25%
$105.51 - $125.37 $25.2K - $30K
980 $105K
NVDA
Nvidia Corp

Technology
43
+ 14.33%
$117.0 - $148.88 $5.03K - $6.4K
343 $46K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.3K
+ 197.0%
$22.01 - $66.82 $382K - $1.16M
26.2K $593K
ABT
Abbott Laboratories

Healthcare
75
+ 12.18%
$111.93 - $119.39 $8.39K - $8.95K
691 $78K
DIS
Walt Disney CO

Communication Services
14
+ 16.28%
$92.39 - $117.6 $1.29K - $1.65K
100 $11K
DE
Deere & CO

Industrials
2
+ 1.16%
$389.45 - $466.0 $779 - $932
174 $73K
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.96%
$22.59 - $28.54 $45.2 - $57.1
211 $5K
WES
Western Midstream Partners, LP

Energy
3
+ 2.94%
$35.7 - $40.71 $107 - $122
105 $4K
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 1.96%
$35.57 - $43.49 $35.6 - $43.5
52 $1K
IMMR
Immersion Corp

Technology
1
+ 1.0%
$8.31 - $9.79 $8.31 - $9.79
101 $0
PFFA
Etfis Ser Tr I

ETFs
1
+ 4.17%
$21.82 - $23.21 $21.8 - $23.2
25 $0
VZ
Verizon Communications Inc

Communication Services
38
+ 12.5%
$39.6 - $45.21 $1.5K - $1.72K
342 $13K
Ishares Bitcoin Trust ETF
118
+ 10.63%
N/A
1.23K $0
PNNT
Pennantpark Investment Corp

Financial Services
11
+ 3.48%
$6.64 - $7.08 $73 - $77.9
327 $2K
PR
Permian Resources Corporation

Energy
1
+ 1.54%
$13.41 - $16.21 $13.4 - $16.2
66 $0
OGN
Organon & Co.

Healthcare
9
+ 180.0%
$14.44 - $18.83 $130 - $169
14 $0
TYL
Tyler Technologies Inc

Technology
12
+ 0.85%
$576.64 - $635.69 $6.92K - $7.63K
1.42K $817K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
516
+ 4.01%
$61.87 - $64.86 $31.9K - $33.5K
13.4K $830K
VTV
Vanguard Value ETF

ETFs
5
+ 0.32%
$168.32 - $181.87 $842 - $909
1.59K $269K
ADM
Archer Daniels Midland CO

Consumer Defensive
201
+ 10.05%
$49.38 - $59.52 $9.93K - $12K
2.2K $111K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.9K
+ 100.0%
$18.41 - $40.87 $35.1K - $77.8K
3.81K $70K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.06%
$105.78 - $108.7 $423 - $435
6.72K $715K
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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