West Financial Advisors, LLC New Holdings in Q4 2025

West Financial Advisors, LLC

  • $591 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
2.62K
New
$135.16 - $141.78 $354K - $371K
2.62K $364K
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
DELL
Dell Technologies Inc.

Technology
87
New
$133.76 - $164.88 $11.6K - $14.3K
87 $11K
LNG
Cheniere Energy, Inc.

Energy
45
New
$205.63 - $235.74 $9.25K - $10.6K
45 $9K
WEC
Wec Energy Group, Inc.

Utilities
73
New
$110.61 - $117.5 $8.07K - $8.58K
73 $8K
UBER
Uber Technologies, Inc

Technology
90
New
$91.62 - $100.1 $8.25K - $9.01K
90 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
69
New
$117.6 - $129.07 $8.11K - $8.91K
69 $8K
ISRG
Intuitive Surgical Inc

Healthcare
16
New
$429.59 - $576.2 $6.87K - $9.22K
16 $8K
ENB
Enbridge Inc

Energy
170
New
$46.39 - $50.07 $7.89K - $8.51K
170 $8K
XEL
Xcel Energy Inc

Utilities
97
New
$79.6 - $81.85 $7.72K - $7.94K
97 $7K
ACN
Accenture PLC

Technology
30
New
$234.02 - $253.35 $7.02K - $7.6K
30 $7K
SLB
Schlumberger Limited

Energy
207
New
$31.72 - $37.61 $6.57K - $7.79K
207 $7K
GPC
Genuine Parts CO

Consumer Cyclical
54
New
$122.69 - $140.39 $6.63K - $7.58K
54 $6K
HSY
Hershey CO

Consumer Defensive
37
New
$162.31 - $195.56 $6.01K - $7.24K
37 $6K
IVV
Ishares Core S&P 500 ETF

ETFs
10
New
$656.2 - $690.71 $6.56K - $6.91K
10 $6K
MA
Mastercard Inc

Financial Services
12
New
$536.85 - $580.45 $6.44K - $6.97K
12 $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
STT
State Street Corp

Financial Services
54
New
$111.0 - $121.11 $5.99K - $6.54K
54 $6K
PEP
Pepsico Inc

Consumer Defensive
40
New
$138.84 - $153.71 $5.55K - $6.15K
40 $5K
PM
Philip Morris International Inc.

Consumer Defensive
38
New
$144.33 - $160.86 $5.48K - $6.11K
38 $5K
TT
Trane Technologies PLC

Industrials
13
New
$408.5 - $448.65 $5.31K - $5.83K
13 $5K
UPS
United Parcel Service Inc

Industrials
58
New
$82.87 - $97.4 $4.81K - $5.65K
58 $5K
SWK
Stanley Black & Decker, Inc.

Industrials
64
New
$64.43 - $75.42 $4.12K - $4.83K
64 $4K
PFE
Pfizer Inc

Healthcare
177
New
$24.23 - $27.37 $4.29K - $4.84K
177 $4K
TFC
Truist Financial Corp

Financial Services
102
New
$41.09 - $45.64 $4.19K - $4.66K
102 $4K
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
NTAP
Net App, Inc.

Technology
39
New
$109.44 - $121.82 $4.27K - $4.75K
39 $4K
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
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
24
New
$86.2 - $93.3 $2.07K - $2.24K
24 $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
BAP
Credicorp LTD

Financial Services
10
New
$252.15 - $266.19 $2.52K - $2.66K
10 $2K
RTO
Rentokil Initial PLC

Industrials
40
New
$25.45 - $29.68 $1.02K - $1.19K
40 $1K
ALC
Alcon Inc

Healthcare
19
New
$72.05 - $79.44 $1.37K - $1.51K
19 $1K
DEO
Diageo PLC

Consumer Defensive
13
New
$87.26 - $98.67 $1.13K - $1.28K
13 $1K
HLN
Haleon PLC

Healthcare
170
New
$8.79 - $9.9 $1.49K - $1.68K
170 $1K
TOTB.DE
Total Energies Se

Energy
23
New
N/A
23 $0
Fs Specialty Lending Fd
1.02K
New
N/A
1.02K $0
Gsk PLC
35
New
N/A
35 $0
Blackrock Inc
6
New
N/A
6 $0
Unilever PLC
19
New
N/A
19 $0
Brookfield Corp
375
New
N/A
375 $0
RDW
Redwire Corp

Industrials
140
New
$5.53 - $11.22 $774 - $1.57K
140 $0
Ge Vernova Inc
19
New
N/A
19 $0
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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