West Financial Advisors, LLC New Holdings in Q4 2024

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
13.4K
New
$194.8 - $239.43 $2.6M - $3.2M
13.4K $3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
635
New
$370.24 - $418.94 $235K - $266K
635 $255K
USB
Us Bancorp \De\

Financial Services
4.33K
New
$43.98 - $53.66 $190K - $232K
4.33K $207K
IBM
International Business Machines Corp

Technology
766
New
$204.9 - $238.04 $157K - $182K
766 $168K
AMZN
Amazon Com Inc

Consumer Cyclical
400
New
$180.88 - $232.93 $72.4K - $93.2K
400 $87K
INTC
Intel Corp

Technology
1.56K
New
$19.07 - $26.23 $29.7K - $40.8K
1.56K $31K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
49
New
$563.99 - $620.12 $27.6K - $30.4K
49 $27K
BAC
Bank Of America Corp

Financial Services
497
New
$39.22 - $47.77 $19.5K - $23.7K
497 $21K
RSP
Invesco S&P 500 Equal Weight E

ETFs
104
New
$174.22 - $187.62 $18.1K - $19.5K
104 $18K
GILD
Gilead Sciences, Inc.

Healthcare
130
New
$83.95 - $97.9 $10.9K - $12.7K
130 $12K
JNJ
Johnson & Johnson

Healthcare
64
New
$143.34 - $165.86 $9.17K - $10.6K
64 $9K
K
Kellogg CO

Consumer Defensive
67
New
$80.34 - $81.29 $5.38K - $5.45K
67 $5K
DLR
Digital Realty Trust, Inc.

Real Estate
22
New
$156.46 - $195.69 $3.44K - $4.31K
22 $3K
NAT
Nordic American Tankers LTD

Industrials
1K
New
N/A
1K $3K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
100
New
$31.24 - $37.15 $3.12K - $3.72K
100 $3K
PFE
Pfizer Inc

Healthcare
108
New
$24.8 - $30.19 $2.68K - $3.26K
108 $2K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
32
New
$75.65 - $83.47 $2.42K - $2.67K
32 $2K
SPTN
Spartan Nash CO

Consumer Defensive
120
New
$18.02 - $22.59 $2.16K - $2.71K
120 $2K
HTGC
Hercules Capital, Inc.

Financial Services
50
New
$18.53 - $20.22 $927 - $1.01K
50 $1K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
135
New
$12.44 - $14.36 $1.68K - $1.94K
135 $1K
PSEC
Prospect Capital Corp

Financial Services
256
New
$4.16 - $5.34 $1.06K - $1.37K
256 $1K
CMCSA
Comcast Corp

Communication Services
28
New
$37.39 - $45.14 $1.05K - $1.26K
28 $1K
BTG
B2 Gold Corp

Basic Materials
500
New
$2.42 - $3.47 $1.21K - $1.74K
500 $1K
ACRE
Ares Commercial Real Estate Corp

Real Estate
275
New
$5.89 - $7.29 $1.62K - $2K
275 $1K
SB
Safe Bulkers, Inc.

Industrials
125
New
$3.48 - $5.15 $435 - $644
125 $0
PJT
Pjt Partners Inc.

Financial Services
2
New
$132.4 - $167.36 $265 - $335
2 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
2
New
$7.33 - $12.37 $14.7 - $24.7
2 $0
PEP
Pepsico Inc

Consumer Defensive
1
New
$151.29 - $176.1 $151 - $176
1 $0
T
At&T Inc.

Communication Services
14
New
$21.22 - $23.88 $297 - $334
14 $0
Blackrock Inc
38
New
N/A
38 $0
Cooper Cos Inc
533
New
N/A
533 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
21
New
$33.39 - $37.66 $701 - $791
21 $0
AGNC
Agnc Investment Corp.

Real Estate
101
New
$9.21 - $10.59 $930 - $1.07K
101 $0
Lam Research Corp
250
New
N/A
250 $0
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
12
New
$44.28 - $51.47 $531 - $618
12 $0
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
16
New
$34.46 - $38.29 $551 - $613
16 $0
Wk Kellogg CO
16
New
N/A
16 $0
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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