West End Advisors, LLC Portfolio Holdings
West End Advisors, LLC
- $4.27 Billion
- Q3 2025
West End Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.27 Billion distributed in 390 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $510M, Select Sector Spdr Tr Communic with a value of $346M, Financial Sector Spdr with a value of $331M, Select Sector Spdr Fund Health with a value of $284M, and Vanguard Ftse All World Ex Us with a value of $272M.
Examining the 13F form we can see an increase of $254M in the current position value, from $4.02B to 4.27B.
Below you can find more details about West End Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.27 Billion
ETFs: $3.36 Billion
Technology: $325 Million
Financial Services: $174 Million
Communication Services: $133 Million
Consumer Cyclical: $90.3 Million
Healthcare: $87.4 Million
Consumer Defensive: $79.2 Million
Real Estate: $24.2 Million
Other: $57,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 390
- Current Value $4.27 Billion
- Prior Value $4.02 Billion
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 45 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks