West Hill Financial Advisors, Inc. Incresed Positions in Q1 2025

West Hill Financial Advisors, Inc.

  • $436 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
54.7K
+ 5.1%
$47.4 - $52.99 $2.59M - $2.9M
1.13M $57.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
58.2K
+ 8.52%
$44.41 - $45.98 $2.59M - $2.68M
741K $33.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
91.4K
+ 9.51%
$24.05 - $24.86 $2.2M - $2.27M
1.05M $26.2M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
61.9K
+ 12.55%
$21.77 - $22.56 $1.35M - $1.4M
555K $12.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
5.38K
+ 0.75%
$80.21 - $86.14 $431K - $463K
719K $59.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.3K
+ 4.56%
$42.5 - $46.71 $522K - $573K
281K $12.7M
VNQ
Vanguard Specialized Funds Van

ETFs
5.84K
+ 8.76%
$85.55 - $94.34 $499K - $551K
72.5K $6.56M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.27K
+ 3.54%
$100.32 - $100.76 $227K - $228K
66.3K $6.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
58
+ 3.06%
$442.66 - $534.52 $25.7K - $31K
1.95K $1.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
234
+ 4.12%
$74.85 - $84.89 $17.5K - $19.9K
5.92K $483K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
149
+ 5.13%
$114.57 - $118.14 $17.1K - $17.6K
3.05K $360K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$225.19 - $279.95 $225 - $280
3.19K $781K
UNH
Unitedhealth Group Inc

Healthcare
12
+ 2.54%
$461.52 - $548.18 $5.54K - $6.58K
485 $254K
META
Meta Platforms, Inc.

Communication Services
9
+ 1.29%
$576.36 - $736.67 $5.19K - $6.63K
708 $408K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.07%
$57.21 - $65.8 $172 - $197
4.2K $245K
DIS
Walt Disney CO

Communication Services
24
+ 1.11%
$96.87 - $114.0 $2.32K - $2.74K
2.18K $215K
IWS
Ishares Russell Midcap Value E

ETFs
1.32K
+ 1.89%
$122.59 - $135.24 $161K - $178K
71.1K $8.96M
UPS
United Parcel Service Inc

Industrials
2
+ 0.04%
$109.66 - $136.26 $219 - $273
4.46K $490K
GOOG
Alphabet Inc.

Communication Services
56
+ 2.19%
$156.06 - $207.71 $8.74K - $11.6K
2.62K $408K
VTWO
Vanguard Russell 2000 ETF

ETFs
69
+ 0.5%
$80.08 - $92.93 $5.53K - $6.41K
14K $1.13M
NVDA
Nvidia Corp

Technology
168
+ 1.8%
$106.98 - $149.43 $18K - $25.1K
9.52K $1.03M
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.77K
+ 3.19%
$131.51 - $149.24 $232K - $264K
57.1K $7.6M
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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