West Hill Financial Advisors, Inc. Incresed Positions in Q3 2025

West Hill Financial Advisors, Inc.

  • $509 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 0.96%
$567.77 - $614.76 $824K - $892K
152K $93.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
28.6K
+ 3.99%
$84.55 - $89.54 $2.42M - $2.56M
746K $66.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
60.5K
+ 8.11%
$45.26 - $46.63 $2.74M - $2.82M
807K $37.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
78K
+ 7.35%
$24.69 - $25.26 $1.93M - $1.97M
1.14M $28.6M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.11K
+ 2.78%
$208.02 - $237.84 $231K - $264K
41K $9.58M
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.8K
+ 3.15%
$138.45 - $158.63 $250K - $286K
59K $9.19M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
37.2K
+ 6.69%
$22.45 - $23.2 $835K - $863K
593K $13.7M
IWS
Ishares Russell Midcap Value E

ETFs
3.03K
+ 4.25%
$132.83 - $140.61 $403K - $426K
74.4K $10.4M
VNQ
Vanguard Specialized Funds Van

ETFs
4.76K
+ 6.57%
$88.47 - $93.24 $421K - $443K
77.1K $7.05M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.44K
+ 7.78%
$100.16 - $100.7 $544K - $547K
75.3K $7.58M
VTWO
Vanguard Russell 2000 ETF

ETFs
343
+ 2.36%
$86.92 - $99.32 $29.8K - $34.1K
14.9K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.32K
+ 8.61%
$97.75 - $100.75 $129K - $133K
16.7K $1.67M
IWR
Ishares Russell Mid Cap ETF

ETFs
572
+ 3.59%
$92.26 - $97.51 $52.8K - $55.8K
16.5K $1.59M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.06%
$282.78 - $316.06 $566 - $632
3.22K $1.02M
GLD
Spdr Gold Trust

ETFs
56
+ 7.5%
$300.96 - $355.47 $16.9K - $19.9K
803 $285K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.76%
$404.94 - $499.99 $2.02K - $2.5K
661 $320K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 1.04%
$617.65 - $666.84 $4.94K - $5.33K
774 $515K
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.47%
$303.93 - $329.86 $1.82K - $1.98K
1.27K $416K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
45
+ 1.47%
$117.65 - $120.08 $5.29K - $5.4K
3.1K $370K
NEAR
Blackrock Short Maturity Bond

ETFs
111
+ 2.54%
$50.8 - $51.32 $5.64K - $5.7K
4.48K $229K
VST
Vistra Corp.

Utilities
6
+ 0.31%
$182.0 - $217.92 $1.09K - $1.31K
1.93K $378K
Pimco ETF Tr
3.15K
+ 7.95%
N/A
42.7K $0
UPS
United Parcel Service Inc

Industrials
3
+ 0.07%
$82.58 - $105.54 $248 - $317
4.46K $372K
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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