West Hill Financial Advisors, Inc. Reduced Holdings in Q4 2025

West Hill Financial Advisors, Inc.

  • $517 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.5K
- 8.33%
$245.27 - $275.25 $858K - $963K
38.5K $10.3M
COST
Costco Wholesale Corp

Consumer Defensive
-150
- 11.18%
$910.94 - $954.99 $137K - $143K
1.19K $1.09M
NVDA
Nvidia Corp

Technology
-711
- 7.23%
$179.83 - $207.04 $128K - $147K
9.13K $1.7M
WAL
Western Alliance Bancorporation

Financial Services
-250
- 3.43%
$70.32 - $87.42 $17.6K - $21.9K
7.04K $550K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-125
- 10.89%
$589.5 - $635.77 $73.7K - $79.5K
1.02K $617K
JPM
Jpmorgan Chase & CO

Financial Services
-9
- 0.28%
$294.11 - $320.41 $2.65K - $2.88K
3.21K $963K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-103
- 5.14%
$475.68 - $513.11 $49K - $52.9K
1.9K $966K
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.92K
- 0.62%
$118.2 - $126.51 $464K - $496K
626K $75.8M
PLTR
Palantir Technologies Inc.

Technology
-112
- 8.46%
$172.14 - $207.18 $19.3K - $23.2K
1.21K $210K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-303
- 0.03%
$25.03 - $25.34 $7.58K - $7.68K
1.14M $28.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-151
- 3.32%
$63.25 - $66.24 $9.55K - $10K
4.4K $282K
ABT
Abbott Laboratories

Healthcare
-30
- 1.78%
$123.62 - $134.59 $3.71K - $4.04K
1.65K $214K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-116
- 17.55%
$524.58 - $588.02 $60.9K - $68.2K
545 $309K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 0.93%
$459.47 - $491.71 $12.9K - $13.8K
2.97K $1.4M
QCOM
Qualcomm Inc

Technology
-18
- 1.21%
$153.59 - $187.68 $2.76K - $3.38K
1.48K $245K
ABBV
Abb Vie Inc.

Healthcare
-24
- 1.12%
$211.96 - $244.38 $5.09K - $5.87K
2.12K $496K
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 0.74%
$656.2 - $690.71 $29.5K - $31.1K
6.07K $4.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-6
- 0.06%
$199.44 - $208.01 $1.2K - $1.25K
10.3K $2.1M
PCG
Pg&E Corp

Utilities
-569
- 2.25%
$15.63 - $16.81 $8.89K - $9.56K
24.7K $407K
GOOG
Alphabet Inc.

Communication Services
-369
- 11.18%
$237.49 - $291.74 $87.6K - $108K
2.93K $837K
AMD
Advanced Micro Devices Inc

Technology
-160
- 11.49%
$164.01 - $264.33 $26.2K - $42.3K
1.23K $296K
AMZN
Amazon Com Inc

Consumer Cyclical
-21
- 0.23%
$213.04 - $254.0 $4.47K - $5.33K
8.93K $2.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-265
- 0.17%
$600.51 - $631.95 $159K - $167K
152K $94M
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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