West Hill Financial Advisors, Inc. Reduced Holdings in Q4 2024

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NRIX
Nurix Therapeutics, Inc.

Healthcare
-10K
- 4.2%
$18.64 - $28.14 $186K - $281K
228K $4.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-467
- 7.02%
$570.51 - $610.59 $266K - $285K
6.19K $3.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-569
- 15.75%
$370.24 - $418.94 $211K - $238K
3.04K $1.22M
IWD
Ishares Russell 1000 Val ETF

ETFs
-399
- 3.65%
$183.23 - $199.79 $73.1K - $79.7K
10.5K $1.95M
JNJ
Johnson & Johnson

Healthcare
-529
- 23.6%
$143.34 - $165.86 $75.8K - $87.7K
1.71K $247K
AMD
Advanced Micro Devices Inc

Technology
-26
- 1.12%
$118.88 - $172.8 $3.09K - $4.49K
2.31K $278K
MSFT
Microsoft Corp

Technology
-95
- 1.38%
$406.35 - $454.46 $38.6K - $43.2K
6.8K $2.87M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-626
- 0.97%
$100.22 - $100.73 $62.7K - $63.1K
64K $6.43M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 1.5%
$501.29 - $612.85 $5.01K - $6.13K
657 $341K
CVX
Chevron Corp

Energy
-286
- 4.91%
$141.15 - $162.53 $40.4K - $46.5K
5.54K $801K
UNH
Unitedhealth Group Inc

Healthcare
-12
- 2.47%
$485.52 - $625.25 $5.83K - $7.5K
473 $239K
XOM
Exxon Mobil Corp

Energy
-67
- 2.2%
$105.51 - $125.37 $7.07K - $8.4K
2.98K $320K
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 11.39%
$385.02 - $431.37 $26.2K - $29.3K
529 $205K
ACN
Accenture PLC

Technology
-34
- 0.72%
$343.9 - $376.86 $11.7K - $12.8K
4.68K $1.65M
VTWO
Vanguard Russell 2000 ETF

ETFs
-27
- 0.19%
$87.42 - $98.06 $2.36K - $2.65K
13.9K $1.24M
FICO
Fair Isaac Corp

Technology
-2
- 1.2%
$1911.01 - $2382.4 $3.82K - $4.76K
164 $326K
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 1.0%
$280.04 - $302.45 $3.64K - $3.93K
1.29K $372K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.37%
$567.81 - $607.81 $1.7K - $1.82K
802 $470K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.71%
$554.08 - $632.68 $2.77K - $3.16K
699 $412K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.14%
$873.59 - $994.69 $1.75K - $1.99K
1.43K $1.31M
V
Visa Inc.

Financial Services
-48
- 3.31%
$273.87 - $320.91 $13.1K - $15.4K
1.4K $443K
NVDA
Nvidia Corp

Technology
-133
- 1.4%
$117.0 - $148.88 $15.6K - $19.8K
9.36K $1.26M
AAPL
Apple Inc.

Technology
-330
- 0.7%
$221.69 - $259.02 $73.2K - $85.5K
46.8K $11.7M
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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