West Hill Financial Advisors, Inc. Sells in Q3 2025

West Hill Financial Advisors, Inc.

  • $509 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-84
- 2.15%
$232.56 - $304.78 $19.5K - $25.6K
3.83K $943K
PG
Procter & Gamble CO

Consumer Defensive
-96
- 3.34%
$150.47 - $161.22 $14.4K - $15.5K
2.78K $427K
V
Visa Inc.

Financial Services
-16
- 1.05%
$332.09 - $358.86 $5.31K - $5.74K
1.5K $512K
AMZN
Amazon Com Inc

Consumer Cyclical
-104
- 1.15%
$211.65 - $238.24 $22K - $24.8K
8.95K $1.97M
CSCO
Cisco Systems, Inc.

Technology
-216
- 4.68%
$66.2 - $71.79 $14.3K - $15.5K
4.4K $301K
XOM
Exxon Mobil Corp

Energy
-288
- 9.87%
$105.83 - $117.22 $30.5K - $33.8K
2.63K $296K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.56%
$695.21 - $791.73 $2.78K - $3.17K
706 $518K
ABT
Abbott Laboratories

Healthcare
-22
- 1.29%
$120.51 - $136.62 $2.65K - $3.01K
1.68K $225K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-235
- 4.02%
$87.29 - $93.61 $20.5K - $22K
5.61K $523K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-28
- 0.61%
$62.09 - $66.51 $1.74K - $1.86K
4.55K $296K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-963
- 3.27%
$24.46 - $26.5 $23.6K - $25.5K
28.5K $750K
AVGO
Broadcom Inc.

Technology
-9
- 1.09%
$264.74 - $369.57 $2.38K - $3.33K
818 $269K
ORCL
Oracle Corp

Technology
-55
- 4.59%
$218.96 - $328.33 $12K - $18.1K
1.14K $321K
GOOGL
Alphabet Inc.

Communication Services
-263
- 14.18%
$174.36 - $254.72 $45.9K - $67K
1.59K $387K
CVX
Chevron Corp

Energy
-18
- 0.34%
$145.57 - $161.83 $2.62K - $2.91K
5.32K $825K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-15
- 0.1%
$67.01 - $72.84 $1.01K - $1.09K
14.7K $1.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
-64
- 0.62%
$192.76 - $203.86 $12.3K - $13K
10.3K $2.09M
ABBV
Abb Vie Inc.

Healthcare
-79
- 3.55%
$184.85 - $231.54 $14.6K - $18.3K
2.15K $497K
MSFT
Microsoft Corp

Technology
-6
- 0.1%
$491.09 - $535.64 $2.95K - $3.21K
6.3K $3.26M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4
- 0.13%
$420.11 - $472.68 $1.68K - $1.89K
3K $1.41M
GOOG
Alphabet Inc.

Communication Services
-341
- 9.37%
$175.16 - $255.24 $59.7K - $87K
3.3K $803K
NVDA
Nvidia Corp

Technology
-115
- 1.16%
$153.3 - $186.58 $17.6K - $21.5K
9.84K $1.84M
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.37%
$620.67 - $670.08 $14.3K - $15.4K
6.11K $4.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.04K
- 1.44%
$49.43 - $54.52 $200K - $220K
277K $15M
AAPL
Apple Inc.

Technology
-2.16K
- 4.89%
$202.38 - $256.87 $436K - $554K
42K $10.7M
VEA
Vanguard Ftse Developed Market

ETFs
-21.3K
- 1.9%
$56.02 - $60.3 $1.19M - $1.28M
1.1M $66M
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.5K
- 1.02%
$108.08 - $121.73 $703K - $791K
630K $75.9M
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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