West Hill Financial Advisors, Inc. Portfolio Holdings

West Hill Financial Advisors, Inc.

  • $436 Million
  • Q1 2025

West Hill Financial Advisors, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $436 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $77.9M, Vanguard Russell 1000 Growth E with a value of $59.8M, Vanguard Russell 1000 Value Et with a value of $59.4M, Vanguard Ftse Developed Market with a value of $57.2M, and Fidelity Merrimack Str Tr Tota with a value of $33.8M.

Examining the 13F form we can see an decrease of $9.33M in the current position value, from $445M to 436M.

Below you can find more details about West Hill Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $436 Million
ETFs: $404 Million
Technology: $15.6 Million
Healthcare: $4.64 Million
Financial Services: $3.79 Million
Consumer Defensive: $1.76 Million
Consumer Cyclical: $1.7 Million
Communication Services: $1.32 Million
Energy: $1.25 Million
Other: $1.82 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$483M
$2.71 Million 0.62% of portfolio
228,333
Q4 2024 Reduced 4.2%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $436 Million
  • Prior Value $445 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track West Hill Financial Advisors, Inc. Portfolio

Follow West Hill Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Hill Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email