West Financial Advisors, LLC Top Holdings and 13F Report (2025) About West Financial Advisors, LLCInvestment ActivityWest Financial Advisors, LLC has $518.59 million in total holdings as of December 31, 2024.West Financial Advisors, LLC owns shares of 205 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 16.08% of the portfolio was purchased this quarter.About 14.06% of the portfolio was sold this quarter.This quarter, West Financial Advisors, LLC has purchased 188 new stocks and bought additional shares in 60 stocks.West Financial Advisors, LLC sold shares of 22 stocks and completely divested from 22 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $68,739,924SPDR S&P 500 ETF Trust $63,675,834Vanguard Total Bond Market ETF $61,665,995Vanguard FTSE Developed Markets ETF $51,304,858Vanguard Tax-Exempt Bond ETF $50,253,421 Largest New Holdings this Quarter Consumer Discretionary Select Sector SPDR Fund $2,999,784 HoldingiShares Russell 1000 Growth ETF $255,004 HoldingU.S. Bancorp $207,057 HoldingInternational Business Machines $168,390 HoldingAmazon.com $87,756 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 106,258 shares (about $57.25M)Vanguard Total Bond Market ETF 136,691 shares (about $9.83M)Vanguard FTSE Developed Markets ETF 70,305 shares (about $3.36M)Consumer Discretionary Select Sector SPDR Fund 13,371 shares (about $3.00M)Vanguard Tax-Exempt Bond ETF 35,034 shares (about $1.76M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 114,865 shares (about $67.32M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 6,480 shares (about $592.47K)Dimensional National Municipal Bond ETF 11,019 shares (about $526.38K)Vanguard Dividend Appreciation ETF 1,849 shares (about $362.09K)Vanguard Total Stock Market ETF 827 shares (about $239.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$68,739,924$57,253,007 ▲498.4%127,57713.3%ETFSPYSPDR S&P 500 ETF Trust$63,675,834$67,320,079 ▼-51.4%108,64712.3%FinanceBNDVanguard Total Bond Market ETF$61,665,995$9,829,451 ▲19.0%857,54411.9%ETFVEAVanguard FTSE Developed Markets ETF$51,304,858$3,361,987 ▲7.0%1,072,8749.9%ETFVTEBVanguard Tax-Exempt Bond ETF$50,253,421$1,756,254 ▲3.6%1,002,4629.7%ETFIJHiShares Core S&P Mid-Cap ETF$24,388,882$18,942 ▼-0.1%391,4124.7%ETFDFAEDimensional Emerging Core Equity Market ETF$23,526,312$405,641 ▲1.8%927,3284.5%ETFIEFAiShares Core MSCI EAFE ETF$19,295,093$1,076,619 ▲5.9%274,5463.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$15,275,863$168,888 ▲1.1%190,3062.9%ETFDFASDimensional U.S. Small Cap ETF$14,575,447$89,355 ▲0.6%223,9622.8%ETFDUHPDimensional US High Profitability ETF$13,308,057$173,376 ▼-1.3%393,8462.6%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$13,148,270$155,977 ▲1.2%140,3532.5%ETFVXFVanguard Extended Market ETF$11,727,864$105,249 ▼-0.9%61,7322.3%ETFVIGVanguard Dividend Appreciation ETF$9,358,392$362,092 ▼-3.7%47,7881.8%ETFDFNMDimensional National Municipal Bond ETF$8,269,704$526,378 ▼-6.0%173,1151.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,876,451$592,466 ▼-7.9%75,2101.3%ETFVTIVanguard Total Stock Market ETF$5,405,933$239,678 ▼-4.2%18,6531.0%ETFQQQInvesco QQQ$5,173,648$116,049 ▼-2.2%10,1201.0%FinanceAAPLApple$4,614,886$1,201,738 ▲35.2%18,4290.9%Computer and TechnologyVBVanguard Small-Cap ETF$3,293,615$19,463 ▲0.6%13,7070.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,999,784$2,999,784 ▲New Holding13,3710.6%FinanceXLFFinancial Select Sector SPDR Fund$2,978,820$304,962 ▲11.4%61,6350.6%ETFXLUUtilities Select Sector SPDR Fund$2,743,914$232,974 ▲9.3%36,2520.5%ETFXLREReal Estate Select Sector SPDR Fund$2,684,424$321,781 ▲13.6%66,0050.5%ETFVOVanguard Mid-Cap ETF$2,293,288$15,056 ▼-0.7%8,6820.4%ETFVUGVanguard Growth ETF$2,244,946$125,175 ▲5.9%5,4700.4%ETFESGVVanguard ESG US Stock ETF$2,023,281$222,152 ▼-9.9%19,2900.4%ETFVSGXVanguard ESG International Stock ETF$1,840,352$97,466 ▲5.6%32,4580.4%ETFVXUSVanguard Total International Stock ETF$1,662,871$7,425 ▲0.4%28,2180.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,659,004$62,141 ▲3.9%37,6700.3%ETFPRFInvesco FTSE RAFI US 1000 ETF$1,491,7740.0%36,9800.3%ETFMSFTMicrosoft$1,490,735$697,109 ▲87.8%3,5370.3%Computer and TechnologyVNQVanguard Real Estate ETF$1,453,462$33,139 ▲2.3%16,3160.3%ETFSCHWCharles Schwab$932,5260.0%12,6000.2%FinanceVCEBVanguard ESG U.S. Corporate Bond ETF$830,422$31,987 ▲4.0%13,3960.2%ETFTYLTyler Technologies$817,566$6,919 ▲0.9%1,4180.2%Computer and TechnologyMGCVanguard Mega Cap ETF$793,222$14,886 ▼-1.8%3,7300.2%ETFMUBiShares National Muni Bond ETF$715,803$426 ▲0.1%6,7180.1%ETFSUSAiShares MSCI USA ESG Select ETF$642,360$17,387 ▲2.8%5,2830.1%ETFLNTAlliant Energy$636,8200.0%10,7680.1%UtilitiesSCHBSchwab US Broad Market ETF$593,696$393,800 ▲197.0%26,1540.1%ETFDSIiShares MSCI KLD 400 Social ETF$551,581$14,443 ▲2.7%5,0030.1%ETFTSLATesla$514,896$424,032 ▲466.7%1,2750.1%Auto/Tires/TrucksGOOGLAlphabet$492,370$113,769 ▲30.1%2,6010.1%Computer and TechnologyGOOGAlphabet$457,6280.0%2,4030.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$392,397$19,620 ▼-4.8%1,9800.1%ETFTROWT. Rowe Price Group$382,810$22,844 ▼-5.6%3,3850.1%FinanceORCLOracle$381,439$151,976 ▲66.2%2,2890.1%Computer and TechnologyCASYCasey's General Stores$287,376$199,776 ▲228.1%7250.1%Retail/WholesaleVTVVanguard Value ETF$268,984$846 ▲0.3%1,5890.1%ETFQCOMQUALCOMM$257,1600.0%1,6740.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$255,004$255,004 ▲New Holding6350.0%ETFGLGlobe Life$223,0400.0%2,0000.0%FinanceHEDJWisdomTree Europe Hedged Equity Fund$220,830$4,372 ▼-1.9%5,0510.0%FinanceWFCWells Fargo & Company$217,825$14,681 ▲7.2%3,1010.0%FinanceUSBU.S. Bancorp$207,057$207,057 ▲New Holding4,3290.0%FinanceAMGNAmgen$199,1290.0%7640.0%MedicalNSCNorfolk Southern$198,5570.0%8460.0%TransportationIWDiShares Russell 1000 Value ETF$198,090$133,109 ▲204.8%1,0700.0%ETFCHDChurch & Dwight$189,3160.0%1,8080.0%Consumer StaplesSCHDSchwab US Dividend Equity ETF$181,515$89,911 ▲98.2%6,6440.0%ETFIWMiShares Russell 2000 ETF$177,873$39,773 ▲28.8%8050.0%FinanceBRK.BBerkshire Hathaway$174,967$45,328 ▲35.0%3860.0%FinanceIBMInternational Business Machines$168,390$168,390 ▲New Holding7660.0%Computer and TechnologyHONHoneywell International$156,9940.0%6950.0%Multi-Sector ConglomeratesITOTiShares Core S&P Total U.S. Stock Market ETF$151,1290.0%1,1750.0%ETFPFGPrincipal Financial Group$144,757$44,820 ▼-23.6%1,8700.0%FinanceJPMJPMorgan Chase & Co.$144,546$102,596 ▲244.6%6030.0%FinanceABBVAbbVie$136,1190.0%7660.0%MedicalBXBlackstone$132,074$101,728 ▲335.2%7660.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$126,0600.0%2,4140.0%ETFMRKMerck & Co., Inc.$125,445$8,655 ▼-6.5%1,2610.0%MedicalBABoeing$112,041$35,400 ▲46.2%6330.0%AerospaceADMArcher-Daniels-Midland$111,195$10,155 ▲10.1%2,2010.0%Consumer StaplesXOMExxon Mobil$105,419$25,709 ▲32.3%9800.0%Oils/EnergyVYMVanguard High Dividend Yield ETF$105,007$14,163 ▼-11.9%8230.0%ETFDGROiShares Core Dividend Growth ETF$100,475$5,153 ▼-4.9%1,6380.0%ETFEEMiShares MSCI Emerging Markets ETF$99,114$39,813 ▲67.1%2,3700.0%FinanceIWRiShares Russell Mid-Cap ETF$91,9360.0%1,0400.0%ETFAMZNAmazon.com$87,756$87,756 ▲New Holding4000.0%Retail/WholesaleAVGOBroadcom$79,9850.0%3450.0%Computer and TechnologyABTAbbott Laboratories$78,160$8,483 ▲12.2%6910.0%MedicalCTVACorteva$74,2190.0%1,3030.0%Consumer StaplesDEDeere & Company$73,711$847 ▲1.2%1740.0%Industrial ProductsKOCoca-Cola$73,405$66,307 ▲934.2%1,1790.0%Consumer StaplesHDHome Depot$72,353$63,017 ▲675.0%1860.0%Retail/WholesaleSCHFSchwab International Equity ETF$70,448$35,224 ▲100.0%3,8080.0%ETFQCRHQCR$70,1570.0%8700.0%FinanceEFAiShares MSCI EAFE ETF$65,781$38,486 ▲141.0%8700.0%FinanceISHARES BITCOIN TRUST ETF$65,146$6,260 ▲10.6%1,2280.0%SHS BEN INTLOWLowe's Companies$63,1810.0%2560.0%Retail/WholesaleVIGIVanguard International Dividend Appreciation ETF$57,2730.0%7160.0%ETFMETAMeta Platforms$49,7690.0%850.0%Computer and TechnologyCOOPER COS INC$48,999$48,999 ▲New Holding5330.0%COMPIOInvesco Global Water ETF$48,8250.0%1,2500.0%ETFNVDANVIDIA$46,062$5,775 ▲14.3%3430.0%Computer and TechnologyVVisa$45,8260.0%1450.0%Business ServicesNKENIKE$45,4020.0%6000.0%Consumer DiscretionarySBUXStarbucks$45,3680.0%4970.0%Retail/WholesaleXELXcel Energy$44,6990.0%6620.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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