Westend Advisors, LLC Top Holdings and 13F Report (2025) About Westend Advisors, LLCInvestment ActivityWestend Advisors, LLC has $3.77 billion in total holdings as of March 31, 2025.Westend Advisors, LLC owns shares of 362 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.72% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Westend Advisors, LLC has purchased 341 new stocks and bought additional shares in 274 stocks.Westend Advisors, LLC sold shares of 50 stocks and completely divested from 8 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $401,792,934Health Care Select Sector SPDR Fund $401,624,297Financial Select Sector SPDR Fund $394,931,745Vanguard FTSE Pacific ETF $289,841,413Vanguard FTSE All-World ex-US ETF $245,454,056 Largest New Holdings this Quarter 46429B671 - iShares MSCI China ETF $308,013 Holding464286749 - iShares MSCI Switzerland ETF $206,694 Holding46140H304 - Invesco DB Energy Fund $110,191 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $35,408 Holding09290D101 - BLACKROCK INC COM $3,786 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 794,111 shares (about $70.67M)Health Care Select Sector SPDR Fund 56,525 shares (about $8.25M)PepsiCo 43,691 shares (about $6.55M)Texas Instruments 35,765 shares (about $6.43M)iShares 20+ Year Treasury Bond ETF 49,233 shares (about $4.48M) Largest Sales this Quarter iShares Global 100 ETF 198 shares (about $∞T)iShares U.S. Broker-Dealers & Securities Exchanges ETF 702,807 shares (about $98.47M)SPDR S&P 500 ETF Trust 34,094 shares (about $19.07M)Financial Select Sector SPDR Fund 346,293 shares (about $17.25M)Communication Services Select Sector SPDR Fund 172,748 shares (about $16.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestend Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$401,792,934$4,363,542 ▼-1.1%1,945,91710.7%ETFXLVHealth Care Select Sector SPDR Fund$401,624,297$8,253,218 ▲2.1%2,750,66210.7%ETFXLFFinancial Select Sector SPDR Fund$394,931,745$17,248,857 ▼-4.2%7,928,76310.5%ETFVPLVanguard FTSE Pacific ETF$289,841,413$2,050,401 ▲0.7%4,000,0197.7%ETFVEUVanguard FTSE All-World ex-US ETF$245,454,056$7,303,706 ▼-2.9%4,046,3916.5%ETFXLPConsumer Staples Select Sector SPDR Fund$200,939,424$7,561,418 ▼-3.6%2,460,3825.3%ETFXLCCommunication Services Select Sector SPDR Fund$190,252,922$16,661,544 ▼-8.1%1,972,5555.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$182,841,571$9,032,212 ▼-4.7%925,9684.9%FinanceIEIiShares 3-7 Year Treasury Bond ETF$134,488,071$1,777,695 ▼-1.3%1,138,4273.6%ETFIGViShares Expanded Tech-Software Sector ETF$116,735,055$70,667,950 ▲153.4%1,311,7773.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$107,284,121$2,518,581 ▼-2.3%1,359,0592.8%ETFTLTiShares 20+ Year Treasury Bond ETF$79,169,088$4,481,681 ▲6.0%869,7032.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$70,475,821$1,661,535 ▼-2.3%738,9731.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$55,659,890$371,435 ▼-0.7%680,7721.5%ETFTMUST-Mobile US$51,363,568$3,065,566 ▼-5.6%192,5821.4%Computer and TechnologyIEURiShares Core MSCI Europe ETF$49,998,875$2,360,829 ▼-4.5%831,2361.3%ETFCBChubb$47,410,911$480,768 ▼-1.0%156,9951.3%FinanceJPMJPMorgan Chase & Co.$47,254,222$2,509,180 ▼-5.0%192,6381.3%FinanceMAMastercard$45,117,797$2,400,209 ▼-5.1%82,3141.2%Business ServicesWMTWalmart$44,865,421$1,503,930 ▼-3.2%511,0541.2%Retail/WholesaleGSThe Goldman Sachs Group$44,615,859$2,296,047 ▼-4.9%81,6711.2%FinanceTJXTJX Companies$44,013,666$2,384,845 ▼-5.1%361,3601.2%Retail/WholesaleAMZNAmazon.com$42,319,109$2,214,814 ▼-5.0%222,4281.1%Retail/WholesaleMDTMedtronic$41,651,079$654,540 ▼-1.5%463,5111.1%MedicalAAPLApple$40,481,884$2,064,922 ▼-4.9%182,2441.1%Computer and TechnologyMETAMeta Platforms$38,695,739$1,882,396 ▼-4.6%67,1381.0%Computer and TechnologyCRMSalesforce$37,984,175$2,125,409 ▼-5.3%141,5421.0%Computer and TechnologyMSFTMicrosoft$37,114,827$1,995,950 ▼-5.1%98,8701.0%Computer and TechnologyUNHUnitedHealth Group$36,387,506$1,451,834 ▼-3.8%69,4751.0%MedicalPEPPepsiCo$35,831,450$6,551,026 ▲22.4%238,9721.0%Consumer StaplesTXNTexas Instruments$35,462,201$6,426,975 ▲22.1%197,3410.9%Computer and TechnologyMRKMerck & Co., Inc.$33,366,265$147,027 ▲0.4%371,7270.9%MedicalTMOThermo Fisher Scientific$33,111,297$1,966,515 ▲6.3%66,5420.9%MedicalWELLWelltower$24,888,305$1,262,448 ▼-4.8%162,4460.7%FinanceQCOMQUALCOMM$18,869,936$558,834 ▼-2.9%122,8430.5%Computer and TechnologyGOOGLAlphabet$18,062,253$1,220,418 ▼-6.3%116,8020.5%Computer and TechnologyNVDANVIDIA$16,982,634$928,710 ▼-5.2%156,6950.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,836,376$19,071,619 ▼-63.8%19,3720.3%FinanceACWIiShares MSCI ACWI ETF$10,757,138$549,013 ▲5.4%92,4230.3%ManufacturingAORiShares Core 60/40 Balanced Allocation ETF$5,590,351$8,588,490 ▼-60.6%97,1050.1%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$729,548$98,469,645 ▼-99.3%5,2070.0%ETFIVViShares Core S&P 500 ETF$494,880$387,029 ▼-43.9%8810.0%ETFGLDMSPDR Gold MiniShares Trust$348,750$70,121 ▲25.2%5,6350.0%FinanceMCHIiShares MSCI China ETF$308,013$308,013 ▲New Holding5,6620.0%ETFIWBiShares Russell 1000 ETF$303,152$17,490 ▼-5.5%9880.0%ETFEWLiShares MSCI Switzerland ETF$206,694$206,694 ▲New Holding3,9910.0%ETFXLUUtilities Select Sector SPDR Fund$186,090$827,627 ▼-81.6%2,3600.0%ETFEWTiShares MSCI Taiwan ETF$149,182$95,055 ▲175.6%3,1420.0%ETFDBEInvesco DB Energy Fund$110,191$110,191 ▲New Holding5,6220.0%FinanceDBBInvesco DB Base Metals Fund$107,195$4,989 ▲4.9%5,5860.0%FinanceEWNiShares MSCI Netherlands ETF$96,638$59,254 ▲158.5%2,0680.0%ETFXLIIndustrial Select Sector SPDR Fund$78,642$60,161 ▲325.5%6000.0%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$73,764$85,760 ▼-53.8%1,1560.0%ETFXLEEnergy Select Sector SPDR Fund$44,060$57,905 ▼-56.8%4710.0%ETFEWSiShares MSCI Singapore ETF$42,578$26,587 ▲166.3%1,7920.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$35,408$35,408 ▲New Holding4280.0%ManufacturingPGProcter & Gamble$34,765$10,225 ▲41.7%2040.0%Consumer StaplesVCLTVanguard Long-Term Corporate Bond ETF$34,419$57,669 ▼-62.6%4530.0%ManufacturingBRK.BBerkshire Hathaway$28,227$19,173 ▲211.8%530.0%FinanceDUKDuke Energy$25,811$488,826 ▼-95.0%2120.0%UtilitiesLLYEli Lilly and Company$25,603$17,344 ▲210.0%310.0%MedicalVVisa$24,189$425,586 ▼-94.6%690.0%Business ServicesUNPUnion Pacific$17,7180.0%750.0%TransportationGOOGAlphabet$16,248$10,936 ▲205.9%1040.0%Computer and TechnologyVTVanguard Total World Stock ETF$15,409$347,456 ▼-95.8%1330.0%ETFJNJJohnson & Johnson$15,257$8,624 ▲130.0%920.0%MedicalCOSTCostco Wholesale$15,132$10,403 ▲220.0%160.0%Retail/WholesaleTSLATesla$14,772$10,366 ▲235.3%570.0%Auto/Tires/TrucksABBVAbbVie$14,457$3,981 ▲38.0%690.0%MedicalMBBiShares MBS ETF$14,0670.0%1500.0%ETFAVGOBroadcom$12,390$8,874 ▲252.4%740.0%Computer and TechnologyMUMicron Technology$11,804$49,820 ▼-80.8%1360.0%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$11,649$8,218 ▼-41.4%3870.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$11,123$7,258 ▼-39.5%1410.0%ETFVTIVanguard Total Stock Market ETF$10,994$275 ▲2.6%400.0%ETFKOCoca-Cola$10,170$6,875 ▲208.7%1420.0%Consumer StaplesPMPhilip Morris International$9,048$6,032 ▲200.0%570.0%Consumer StaplesABTAbbott Laboratories$8,888$5,837 ▲191.3%670.0%MedicalNFLXNetflix$8,393$5,595 ▲200.0%90.0%Consumer DiscretionaryBACBank of America$8,179$5,383 ▲192.5%1960.0%FinanceVVVanguard Large-Cap ETF$7,942$35,099 ▼-81.5%310.0%ETFVYMIVanguard International High Dividend Yield ETF$7,5900.0%1030.0%ETFHDHome Depot$7,330$5,131 ▲233.3%200.0%Retail/WholesaleORCLOracle$7,130$5,732 ▲410.0%510.0%Computer and TechnologyWFCWells Fargo & Company$6,964$4,595 ▲193.9%970.0%FinanceAMGNAmgen$6,543$4,362 ▲200.0%210.0%MedicalISRGIntuitive Surgical$6,439$3,962 ▲160.0%130.0%MedicalTFLOiShares Treasury Floating Rate Bond ETF$6,2310.0%1230.0%ETFBSXBoston Scientific$5,750$3,833 ▲200.0%570.0%MedicalDVYAiShares Asia/Pacific Dividend ETF$5,7130.0%1600.0%ETFGOVTiShares U.S. Treasury Bond ETF$5,562$46 ▲0.8%2420.0%ETFPFEPfizer$5,549$3,649 ▲192.0%2190.0%MedicalINTUIntuit$5,526$4,298 ▲350.0%90.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$5,486$4,389 ▲400.0%650.0%Common StockGILDGilead Sciences$5,266$3,473 ▲193.8%470.0%MedicalDHRDanaher$5,125$3,485 ▲212.5%250.0%MedicalADBEAdobe$4,986$3,835 ▲333.3%130.0%Computer and TechnologyVRTXVertex Pharmaceuticals$4,848$3,394 ▲233.3%100.0%MedicalSYKStryker$4,839$2,978 ▲160.0%130.0%MedicalBMYBristol-Myers Squibb$4,818$3,171 ▲192.6%790.0%MedicalShowing 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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