Westend Advisors, LLC Top Holdings and 13F Report (2025) About Westend Advisors, LLCInvestment ActivityWestend Advisors, LLC has $3.93 billion in total holdings as of December 31, 2024.Westend Advisors, LLC owns shares of 341 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 12.68% of the portfolio was sold this quarter.This quarter, Westend Advisors, LLC has purchased 399 new stocks and bought additional shares in 119 stocks.Westend Advisors, LLC sold shares of 62 stocks and completely divested from 71 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $457,378,549Financial Select Sector SPDR Fund $399,933,452Health Care Select Sector SPDR Fund $370,632,495Vanguard FTSE Pacific ETF $282,151,140Vanguard FTSE All-World ex-US ETF $239,215,691 Largest New Holdings this Quarter iShares Expanded Tech-Software Sector ETF $51,828,699 HoldingiShares Core Moderate Allocation ETF $109,644 HoldingInvesco DB Agriculture Fund $107,902 HoldingiShares MSCI India ETF $77,433 HoldingVanguard Large-Cap ETF $45,351 Holding Largest Purchases this Quarter Financial Select Sector SPDR Fund 1,796,741 shares (about $86.84M)Vanguard Short-Term Corporate Bond ETF 679,632 shares (about $53.02M)iShares Expanded Tech-Software Sector ETF 517,666 shares (about $51.83M)Chubb 158,584 shares (about $43.82M)Health Care Select Sector SPDR Fund 257,961 shares (about $35.49M) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 1,753,747 shares (about $100.68M)Utilities Select Sector SPDR Fund 1,223,097 shares (about $92.58M)Real Estate Select Sector SPDR Fund 1,081,244 shares (about $43.97M)Duke Energy 388,060 shares (about $41.81M)iShares 7-10 Year Treasury Bond ETF 379,071 shares (about $35.05M) 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$457,378,549$11,734,124 ▼-2.5%1,967,05011.6%ETFXLFFinancial Select Sector SPDR Fund$399,933,452$86,836,492 ▲27.7%8,275,05610.2%ETFXLVHealth Care Select Sector SPDR Fund$370,632,495$35,487,701 ▲10.6%2,694,1379.4%ETFVPLVanguard FTSE Pacific ETF$282,151,140$10,104,446 ▼-3.5%3,971,7227.2%ETFVEUVanguard FTSE All-World ex-US ETF$239,215,691$100,682,611 ▼-29.6%4,166,7956.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$218,003,019$15,130,156 ▼-6.5%971,7105.6%FinanceXLCCommunication Services Select Sector SPDR Fund$207,686,827$2,970,712 ▼-1.4%2,145,3035.3%ETFXLPConsumer Staples Select Sector SPDR Fund$200,688,745$20,967,961 ▲11.7%2,552,9675.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$133,283,999$6,061,867 ▼-4.4%1,153,4753.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$108,509,095$53,018,089 ▲95.5%1,390,9642.8%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$102,024,879$8,316,448 ▼-7.5%708,0142.6%ETFTLTiShares 20+ Year Treasury Bond ETF$71,651,671$23,930,088 ▼-25.0%820,4701.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$69,928,724$35,045,117 ▼-33.4%756,3951.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$55,010,188$2,741,780 ▼-4.7%685,3151.4%ETFIGViShares Expanded Tech-Software Sector ETF$51,828,699$51,828,699 ▲New Holding517,6661.3%ETFAMZNAmazon.com$51,352,355$4,451,858 ▲9.5%234,0691.3%Retail/WholesaleCRMSalesforce$49,969,759$804,734 ▲1.6%149,4621.3%Computer and TechnologyGSThe Goldman Sachs Group$49,173,415$1,939,474 ▼-3.8%85,8741.3%FinanceJPMJPMorgan Chase & Co.$48,629,301$495,721 ▲1.0%202,8671.2%FinanceAAPLApple$47,965,424$259,435 ▲0.5%191,5401.2%Computer and TechnologyWMTWalmart$47,721,506$11,582,506 ▼-19.5%528,1851.2%Retail/WholesaleIEURiShares Core MSCI Europe ETF$46,988,779$274,164 ▲0.6%870,4851.2%ETFTJXTJX Companies$46,021,353$3,487,422 ▼-7.0%380,9401.2%Retail/WholesaleMAMastercard$45,650,140$1,115,280 ▼-2.4%86,6931.2%Business ServicesTMUST-Mobile US$45,045,615$9,559,578 ▼-17.5%204,0761.1%Computer and TechnologyMSFTMicrosoft$43,914,843$2,331,318 ▲5.6%104,1871.1%Computer and TechnologyCBChubb$43,817,455$43,816,626 ▲5,286,133.3%158,5871.1%FinanceMETAMeta Platforms$41,222,347$16,297,711 ▲65.4%70,4041.0%Computer and TechnologyMDTMedtronic$37,607,132$1,626,678 ▼-4.1%470,7951.0%MedicalMRKMerck & Co., Inc.$36,816,453$5,907,719 ▲19.1%370,0890.9%MedicalUNHUnitedHealth Group$36,546,924$3,688,737 ▼-9.2%72,2470.9%MedicalTMOThermo Fisher Scientific$32,561,042$3,912,111 ▼-10.7%62,5900.8%MedicalSPYSPDR S&P 500 ETF Trust$31,335,291$27,430,248 ▲702.4%53,4660.8%FinanceTXNTexas Instruments$30,297,180$30,296,430 ▲4,039,300.0%161,5760.8%Computer and TechnologyPEPPepsiCo$29,694,419$4,814,826 ▼-14.0%195,2810.8%Consumer StaplesGOOGLAlphabet$23,604,517$20,941,830 ▼-47.0%124,6940.6%Computer and TechnologyNVDANVIDIA$22,193,363$8,318,080 ▼-27.3%165,2640.6%Computer and TechnologyWELLWelltower$21,511,554$769,413 ▼-3.5%170,6860.5%FinanceQCOMQUALCOMM$19,429,937$2,174,483 ▲12.6%126,4810.5%Computer and TechnologyAORiShares Core Growth Allocation ETF$14,117,204$11,613,184 ▲463.8%246,2880.4%ETFACWIiShares MSCI ACWI ETF$10,305,399$9,492,303 ▲1,167.4%87,7060.3%ManufacturingXLUUtilities Select Sector SPDR Fund$973,066$92,575,770 ▼-99.0%12,8560.0%ETFIVViShares Core S&P 500 ETF$924,341$914,332 ▲9,135.3%1,5700.0%ETFDUKDuke Energy$455,415$41,809,403 ▼-98.9%4,2270.0%UtilitiesVVisa$405,491$33,501 ▼-7.6%1,2830.0%Business ServicesVTVanguard Total World Stock ETF$367,909$161,636 ▲78.4%3,1320.0%ETFIWBiShares Russell 1000 ETF$336,623$85,042 ▲33.8%1,0450.0%ETFGLDMSPDR Gold MiniShares Trust$234,059$11,178 ▼-4.6%4,5020.0%FinanceNKENIKE$177,471$30,719,057 ▼-99.4%2,3450.0%Consumer DiscretionaryEWJiShares MSCI Japan ETF$176,876$14,024 ▲8.6%2,6360.0%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$151,400$16,533 ▼-9.8%2,5000.0%ETFXLREReal Estate Select Sector SPDR Fund$129,925$43,968,897 ▼-99.7%3,1950.0%ETFAOMiShares Core Moderate Allocation ETF$109,644$109,644 ▲New Holding2,5240.0%ETFDBAInvesco DB Agriculture Fund$107,902$107,902 ▲New Holding4,0580.0%FinanceDBBInvesco DB Base Metals Fund$100,395$1,583 ▼-1.6%5,3260.0%FinanceXLEEnergy Select Sector SPDR Fund$93,369$2,827 ▼-2.9%1,0900.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$90,633$21,462 ▼-19.1%1,2120.0%ManufacturingINDAiShares MSCI India ETF$77,433$77,433 ▲New Holding1,4710.0%ETFMUMicron Technology$59,719$16,570 ▼-21.7%7100.0%Computer and TechnologyEWTiShares MSCI Taiwan ETF$59,006$362 ▼-0.6%1,1400.0%ETFVVVanguard Large-Cap ETF$45,351$45,351 ▲New Holding1680.0%ETFEWNiShares MSCI Netherlands ETF$35,592$2,625 ▲8.0%8000.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$26,940$3,039 ▲12.7%5230.0%ManufacturingPGProcter & Gamble$24,141$335 ▲1.4%1440.0%Consumer StaplesIOOiShares Global 100 ETF$19,982$19,982 ▲New Holding1980.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$19,708$2,001 ▲11.3%6600.0%ETFAOKiShares Core Conservative Allocation ETF$19,560$19,560 ▲New Holding5240.0%ETFXLIIndustrial Select Sector SPDR Fund$18,589$24,917 ▼-57.3%1410.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$18,325$1,966 ▲12.0%2330.0%ETFUNPUnion Pacific$17,1030.0%750.0%TransportationEWSiShares MSCI Singapore ETF$14,705$14,705 ▲New Holding6730.0%ETFMBBiShares MBS ETF$13,7520.0%1500.0%ETFVTIVanguard Total Stock Market ETF$11,3030.0%390.0%ETFABBVAbbVie$8,884$355 ▼-3.8%500.0%MedicalLLYEli Lilly and Company$7,720$772 ▲11.1%100.0%MedicalBRK.BBerkshire Hathaway$7,706$1,360 ▲21.4%170.0%FinanceVYMIVanguard International High Dividend Yield ETF$6,9920.0%1030.0%ETFTSLATesla$6,865$404 ▼-5.6%170.0%Auto/Tires/TrucksGOOGAlphabet$6,475$571 ▼-8.1%340.0%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$6,208$62,080 ▼-90.9%1230.0%ETFJNJJohnson & Johnson$5,784$868 ▲17.6%400.0%MedicalDVYAiShares Asia/Pacific Dividend ETF$5,7290.0%1600.0%ETFGOVTiShares U.S. Treasury Bond ETF$5,5150.0%2400.0%ETFAVGOBroadcom$4,869$232 ▼-4.5%210.0%Computer and TechnologyCOSTCostco Wholesale$4,5810.0%50.0%Retail/WholesaleCMCSAComcast$3,644$75 ▼-2.0%970.0%Consumer DiscretionaryMSMorgan Stanley$3,143$251 ▲8.7%250.0%FinanceSPGIS&P Global$2,9880.0%60.0%Business ServicesBACBank of America$2,945$659 ▲28.8%670.0%FinanceKOCoca-Cola$2,864$187 ▲7.0%460.0%Consumer StaplesUSIGiShares Broad USD Investment Grade Corporate Bond ETF$2,8160.0%560.0%ManufacturingEWJViShares MSCI Japan Value ETF$2,8150.0%900.0%ManufacturingNFLXNetflix$2,6740.0%30.0%Consumer DiscretionaryISRGIntuitive Surgical$2,610$522 ▲25.0%50.0%MedicalABTAbbott Laboratories$2,602$339 ▲15.0%230.0%MedicalBXBlackstone$2,586$345 ▲15.4%150.0%FinanceHDHome Depot$2,3340.0%60.0%Retail/WholesaleWFCWells Fargo & Company$2,318$492 ▲26.9%330.0%FinanceSCHWCharles Schwab$2,294$222 ▲10.7%310.0%FinancePMPhilip Morris International$2,287$241 ▲11.8%190.0%Consumer StaplesShowing 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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