Westhill Financial Advisors, Inc. Top Holdings and 13F Report (2024) About Westhill Financial Advisors, Inc.Investment ActivityWesthill Financial Advisors, Inc. has $446.42 million in total holdings as of June 30, 2024.Westhill Financial Advisors, Inc. owns shares of 78 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.66% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Westhill Financial Advisors, Inc. has purchased 70 new stocks and bought additional shares in 38 stocks.Westhill Financial Advisors, Inc. sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $83,961,246Vanguard Russell 1000 Growth ETF $69,731,275Vanguard Russell 1000 Value $58,015,140Vanguard FTSE Developed Markets ETF $51,225,716Fidelity Total Bond ETF $30,642,531 Largest New Holdings this Quarter PIMCO Multi Sector Bond Active ETF $1,014,431 HoldingTesla $281,880 HoldingParker-Hannifin $275,401 HoldingVistra $265,400 HoldingWalt Disney $240,354 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 486,230 shares (about $11.81M)Schwab 5-10 Year Corporate Bond ETF 245,153 shares (about $5.41M)Fidelity Total Bond ETF 55,597 shares (about $2.49M)Vanguard FTSE Developed Markets ETF 51,114 shares (about $2.44M)Apple 7,421 shares (about $1.86M) Largest Sales this Quarter Nurix Therapeutics 55,000 shares (about $1.04M)iShares Russell 1000 Growth ETF 775 shares (about $311.27K)iShares Core S&P 500 ETF 511 shares (about $300.83K)iShares Russell 1000 Value ETF 645 shares (about $119.41K)NVIDIA 656 shares (about $88.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWesthill Financial Advisors, Inc. 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$83,961,246$1,076,005 ▲1.3%155,82718.8%ETFVONGVanguard Russell 1000 Growth ETF$69,731,275$1,015,645 ▲1.5%675,03715.6%ETFVONVVanguard Russell 1000 Value$58,015,140$1,586,732 ▲2.8%714,03213.0%ETFVEAVanguard FTSE Developed Markets ETF$51,225,716$2,444,273 ▲5.0%1,071,21911.5%ETFFBNDFidelity Total Bond ETF$30,642,531$2,494,637 ▲8.9%682,9186.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$23,335,962$11,810,527 ▲102.5%960,7235.2%ETFVWOVanguard FTSE Emerging Markets ETF$11,842,093$207,208 ▲1.8%268,8942.7%ETFAAPLApple$11,728,067$1,858,350 ▲18.8%46,8342.6%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$10,881,225$5,410,531 ▲98.9%493,0322.4%ETFIWPiShares Russell Mid-Cap Growth ETF$10,111,380$476,835 ▲4.9%79,7742.3%ETFIWSiShares Russell Mid-Cap Value ETF$9,028,272$225,180 ▲2.6%69,8032.0%ETFVTWGVanguard Russell 2000 Growth ETF$8,433,117$295,456 ▲3.6%40,1311.9%ETFVTWVVanguard Russell 2000 Value ETF$8,002,698$278,084 ▲3.6%55,3401.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,426,645$249,243 ▲4.0%64,0491.4%ETFVNQVanguard Real Estate ETF$5,936,960$86,140 ▼-1.4%66,6481.3%ETFNRIXNurix Therapeutics$4,301,794$1,036,200 ▼-19.4%228,3331.0%MedicalIVViShares Core S&P 500 ETF$3,641,163$300,830 ▼-7.6%6,1850.8%ETFDFACDimensional U.S. Core Equity 2 ETF$3,013,4120.0%87,1180.7%ETFMSFTMicrosoft$2,866,696$8,009 ▲0.3%6,8010.6%Computer and TechnologyAMZNAmazon.com$1,962,224$2,194 ▲0.1%8,9440.4%Retail/WholesaleIWDiShares Russell 1000 Value ETF$1,947,577$119,409 ▼-5.8%10,5200.4%ETFACNAccenture$1,646,729$9,498 ▼-0.6%4,6810.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,547,299$112,888 ▲7.9%15,9680.3%FinanceIWRiShares Russell Mid-Cap ETF$1,382,064$707 ▼-0.1%15,6340.3%ETFCOSTCostco Wholesale$1,312,710$1,005,831 ▲327.8%1,4330.3%Retail/WholesaleNVDANVIDIA$1,256,230$88,091 ▼-6.6%9,3550.3%Computer and TechnologyVTWOVanguard Russell 2000 ETF$1,242,032$13,310 ▲1.1%13,9040.3%ETFIWFiShares Russell 1000 Growth ETF$1,222,205$311,275 ▼-20.3%3,0430.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,014,431$1,014,431 ▲New Holding39,1370.2%ETFDFUSDimensional U.S. Equity ETF$947,963$1,084 ▼-0.1%14,8700.2%ETFBRK.BBerkshire Hathaway$858,512$14,052 ▲1.7%1,8940.2%FinanceCVXChevron$801,757$47,656 ▼-5.6%5,5350.2%EnergyJPMJPMorgan Chase & Co.$763,232$21,094 ▲2.8%3,1840.2%FinanceSCHXSchwab US Large-Cap ETF$657,987$438,658 ▲200.0%28,3860.1%ETFDFUVDimensional US Marketwide Value ETF$643,5080.0%15,7260.1%ETFQQQInvesco QQQ$641,9180.0%1,2560.1%FinanceWALWestern Alliance Bancorporation$608,9230.0%7,2890.1%FinanceUPSUnited Parcel Service$561,811$504 ▲0.1%4,4550.1%TransportationPGProcter & Gamble$548,625$12,911 ▲2.4%3,2720.1%Consumer StaplesABBVAbbVie$522,793$31,097 ▲6.3%2,9420.1%MedicalPCGPG&E$511,807$2,099 ▲0.4%25,3620.1%UtilitiesCATCaterpillar$502,7850.0%1,3860.1%IndustrialsGOOGAlphabet$487,705$7,617 ▲1.6%2,5610.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$470,171$1,759 ▼-0.4%8020.1%FinanceMMCMarsh & McLennan Companies$454,982$9,346 ▲2.1%2,1420.1%FinanceVVisa$443,387$9,481 ▲2.2%1,4030.1%Business ServicesEFAiShares MSCI EAFE ETF$429,686$907 ▲0.2%5,6830.1%FinanceMETAMeta Platforms$409,271$11,710 ▲2.9%6990.1%Computer and TechnologyDHRDanaher$402,401$30,989 ▼-7.2%1,7530.1%MedicalVTIVanguard Total Stock Market ETF$372,776$9,566 ▲2.6%1,2860.1%ETFGOOGLAlphabet$359,457$8,139 ▲2.3%1,8990.1%Computer and TechnologyTMOThermo Fisher Scientific$341,7910.0%6570.1%MedicalIEIiShares 3-7 Year Treasury Bond ETF$335,673$23,341 ▲7.5%2,9050.1%ETFFICOFair Isaac$326,513$27,873 ▲9.3%1640.1%Computer and TechnologyXOMExxon Mobil$320,340$6,024 ▼-1.8%2,9780.1%EnergyTSLATesla$281,880$281,880 ▲New Holding6980.1%Auto/Tires/TrucksAMDAdvanced Micro Devices$278,421$3,141 ▼-1.1%2,3050.1%Computer and TechnologyLLYEli Lilly and Company$277,148$23,160 ▼-7.7%3590.1%MedicalPHParker-Hannifin$275,401$275,401 ▲New Holding4330.1%IndustrialsCSCOCisco Systems$269,538$11,248 ▲4.4%4,5530.1%Computer and TechnologyVSTVistra$265,400$265,400 ▲New Holding1,9250.1%UtilitiesIJHiShares Core S&P Mid-Cap ETF$261,497$9,034 ▼-3.3%4,1970.1%ETFSTEWSRH Total Return Fund$259,0110.0%16,1680.1%FinanceJNJJohnson & Johnson$247,734$72,021 ▼-22.5%1,7130.1%MedicalSDYSPDR S&P Dividend ETF$240,6860.0%1,8220.1%ETFDISWalt Disney$240,354$240,354 ▲New Holding2,1590.1%Consumer DiscretionaryUNHUnitedHealth Group$239,272$19,729 ▲9.0%4730.1%MedicalQCOMQUALCOMM$229,3750.0%1,4930.1%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$221,039$9,444 ▲4.5%4,3770.0%ETFAXPAmerican Express$214,579$214,579 ▲New Holding7230.0%FinanceABTAbbott Laboratories$213,349$213,349 ▲New Holding1,8860.0%MedicalVZVerizon Communications$209,868$48,148 ▼-18.7%5,2480.0%Computer and TechnologyORCLOracle$206,467$206,467 ▲New Holding1,2390.0%Computer and TechnologyHDHome Depot$205,642$26,045 ▼-11.2%5290.0%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$200,766$200,766 ▲New Holding3,6070.0%ETFVCVInvesco California Value Municipal Income Trust$130,4600.0%11,9250.0%FinanceGAMCO GLOBAL GOLD NAT RES &$45,617$45,617 ▲New Holding12,1000.0%COM SH BEN INTCTMXCytomX Therapeutics$17,5940.0%17,0820.0%MedicalPFEPfizer$0$299,698 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$258,028 ▼-100.0%00.0%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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