Westhill Financial Advisors, Inc. Top Holdings and 13F Report (2024) About Westhill Financial Advisors, Inc.Investment ActivityWesthill Financial Advisors, Inc. has $437.10 million in total holdings as of June 30, 2024.Westhill Financial Advisors, Inc. owns shares of 73 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Westhill Financial Advisors, Inc. has purchased 78 new stocks and bought additional shares in 23 stocks.Westhill Financial Advisors, Inc. sold shares of 31 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $77,899,813Vanguard Russell 1000 Growth ETF $59,812,521Vanguard Russell 1000 Value $59,380,124Vanguard FTSE Developed Markets ETF $57,228,869Fidelity Total Bond ETF $33,832,402 Largest New Holdings this Quarter 921946406 - Vanguard High Dividend Yield ETF $246,829 Holding78463V107 - SPDR Gold Shares $211,207 Holding74765K105 - Quantum-Si $26,072 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 54,669 shares (about $2.78M)Fidelity Total Bond ETF 58,208 shares (about $2.66M)Schwab Intermediate-Term U.S. Treasury ETF 91,362 shares (about $2.27M)Schwab 5-10 Year Corporate Bond ETF 61,859 shares (about $1.39M)Vanguard FTSE Emerging Markets ETF 12,271 shares (about $555.38K) Largest Sales this Quarter Vanguard Russell 1000 Growth ETF 30,436 shares (about $2.82M)Vanguard S&P 500 ETF 4,244 shares (about $2.18M)iShares Russell Mid-Cap Growth ETF 5,538 shares (about $650.66K)Apple 2,189 shares (about $486.24K)Accenture 762 shares (about $237.77K) 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$77,899,813$2,181,028 ▼-2.7%151,58317.8%ETFVONGVanguard Russell 1000 Growth ETF$59,812,521$2,824,156 ▼-4.5%644,60113.7%ETFVONVVanguard Russell 1000 Value$59,380,124$443,900 ▲0.8%719,41013.6%ETFVEAVanguard FTSE Developed Markets ETF$57,228,869$2,778,824 ▲5.1%1,125,88813.1%ETFFBNDFidelity Total Bond ETF$33,832,402$2,657,195 ▲8.5%741,1267.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$26,154,833$2,271,259 ▲9.5%1,052,0856.0%ETFVWOVanguard FTSE Emerging Markets ETF$12,725,506$555,385 ▲4.6%281,1652.9%ETFSCHISchwab 5-10 Year Corporate Bond ETF$12,462,860$1,389,354 ▲12.5%554,8912.9%ETFAAPLApple$9,917,022$486,244 ▼-4.7%44,6452.3%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$8,958,851$165,776 ▲1.9%71,1192.0%ETFIWPiShares Russell Mid-Cap Growth ETF$8,722,015$650,662 ▼-6.9%74,2362.0%ETFVTWVVanguard Russell 2000 Value ETF$7,600,236$235,037 ▲3.2%57,1061.7%ETFVTWGVanguard Russell 2000 Growth ETF$7,416,936$61,871 ▼-0.8%39,7991.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,672,583$228,004 ▲3.5%66,3151.5%ETFVNQVanguard Real Estate ETF$6,562,865$528,571 ▲8.8%72,4861.5%ETFIVViShares Core S&P 500 ETF$3,450,797$24,725 ▼-0.7%6,1410.8%ETFDFACDimensional U.S. Core Equity 2 ETF$2,864,786$9,237 ▼-0.3%86,8380.7%ETFNRIXNurix Therapeutics$2,712,5960.0%228,3330.6%MedicalMSFTMicrosoft$2,361,274$191,830 ▼-7.5%6,2900.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,958,367$21,074 ▼-1.1%10,4080.4%ETFAMZNAmazon.com$1,698,832$2,854 ▼-0.2%8,9290.4%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$1,476,975$102,580 ▼-6.5%14,9310.3%FinanceIWRiShares Russell Mid-Cap ETF$1,318,263$11,740 ▼-0.9%15,4960.3%ETFCOSTCostco Wholesale$1,269,868$85,099 ▼-6.3%1,3430.3%Retail/WholesaleACNAccenture$1,222,885$237,775 ▼-16.3%3,9190.3%Computer and TechnologyVTWOVanguard Russell 2000 ETF$1,126,912$5,565 ▲0.5%13,9730.3%ETFIWFiShares Russell 1000 Growth ETF$1,088,141$10,834 ▼-1.0%3,0130.2%ETFBRK.BBerkshire Hathaway$1,039,596$30,890 ▲3.1%1,9520.2%FinanceNVDANVIDIA$1,032,060$18,207 ▲1.8%9,5230.2%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$1,021,010$10,250 ▼-1.0%38,7480.2%ETFDFUSDimensional U.S. Equity ETF$890,084$9,253 ▼-1.0%14,7170.2%ETFCVXChevron$888,592$37,303 ▼-4.0%5,3120.2%EnergyJPMJPMorgan Chase & Co.$781,388$245 ▲0.0%3,1850.2%FinanceDFUVDimensional US Marketwide Value ETF$648,0680.0%15,7260.1%ETFSCHXSchwab US Large-Cap ETF$626,7630.0%28,3860.1%ETFWALWestern Alliance Bancorporation$560,0140.0%7,2890.1%FinanceQQQInvesco QQQ$537,569$51,599 ▼-8.8%1,1460.1%FinanceMMCMarsh & McLennan Companies$520,272$2,440 ▼-0.5%2,1320.1%FinancePGProcter & Gamble$490,903$66,624 ▼-11.9%2,8810.1%Consumer StaplesUPSUnited Parcel Service$490,270$220 ▲0.0%4,4570.1%TransportationVVisa$489,479$2,102 ▼-0.4%1,3970.1%Business ServicesABBVAbbVie$483,572$132,836 ▼-21.5%2,3080.1%MedicalEFAiShares MSCI EAFE ETF$483,565$19,124 ▲4.1%5,9170.1%FinancePCGPG&E$435,7210.0%25,3620.1%UtilitiesSPYSPDR S&P 500 ETF Trust$429,740$19,025 ▼-4.2%7680.1%FinanceGOOGAlphabet$408,896$8,750 ▲2.2%2,6170.1%Computer and TechnologyMETAMeta Platforms$408,063$5,187 ▲1.3%7080.1%Computer and TechnologyCATCaterpillar$406,314$50,789 ▼-11.1%1,2320.1%IndustrialsIEIiShares 3-7 Year Treasury Bond ETF$360,784$17,602 ▲5.1%3,0540.1%ETFDHRDanaher$359,3650.0%1,7530.1%MedicalXOMExxon Mobil$359,120$4,994 ▲1.4%3,0200.1%EnergyVTIVanguard Total Stock Market ETF$346,840$6,596 ▼-1.9%1,2620.1%ETFTMOThermo Fisher Scientific$326,9230.0%6570.1%MedicalFICOFair Isaac$302,4420.0%1640.1%Computer and TechnologyGOOGLAlphabet$289,839$3,867 ▼-1.3%1,8740.1%Computer and TechnologyCSCOCisco Systems$280,9660.0%4,5530.1%Computer and TechnologySTEWSRH Total Return Fund$278,8980.0%16,1680.1%FinancePHParker-Hannifin$263,1990.0%4330.1%IndustrialsUNHUnitedHealth Group$254,019$6,285 ▲2.5%4850.1%MedicalSDYSPDR S&P Dividend ETF$247,2090.0%1,8220.1%ETFVYMVanguard High Dividend Yield ETF$246,829$246,829 ▲New Holding1,9140.1%ETFIJHiShares Core S&P Mid-Cap ETF$245,067$175 ▲0.1%4,2000.1%ETFJNJJohnson & Johnson$242,624$41,460 ▼-14.6%1,4630.1%MedicalAMDAdvanced Micro Devices$231,679$5,137 ▼-2.2%2,2550.1%Computer and TechnologyQCOMQUALCOMM$229,3600.0%1,4930.1%Computer and TechnologyABTAbbott Laboratories$226,142$24,007 ▼-9.6%1,7050.1%MedicalVSTVistra$226,0720.0%1,9250.1%UtilitiesNEARiShares Short Duration Bond Active ETF$222,149$509 ▼-0.2%4,3670.1%ETFDISWalt Disney$215,417$2,368 ▲1.1%2,1830.0%Consumer DiscretionaryGLDSPDR Gold Shares$211,207$211,207 ▲New Holding7330.0%FinanceVCVInvesco California Value Municipal Income Trust$126,5240.0%11,9250.0%FinanceQSIQuantum-Si$26,072$26,072 ▲New Holding21,7270.0%Computer and TechnologyCTMXCytomX Therapeutics$10,8610.0%17,0820.0%MedicalTSLATesla$0$281,880 ▼-100.0%00.0%Auto/Tires/TrucksLLYEli Lilly and Company$0$277,148 ▼-100.0%00.0%MedicalAXPAmerican Express$0$214,579 ▼-100.0%00.0%FinanceVZVerizon Communications$0$209,868 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$206,467 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$205,642 ▼-100.0%00.0%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$0$200,766 ▼-100.0%00.0%ETFGAMCO GLOBAL GOLD NAT RES &$0$45,617 ▼-100.0%00.0%COM SH BEN INTShowing 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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