West Financial Advisors
Latest statistics and disclosures from West Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, VEA, BND, VTEB, and represent 58.28% of West Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: TIP (+$15M), VNQ (+$14M), VOO (+$13M), XLY, IBIT, IEFA, VCIT, BIL, DFNM, XLI.
- Started 5 new stock positions in AON, FCX, SIRI, S, FSM.
- Reduced shares in these 10 stocks: DUHP (-$23M), HYS (-$13M), XLF, DFAE, BND, IJH, SPY, MUB, DFAS, VCEB.
- Sold out of its positions in AFL, AMT, BALL, BLK, CVS, CLX, Couchbase, DEO, D, DUK. FDX, EFA, XIFR, OGN, QCRH, VIGI, XEL, YUM, JCI.
- West Financial Advisors was a net seller of stock by $-1.1M.
- West Financial Advisors has $605M in assets under management (AUM), dropping by 5.27%.
- Central Index Key (CIK): 0001843684
Tip: Access up to 7 years of quarterly data
Positions held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for West Financial Advisors
West Financial Advisors holds 193 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 16.3 | $99M | +14% | 161k | 612.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.5 | $70M | 105k | 666.18 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.1 | $67M | 1.1M | 59.92 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.9 | $60M | -2% | 807k | 74.37 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 9.4 | $57M | 1.1M | 50.07 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 4.8 | $29M | -6% | 922k | 31.53 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $25M | +2% | 291k | 87.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $24M | -4% | 371k | 65.26 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.7 | $17M | 198k | 84.11 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.5 | $15M | +918% | 164k | 91.42 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.5 | $15M | +669275% | 134k | 111.22 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.3 | $14M | -3% | 205k | 68.46 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.3 | $14M | 66k | 209.34 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $9.9M | 46k | 215.79 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.5 | $9.3M | +3% | 194k | 47.98 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.3 | $7.7M | +4% | 84k | 91.75 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $6.0M | 10k | 600.37 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $5.5M | 17k | 328.17 |
|
|
| Apple (AAPL) | 0.8 | $4.7M | 19k | 254.63 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.6 | $3.9M | 33k | 118.37 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $3.9M | +4611% | 16k | 239.64 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $3.8M | 13k | 281.86 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.6 | $3.8M | +5% | 24k | 154.23 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.5M | 14k | 254.27 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.7M | 5.6k | 479.64 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.7M | 9.1k | 293.73 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.3M | -4% | 19k | 118.44 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.4 | $2.2M | -2% | 31k | 69.37 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.1M | 40k | 54.18 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.1M | 29k | 73.46 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $1.8M | 3.6k | 517.91 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $1.7M | 37k | 45.21 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.2M | 13k | 95.47 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $918k | +1050% | 14k | 65.00 |
|
| Vanguard World Mega Cap Index (MGC) | 0.2 | $911k | 3.7k | 244.09 |
|
|
| Tyler Technologies (TYL) | 0.1 | $758k | 1.4k | 523.27 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| Alliant Energy Corporation (LNT) | 0.1 | $726k | 11k | 67.41 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $644k | 2.3k | 281.24 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $632k | 2.6k | 243.10 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $631k | -10% | 4.7k | 135.65 |
|
| Tesla Motors (TSLA) | 0.1 | $593k | 1.3k | 444.72 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $590k | 2.4k | 243.55 |
|
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $578k | -32% | 9.0k | 64.20 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $576k | -8% | 4.6k | 125.95 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $499k | -3% | 2.7k | 186.52 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $481k | 2.3k | 208.70 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $473k | -4% | 18k | 25.71 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $422k | -96% | 4.4k | 95.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $418k | 893.00 | 468.34 |
|
|
| Casey's General Stores (CASY) | 0.1 | $403k | 713.00 | 565.42 |
|
|
| T. Rowe Price (TROW) | 0.1 | $347k | 3.4k | 102.64 |
|
|
| Globe Life (GL) | 0.0 | $286k | 2.0k | 142.97 |
|
|
| Qualcomm (QCOM) | 0.0 | $266k | -4% | 1.6k | 166.36 |
|
| Norfolk Southern (NSC) | 0.0 | $254k | 846.00 | 300.41 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $218k | 1.1k | 203.59 |
|
|
| International Business Machines (IBM) | 0.0 | $216k | 766.00 | 282.16 |
|
|
| Amgen (AMGN) | 0.0 | $216k | 764.00 | 282.20 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $197k | 392.00 | 502.74 |
|
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $187k | 3.7k | 50.40 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $180k | 3.7k | 48.33 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $179k | 566.00 | 315.43 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $171k | 1.2k | 145.65 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $170k | 2.0k | 83.82 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $159k | 2.4k | 65.92 |
|
|
| Church & Dwight (CHD) | 0.0 | $158k | 1.8k | 87.63 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $158k | 667.00 | 236.37 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $154k | 5.7k | 27.30 |
|
|
| Abbvie (ABBV) | 0.0 | $152k | 657.00 | 231.54 |
|
|
| Principal Financial (PFG) | 0.0 | $150k | 1.8k | 82.91 |
|
|
| Honeywell International (HON) | 0.0 | $140k | -4% | 664.00 | 210.50 |
|
| Chevron Corporation (CVX) | 0.0 | $138k | 886.00 | 155.29 |
|
|
| Boeing Company (BA) | 0.0 | $137k | 633.00 | 215.83 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $136k | +117% | 185.00 | 734.38 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $123k | -2% | 510.00 | 241.96 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $120k | 2.0k | 59.74 |
|
|
| Broadcom (AVGO) | 0.0 | $114k | 345.00 | 329.91 |
|
|
| Corteva (CTVA) | 0.0 | $107k | +21% | 1.6k | 67.61 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $100k | 1.0k | 96.55 |
|
|
| Merck & Co (MRK) | 0.0 | $94k | -3% | 1.1k | 83.93 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $91k | -20% | 804.00 | 112.75 |
|
| Amazon (AMZN) | 0.0 | $88k | 400.00 | 219.57 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $88k | 1.0k | 87.21 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $87k | 1.6k | 55.63 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $83k | -97% | 1.5k | 53.87 |
|
| Abbott Laboratories (ABT) | 0.0 | $83k | 616.00 | 133.94 |
|
|
| Deere & Company (DE) | 0.0 | $80k | 174.00 | 456.87 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $76k | 1.4k | 53.40 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $76k | 254.00 | 297.59 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $75k | 1.1k | 68.08 |
|
|
| Coca-Cola Company (KO) | 0.0 | $71k | -9% | 1.1k | 66.32 |
|
| Home Depot (HD) | 0.0 | $66k | 162.00 | 405.19 |
|
|
| Lowe's Companies (LOW) | 0.0 | $64k | 256.00 | 251.31 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $64k | 343.00 | 186.58 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $60k | 427.00 | 140.96 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $58k | NEW | 162.00 | 356.58 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $57k | 320.00 | 178.14 |
|
|
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $56k | 1.3k | 44.89 |
|
|
| Hologic (HOLX) | 0.0 | $55k | 816.00 | 67.49 |
|
|
| Cummins (CMI) | 0.0 | $53k | 126.00 | 422.37 |
|
|
| Intel Corporation (INTC) | 0.0 | $52k | 1.6k | 33.55 |
|
|
| Visa Com Cl A (V) | 0.0 | $50k | 145.00 | 341.39 |
|
|
| Caterpillar (CAT) | 0.0 | $49k | 103.00 | 477.16 |
|
|
| Consolidated Edison (ED) | 0.0 | $47k | 472.00 | 100.52 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $44k | 386.00 | 113.88 |
|
|
| Jabil Circuit (JBL) | 0.0 | $43k | 200.00 | 217.17 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $42k | 497.00 | 84.63 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $41k | 294.00 | 140.05 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $40k | 107.00 | 374.25 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $38k | 218.00 | 174.58 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $38k | 41.00 | 925.63 |
|
|
| Booking Holdings (BKNG) | 0.0 | $38k | 7.00 | 5399.29 |
|
|
| Citigroup Com New (C) | 0.0 | $35k | 348.00 | 101.50 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $35k | 135.00 | 260.44 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $35k | 46.00 | 763.00 |
|
|
| Kroger (KR) | 0.0 | $35k | -20% | 519.00 | 67.41 |
|
| PNC Financial Services (PNC) | 0.0 | $35k | 174.00 | 200.93 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $34k | 250.00 | 133.90 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $33k | 247.00 | 133.39 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $32k | -16% | 104.00 | 303.89 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $31k | 666.00 | 46.12 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $30k | 176.00 | 170.85 |
|
|
| Garmin SHS (GRMN) | 0.0 | $29k | 118.00 | 246.22 |
|
|
| Otter Tail Corporation (OTTR) | 0.0 | $27k | 334.00 | 81.97 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $27k | 875.00 | 31.15 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $26k | 497.00 | 51.59 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $25k | 151.00 | 167.54 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $24k | 142.00 | 167.33 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $24k | -8% | 146.00 | 162.48 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $22k | 880.00 | 24.99 |
|
|
| Cisco Systems (CSCO) | 0.0 | $21k | -46% | 309.00 | 68.42 |
|
| Ames National Corporation (ATLO) | 0.0 | $16k | 804.00 | 20.22 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $15k | +9% | 48.00 | 312.54 |
|
| Gilead Sciences (GILD) | 0.0 | $14k | 130.00 | 111.00 |
|
|
| Prudential Financial (PRU) | 0.0 | $14k | 131.00 | 103.74 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $12k | 64.00 | 185.42 |
|
|
| Verizon Communications (VZ) | 0.0 | $11k | 252.00 | 43.95 |
|
|
| Cigna Corp (CI) | 0.0 | $10k | 35.00 | 288.26 |
|
|
| S&T Ban (STBA) | 0.0 | $9.8k | 262.00 | 37.59 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $9.8k | 200.00 | 49.08 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $9.4k | -99% | 250.00 | 37.77 |
|
| Target Corporation (TGT) | 0.0 | $9.2k | 103.00 | 89.71 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $8.7k | 51.00 | 171.00 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $8.1k | 150.00 | 53.90 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $7.7k | 50.00 | 153.66 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $7.1k | 303.00 | 23.28 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $6.8k | -48% | 22.00 | 307.86 |
|
| Kinder Morgan (KMI) | 0.0 | $6.2k | 218.00 | 28.34 |
|
|
| Caretrust Reit (CTRE) | 0.0 | $5.3k | 153.00 | 34.77 |
|
|
| Telus Ord (TU) | 0.0 | $4.7k | 300.00 | 15.77 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $4.4k | 112.00 | 39.33 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.0k | 134.00 | 30.04 |
|
|
| Arqit Quantum Com New (ARQQ) | 0.0 | $3.9k | 100.00 | 38.75 |
|
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $3.6k | 500.00 | 7.22 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $3.5k | NEW | 150.00 | 23.28 |
|
| UGI Corporation (UGI) | 0.0 | $3.4k | 102.00 | 33.32 |
|
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $3.3k | 1.1k | 3.14 |
|
|
| Universal Technical Institute (UTI) | 0.0 | $3.3k | 100.00 | 32.55 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $3.1k | -4% | 67.00 | 45.76 |
|
| Riley Exploration Permian In (REPX) | 0.0 | $2.8k | 103.00 | 27.10 |
|
|
| Arbor Realty Trust (ABR) | 0.0 | $2.7k | +2% | 219.00 | 12.20 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.5k | 100.00 | 24.63 |
|
|
| PennantPark Investment (PNNT) | 0.0 | $2.5k | +4% | 367.00 | 6.71 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $2.4k | 50.00 | 47.94 |
|
|
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $2.3k | 50.00 | 45.28 |
|
|
| Byrna Technologies Com New (BYRN) | 0.0 | $2.2k | 100.00 | 22.16 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.0k | NEW | 50.00 | 39.38 |
|
| Gladstone Ld (LAND) | 0.0 | $1.9k | 206.00 | 9.16 |
|
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $1.3k | 54.00 | 24.91 |
|
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $1.3k | NEW | 150.00 | 8.96 |
|
| Sofi Technologies (SOFI) | 0.0 | $1.3k | 49.00 | 26.43 |
|
|
| Saratoga Invt Corp Com New (SAR) | 0.0 | $1.3k | 52.00 | 24.40 |
|
|
| Franklin Resources (BEN) | 0.0 | $1.2k | 54.00 | 23.11 |
|
|
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $1.0k | 200.00 | 5.08 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $1.0k | 53.00 | 19.02 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $880.000800 | 28.00 | 31.43 |
|
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $871.998000 | 68.00 | 12.82 |
|
|
| Afc Gamma Ord (AFCG) | 0.0 | $827.992800 | +3% | 216.00 | 3.83 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $789.996200 | +4% | 287.00 | 2.75 |
|
| Whirlpool Corporation (WHR) | 0.0 | $786.000000 | 10.00 | 78.60 |
|
|
| Immersion Corporation (IMMR) | 0.0 | $749.995800 | 102.00 | 7.35 |
|
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $734.000400 | 28.00 | 26.21 |
|
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $580.999500 | +3% | 27.00 | 21.52 |
|
| Walt Disney Company (DIS) | 0.0 | $573.000000 | -94% | 5.00 | 114.60 |
|
| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $472.001800 | +2% | 38.00 | 12.42 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $426.000000 | -99% | 4.00 | 106.50 |
|
| At&t (T) | 0.0 | $395.999800 | 14.00 | 28.29 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $291.000000 | -11% | 8.00 | 36.38 |
|
| Under Armour CL C (UA) | 0.0 | $57.999600 | 12.00 | 4.83 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $55.999800 | 9.00 | 6.22 |
|
|
| Sentinelone Cl A (S) | 0.0 | $53.000100 | NEW | 3.00 | 17.67 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $40.000000 | 2.00 | 20.00 |
|
|
| Westrock Coffee (WEST) | 0.0 | $0 | 31.00 | 0.00 |
|
Past Filings by West Financial Advisors
SEC 13F filings are viewable for West Financial Advisors going back to 2020
- West Financial Advisors 2025 Q3 filed Oct. 14, 2025
- West Financial Advisors 2025 Q2 filed July 21, 2025
- West Financial Advisors 2025 Q1 filed April 9, 2025
- West Financial Advisors 2024 Q4 filed Jan. 14, 2025
- West Financial Advisors 2024 Q3 filed Oct. 8, 2024
- West Financial Advisors 2024 Q2 filed July 15, 2024
- West Financial Advisors 2024 Q1 filed April 11, 2024
- West Financial Advisors 2023 Q4 filed Jan. 11, 2024
- West Financial Advisors 2023 Q3 filed Oct. 10, 2023
- West Financial Advisors 2023 Q2 filed July 7, 2023
- West Financial Advisors 2023 Q1 filed April 18, 2023
- West Financial Advisors 2022 Q4 filed Jan. 10, 2023
- West Financial Advisors 2022 Q3 filed Oct. 11, 2022
- West Financial Advisors 2022 Q2 filed July 14, 2022
- West Financial Advisors 2022 Q1 filed April 18, 2022
- West Financial Advisors 2021 Q4 filed Jan. 19, 2022