West Financial Advisors
Latest statistics and disclosures from West Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, SPY, VTEB, BND, and represent 56.77% of West Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCIT, TIP, XLK, XLY, DFAS, VNQ, VT, IBIT, XLI, XLC.
- Started 49 new stock positions in CCEP, DELL, LNG, GEV, BAP, GSK, ISRG, BLK, FSSL, TT.
- Reduced shares in these 10 stocks: VOO (-$7.2M), BND (-$7.0M), SPY, VTEB, VIG, VEA, DFAE, VUG, AAPL, GOOG.
- Sold out of its positions in ABT, COST, HON, KR, XLF, XLU.
- West Financial Advisors was a net seller of stock by $-18M.
- West Financial Advisors has $593M in assets under management (AUM), dropping by -2.04%.
- Central Index Key (CIK): 0001843684
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Portfolio Holdings for West Financial Advisors
West Financial Advisors holds 236 positions in its portfolio as reported in the December 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) | 15.8 | $94M | -7% | 150k | 627.13 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.6 | $69M | -2% | 1.1M | 62.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.3 | $67M | -5% | 98k | 681.92 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 9.1 | $54M | -5% | 1.1M | 50.29 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.9 | $53M | -11% | 713k | 74.07 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 4.9 | $29M | -3% | 890k | 32.57 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $26M | 289k | 89.46 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $24M | -2% | 363k | 66.00 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.6 | $21M | +29% | 255k | 83.75 |
|
| Ishares Tr Tips Bd Etf (TIP) | 3.3 | $19M | +31% | 176k | 109.91 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.5 | $15M | +2% | 168k | 88.49 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.5 | $15M | +3% | 212k | 69.67 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.2 | $13M | -4% | 63k | 209.12 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.5 | $9.1M | -2% | 190k | 48.17 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $8.3M | -16% | 38k | 219.78 |
|
| Spdr Series Trust State Street Spd (BIL) | 1.2 | $7.2M | -5% | 79k | 91.38 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $5.5M | -10% | 9.0k | 614.31 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $5.3M | -4% | 16k | 335.28 |
|
| Apple (AAPL) | 0.7 | $4.3M | -14% | 16k | 271.87 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $4.0M | +104% | 28k | 143.97 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.7 | $3.9M | +3% | 25k | 155.12 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.7 | $3.9M | 33k | 117.72 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.7 | $3.9M | +102% | 33k | 119.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.4M | -5% | 13k | 257.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.7M | 9.2k | 290.21 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.3M | 19k | 120.96 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.4 | $2.2M | 31k | 71.62 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.2M | 29k | 75.44 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.2M | +2% | 41k | 53.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.9M | -29% | 3.9k | 487.81 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $1.7M | 36k | 46.92 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $1.4M | -20% | 2.8k | 483.58 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.3M | 13k | 99.91 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.2 | $937k | 3.7k | 251.17 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $844k | +20% | 17k | 49.65 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
|
|
| Alliant Energy Corporation (LNT) | 0.1 | $700k | 11k | 65.01 |
|
|
| Tyler Technologies (TYL) | 0.1 | $658k | 1.4k | 454.04 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $644k | 4.6k | 139.35 |
|
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $623k | +8% | 9.8k | 63.63 |
|
| Tesla Motors (TSLA) | 0.1 | $600k | 1.3k | 449.72 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $589k | 4.6k | 128.83 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $512k | 2.7k | 191.00 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $488k | 2.3k | 211.78 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $454k | -5% | 17k | 26.23 |
|
| Oracle Corporation (ORCL) | 0.1 | $446k | 2.3k | 194.91 |
|
|
| Casey's General Stores (CASY) | 0.1 | $394k | 714.00 | 552.35 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $384k | -9% | 812.00 | 473.23 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $370k | NEW | 2.6k | 141.06 |
|
| Globe Life (GL) | 0.0 | $280k | 2.0k | 139.86 |
|
|
| Qualcomm (QCOM) | 0.0 | $278k | 1.6k | 171.05 |
|
|
| Amgen (AMGN) | 0.0 | $257k | +2% | 784.00 | 327.31 |
|
| Norfolk Southern (NSC) | 0.0 | $244k | 846.00 | 288.72 |
|
|
| International Business Machines (IBM) | 0.0 | $233k | +2% | 788.00 | 296.21 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $225k | 1.1k | 210.34 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $213k | -73% | 680.00 | 313.00 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $205k | +3% | 3.8k | 53.36 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $197k | 3.7k | 53.06 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $197k | 392.00 | 502.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $189k | +3% | 585.00 | 322.22 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $175k | 1.2k | 148.69 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $164k | 2.4k | 67.22 |
|
|
| Principal Financial (PFG) | 0.0 | $159k | 1.8k | 88.21 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $155k | 5.7k | 27.43 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $154k | 667.00 | 231.32 |
|
|
| Church & Dwight (CHD) | 0.0 | $152k | 1.8k | 83.85 |
|
|
| Abbvie (ABBV) | 0.0 | $148k | 648.00 | 228.49 |
|
|
| Chevron Corporation (CVX) | 0.0 | $142k | +5% | 933.00 | 152.41 |
|
| Meta Platforms Cl A (META) | 0.0 | $133k | +9% | 202.00 | 660.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $133k | -82% | 423.00 | 313.80 |
|
| Broadcom (AVGO) | 0.0 | $131k | +9% | 379.00 | 346.10 |
|
| Merck & Co (MRK) | 0.0 | $126k | +7% | 1.2k | 105.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $123k | -2% | 498.00 | 246.16 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $115k | 2.0k | 57.49 |
|
|
| Amazon (AMZN) | 0.0 | $110k | +18% | 475.00 | 230.82 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $100k | 1.0k | 96.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $100k | +2% | 827.00 | 120.34 |
|
| Boeing Company (BA) | 0.0 | $94k | -31% | 433.00 | 217.12 |
|
| Wells Fargo & Company (WFC) | 0.0 | $92k | -51% | 983.00 | 93.23 |
|
| Bio-techne Corporation (TECH) | 0.0 | $92k | 1.6k | 58.81 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $87k | +35% | 464.00 | 186.50 |
|
| T. Rowe Price (TROW) | 0.0 | $81k | -76% | 790.00 | 102.38 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $78k | 1.4k | 54.71 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $77k | 254.00 | 302.08 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $76k | 1.1k | 69.42 |
|
|
| Coca-Cola Company (KO) | 0.0 | $75k | 1.1k | 69.91 |
|
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| Cummins (CMI) | 0.0 | $64k | 126.00 | 510.45 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $61k | 427.00 | 143.52 |
|
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| Hologic (HOLX) | 0.0 | $61k | 816.00 | 74.49 |
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| Welltower Inc Com reit (WELL) | 0.0 | $59k | 320.00 | 185.61 |
|
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| Corteva (CTVA) | 0.0 | $58k | -45% | 867.00 | 67.06 |
|
| Intel Corporation (INTC) | 0.0 | $58k | 1.6k | 36.90 |
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|
| Aon Shs Cl A (AON) | 0.0 | $57k | 162.00 | 352.88 |
|
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| Home Depot (HD) | 0.0 | $56k | 162.00 | 344.10 |
|
|
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $55k | 1.3k | 44.15 |
|
|
| Visa Com Cl A (V) | 0.0 | $51k | 145.00 | 350.71 |
|
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| Eli Lilly & Co. (LLY) | 0.0 | $49k | 46.00 | 1074.70 |
|
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| Consolidated Edison (ED) | 0.0 | $47k | 472.00 | 99.32 |
|
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| Jabil Circuit (JBL) | 0.0 | $46k | 200.00 | 228.02 |
|
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $44k | 386.00 | 113.92 |
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|
| Lam Research Corp Com New (LRCX) | 0.0 | $43k | 250.00 | 171.18 |
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| Marriott Intl Cl A (MAR) | 0.0 | $42k | 135.00 | 310.24 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $42k | 497.00 | 84.24 |
|
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| Lowe's Companies (LOW) | 0.0 | $41k | -33% | 170.00 | 241.16 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $41k | 294.00 | 139.16 |
|
|
| Citigroup Com New (C) | 0.0 | $41k | 348.00 | 116.69 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $39k | 218.00 | 177.37 |
|
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| Booking Holdings (BKNG) | 0.0 | $38k | 7.00 | 5355.43 |
|
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| PNC Financial Services (PNC) | 0.0 | $36k | 174.00 | 208.74 |
|
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| Eaton Corp SHS (ETN) | 0.0 | $34k | 107.00 | 318.51 |
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| Hartford Financial Services (HIG) | 0.0 | $34k | 247.00 | 137.80 |
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| Deere & Company (DE) | 0.0 | $34k | -58% | 73.00 | 465.00 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $33k | 666.00 | 49.90 |
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| Cisco Systems (CSCO) | 0.0 | $32k | +34% | 416.00 | 77.03 |
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| McDonald's Corporation (MCD) | 0.0 | $32k | 104.00 | 305.63 |
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| Manulife Finl Corp (MFC) | 0.0 | $32k | 875.00 | 36.28 |
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| Targa Res Corp (TRGP) | 0.0 | $28k | 151.00 | 184.50 |
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| Bank of America Corporation (BAC) | 0.0 | $27k | 497.00 | 55.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $27k | 176.00 | 154.14 |
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| Otter Tail Corporation (OTTR) | 0.0 | $27k | 334.00 | 80.81 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $26k | 142.00 | 183.40 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $24k | 146.00 | 165.82 |
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| Garmin SHS (GRMN) | 0.0 | $24k | 118.00 | 202.86 |
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| Gilead Sciences (GILD) | 0.0 | $24k | +49% | 194.00 | 122.74 |
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| Prudential Financial (PRU) | 0.0 | $23k | +51% | 199.00 | 112.88 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $22k | 880.00 | 24.76 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $21k | NEW | 82.00 | 252.93 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $20k | NEW | 19.00 | 1069.89 |
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| Ames National Corporation (ATLO) | 0.0 | $19k | 804.00 | 22.96 |
|
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $17k | NEW | 375.00 | 45.89 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $15k | -96% | 160.00 | 94.83 |
|
| Target Corporation (TGT) | 0.0 | $15k | +50% | 155.00 | 97.75 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $15k | 200.00 | 72.63 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $15k | NEW | 1.0k | 14.14 |
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| Johnson & Johnson (JNJ) | 0.0 | $13k | 64.00 | 206.95 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $13k | +4% | 50.00 | 259.82 |
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| Ge Vernova (GEV) | 0.0 | $12k | NEW | 19.00 | 653.58 |
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| Dell Technologies CL C (DELL) | 0.0 | $11k | NEW | 87.00 | 125.89 |
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| S&T Ban (STBA) | 0.0 | $10k | 262.00 | 39.35 |
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| Verizon Communications (VZ) | 0.0 | $10k | 252.00 | 40.73 |
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| Cigna Corp (CI) | 0.0 | $9.6k | 35.00 | 275.26 |
|
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $9.5k | 250.00 | 38.03 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $9.4k | NEW | 69.00 | 135.72 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $9.1k | NEW | 16.00 | 566.38 |
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| Symbotic Class A Com (SYM) | 0.0 | $8.9k | 150.00 | 59.50 |
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| Cheniere Energy Com New (LNG) | 0.0 | $8.7k | NEW | 45.00 | 194.40 |
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| Valero Energy Corporation (VLO) | 0.0 | $8.4k | 52.00 | 161.48 |
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| Enbridge (ENB) | 0.0 | $8.1k | NEW | 170.00 | 47.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $8.0k | NEW | 30.00 | 268.30 |
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| SLB Com Stk (SLB) | 0.0 | $7.9k | NEW | 207.00 | 38.38 |
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| Chubb (CB) | 0.0 | $7.8k | NEW | 25.00 | 312.12 |
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| Wec Energy Group (WEC) | 0.0 | $7.7k | NEW | 73.00 | 105.47 |
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| Caterpillar (CAT) | 0.0 | $7.4k | -87% | 13.00 | 572.92 |
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| Uber Technologies (UBER) | 0.0 | $7.4k | NEW | 90.00 | 81.71 |
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| Procter & Gamble Company (PG) | 0.0 | $7.2k | 50.00 | 143.32 |
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| Xcel Energy (XEL) | 0.0 | $7.2k | NEW | 97.00 | 73.87 |
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| Prologis (PLD) | 0.0 | $7.1k | NEW | 56.00 | 127.66 |
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| State Street Corporation (STT) | 0.0 | $7.0k | NEW | 54.00 | 129.02 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $6.9k | 22.00 | 314.82 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $6.9k | NEW | 12.00 | 570.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $6.9k | NEW | 10.00 | 685.00 |
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| Hershey Company (HSY) | 0.0 | $6.7k | NEW | 37.00 | 182.00 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $6.7k | -7% | 279.00 | 24.04 |
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| Genuine Parts Company (GPC) | 0.0 | $6.6k | NEW | 54.00 | 122.96 |
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| Blackrock (BLK) | 0.0 | $6.4k | NEW | 6.00 | 1070.50 |
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| Philip Morris International (PM) | 0.0 | $6.1k | NEW | 38.00 | 160.42 |
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| Kinder Morgan (KMI) | 0.0 | $6.1k | 221.00 | 27.43 |
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| United Parcel Service CL B (UPS) | 0.0 | $5.8k | NEW | 58.00 | 99.21 |
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| Pepsi (PEP) | 0.0 | $5.7k | NEW | 40.00 | 143.53 |
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| Caretrust Reit (CTRE) | 0.0 | $5.6k | 155.00 | 36.15 |
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| Best Buy (BBY) | 0.0 | $5.4k | NEW | 80.00 | 66.94 |
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| Trane Technologies SHS (TT) | 0.0 | $5.1k | NEW | 13.00 | 389.23 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $5.0k | +1075% | 47.00 | 107.13 |
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| Truist Financial Corp equities (TFC) | 0.0 | $5.0k | NEW | 102.00 | 49.22 |
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| Stanley Black & Decker (SWK) | 0.0 | $4.8k | NEW | 64.00 | 74.28 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $4.5k | +2% | 115.00 | 39.41 |
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| Pfizer (PFE) | 0.0 | $4.4k | NEW | 177.00 | 24.90 |
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| Clorox Company (CLX) | 0.0 | $4.3k | NEW | 43.00 | 100.84 |
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| NetApp (NTAP) | 0.0 | $4.2k | NEW | 39.00 | 107.10 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $4.0k | NEW | 40.00 | 100.90 |
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| Telus Ord (TU) | 0.0 | $4.0k | 300.00 | 13.17 |
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| Nordic American Tanker Shippin (NAT) | 0.0 | $3.9k | +7% | 1.1k | 3.44 |
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| UGI Corporation (UGI) | 0.0 | $3.9k | 103.00 | 37.55 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $3.6k | 500.00 | 7.14 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.6k | 134.00 | 26.57 |
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| Hormel Foods Corporation (HRL) | 0.0 | $3.5k | NEW | 146.00 | 23.71 |
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| Ing Groep Sponsored Adr (ING) | 0.0 | $3.2k | NEW | 115.00 | 28.00 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $3.1k | 67.00 | 46.81 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $3.0k | 152.00 | 20.00 |
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| Cameco Corporation (CCJ) | 0.0 | $2.9k | NEW | 32.00 | 91.50 |
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| Credicorp (BAP) | 0.0 | $2.9k | NEW | 10.00 | 287.00 |
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| Riley Exploration Permian In (REPX) | 0.0 | $2.8k | 105.00 | 26.29 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.7k | NEW | 105.00 | 25.60 |
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| Universal Technical Institute (UTI) | 0.0 | $2.6k | 100.00 | 26.13 |
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| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $2.6k | 50.00 | 52.18 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $2.6k | 50.00 | 51.18 |
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| PennantPark Investment (PNNT) | 0.0 | $2.2k | +2% | 376.00 | 5.97 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.2k | 100.00 | 22.32 |
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| Arqit Quantum Com New (ARQQ) | 0.0 | $2.2k | 100.00 | 21.88 |
|
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $2.2k | NEW | 24.00 | 90.71 |
|
| Gladstone Ld (LAND) | 0.0 | $1.9k | 209.00 | 9.16 |
|
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| Arbor Realty Trust (ABR) | 0.0 | $1.8k | +3% | 226.00 | 7.77 |
|
| Haleon Spon Ads (HLN) | 0.0 | $1.7k | NEW | 170.00 | 10.11 |
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| GSK Sponsored Adr (GSK) | 0.0 | $1.7k | NEW | 35.00 | 49.06 |
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| Byrna Technologies Com New (BYRN) | 0.0 | $1.7k | 100.00 | 16.79 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $1.5k | NEW | 23.00 | 65.43 |
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| Alcon Ord Shs (ALC) | 0.0 | $1.5k | NEW | 19.00 | 78.84 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $1.5k | 150.00 | 9.81 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $1.5k | 50.00 | 29.28 |
|
|
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $1.4k | 200.00 | 6.88 |
|
|
| Franklin Resources (BEN) | 0.0 | $1.3k | 55.00 | 23.75 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $1.3k | 49.00 | 26.18 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $1.2k | NEW | 19.00 | 65.42 |
|
| Saratoga Invt Corp Com New (SAR) | 0.0 | $1.2k | +3% | 54.00 | 22.98 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $1.2k | 55.00 | 21.60 |
|
|
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $1.2k | NEW | 40.00 | 29.48 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $1.1k | NEW | 13.00 | 86.31 |
|
| Redwire Corporation (RDW) | 0.0 | $1.1k | NEW | 140.00 | 7.60 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $1.0k | +3% | 55.00 | 18.65 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $966.000000 | 69.00 | 14.00 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $837.001200 | 28.00 | 29.89 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $781.998800 | +5% | 302.00 | 2.59 |
|
| Whirlpool Corporation (WHR) | 0.0 | $722.000000 | 10.00 | 72.20 |
|
|
| Immersion Corporation (IMMR) | 0.0 | $699.998300 | 103.00 | 6.80 |
|
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $652.001200 | +3% | 29.00 | 22.48 |
|
| Afc Gamma Ord (AFCG) | 0.0 | $641.002500 | +4% | 225.00 | 2.85 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $591.000300 | 27.00 | 21.89 |
|
|
| Walt Disney Company (DIS) | 0.0 | $569.000000 | 5.00 | 113.80 |
|
|
| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $499.000000 | +5% | 40.00 | 12.47 |
|
| At&t (T) | 0.0 | $347.999400 | 14.00 | 24.86 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $305.000000 | 8.00 | 38.12 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $70.000200 | 9.00 | 7.78 |
|
|
| Under Armour CL C (UA) | 0.0 | $57.999600 | 12.00 | 4.83 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $58.000000 | 2.00 | 29.00 |
|
|
| Sentinelone Cl A (S) | 0.0 | $45.000000 | 3.00 | 15.00 |
|
|
| 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 Q4 filed Jan. 13, 2026
- 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