West Financial Advisors

Latest statistics and disclosures from West Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by West Financial Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for West Financial Advisors

Companies in the West Financial Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.6 $50M 133k 373.88
Ishares Tr National Mun Etf (MUB) 12.7 $36M 306k 117.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.8 $33M 376k 88.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 10.5 $30M 629k 47.21
Vanguard Specialized Funds Div App Etf (VIG) 5.8 $17M 117k 141.17
Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $14M 61k 229.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.9 $14M 44k 313.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $13M 252k 50.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $12M 140k 83.25
Vanguard Index Fds Extend Mkt Etf (VXF) 3.6 $10M 61k 164.68
Vanguard Index Fds Small Cp Etf (VB) 2.9 $8.3M 43k 194.68
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $7.7M 65k 118.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $5.9M 98k 60.16
Ishares Tr Tips Bd Etf (TIP) 2.0 $5.8M 45k 127.64

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Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $4.5M 42k 108.10
Apple (AAPL) 0.7 $2.0M 15k 132.68
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.6 $1.8M 14k 133.18
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.1M 15k 69.07
Vanguard World Mega Cap Index (MGC) 0.3 $943k 7.1k 133.51
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $855k 14k 59.27
Vanguard Index Fds Growth Etf (VUG) 0.3 $779k 3.1k 253.42
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $576k 8.2k 70.12
Alliant Energy Corporation (LNT) 0.2 $555k 11k 51.54
Microsoft Corporation (MSFT) 0.2 $548k 2.5k 222.31
Select Sector Spdr Tr Technology (XLK) 0.2 $536k 4.1k 130.03
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $531k 7.3k 72.33
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $524k 3.3k 160.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $510k 5.6k 91.01
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $502k 7.6k 66.31
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $496k 5.6k 88.52
Tyler Technologies (TYL) 0.2 $443k 1.0k 436.88
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $428k 5.2k 82.31
Facebook Cl A (FB) 0.1 $418k 1.5k 273.20
Oracle Corporation (ORCL) 0.1 $411k 6.4k 64.68
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $348k 6.2k 56.01
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $348k 1.00 348000.00
AFLAC Incorporated (AFL) 0.1 $345k 7.8k 44.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $343k 5.3k 64.12
Ishares Tr Msci Eafe Etf (EFA) 0.1 $327k 4.5k 72.91
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $326k 4.6k 71.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $304k 2.1k 142.06
Qualcomm (QCOM) 0.1 $244k 1.6k 152.50
Ishares Core Msci Emkt (IEMG) 0.1 $225k 3.6k 61.92
Walt Disney Company (DIS) 0.1 $196k 1.1k 181.31
Ishares Tr Core S&p500 Etf (IVV) 0.1 $195k 520.00 375.00
Church & Dwight (CHD) 0.1 $189k 2.2k 87.38
Honeywell International (HON) 0.1 $184k 864.00 212.96
Mastercard Incorporated Cl A (MA) 0.1 $178k 500.00 356.00
Alphabet Cap Stk Cl A (GOOGL) 0.1 $175k 100.00 1750.00
Alphabet Cap Stk Cl C (GOOG) 0.1 $175k 100.00 1750.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $171k 2.8k 61.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $171k 1.2k 138.01
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $169k 3.0k 56.33
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $168k 2.2k 76.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $161k 1.8k 91.27
UnitedHealth (UNH) 0.1 $158k 450.00 351.11
Accenture Plc Ireland Shs Class A (ACN) 0.1 $152k 580.00 262.07
BlackRock (BLK) 0.1 $144k 200.00 720.00
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $140k 1.7k 81.40
Becton, Dickinson and (BDX) 0.0 $138k 550.00 250.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $133k 3.7k 36.04
Merck & Co (MRK) 0.0 $130k 1.6k 81.97
Johnson & Johnson (JNJ) 0.0 $126k 800.00 157.50
Medtronic SHS (MDT) 0.0 $117k 1.0k 117.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $112k 2.2k 51.61
Kroger (KR) 0.0 $107k 3.4k 31.68
Comcast Corp Cl A (CMCSA) 0.0 $105k 2.0k 52.50
Dollar General (DG) 0.0 $105k 500.00 210.00
Great Wastern Ban (GWB) 0.0 $105k 5.0k 21.00
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $103k 1.1k 92.05
Lowe's Companies (LOW) 0.0 $99k 615.00 160.98
Air Products & Chemicals (APD) 0.0 $96k 350.00 274.29
JPMorgan Chase & Co. (JPM) 0.0 $95k 750.00 126.67
Pepsi (PEP) 0.0 $93k 625.00 148.80
Vanguard Index Fds Value Etf (VTV) 0.0 $93k 781.00 119.08
Procter & Gamble Company (PG) 0.0 $91k 656.00 138.72
Corteva (CTVA) 0.0 $85k 2.2k 38.60
Nike CL B (NKE) 0.0 $85k 600.00 141.67
TJX Companies (TJX) 0.0 $82k 1.2k 68.33
Baxter International (BAX) 0.0 $74k 925.00 80.00
Starbucks Corporation (SBUX) 0.0 $71k 663.00 107.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $71k 1.0k 68.27
S&p Global (SPGI) 0.0 $66k 200.00 330.00
Ishares Tr Russell 2000 Etf (IWM) 0.0 $65k 333.00 195.20
Amazon (AMZN) 0.0 $55k 17.00 3235.29
Raytheon Technologies Corp (RTX) 0.0 $52k 733.00 70.94
Verizon Communications (VZ) 0.0 $50k 846.00 59.10
Intel Corporation (INTC) 0.0 $50k 1.0k 50.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $45k 530.00 84.91
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.0 $44k 1.3k 35.20
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $42k 682.00 61.58
Coca-Cola Company (KO) 0.0 $41k 750.00 54.67
Vanguard Index Fds Large Cap Etf (VV) 0.0 $40k 225.00 177.78
Evergy (EVRG) 0.0 $38k 681.00 55.80
CVS Caremark Corporation (CVS) 0.0 $38k 550.00 69.09
Tesla Motors (TSLA) 0.0 $36k 51.00 705.88
Diageo Spon Adr New (DEO) 0.0 $36k 225.00 160.00
United Parcel Service CL B (UPS) 0.0 $34k 200.00 170.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $33k 313.00 105.43
Consolidated Edison (ED) 0.0 $29k 402.00 72.14
Lumos Pharma (LUMO) 0.0 $28k 784.00 35.71
Best Buy (BBY) 0.0 $27k 271.00 99.63
Ecolab (ECL) 0.0 $27k 125.00 216.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $26k 218.00 119.27
Otter Tail Corporation (OTTR) 0.0 $24k 572.00 41.96
Pfizer (PFE) 0.0 $23k 631.00 36.45
Exxon Mobil Corporation (XOM) 0.0 $22k 528.00 41.67
Zoom Video Communications In Cl A (ZM) 0.0 $22k 64.00 343.75
Alteryx Com Cl A (AYX) 0.0 $21k 170.00 123.53
Principal Financial (PFG) 0.0 $21k 414.00 50.72
Deere & Company (DE) 0.0 $20k 75.00 266.67
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $20k 146.00 136.99
Costco Wholesale Corporation (COST) 0.0 $19k 50.00 380.00
Ames National Corporation (ATLO) 0.0 $19k 804.00 23.63
Dupont De Nemours (DD) 0.0 $18k 249.00 72.29
Target Corporation (TGT) 0.0 $18k 103.00 174.76
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $14k 357.00 39.22
Dow (DOW) 0.0 $14k 249.00 56.22
Casey's General Stores (CASY) 0.0 $13k 73.00 178.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $11k 114.00 96.49
Prudential Financial (PRU) 0.0 $10k 131.00 76.34
American Electric Power Company (AEP) 0.0 $10k 120.00 83.33
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $10k 222.00 45.05
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $9.0k 71.00 126.76
Jabil Circuit (JBL) 0.0 $9.0k 200.00 45.00
Altria (MO) 0.0 $9.0k 209.00 43.06
S&T Ban (STBA) 0.0 $7.0k 262.00 26.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $7.0k 120.00 58.33
Peak (PEAK) 0.0 $6.0k 200.00 30.00
Roku Com Cl A (ROKU) 0.0 $6.0k 18.00 333.33
Canopy Gro (CGC) 0.0 $5.0k 200.00 25.00
McDonald's Corporation (MCD) 0.0 $4.0k 20.00 200.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $4.0k 25.00 160.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $4.0k 130.00 30.77
BP Sponsored Adr (BP) 0.0 $3.0k 148.00 20.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.0k 107.00 28.04
NVIDIA Corporation (NVDA) 0.0 $3.0k 5.00 600.00
Chemours (CC) 0.0 $3.0k 117.00 25.64
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $2.0k 73.00 27.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $2.0k 30.00 66.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $2.0k 26.00 76.92
Whirlpool Corporation (WHR) 0.0 $2.0k 10.00 200.00
Nio Spon Ads (NIO) 0.0 $2.0k 32.00 62.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $1.0k 28.00 35.71
Stoneco Com Cl A (STNE) 0.0 $1.0k 13.00 76.92
Barrick Gold Corp (GOLD) 0.0 $1.0k 40.00 25.00
Gladstone Ld (LAND) 0.0 $1.0k 100.00 10.00
Veeva Sys Cl A Com (VEEV) 0.0 $1.0k 4.00 250.00
Moderna (MRNA) 0.0 $1.0k 10.00 100.00
Fubotv 0.0 $1.0k 40.00 25.00
Viatris (VTRS) 0.0 $999.999000 77.00 12.99
At&t (T) 0.0 $0 5.00 0.00
3-d Sys Corp Del Com New (DDD) 0.0 $0 25.00 0.00

Past Filings by West Financial Advisors

SEC 13F filings are viewable for West Financial Advisors going back to 2020