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, BND, VTEB, and represent 52.97% of West Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND (+$6.8M), DFAE (+$5.0M), XLK, VOO, VO, VUG, VCIT, MTUM, TIP, DFAS.
- Started 35 new stock positions in WING, APO, STN, DBMF, TTAN, FTNT, RSP, ENPH, GMED, TTD.
- Reduced shares in these 10 stocks: BIL, DFLV, , VEA, VIG, VXF, , VB, XLE, VXUS.
- Sold out of its positions in XOM, Hologic, JNJ, XLV.
- West Financial Advisors was a net buyer of stock by $18M.
- West Financial Advisors has $659M in assets under management (AUM), dropping by 11.78%.
- Central Index Key (CIK): 0001843684
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Portfolio Holdings for West Financial Advisors
West Financial Advisors holds 224 positions in its portfolio as reported in the June 2026 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) | 13.2 | $87M | +4% | 127k | 686.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.1 | $73M | -3% | 1.0M | 71.25 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 11.0 | $73M | 97k | 746.77 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.1 | $60M | +12% | 812k | 73.41 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 8.5 | $56M | 1.1M | 50.58 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 6.0 | $40M | +14% | 987k | 40.21 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.5 | $30M | +2% | 384k | 77.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $28M | 290k | 96.58 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.4 | $23M | +6% | 274k | 82.65 |
|
| Ishares Tr Tips Bd Etf (TIP) | 3.2 | $21M | +5% | 191k | 109.43 |
|
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 2.8 | $19M | -17% | 471k | 39.54 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.8 | $19M | +5% | 224k | 82.34 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.6 | $17M | +2% | 175k | 96.43 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.4 | $16M | 64k | 246.21 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.6 | $10M | +6% | 216k | 48.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $8.2M | -7% | 35k | 236.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $6.7M | +4% | 9.2k | 736.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $6.1M | +5% | 17k | 370.03 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.7 | $4.9M | NEW | 26k | 190.52 |
|
| Apple (AAPL) | 0.7 | $4.8M | +5% | 17k | 289.37 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.7 | $4.4M | +2% | 24k | 185.23 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.6 | $4.1M | +5% | 81k | 50.83 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.9M | -2% | 13k | 303.13 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.6 | $3.7M | -2% | 70k | 53.11 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.5 | $3.0M | -58% | 33k | 91.64 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.0M | +287% | 37k | 80.57 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.4 | $2.5M | 30k | 82.34 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.5M | 41k | 59.69 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.4M | 18k | 132.24 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $2.2M | -3% | 26k | 85.49 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.0M | +500% | 24k | 86.14 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $1.9M | 36k | 54.03 |
|
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| Casey's General Stores (CASY) | 0.3 | $1.7M | 2.1k | 794.74 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.1M | NEW | 3.2k | 342.83 |
|
| Microsoft Corporation (MSFT) | 0.2 | $1000k | -3% | 2.7k | 372.98 |
|
| Vanguard World Mega Cap Index (MGC) | 0.2 | $993k | -2% | 3.6k | 273.63 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $830k | 9.0k | 92.27 |
|
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| Alliant Energy Corporation (LNT) | 0.1 | $822k | 11k | 76.29 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $704k | 4.6k | 154.30 |
|
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $636k | 4.5k | 142.39 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $626k | +8% | 19k | 33.29 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $624k | +2% | 9.9k | 62.76 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $595k | 2.7k | 217.94 |
|
|
| Tesla Motors (TSLA) | 0.1 | $561k | 1.3k | 420.60 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $560k | 2.3k | 242.97 |
|
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| Tyler Technologies (TYL) | 0.1 | $491k | +15% | 1.7k | 292.39 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $483k | 17k | 28.96 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $398k | -9% | 2.5k | 156.95 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $368k | +287% | 3.0k | 124.17 |
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| Globe Life (GL) | 0.1 | $357k | 2.0k | 178.68 |
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| Oracle Corporation (ORCL) | 0.1 | $336k | 2.3k | 146.55 |
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| Qualcomm (QCOM) | 0.0 | $296k | 1.6k | 184.79 |
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| Amgen (AMGN) | 0.0 | $277k | 764.00 | 362.12 |
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| Norfolk Southern (NSC) | 0.0 | $266k | 846.00 | 314.59 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $254k | 1.0k | 242.43 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $249k | +591% | 4.6k | 54.02 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $226k | +21% | 689.00 | 327.33 |
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| Us Bancorp Com New (USB) | 0.0 | $225k | 3.7k | 60.40 |
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| Intel Corporation (INTC) | 0.0 | $217k | 1.6k | 139.63 |
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| International Business Machines (IBM) | 0.0 | $215k | 766.00 | 281.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $215k | 601.00 | 357.37 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $202k | 2.4k | 82.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $193k | 1.2k | 164.27 |
|
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $188k | -7% | 3.3k | 57.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $188k | +4% | 5.9k | 31.71 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $188k | +56837% | 4.6k | 41.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $185k | +23% | 523.00 | 353.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $182k | -4% | 363.00 | 500.39 |
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| Union Pacific Corporation (UNP) | 0.0 | $181k | 667.00 | 272.00 |
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| Church & Dwight (CHD) | 0.0 | $175k | 1.8k | 96.88 |
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| Principal Financial (PFG) | 0.0 | $163k | -16% | 1.5k | 107.78 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $153k | 2.0k | 76.40 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $150k | 498.00 | 300.45 |
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| Chevron Corporation (CVX) | 0.0 | $147k | 886.00 | 165.76 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.0 | $146k | NEW | 2.4k | 60.29 |
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| Merck & Co (MRK) | 0.0 | $143k | 1.1k | 128.50 |
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| Broadcom (AVGO) | 0.0 | $130k | 345.00 | 377.75 |
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| Wells Fargo & Company (WFC) | 0.0 | $121k | +51% | 1.5k | 82.66 |
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| Amazon (AMZN) | 0.0 | $119k | +25% | 500.00 | 238.34 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $115k | 1.0k | 110.32 |
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| Bio-techne Corporation (TECH) | 0.0 | $110k | 1.6k | 70.65 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $108k | 250.00 | 433.33 |
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| Meta Platforms Cl A (META) | 0.0 | $104k | 185.00 | 563.29 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $97k | 1.4k | 68.41 |
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| Boeing Company (BA) | 0.0 | $94k | 433.00 | 216.47 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $93k | 254.00 | 365.67 |
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| Cummins (CMI) | 0.0 | $90k | 126.00 | 713.21 |
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| NVIDIA Corporation (NVDA) | 0.0 | $89k | +29% | 443.00 | 200.09 |
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| Coca-Cola Company (KO) | 0.0 | $87k | 1.1k | 81.27 |
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| T. Rowe Price (TROW) | 0.0 | $84k | 736.00 | 113.69 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $83k | 1.1k | 75.79 |
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| Jabil Circuit (JBL) | 0.0 | $77k | 200.00 | 385.48 |
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| Corteva (CTVA) | 0.0 | $74k | 867.00 | 84.73 |
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| Welltower Inc Com reit (WELL) | 0.0 | $73k | 320.00 | 226.97 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $68k | +113% | 427.00 | 158.03 |
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| Home Depot (HD) | 0.0 | $57k | 162.00 | 352.69 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $56k | 1.3k | 44.97 |
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| Eli Lilly & Co. (LLY) | 0.0 | $55k | 46.00 | 1199.43 |
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| Aon Shs Cl A (AON) | 0.0 | $54k | 162.00 | 331.69 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $54k | 430.00 | 124.42 |
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| Consolidated Edison (ED) | 0.0 | $52k | 472.00 | 110.63 |
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| Marriott Intl Cl A (MAR) | 0.0 | $50k | 135.00 | 370.59 |
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| Visa Com Cl A (V) | 0.0 | $50k | 145.00 | 343.10 |
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| Citigroup Com New (C) | 0.0 | $49k | 348.00 | 139.96 |
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| Eaton Corp SHS (ETN) | 0.0 | $46k | 107.00 | 426.12 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $45k | 294.00 | 152.18 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $43k | 218.00 | 197.60 |
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| PNC Financial Services (PNC) | 0.0 | $43k | 174.00 | 246.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $41k | 111.00 | 368.39 |
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| Targa Res Corp (TRGP) | 0.0 | $41k | 151.00 | 268.15 |
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| Lowe's Companies (LOW) | 0.0 | $38k | 170.00 | 220.49 |
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| NetApp (NTAP) | 0.0 | $37k | NEW | 237.00 | 154.76 |
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| Cisco Systems (CSCO) | 0.0 | $36k | 309.00 | 117.46 |
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| Manulife Finl Corp (MFC) | 0.0 | $35k | 875.00 | 40.51 |
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| Hartford Financial Services (HIG) | 0.0 | $33k | 247.00 | 132.52 |
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| Booking Holdings (BKNG) | 0.0 | $31k | +2400% | 175.00 | 178.24 |
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| Starbucks Corporation (SBUX) | 0.0 | $30k | 297.00 | 102.25 |
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| Otter Tail Corporation (OTTR) | 0.0 | $30k | 334.00 | 89.98 |
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| Deere & Company (DE) | 0.0 | $30k | +4% | 46.00 | 640.83 |
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| Bank of America Corporation (BAC) | 0.0 | $28k | 497.00 | 56.98 |
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| McDonald's Corporation (MCD) | 0.0 | $28k | 104.00 | 270.32 |
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| Garmin SHS (GRMN) | 0.0 | $28k | 118.00 | 237.54 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $27k | 142.00 | 189.73 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $27k | 146.00 | 182.28 |
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| Tidal Trust I Fund Gran Us Etf (GRNY) | 0.0 | $24k | 880.00 | 27.65 |
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| Ames National Corporation (ATLO) | 0.0 | $24k | 804.00 | 29.61 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $21k | 176.00 | 117.67 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $18k | 200.00 | 88.86 |
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| Gilead Sciences (GILD) | 0.0 | $16k | 130.00 | 126.35 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $15k | 160.00 | 93.53 |
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| Valero Energy Corporation (VLO) | 0.0 | $14k | 52.00 | 261.00 |
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| Target Corporation (TGT) | 0.0 | $14k | 103.00 | 130.61 |
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| S&T Ban (STBA) | 0.0 | $13k | 262.00 | 49.08 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $13k | +5% | 56.00 | 228.55 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $12k | 41.00 | 302.98 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $11k | -15% | 103.00 | 107.62 |
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| Verizon Communications (VZ) | 0.0 | $11k | 252.00 | 42.34 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.0 | $10k | 250.00 | 41.73 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $10k | NEW | 59.00 | 170.86 |
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| Cigna Corp (CI) | 0.0 | $9.6k | 35.00 | 275.69 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $9.0k | 500.00 | 17.92 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $7.7k | -23% | 279.00 | 27.70 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $7.5k | 10.00 | 748.90 |
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| Procter & Gamble Company (PG) | 0.0 | $7.3k | 50.00 | 146.64 |
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| Kinder Morgan (KMI) | 0.0 | $7.2k | 225.00 | 31.90 |
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| Symbotic Class A Com (SYM) | 0.0 | $6.7k | 150.00 | 44.95 |
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| Nordic American Tanker Shippin (NAT) | 0.0 | $6.7k | +3% | 1.2k | 5.54 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $6.6k | NEW | 31.00 | 212.77 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $5.7k | 510.00 | 11.15 |
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| Apollo Global Mgmt (APO) | 0.0 | $5.4k | NEW | 46.00 | 117.22 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $5.2k | 119.00 | 43.93 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $4.6k | 155.00 | 29.59 |
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| Universal Technical Institute (UTI) | 0.0 | $4.3k | 100.00 | 42.77 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $4.1k | +17% | 79.00 | 51.70 |
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| UGI Corporation (UGI) | 0.0 | $3.6k | 105.00 | 34.69 |
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| Riley Exploration Permian In (REPX) | 0.0 | $3.5k | 107.00 | 33.04 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $3.2k | +2% | 51.00 | 62.43 |
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| Telus Ord (TU) | 0.0 | $3.2k | 300.00 | 10.57 |
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| Arqit Quantum Com New (ARQQ) | 0.0 | $3.0k | 100.00 | 29.72 |
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| Blacksky Technology Cl A New (BKSY) | 0.0 | $2.8k | 100.00 | 27.92 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $2.7k | +2% | 131.00 | 20.61 |
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| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $2.6k | 400.00 | 6.50 |
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| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $2.6k | 50.00 | 51.36 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $2.3k | NEW | 51.00 | 45.35 |
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| Prudential Financial (PRU) | 0.0 | $2.3k | -74% | 21.00 | 107.95 |
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| Spdr Index Shs Fds St Str Infra Etf (GII) | 0.0 | $2.2k | NEW | 29.00 | 75.72 |
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| Fortinet (FTNT) | 0.0 | $2.2k | NEW | 14.00 | 153.64 |
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| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 0.0 | $2.1k | NEW | 70.00 | 30.61 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $2.1k | 100.00 | 21.11 |
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| Spire Global Com Cl A New (SPIR) | 0.0 | $1.9k | 100.00 | 18.60 |
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| Gladstone Ld (LAND) | 0.0 | $1.8k | 215.00 | 8.53 |
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| Cloudflare Cl A Com (NET) | 0.0 | $1.7k | NEW | 7.00 | 245.29 |
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| Redwire Corporation (RDW) | 0.0 | $1.7k | 140.00 | 12.24 |
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| 4068594 Enphase Energy (ENPH) | 0.0 | $1.6k | NEW | 32.00 | 49.25 |
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| Intuitive Machines Class A Com (LUNR) | 0.0 | $1.5k | NEW | 72.00 | 21.40 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.5k | 134.00 | 11.31 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $1.5k | NEW | 6.00 | 250.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.5k | NEW | 3.00 | 497.00 |
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| PennantPark Investment (PNNT) | 0.0 | $1.4k | +2% | 404.00 | 3.47 |
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| Toro Company (TTC) | 0.0 | $1.4k | NEW | 14.00 | 97.43 |
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| Permian Resources Corp Class A Com (PR) | 0.0 | $1.3k | 70.00 | 18.40 |
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| Saratoga Invt Corp Com New (SAR) | 0.0 | $1.3k | 57.00 | 22.47 |
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| Fortuna Mng Corp Com New (FSM) | 0.0 | $1.3k | 150.00 | 8.45 |
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| Gt Biopharma (GTBP) | 0.0 | $1.2k | 2.5k | 0.49 |
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| Doordash Cl A (DASH) | 0.0 | $1.1k | NEW | 6.00 | 184.67 |
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| Globus Med Cl A (GMED) | 0.0 | $1.1k | NEW | 14.00 | 79.07 |
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| Progressive Corporation (PGR) | 0.0 | $1.1k | NEW | 5.00 | 218.60 |
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $1.0k | NEW | 300.00 | 3.47 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $1.0k | 57.00 | 18.23 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $1.0k | NEW | 19.00 | 54.42 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.0k | NEW | 9.00 | 114.22 |
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| Franklin Resources (BEN) | 0.0 | $1.0k | +3% | 31.00 | 33.03 |
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| Upstart Hldgs (UPST) | 0.0 | $993.000400 | NEW | 28.00 | 35.46 |
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| Unity Software (U) | 0.0 | $971.998800 | NEW | 34.00 | 28.59 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $919.000000 | NEW | 2.00 | 459.50 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $905.997900 | 57.00 | 15.89 |
|
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $888.000000 | NEW | 5.00 | 177.60 |
|
| Cme (CME) | 0.0 | $884.000000 | NEW | 4.00 | 221.00 |
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| Paycom Software (PAYC) | 0.0 | $880.000100 | NEW | 7.00 | 125.71 |
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| Sofi Technologies (SOFI) | 0.0 | $879.001200 | 49.00 | 17.94 |
|
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| Wingstop (WING) | 0.0 | $868.000000 | NEW | 5.00 | 173.60 |
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| Stantec (STN) | 0.0 | $827.000400 | NEW | 12.00 | 68.92 |
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| Paypal Holdings (PYPL) | 0.0 | $777.999600 | NEW | 18.00 | 43.22 |
|
| Servicetitan Shs Cl A (TTAN) | 0.0 | $778.000300 | NEW | 11.00 | 70.73 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $771.001000 | +3% | 31.00 | 24.87 |
|
| Immersion Corporation (IMMR) | 0.0 | $713.002500 | 105.00 | 6.79 |
|
|
| Afc Gamma Ord (AFCG) | 0.0 | $709.991600 | 229.00 | 3.10 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $687.999200 | 28.00 | 24.57 |
|
|
| Byrna Technologies Com New (BYRN) | 0.0 | $671.000000 | 100.00 | 6.71 |
|
|
| Global X Fds Global X Copper (COPX) | 0.0 | $616.000000 | NEW | 8.00 | 77.00 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $543.000000 | NEW | 30.00 | 18.10 |
|
| Walt Disney Company (DIS) | 0.0 | $482.000000 | 5.00 | 96.40 |
|
|
| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $476.998200 | +2% | 42.00 | 11.36 |
|
| McKesson Corporation (MCK) | 0.0 | $466.000000 | 1.00 | 466.00 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $395.000000 | 10.00 | 39.50 |
|
|
| At&t (T) | 0.0 | $290.000200 | 14.00 | 20.71 |
|
|
| Under Armour CL C (UA) | 0.0 | $75.000000 | 12.00 | 6.25 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $70.000200 | 9.00 | 7.78 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $54.000000 | 2.00 | 27.00 |
|
|
| Sentinelone Cl A (S) | 0.0 | $51.000000 | 3.00 | 17.00 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $37.000000 | 1.00 | 37.00 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $0 | 0 | 0.00 |
|
|
| 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 2026 Q2 filed July 8, 2026
- West Financial Advisors 2026 Q1 filed April 8, 2026
- 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