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
- West Financial Advisors 2020 Q4 restated filed Feb. 22, 2021
- West Financial Advisors 2020 Q4 filed Feb. 2, 2021