The Analysis of West Financial Advisors, LLC's Holdings

Currently, West Financial Advisors, LLC holds 236 types of securities in its portfolio with a total value $592.7M. In the most recent quarter, they have increased their positions in VCIT (+57.5K shares, valued at $4.8M), TIP (+42.4K shares, valued at $4.7M), XLK (+14.1K shares, valued at $2.0M); decreased their positions in N/A (-11.5K shares, valued at $7.2M), BND (-94.5K shares, valued at $7.0M), SPY (-6.2K shares, valued at $4.3M); initiated new positions in VT (+2.6K shares, valued at $369.6K), QQQM (+82 shares, valued at $20.7K), ASML (+19 shares, valued at $20.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS149.5K shares-7.14%2025-12-312026-01-13

VEA VANGUARD TAX-MANAGED FDS1.1M shares-2.10%2025-12-312026-01-13

SPY SPDR S&P 500 ETF TR98.3K shares-5.98%2025-12-312026-01-13

VTEB VANGUARD MUN BD FDS1.1M shares-5.43%2025-12-312026-01-13

BND VANGUARD BD INDEX FDS712.9K shares-11.70%2025-12-312026-01-13

DFAE DIMENSIONAL ETF TRUST890.1K shares-3.41%2025-12-312026-01-13

IEFA ISHARES TR288.9K shares-0.84%2025-12-312026-01-13

IJH ISHARES TR362.7K shares-2.14%2025-12-312026-01-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS255.3K shares29.07%2025-12-312026-01-13

TIP ISHARES TR176.3K shares31.68%2025-12-312026-01-13

VNQ VANGUARD INDEX FDS168.1K shares2.58%2025-12-312026-01-13

DFAS DIMENSIONAL ETF TRUST212.0K shares3.30%2025-12-312026-01-13

VXF VANGUARD INDEX FDS63.1K shares-4.24%2025-12-312026-01-13

DFNM DIMENSIONAL ETF TRUST189.8K shares-2.02%2025-12-312026-01-13

VIG VANGUARD SPECIALIZED FUNDS38.0K shares-16.86%2025-12-312026-01-13

BIL SPDR SERIES TRUST79.2K shares-5.48%2025-12-312026-01-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR9.0K shares-10.17%2025-12-312026-01-13

VTI VANGUARD INDEX FDS15.9K shares-4.62%2025-12-312026-01-13

AAPL APPLE INC15.9K shares-14.17%2025-12-312026-01-13

XLK SELECT SECTOR SPDR TR27.5K shares104.95%2025-12-312026-01-13

XLI SELECT SECTOR SPDR TR25.2K shares3.27%2025-12-312026-01-13

XLC SELECT SECTOR SPDR TR33.0K shares1.46%2025-12-312026-01-13

XLY SELECT SECTOR SPDR TR32.5K shares102.34%2025-12-312026-01-13

VB VANGUARD INDEX FDS13.0K shares-5.63%2025-12-312026-01-13

Sponsored

VO VANGUARD INDEX FDS9.2K shares1.79%2025-12-312026-01-13

ESGV VANGUARD WORLD FD18.7K shares-1.64%2025-12-312026-01-13

VSGX VANGUARD WORLD FD31.0K shares-1.32%2025-12-312026-01-13

VXUS VANGUARD STAR FDS29.3K shares0.63%2025-12-312026-01-13

VWO VANGUARD INTL EQUITY INDEX F40.5K shares2.39%2025-12-312026-01-13

VUG VANGUARD INDEX FDS3.9K shares-29.29%2025-12-312026-01-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.8K shares-1.92%2025-12-312026-01-13

MSFT MICROSOFT CORP2.8K shares-20.62%2025-12-312026-01-13

Sponsored

SCHW SCHWAB CHARLES CORP12.6K shares0.00%2025-12-312026-01-13

MGC VANGUARD WORLD FD3.7K shares0.00%2025-12-312026-01-13

IBIT ISHARES BITCOIN TRUST ETF17.0K shares20.37%2025-12-312026-01-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-13

LNT ALLIANT ENERGY CORP10.8K shares0.00%2025-12-312026-01-13

TYL TYLER TECHNOLOGIES INC1.4K shares0.00%2025-12-312026-01-13

SUSA ISHARES TR4.6K shares-0.69%2025-12-312026-01-13

VCEB VANGUARD WORLD FD9.8K shares8.86%2025-12-312026-01-13

Sponsored

TSLA TESLA INC1.3K shares0.00%2025-12-312026-01-13

DSI ISHARES TR4.6K shares0.00%2025-12-312026-01-13

VTV VANGUARD INDEX FDS2.7K shares0.19%2025-12-312026-01-13

VBR VANGUARD INDEX FDS2.3K shares0.00%2025-12-312026-01-13

SCHB SCHWAB STRATEGIC TR17.3K shares-5.88%2025-12-312026-01-13

ORCL ORACLE CORP2.3K shares0.00%2025-12-312026-01-13

CASY CASEYS GEN STORES INC714 shares0.14%2025-12-312026-01-13

IWF ISHARES TR812 shares-9.07%2025-12-312026-01-13

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2025-12-312026-01-13

GL GLOBE LIFE INC2.0K shares0.00%2025-12-312026-01-13

QCOM QUALCOMM INC1.6K shares1.56%2025-12-312026-01-13

AMGN AMGEN INC784 shares2.62%2025-12-312026-01-13

NSC NORFOLK SOUTHN CORP846 shares0.00%2025-12-312026-01-13

IBM INTERNATIONAL BUSINESS MACHS788 shares2.87%2025-12-312026-01-13

IWD ISHARES TR1.1K shares0.00%2025-12-312026-01-13

ALPHABET INC ALPHABET INC680 shares-73.86%2025-12-312026-01-13

Sponsored

USB US BANCORP DEL3.8K shares3.17%2025-12-312026-01-13

HEDJ WISDOMTREE TR3.7K shares0.00%2025-12-312026-01-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL392 shares0.00%2025-12-312026-01-13

JPM JPMORGAN CHASE & CO.585 shares3.36%2025-12-312026-01-13

ITOT ISHARES TR1.2K shares0.00%2025-12-312026-01-13

IEMG ISHARES INC2.4K shares0.75%2025-12-312026-01-13

PFG PRINCIPAL FINANCIAL GROUP IN1.8K shares0.00%2025-12-312026-01-13

SCHD SCHWAB STRATEGIC TR5.7K shares0.00%2025-12-312026-01-13

Sponsored

UNP UNION PAC CORP667 shares0.00%2025-12-312026-01-13

CHD CHURCH & DWIGHT CO INC1.8K shares0.00%2025-12-312026-01-13

ABBV ABBVIE INC648 shares-1.37%2025-12-312026-01-13

CVX CHEVRON CORP NEW933 shares5.30%2025-12-312026-01-13

META META PLATFORMS INC202 shares9.19%2025-12-312026-01-13

ALPHABET INC ALPHABET INC423 shares-82.54%2025-12-312026-01-13

BROADCOM INC BROADCOM INC379 shares9.86%2025-12-312026-01-13

MERCK & CO INC MERCK & CO INC1.2K shares7.36%2025-12-312026-01-13

Sponsored

IWM ISHARES TR498 shares-2.35%2025-12-312026-01-13

ADM ARCHER DANIELS MIDLAND CO2.0K shares0.00%2025-12-312026-01-13

AMZN AMAZON COM INC475 shares18.75%2025-12-312026-01-13

IWR ISHARES TR1.0K shares0.29%2025-12-312026-01-13

XOM EXXON MOBIL CORP827 shares2.86%2025-12-312026-01-13

BA BOEING CO433 shares-31.60%2025-12-312026-01-13

WFC WELLS FARGO CO NEW983 shares-51.48%2025-12-312026-01-13

TECH BIO-TECHNE CORP1.6K shares0.00%2025-12-312026-01-13

Sponsored

NVDA NVIDIA CORPORATION464 shares35.28%2025-12-312026-01-13

TROW PRICE T ROWE GROUP INC790 shares-76.66%2025-12-312026-01-13

EEM ISHARES TR1.4K shares0.00%2025-12-312026-01-13

VBK VANGUARD INDEX FDS254 shares0.00%2025-12-312026-01-13

DGRO ISHARES TR1.1K shares0.00%2025-12-312026-01-13

KO COCA COLA CO1.1K shares0.00%2025-12-312026-01-13

CMI CUMMINS INC126 shares0.00%2025-12-312026-01-13

VYM VANGUARD WHITEHALL FDS427 shares0.00%2025-12-312026-01-13

Sponsored

HOLX HOLOGIC INC816 shares0.00%2025-12-312026-01-13

WELL WELLTOWER INC320 shares0.00%2025-12-312026-01-13

CTVA CORTEVA INC867 shares-45.30%2025-12-312026-01-13

INTC INTEL CORP1.6K shares0.00%2025-12-312026-01-13

AON PLC AON PLC162 shares0.00%2025-12-312026-01-13

HD HOME DEPOT INC162 shares0.00%2025-12-312026-01-13

PIO INVESCO EXCH TRADED FD TR II1.3K shares0.00%2025-12-312026-01-13

V VISA INC145 shares0.00%2025-12-312026-01-13

Sponsored

LLY ELI LILLY & CO46 shares0.00%2025-12-312026-01-13

ED CONSOLIDATED EDISON INC472 shares0.00%2025-12-312026-01-13

JBL JABIL INC200 shares0.00%2025-12-312026-01-13

EFG ISHARES TR386 shares0.00%2025-12-312026-01-13

LAM RESEARCH CORP LAM RESEARCH CORP250 shares0.00%2025-12-312026-01-13

MAR MARRIOTT INTL INC NEW135 shares0.00%2025-12-312026-01-13

SBUX STARBUCKS CORP497 shares0.00%2025-12-312026-01-13

LOW LOWES COS INC170 shares-33.59%2025-12-312026-01-13

Sponsored

SDY SPDR SERIES TRUST294 shares0.00%2025-12-312026-01-13

CITIGROUP INC CITIGROUP INC348 shares0.00%2025-12-312026-01-13

VOE VANGUARD INDEX FDS218 shares0.00%2025-12-312026-01-13

BKNG BOOKING HOLDINGS INC7 shares0.00%2025-12-312026-01-13

PNC PNC FINL SVCS GROUP INC174 shares0.00%2025-12-312026-01-13

EATON CORP PLC EATON CORP PLC107 shares0.00%2025-12-312026-01-13

HIG HARTFORD INSURANCE GROUP INC247 shares0.00%2025-12-312026-01-13

DE DEERE & CO73 shares-58.05%2025-12-312026-01-13

Sponsored

DFIV DIMENSIONAL ETF TRUST666 shares0.00%2025-12-312026-01-13

CSCO CISCO SYS INC416 shares34.63%2025-12-312026-01-13

MCD MCDONALDS CORP104 shares0.00%2025-12-312026-01-13

MFC MANULIFE FINL CORP875 shares0.00%2025-12-312026-01-13

TRGP TARGA RES CORP151 shares0.00%2025-12-312026-01-13

BAC BANK AMERICA CORP497 shares0.00%2025-12-312026-01-13

BLACKSTONE INC BLACKSTONE INC176 shares0.00%2025-12-312026-01-13

OTTR OTTER TAIL CORP334 shares0.00%2025-12-312026-01-13

Sponsored

RTX RTX CORPORATION142 shares0.00%2025-12-312026-01-13

IYY ISHARES TR146 shares0.00%2025-12-312026-01-13

GRMN GARMIN LTD118 shares0.00%2025-12-312026-01-13

GILD GILEAD SCIENCES INC194 shares49.23%2025-12-312026-01-13

PRU PRUDENTIAL FINL INC199 shares51.91%2025-12-312026-01-13

GRNY TIDAL TRUST I880 shares0.00%2025-12-312026-01-13

QQQM INVESCO EXCH TRADED FD TR II82 sharesnew addition2025-12-312026-01-13

ASML ASML HOLDING N V19 sharesnew addition2025-12-312026-01-13

Sponsored

ATLO AMES NATL CORP804 shares0.00%2025-12-312026-01-13

BN BROOKFIELD CORP375 sharesnew addition2025-12-312026-01-13

HYS PIMCO ETF TR160 shares-96.37%2025-12-312026-01-13

TGT TARGET CORP155 shares50.49%2025-12-312026-01-13

ASTS AST SPACEMOBILE INC200 shares0.00%2025-12-312026-01-13

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD1.0K sharesnew addition2025-12-312026-01-13

JNJ JOHNSON & JOHNSON64 shares0.00%2025-12-312026-01-13

AJG GALLAGHER ARTHUR J & CO50 shares4.17%2025-12-312026-01-13

Sponsored

GEV GE VERNOVA INC19 sharesnew addition2025-12-312026-01-13

DELL DELL TECHNOLOGIES INC87 sharesnew addition2025-12-312026-01-13

STBA S & T BANCORP INC262 shares0.00%2025-12-312026-01-13

VZ VERIZON COMMUNICATIONS INC252 shares0.00%2025-12-312026-01-13

THE CIGNA GROUP THE CIGNA GROUP35 shares0.00%2025-12-312026-01-13

DUHP DIMENSIONAL ETF TRUST250 shares0.00%2025-12-312026-01-13

ABNB AIRBNB INC69 sharesnew addition2025-12-312026-01-13

ISRG INTUITIVE SURGICAL INC16 sharesnew addition2025-12-312026-01-13

Sponsored

SYM SYMBOTIC INC150 shares0.00%2025-12-312026-01-13

LNG CHENIERE ENERGY INC45 sharesnew addition2025-12-312026-01-13

VLO VALERO ENERGY CORP52 shares1.96%2025-12-312026-01-13

ENB ENBRIDGE INC170 sharesnew addition2025-12-312026-01-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND30 sharesnew addition2025-12-312026-01-13

SLB SLB LIMITED207 sharesnew addition2025-12-312026-01-13

CB CHUBB LIMITED25 sharesnew addition2025-12-312026-01-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC73 sharesnew addition2025-12-312026-01-13

Sponsored

CAT CATERPILLAR INC13 shares-87.38%2025-12-312026-01-13

UBER UBER TECHNOLOGIES INC90 sharesnew addition2025-12-312026-01-13

PG PROCTER AND GAMBLE CO50 shares0.00%2025-12-312026-01-13

XEL XCEL ENERGY INC97 sharesnew addition2025-12-312026-01-13

PLD PROLOGIS INC.56 sharesnew addition2025-12-312026-01-13

STT STATE STR CORP54 sharesnew addition2025-12-312026-01-13

VV VANGUARD INDEX FDS22 shares0.00%2025-12-312026-01-13

MA MASTERCARD INCORPORATED12 sharesnew addition2025-12-312026-01-13

Sponsored

IVV ISHARES TR10 sharesnew addition2025-12-312026-01-13

HSY HERSHEY CO37 sharesnew addition2025-12-312026-01-13

SCHF SCHWAB STRATEGIC TR279 shares-7.92%2025-12-312026-01-13

GPC GENUINE PARTS CO54 sharesnew addition2025-12-312026-01-13

BLACKROCK INC BLACKROCK INC6 sharesnew addition2025-12-312026-01-13

PM PHILIP MORRIS INTL INC38 sharesnew addition2025-12-312026-01-13

KMI KINDER MORGAN INC DEL221 shares1.38%2025-12-312026-01-13

UPS UNITED PARCEL SERVICE INC58 sharesnew addition2025-12-312026-01-13

Sponsored

PEP PEPSICO INC40 sharesnew addition2025-12-312026-01-13

CTRE CARETRUST REIT INC155 shares1.31%2025-12-312026-01-13

BBY BEST BUY INC80 sharesnew addition2025-12-312026-01-13

TT TRANE TECHNOLOGIES PLC13 sharesnew addition2025-12-312026-01-13

MUB ISHARES TR47 shares1075.00%2025-12-312026-01-13

TFC TRUIST FINL CORP102 sharesnew addition2025-12-312026-01-13

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC64 sharesnew addition2025-12-312026-01-13

WES WESTERN MIDSTREAM PARTNERS L115 shares2.68%2025-12-312026-01-13

Sponsored

PFE PFIZER INC177 sharesnew addition2025-12-312026-01-13

CLX CLOROX CO DEL43 sharesnew addition2025-12-312026-01-13

NTAP NETAPP INC39 sharesnew addition2025-12-312026-01-13

KMB KIMBERLY-CLARK CORP40 sharesnew addition2025-12-312026-01-13

TU TELUS CORPORATION300 shares0.00%2025-12-312026-01-13

NAT NORDIC AMERICAN TANKERS LIMI1.1K shares7.05%2025-12-312026-01-13

UGI UGI CORP NEW103 shares0.98%2025-12-312026-01-13

NVTS NAVITAS SEMICONDUCTOR CORP500 shares0.00%2025-12-312026-01-13

Sponsored

KD KYNDRYL HLDGS INC134 shares0.00%2025-12-312026-01-13

HRL HORMEL FOODS CORP146 sharesnew addition2025-12-312026-01-13

ING ING GROEP N.V.115 sharesnew addition2025-12-312026-01-13

DFAU DIMENSIONAL ETF TRUST67 shares0.00%2025-12-312026-01-13

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC152 shares1.33%2025-12-312026-01-13

CCJ CAMECO CORP32 sharesnew addition2025-12-312026-01-13

BAP CREDICORP LTD10 sharesnew addition2025-12-312026-01-13

REPX RILEY EXPLORATION PERMIAN IN105 shares1.94%2025-12-312026-01-13

Sponsored

SONY SONY GROUP CORP105 sharesnew addition2025-12-312026-01-13

UTI UNIVERSAL TECHNICAL INST INC100 shares0.00%2025-12-312026-01-13

ATMU ATMUS FILTRATION TECHNOLOGIE50 shares0.00%2025-12-312026-01-13

FCX FREEPORT-MCMORAN INC50 shares0.00%2025-12-312026-01-13

PNNT PENNANTPARK INVT CORP376 shares2.45%2025-12-312026-01-13

NCLH NORWEGIAN CRUISE LINE HLDG L100 shares0.00%2025-12-312026-01-13

ARQQ ARQIT QUANTUM INC100 shares0.00%2025-12-312026-01-13

CCEP COCA-COLA EUROPACIFIC PARTNE24 sharesnew addition2025-12-312026-01-13

Sponsored

LAND GLADSTONE LD CORP209 shares1.46%2025-12-312026-01-13

ABR ARBOR REALTY TRUST INC226 shares3.20%2025-12-312026-01-13

HLN HALEON PLC170 sharesnew addition2025-12-312026-01-13

GSK PLC GSK PLC35 sharesnew addition2025-12-312026-01-13

BYRN BYRNA TECHNOLOGIES INC100 shares0.00%2025-12-312026-01-13

TOTALENERGIES SE TOTALENERGIES SE23 sharesnew addition2025-12-312026-01-13

ALC ALCON AG19 sharesnew addition2025-12-312026-01-13

FSM FORTUNA MNG CORP150 shares0.00%2025-12-312026-01-13

Sponsored

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC50 shares0.00%2025-12-312026-01-13

PANL PANGAEA LOGISTICS SOLUTION L200 shares0.00%2025-12-312026-01-13

BEN FRANKLIN RESOURCES INC55 shares1.85%2025-12-312026-01-13

SOFI SOFI TECHNOLOGIES INC49 shares0.00%2025-12-312026-01-13

UNILEVER PLC UNILEVER PLC19 sharesnew addition2025-12-312026-01-13

SAR SARATOGA INVT CORP54 shares3.85%2025-12-312026-01-13

NOG NORTHERN OIL & GAS INC55 shares1.85%2025-12-312026-01-13

RTO RENTOKIL INITIAL PLC40 sharesnew addition2025-12-312026-01-13

Sponsored

DEO DIAGEO PLC13 sharesnew addition2025-12-312026-01-13

RDW REDWIRE CORPORATION140 sharesnew addition2025-12-312026-01-13

HTGC HERCULES CAPITAL INC55 shares3.77%2025-12-312026-01-13

PR PERMIAN RESOURCES CORP69 shares1.47%2025-12-312026-01-13

CMCSA COMCAST CORP NEW28 shares0.00%2025-12-312026-01-13

PSEC PROSPECT CAP CORP302 shares5.23%2025-12-312026-01-13

WHR WHIRLPOOL CORP10 shares0.00%2025-12-312026-01-13

IMMR IMMERSION CORP103 shares0.98%2025-12-312026-01-13

Sponsored

DMLP DORCHESTER MINERALS LP29 shares3.57%2025-12-312026-01-13

AFCG ADVANCED FLOWER CAP INC225 shares4.17%2025-12-312026-01-13

PFFA ETFIS SER TR I27 shares0.00%2025-12-312026-01-13

DIS DISNEY WALT CO5 shares0.00%2025-12-312026-01-13

PMT PENNYMAC MTG INVT TR40 shares5.26%2025-12-312026-01-13

T AT&T INC14 shares0.00%2025-12-312026-01-13

DFAI DIMENSIONAL ETF TRUST8 shares0.00%2025-12-312026-01-13

LUMN LUMEN TECHNOLOGIES INC9 shares0.00%2025-12-312026-01-13

Sponsored

UA UNDER ARMOUR INC12 shares0.00%2025-12-312026-01-13

WBD WARNER BROS DISCOVERY INC2 shares0.00%2025-12-312026-01-13

S SENTINELONE INC3 shares0.00%2025-12-312026-01-13

WEST WESTROCK COFFEE CO31 shares0.00%2025-12-312026-01-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available