$524 Billion is the total value of WestEnd Advisors, LLC's 0 reported holdings in Q4 2009. The portfolio turnover from Q3 2009 to Q4 2009 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2009 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2010-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR SBI HEAL | 41 | Q2 2024 | 14.0% |
| VANGUARD INTL EQUITY INDEX F A | 41 | Q2 2024 | 9.2% |
| SELECT SECTOR SPDR TR SBI CONS | 41 | Q2 2024 | 6.5% |
| SELECT SECTOR SPDR TR SBI CONS | 41 | Q2 2024 | 6.7% |
| APPLE INC COM | 39 | Q2 2024 | 5.2% |
| TJX COS INC NEW | 39 | Q2 2024 | 5.7% |
| DISNEY WALT CO | 36 | Q2 2024 | 5.4% |
| SPDR TR UNIT SER 1 | 36 | Q2 2024 | 3.5% |
| ISHARES TR RUSSELL 3000 | 36 | Q4 2022 | 0.0% |
| Technology Select Sector SPDR Fund | 35 | Q2 2024 | 12.8% |
View WestEnd Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-11 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-28 |
View WestEnd Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.