West Financial Advisors, LLC holdings history

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338 is the total number of securities West Financial Advisors, LLC has owned. The longest West Financial Advisors, LLC has owned a single stock is 12 quarters.

West Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR121217.59%22.48%26.13%Q4 2020Q3 202312
BND VANGUARD BD INDEX FDS12128.72%10.12%11.76%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12128.36%10.08%11.23%Q4 2020Q3 202312
MUB ISHARES TR12120.16%6.80%12.72%Q4 2020Q3 202312
IJH ISHARES TR12124.01%4.75%5.50%Q4 2020Q3 202312
VCSH VANGUARD SCOTTSDALE FDS12123.28%4.41%5.49%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12122.15%3.77%5.84%Q4 2020Q3 202312
SUB ISHARES TR12120.24%3.60%6.62%Q4 2020Q3 202312
VXF VANGUARD INDEX FDS12122.38%3.02%3.90%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.30%2.82%4.73%Q4 2020Q3 202312
TIP ISHARES TR12121.93%2.75%3.54%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.73%1.98%3.37%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12120.83%1.74%4.87%Q4 2020Q3 202312
IEFA ISHARES TR12120.22%1.53%3.96%Q4 2020Q3 202312
VXUS VANGUARD STAR FDS12120.65%1.06%2.08%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.02%1.03%2.50%Q4 2020Q3 202312
AAPL APPLE INC12120.48%0.63%0.73%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.03%0.61%2.43%Q4 2020Q3 202312
PRF INVESCO EXCHANGE TRADE...12120.36%0.52%0.68%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.26%0.37%0.53%Q4 2020Q3 202312
VSGX VANGUARD WORLD FD12120.27%0.31%0.38%Q4 2020Q3 202312
ESGV VANGUARD WORLD FD12120.20%0.30%0.35%Q4 2020Q3 202312
MGC VANGUARD WORLD FD12120.14%0.24%0.33%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.10%0.18%0.23%Q4 2020Q3 202312
LNT ALLIANT ENERGY CORP12120.13%0.17%0.20%Q4 2020Q3 202312
SCHB SCHWAB STRATEGIC TR12120.11%0.16%0.22%Q4 2020Q3 202312
SUSA ISHARES TR12120.14%0.16%0.19%Q4 2020Q3 202312
DSI ISHARES TR12120.12%0.14%0.16%Q4 2020Q3 202312
TYL TYLER TECHNOLOGIES INC12120.09%0.13%0.16%Q4 2020Q3 202312
VCEB VANGUARD WORLD FD12120.05%0.12%0.16%Q4 2020Q3 202312
HEDJ WISDOMTREE TR12120.05%0.11%0.18%Q4 2020Q3 202312
SCHD SCHWAB STRATEGIC TR12120.08%0.10%0.12%Q4 2020Q3 202312
VBR VANGUARD INDEX FDS12120.08%0.10%0.12%Q4 2020Q3 202312
EFA ISHARES TR12120.01%0.07%0.12%Q4 2020Q3 202312
GOOG ALPHABET INC12120.05%0.07%0.08%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.05%0.07%0.08%Q4 2020Q3 202312
ORCL ORACLE CORP12120.04%0.07%0.15%Q4 2020Q3 202312
QCOM QUALCOMM INC12120.05%0.06%0.09%Q4 2020Q3 202312
CHD CHURCH & DWIGHT INC12120.04%0.05%0.07%Q4 2020Q3 202312
CTVA CORTEVA INC12120.03%0.05%0.07%Q4 2020Q3 202312
HON HONEYWELL INTL INC12120.03%0.05%0.06%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12120.03%0.04%0.06%Q4 2020Q3 202312
VIGI VANGUARD WHITEHALL FDS12120.02%0.04%0.05%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.03%0.03%0.05%Q4 2020Q3 202312
LOW LOWES COS INC12120.01%0.03%0.06%Q4 2020Q3 202312
SCHF SCHWAB STRATEGIC TR12120.01%0.03%0.05%Q4 2020Q3 202312
PFG PRINCIPAL FINANCIAL GR...12120.01%0.03%0.05%Q4 2020Q3 202312
TSLA TESLA INC12120.01%0.02%0.04%Q4 2020Q3 202312
NKE NIKE INC12120.01%0.02%0.03%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.00%0.02%0.07%Q4 2020Q3 202312
IWR ISHARES TR12120.02%0.02%0.03%Q4 2020Q3 202312
IJR ISHARES TR12120.00%0.02%0.04%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.00%0.02%0.03%Q4 2020Q3 202312
IWM ISHARES TR12120.02%0.02%0.02%Q4 2020Q3 202312
BAX BAXTER INTL INC12120.00%0.02%0.03%Q4 2020Q3 202312
KR KROGER CO12120.01%0.02%0.04%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.01%0.02%0.02%Q4 2020Q3 202312
BBY BEST BUY INC12120.01%0.01%0.02%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.01%0.01%0.03%Q4 2020Q3 202312
IWD ISHARES TR12120.01%0.01%0.02%Q4 2020Q3 202312
CVS CVS HEALTH CORP12120.00%0.01%0.02%Q4 2020Q3 202312
PIO INVESCO EXCH TRADED FD...12120.01%0.01%0.02%Q4 2020Q3 202312
VV VANGUARD INDEX FDS12120.01%0.01%0.01%Q4 2020Q3 202312
ED CONSOLIDATED EDISON INC12120.01%0.01%0.01%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.00%0.01%0.02%Q4 2020Q3 202312
VOE VANGUARD INDEX FDS12120.01%0.01%0.01%Q4 2020Q3 202312
PFE PFIZER INC12120.01%0.01%0.01%Q4 2020Q3 202312
CASY CASEYS GEN STORES INC12120.00%0.01%0.01%Q4 2020Q3 202312
DE DEERE & CO12120.00%0.01%0.02%Q4 2020Q3 202312
OTTR OTTER TAIL CORP12120.01%0.01%0.01%Q4 2020Q3 202312
TGT TARGET CORP12120.00%0.01%0.01%Q4 2020Q3 202312
ATLO AMES NATL CORP12120.00%0.01%0.01%Q4 2020Q3 202312
DD DUPONT DE NEMOURS INC12120.00%0.01%0.01%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.00%0.00%0.01%Q4 2020Q3 202312
PRU PRUDENTIAL FINL INC12120.00%0.00%0.01%Q4 2020Q3 202312
DOW DOW INC12120.00%0.00%0.01%Q4 2020Q3 202312
JBL JABIL INC12120.00%0.00%0.01%Q4 2020Q3 202312
AEP AMERICAN ELEC PWR CO INC12120.00%0.00%0.00%Q4 2020Q3 202312
LUMO LUMOS PHARMA INC12120.00%0.00%0.01%Q4 2020Q3 202312
STBA S & T BANCORP INC12120.00%0.00%0.00%Q4 2020Q3 202312
VEU VANGUARD INTL EQUITY I...12120.00%0.00%0.01%Q4 2020Q3 202312
CC CHEMOURS CO12120.00%0.00%0.00%Q4 2020Q3 202312
GLD SPDR GOLD TR12120.00%0.00%0.00%Q4 2020Q3 202312
WHR WHIRLPOOL CORP12120.00%0.00%0.00%Q4 2020Q3 202312
VTRS VIATRIS INC12120.00%0.00%0.00%Q4 2020Q3 202312
FB META PLATFORMS INC11110.03%0.09%0.15%Q4 2020Q2 202311
IVV ISHARES TR11110.06%0.06%0.08%Q4 2020Q2 202311
IEMG ISHARES INC1010.00%0.03%0.08%Q4 2020Q3 202311
DGRO ISHARES TR11110.00%0.02%0.03%Q1 2021Q3 202311
AMZN AMAZON COM INC11110.01%0.01%0.02%Q4 2020Q2 202311
T AT&T INC920.00%0.00%0.00%Q4 2020Q3 202311
AFL AFLAC INC820.00%0.10%0.13%Q4 2020Q3 202310
BLK BLACKROCK INC820.00%0.04%0.05%Q4 2020Q3 202310
JNJ JOHNSON & JOHNSON820.00%0.03%0.04%Q4 2020Q3 202310
COST COSTCO WHSL CORP NEW820.01%0.01%0.03%Q4 2020Q3 202310
KO COCA COLA CO820.00%0.01%0.02%Q4 2020Q3 202310
DEO DIAGEO PLC820.00%0.01%0.01%Q4 2020Q3 202310
SDY SPDR SER TR730.00%0.01%0.01%Q4 2020Q3 202310
SPTM SPDR SER TR10100.00%0.00%0.00%Q4 2020Q1 202310
SPDW SPDR INDEX SHS FDS10100.00%0.00%0.00%Q4 2020Q1 202310
OGN ORGANON & CO10100.00%0.00%0.00%Q2 2021Q3 202310
SPAB SPDR SER TR10100.00%0.00%0.00%Q4 2020Q1 202310
BP BP PLC10100.00%0.00%0.00%Q4 2020Q1 202310
VOO VANGUARD INDEX FDS990.25%1.58%2.27%Q3 2021Q3 20239
VO VANGUARD INDEX FDS990.07%0.27%0.36%Q3 2021Q3 20239
SCHW SCHWAB CHARLES CORP990.17%0.24%0.29%Q3 2021Q3 20239
SPLV INVESCO EXCH TRADED FD...990.05%0.06%0.06%Q4 2020Q4 20229
ADM ARCHER DANIELS MIDLAND CO990.04%0.05%0.06%Q3 2021Q3 20239
JPM JPMORGAN CHASE & CO810.00%0.03%0.04%Q4 2020Q3 20239
PEP PEPSICO INC810.00%0.03%0.03%Q4 2020Q3 20239
BA BOEING CO990.01%0.02%0.02%Q3 2021Q3 20239
DFAU DIMENSIONAL ETF TRUST880.08%0.52%3.32%Q4 2021Q3 20238
XLK SELECT SECTOR SPDR TR530.09%0.34%0.46%Q4 2020Q3 20238
XLI SELECT SECTOR SPDR TR530.09%0.27%0.46%Q4 2020Q2 20238
DFAI DIMENSIONAL ETF TRUST880.00%0.24%1.76%Q4 2021Q3 20238
SCHZ SCHWAB STRATEGIC TR880.02%0.09%0.12%Q4 2020Q3 20228
AMGN AMGEN INC880.06%0.09%0.11%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.05%0.06%0.07%Q4 2020Q3 20228
ACN ACCENTURE PLC IRELAND880.04%0.05%0.06%Q4 2020Q3 20228
MA MASTERCARD INCORPORATED880.04%0.05%0.06%Q4 2020Q3 20228
LQD ISHARES TR880.04%0.05%0.06%Q4 2020Q3 20228
BDX BECTON DICKINSON & CO880.04%0.04%0.05%Q4 2020Q3 20228
DG DOLLAR GEN CORP NEW880.03%0.03%0.04%Q4 2020Q3 20228
MDT MEDTRONIC PLC880.02%0.03%0.04%Q4 2020Q3 20228
APD AIR PRODS & CHEMS INC880.02%0.03%0.03%Q4 2020Q3 20228
EEM ISHARES TR880.01%0.03%0.04%Q4 2020Q3 20228
SPGI S&P GLOBAL INC880.02%0.02%0.02%Q4 2020Q3 20228
CMCSA COMCAST CORP NEW710.00%0.02%0.04%Q4 2020Q3 20238
TJX TJX COS INC NEW880.01%0.02%0.03%Q4 2020Q3 20228
RTX RAYTHEON TECHNOLOGIES ...880.02%0.02%0.02%Q4 2020Q3 20228
EVRG EVERGY INC880.01%0.01%0.01%Q4 2020Q3 20228
SCHP SCHWAB STRATEGIC TR880.01%0.01%0.02%Q4 2020Q3 20228
DVY ISHARES TR880.01%0.01%0.01%Q4 2021Q3 20238
FVD FIRST TR VALUE LINE DI...880.01%0.01%0.01%Q4 2021Q3 20238
IBB ISHARES TR880.01%0.01%0.01%Q4 2021Q3 20238
DFAE DIMENSIONAL ETF TRUST770.10%3.39%4.84%Q1 2022Q3 20237
XLC SELECT SECTOR SPDR TR430.09%0.31%0.47%Q1 2021Q3 20237
BRKA BERKSHIRE HATHAWAY INC...770.12%0.13%0.14%Q4 2020Q2 20227
FIBK FIRST INTST BANCSYSTEM...770.04%0.04%0.05%Q1 2022Q3 20237
UPS UNITED PARCEL SERVICE INC610.00%0.01%0.01%Q4 2020Q3 20237
SCHH SCHWAB STRATEGIC TR770.00%0.00%0.01%Q4 2020Q2 20227
SCHE SCHWAB STRATEGIC TR770.00%0.00%0.00%Q4 2020Q2 20227
DFAS DIMENSIONAL ETF TRUST662.17%2.28%2.42%Q2 2022Q3 20236
XLF SELECT SECTOR SPDR TR510.10%0.33%0.45%Q1 2021Q4 20226
XLB SELECT SECTOR SPDR TR310.01%0.18%0.44%Q4 2020Q1 20236
AYX ALTERYX INC660.00%0.00%0.01%Q4 2020Q1 20226
CGC CANOPY GROWTH CORP660.00%0.00%0.00%Q4 2020Q1 20226
CTRE CARETRUST REIT INC660.00%0.00%0.00%Q2 2022Q3 20236
AY ATLANTICA SUSTAINABLE ...660.00%0.00%0.00%Q2 2022Q3 20236
ASAN ASANA INC660.00%0.00%0.00%Q2 2022Q3 20236
KRP KIMBELL RTY PARTNERS LP660.00%0.00%0.00%Q2 2022Q3 20236
NMFC NEW MTN FIN CORP660.00%0.00%0.00%Q2 2022Q3 20236
REAL THE REALREAL INC660.00%0.00%0.00%Q2 2022Q3 20236
VTI VANGUARD INDEX FDS551.15%1.20%1.25%Q3 2022Q3 20235
IGIB ISHARES TR550.04%0.05%0.06%Q4 2020Q4 20215
NSC NORFOLK SOUTHN CORP550.04%0.05%0.06%Q3 2022Q3 20235
GWB GREAT WESTN BANCORP INC550.04%0.05%0.05%Q4 2020Q4 20215
BRKB BERKSHIRE HATHAWAY INC...550.02%0.03%0.06%Q3 2022Q3 20235
ICE INTERCONTINENTAL EXCHA...550.01%0.02%0.02%Q1 2021Q1 20225
ABBV ABBVIE INC320.00%0.01%0.03%Q3 2021Q3 20235
ECL ECOLAB INC550.01%0.01%0.01%Q4 2020Q4 20215
CMI CUMMINS INC550.01%0.01%0.01%Q3 2022Q3 20235
CFFN CAPITOL FED FINL INC550.01%0.01%0.01%Q3 2022Q3 20235
FMC FMC CORP550.00%0.01%0.01%Q3 2022Q3 20235
PNC PNC FINL SVCS GROUP INC550.01%0.01%0.01%Q3 2022Q3 20235
WELL WELLTOWER INC550.01%0.01%0.01%Q3 2022Q3 20235
MAR MARRIOTT INTL INC NEW550.01%0.01%0.01%Q3 2022Q3 20235
MDY SPDR S&P MIDCAP 400 ET...550.00%0.00%0.01%Q4 2021Q4 20225
SLY SPDR SER TR550.00%0.00%0.01%Q4 2021Q4 20225
HIG HARTFORD FINL SVCS GRO...550.00%0.00%0.01%Q3 2022Q3 20235
V VISA INC550.00%0.00%0.00%Q3 2022Q3 20235
TRGP TARGA RES CORP550.00%0.00%0.00%Q3 2022Q3 20235
CI THE CIGNA GROUP550.00%0.00%0.00%Q3 2022Q3 20235
MO ALTRIA GROUP INC320.00%0.00%0.01%Q4 2020Q3 20235
DDD 3-D SYS CORP DEL550.00%0.00%0.00%Q4 2020Q4 20215
AG FIRST MAJESTIC SILVER ...550.00%0.00%0.00%Q3 2022Q3 20235
BYRN BYRNA TECHNOLOGIES INC550.00%0.00%0.00%Q3 2022Q3 20235
UA UNDER ARMOUR INC550.00%0.00%0.00%Q3 2022Q3 20235
VUZI VUZIX CORP550.00%0.00%0.00%Q3 2022Q3 20235
LI-CYCLE HOLDINGS CORP550.00%0.00%0.00%Q3 2022Q3 20235
WARNER BROS DISCOVERY INC320.00%0.00%0.00%Q2 2022Q3 20235
PFFA ETFIS SER TR I550.00%0.00%0.00%Q3 2022Q3 20235
BEEM BEAM GLOBAL550.00%0.00%0.00%Q3 2022Q3 20235
VTEB VANGUARD MUN BD FDS449.64%9.94%10.50%Q4 2022Q3 20234
XLV SELECT SECTOR SPDR TR220.29%0.38%0.47%Q3 2021Q4 20224
XLY SELECT SECTOR SPDR TR210.19%0.36%0.48%Q4 2020Q3 20234
PROSHARES TR440.01%0.16%0.26%Q4 2021Q3 20224
INTC INTEL CORP220.00%0.01%0.02%Q4 2020Q1 20224
IWF ISHARES TR440.01%0.01%0.01%Q4 2021Q3 20224
TFII TFI INTL INC440.01%0.01%0.01%Q4 2022Q3 20234
SCHO SCHWAB STRATEGIC TR310.00%0.00%0.01%Q4 2020Q4 20214
IGV ISHARES TR440.00%0.00%0.00%Q4 2021Q3 20224
IWN ISHARES TR440.00%0.00%0.00%Q4 2020Q3 20214
ZEVIA PBC440.00%0.00%0.00%Q4 2022Q3 20234
ABSCI CORPORATION440.00%0.00%0.00%Q4 2022Q3 20234
TDF TEMPLETON DRAGON FD INC440.00%0.00%0.00%Q4 2022Q3 20234
AQN ALGONQUIN PWR UTILS CORP440.00%0.00%0.00%Q4 2022Q3 20234
XLE SELECT SECTOR SPDR TR210.45%0.46%0.48%Q3 2022Q3 20233
XLP SELECT SECTOR SPDR TR330.40%0.43%0.48%Q1 2022Q3 20223
XLU SELECT SECTOR SPDR TR330.42%0.43%0.45%Q1 2022Q3 20223
XLRE SELECT SECTOR SPDR TR330.21%0.27%0.33%Q2 2021Q4 20213
TROW PRICE T ROWE GROUP INC330.10%0.11%0.11%Q1 2023Q3 20233
ITOT ISHARES TR330.04%0.04%0.04%Q2 2022Q4 20223
WFC WELLS FARGO CO NEW330.00%0.01%0.01%Q1 2023Q3 20233
EWJ ISHARES INC330.00%0.00%0.01%Q4 2021Q2 20223
FTNT FORTINET INC330.00%0.00%0.00%Q1 2023Q3 20233
CSCO CISCO SYS INC210.00%0.00%0.01%Q1 2022Q3 20233
MINT PIMCO ETF TR330.00%0.00%0.00%Q4 2021Q2 20223
CVX CHEVRON CORP NEW110.00%0.00%0.00%Q1 2022Q3 20233
ZY ZYMERGEN INC330.00%0.00%0.00%Q2 2021Q4 20213
PYPL PAYPAL HLDGS INC210.00%0.00%0.00%Q1 2022Q3 20233
IBM INTERNATIONAL BUSINESS...110.00%0.00%0.00%Q1 2021Q3 20233
IUSV ISHARES TR330.00%0.00%0.00%Q1 2021Q3 20213
GSPY TIDAL ETF TR330.00%0.00%0.00%Q1 2021Q3 20213
VBK VANGUARD INDEX FDS330.00%0.00%0.00%Q2 2022Q4 20223
MGV VANGUARD WORLD FD330.00%0.00%0.00%Q1 2021Q3 20213
ASPN ASPEN AEROGELS INC330.00%0.00%0.00%Q2 2022Q4 20223
OCSL OAKTREE SPECIALTY LEND...330.00%0.00%0.00%Q2 2022Q4 20223
SOFI SOFI TECHNOLOGIES INC330.00%0.00%0.00%Q1 2023Q3 20233
HUT HUT 8 MNG CORP330.00%0.00%0.00%Q2 2022Q4 20223
OAKTREE SPECIALTY LEND...330.00%0.00%0.00%Q1 2023Q3 20233
AGG ISHARES TR222.45%2.60%2.74%Q4 2020Q1 20212
DIMENSIONAL ETF TRUST110.14%1.05%1.97%Q3 2022Q3 20232
ABT ABBOTT LABS220.02%0.02%0.02%Q2 2023Q3 20232
SNA SNAP ON INC220.01%0.01%0.01%Q3 2021Q4 20212
QCRH QCR HOLDINGS INC220.01%0.01%0.01%Q2 2023Q3 20232
CAT CATERPILLAR INC220.01%0.01%0.01%Q2 2023Q3 20232
IAU ISHARES GOLD TR110.00%0.01%0.02%Q4 2021Q3 20222
ZM ZOOM VIDEO COMMUNICATI...220.01%0.01%0.01%Q4 2020Q1 20212
IHI ISHARES TR220.01%0.01%0.01%Q4 2021Q1 20222
BLL BALL CORP220.01%0.01%0.01%Q2 2023Q3 20232
D DOMINION ENERGY INC220.00%0.00%0.00%Q2 2023Q3 20232
IYY ISHARES TR220.00%0.00%0.00%Q2 2023Q3 20232
DUK DUKE ENERGY CORP NEW220.00%0.00%0.00%Q2 2023Q3 20232
AVA AVISTA CORP220.00%0.00%0.00%Q4 2021Q1 20222
PEAK HEALTHPEAK PROPERTIES INC220.00%0.00%0.00%Q4 2020Q1 20212
CLX CLOROX CO DEL220.00%0.00%0.00%Q2 2023Q3 20232
YUM YUM BRANDS INC220.00%0.00%0.00%Q2 2023Q3 20232
USB US BANCORP DEL220.00%0.00%0.00%Q4 2021Q1 20222
JCI JOHNSON CTLS INTL PLC220.00%0.00%0.00%Q2 2023Q3 20232
FDX FEDEX CORP220.00%0.00%0.00%Q2 2023Q3 20232
EMR EMERSON ELEC CO110.00%0.00%0.00%Q1 2022Q3 20232
GILD GILEAD SCIENCES INC110.00%0.00%0.00%Q1 2022Q3 20232
AMT AMERICAN TOWER CORP NEW220.00%0.00%0.00%Q2 2023Q3 20232
TFC TRUIST FINL CORP110.00%0.00%0.00%Q1 2022Q3 20232
MDLZ MONDELEZ INTL INC220.00%0.00%0.00%Q2 2023Q3 20232
ABEV AMBEV SA220.00%0.00%0.00%Q2 2023Q3 20232
WM WASTE MGMT INC DEL220.00%0.00%0.00%Q2 2023Q3 20232
SCHM SCHWAB STRATEGIC TR220.00%0.00%0.00%Q4 2020Q1 20212
SCHA SCHWAB STRATEGIC TR220.00%0.00%0.00%Q4 2020Q1 20212
BUD ANHEUSER BUSCH INBEV S...220.00%0.00%0.00%Q2 2023Q3 20232
YUMC YUM CHINA HLDGS INC220.00%0.00%0.00%Q2 2023Q3 20232
AEHR AEHR TEST SYS220.00%0.00%0.00%Q2 2022Q3 20222
SLB SCHLUMBERGER LTD220.00%0.00%0.00%Q2 2023Q3 20232
GENERAL ELECTRIC CO220.00%0.00%0.00%Q2 2023Q3 20232
HNI HNI CORP220.00%0.00%0.00%Q2 2023Q3 20232
LAND GLADSTONE LD CORP220.00%0.00%0.00%Q4 2020Q1 20212
SRLN SSGA ACTIVE ETF TR220.00%0.00%0.00%Q4 2022Q1 20232
REZI RESIDEO TECHNOLOGIES INC220.00%0.00%0.00%Q2 2023Q3 20232
KHC KRAFT HEINZ CO220.00%0.00%0.00%Q2 2023Q3 20232
TFSL TFS FINL CORP220.00%0.00%0.00%Q2 2022Q3 20222
ADNT ADIENT PLC220.00%0.00%0.00%Q2 2023Q3 20232
DFAC DIMENSIONAL ETF TRUST220.00%0.00%0.00%Q2 2022Q3 20222
WORLD GOLD TR220.00%0.00%0.00%Q4 2022Q1 20232
NWBI NORTHWEST BANCSHARES I...220.00%0.00%0.00%Q2 2023Q3 20232
GE HEALTHCARE TECHNOLO...220.00%0.00%0.00%Q2 2023Q3 20232
WAB WABTEC220.00%0.00%0.00%Q2 2023Q3 20232
VFC V F CORP220.00%0.00%0.00%Q2 2023Q3 20232
GSIE GOLDMAN SACHS ETF TR220.00%0.00%0.00%Q4 2022Q1 20232
WY WEYERHAEUSER CO MTN BE220.00%0.00%0.00%Q2 2023Q3 20232
KTB KONTOOR BRANDS INC220.00%0.00%0.00%Q2 2023Q3 20232
HEFA ISHARES TR220.00%0.00%0.00%Q4 2022Q1 20232
MTUM ISHARES TR220.00%0.00%0.00%Q4 2022Q1 20232
DIMENSIONAL ETF TRUST112.14%2.14%2.14%Q3 2023Q3 20231
BIL SPDR SER TR110.35%0.35%0.35%Q3 2023Q3 20231
WMT WALMART INC110.04%0.04%0.04%Q1 2023Q1 20231
VOOV VANGUARD ADMIRAL FDS INC110.03%0.03%0.03%Q1 2023Q1 20231
SGOL ABERDEEN STD GOLD ETF TR110.03%0.03%0.03%Q4 2021Q4 20211
HD HOME DEPOT INC110.01%0.01%0.01%Q1 2023Q1 20231
DYN DYNE THERAPEUTICS INC110.01%0.01%0.01%Q1 2021Q1 20211
STIP ISHARES TR110.01%0.01%0.01%Q4 2021Q4 20211
CLTL INVESCO EXCH TRADED FD...110.01%0.01%0.01%Q4 2021Q4 20211
IRT INDEPENDENCE RLTY TR INC110.01%0.01%0.01%Q4 2021Q4 20211
VT VANGUARD INTL EQUITY I...110.00%0.00%0.00%Q4 2020Q4 20201
MS MORGAN STANLEY110.00%0.00%0.00%Q3 2023Q3 20231
BBDC BARINGS BDC INC110.00%0.00%0.00%Q1 2022Q1 20221
TEL TE CONNECTIVITY LTD110.00%0.00%0.00%Q1 2022Q1 20221
ROKU ROKU INC110.00%0.00%0.00%Q4 2020Q4 20201
PM PHILIP MORRIS INTL INC110.00%0.00%0.00%Q1 2022Q1 20221
NTAP NETAPP INC110.00%0.00%0.00%Q1 2022Q1 20221
MET METLIFE INC110.00%0.00%0.00%Q3 2023Q3 20231
LMT LOCKHEED MARTIN CORP110.00%0.00%0.00%Q1 2022Q1 20221
EL LAUDER ESTEE COS INC110.00%0.00%0.00%Q1 2022Q1 20221
KMB KIMBERLY-CLARK CORP110.00%0.00%0.00%Q1 2022Q1 20221
NOW SERVICENOW INC110.00%0.00%0.00%Q1 2022Q1 20221
SYY SYSCO CORP110.00%0.00%0.00%Q3 2023Q3 20231
EZU ISHARES INC110.00%0.00%0.00%Q3 2022Q3 20221
ISRG INTUITIVE SURGICAL INC110.00%0.00%0.00%Q1 2022Q1 20221
IP INTERNATIONAL PAPER CO110.00%0.00%0.00%Q1 2022Q1 20221
VLO VALERO ENERGY CORP110.00%0.00%0.00%Q1 2022Q1 20221
FS CREDIT OPPORTUNITIE...110.00%0.00%0.00%Q4 2022Q4 20221
EXC EXELON CORP110.00%0.00%0.00%Q3 2023Q3 20231
ENB ENBRIDGE INC110.00%0.00%0.00%Q1 2022Q1 20221
BAM BROOKFIELD ASSET MGMT INC110.00%0.00%0.00%Q1 2022Q1 20221
BMY BRISTOL-MYERS SQUIBB CO110.00%0.00%0.00%Q3 2023Q3 20231
ETN EATON CORP PLC110.00%0.00%0.00%Q3 2023Q3 20231
C CITIGROUP INC110.00%0.00%0.00%Q1 2021Q1 20211
SONY SONY GROUP CORPORATION110.00%0.00%0.00%Q1 2022Q1 20221
VLUE ISHARES TR110.00%0.00%0.00%Q3 2022Q3 20221
MGA MAGNA INTL INC110.00%0.00%0.00%Q1 2022Q1 20221
NIO NIO INC110.00%0.00%0.00%Q4 2020Q4 20201
NRZ NEW RESIDENTIAL INVT CORP110.00%0.00%0.00%Q4 2021Q4 20211
BAP CREDICORP LTD110.00%0.00%0.00%Q1 2022Q1 20221
NVDA NVIDIA CORPORATION110.00%0.00%0.00%Q4 2020Q4 20201
LINDE PLC110.00%0.00%0.00%Q3 2023Q3 20231
OMC OMNICOM GROUP INC110.00%0.00%0.00%Q3 2023Q3 20231
DLR DIGITAL RLTY TR INC110.00%0.00%0.00%Q3 2023Q3 20231
EOG EOG RES INC110.00%0.00%0.00%Q3 2023Q3 20231
EMBECTA CORP110.00%0.00%0.00%Q2 2022Q2 20221
CME CME GROUP INC110.00%0.00%0.00%Q3 2022Q3 20221
ALC ALCON AG110.00%0.00%0.00%Q1 2022Q1 20221
ENPH ENPHASE ENERGY INC110.00%0.00%0.00%Q1 2023Q1 20231
BNDX VANGUARD CHARLOTTE FDS110.00%0.00%0.00%Q4 2021Q4 20211
GSK GLAXOSMITHKLINE PLC110.00%0.00%0.00%Q1 2022Q1 20221
ING ING GROEP N.V.110.00%0.00%0.00%Q1 2022Q1 20221
PGX INVESCO EXCH TRADED FD...110.00%0.00%0.00%Q3 2023Q3 20231
TSM TAIWAN SEMICONDUCTOR M...110.00%0.00%0.00%Q1 2022Q1 20221
CHPT CHARGEPOINT HOLDINGS INC110.00%0.00%0.00%Q4 2022Q4 20221
RDFN REDFIN CORP110.00%0.00%0.00%Q3 2022Q3 20221
MRNA MODERNA INC110.00%0.00%0.00%Q4 2020Q4 20201
STNE STONECO LTD110.00%0.00%0.00%Q4 2020Q4 20201
AVEO AVEO PHARMACEUTICALS INC110.00%0.00%0.00%Q3 2022Q3 20221
VEEV VEEVA SYS INC110.00%0.00%0.00%Q4 2020Q4 20201
RVNU DBX ETF TR110.00%0.00%0.00%Q4 2022Q4 20221
GOLD BARRICK GOLD CORP110.00%0.00%0.00%Q4 2020Q4 20201
TLT ISHARES TR110.00%0.00%0.00%Q4 2022Q4 20221
FBIO FORTRESS BIOTECH INC110.00%0.00%0.00%Q1 2023Q1 20231
FUBO FUBOTV INC110.00%0.00%0.00%Q4 2020Q4 20201
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The securities at the top of the list , including SPDR S&P 500 ETF TR, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of West Financial Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by West Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that West Financial Advisors, LLC owns currently or has owned in the past.