Westend Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-25
Total Holdings
362
Total Value
3768673241
Accession Number
0001398344-25-007692
Form Type
13F-HR
CIK
0001351731
Manager Name
Westend Advisors, LLC
Data Enrichment
89% identified
323 identified39 unidentified

Holdings

362 positions
Manager:
SEC
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Page 3 of 19
464288794
464288794
Shares:
5207(-99.3%)
Value:
$729.5M(-99.3%)
464287200
IVV|464287200
Shares:
881(-43.9%)
Value:
$494.9M(-46.5%)
98149E303
98149E303
Shares:
5635(+25.2%)
Value:
$348.8M(+49.0%)
46429B671
MCHI|46429B671
Shares:
5662
Value:
$308.0M
464287622
IWB|464287622
Shares:
988(-5.5%)
Value:
$303.2M(-9.9%)
464286749
464286749
Shares:
3991
Value:
$206.7M
81369Y886
81369Y886
Shares:
2360(-81.6%)
Value:
$186.1M(-80.9%)
46434G772
46434G772
Shares:
3142(+175.6%)
Value:
$149.2M(+152.8%)
46140H304
46140H304
Shares:
5622
Value:
$110.2M
46140H700
46140H700
Shares:
5586(+4.9%)
Value:
$107.2M(+6.8%)
464286814
464286814
Shares:
2068(+158.5%)
Value:
$96.6M(+171.5%)
81369Y704
81369Y704
Shares:
600(+325.5%)
Value:
$78.6M(+323.1%)
37954Y293
37954Y293
Shares:
1156(-53.8%)
Value:
$73.8M(-51.3%)
81369Y506
81369Y506
Shares:
471(-56.8%)
Value:
$44.1M(-52.8%)
46434G780
46434G780
Shares:
1792(+166.3%)
Value:
$42.6M(+189.5%)
464287457
464287457
Shares:
428
Value:
$35.4M
PROCTER & GAMBLE Co
PG|742718109
Shares:
204(+41.7%)
Value:
$34.8M(+44.0%)
92206C813
92206C813
Shares:
453(-62.6%)
Value:
$34.4M(-62.0%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
53(+211.8%)
Value:
$28.2M(+266.3%)
Duke Energy CORP
DUK|26441C204
Shares:
212(-95.0%)
Value:
$25.8M(-94.3%)