Westend-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "MTCH",
  "POOL",
  "TROW",
  "RJF",
  "MCHI",
  "AKAM",
  null,
  "HUM",
  "RF",
  "SMCI",
  "MU",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "ALL",
  "GOOGL",
  "AXP",
  "AIG",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "BRO",
  "KMX",
  "WRB",
  "BSX",
  null,
  null,
  null,
  null,
  "COF",
  "DUK",
  "EBAY",
  "RL",
  "EXPE",
  "FFIV",
  "FITB",
  "GILD",
  "GIS",
  "HLT",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  "BEN",
  "UNP",
  "QCOM",
  "ISRG",
  "LEN",
  "AMAT",
  null,
  "ICE",
  null,
  "META",
  null,
  null,
  "IQV",
  "LRCX",
  null,
  "L",
  null,
  null,
  "MMC",
  "MA",
  "PODD",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "ENPH",
  "NDAQ",
  "FICO",
  "FIS",
  "GPC",
  "NTRS",
  "INCY",
  "HIG",
  "HAS",
  "HOLX",
  "HRL",
  "OMC",
  "ORLY",
  "ADM",
  "BX",
  "HSY",
  "AMP",
  "ANSS",
  "DG",
  "ANET",
  "KKR",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "DASH",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "MKC",
  "AMGN",
  "KVUE",
  "PARA",
  "DGX",
  "REGN",
  "SPGI",
  null,
  null,
  "NOW",
  "ROP",
  "ROST",
  "STX",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "MET",
  "VV",
  "RCL",
  "MRNA",
  "SCHW",
  "MNST",
  "LKQ",
  "JBL",
  null,
  "VCIT",
  null,
  null,
  "TSCO",
  null,
  "ULTA",
  "MTD",
  "GDDY",
  null,
  "IEF",
  "GL",
  null,
  "IT",
  "GPN",
  null,
  "RMD",
  null,
  null,
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "ALGN",
  "ADSK",
  "AON",
  "GM",
  "APTV",
  "ACGL",
  "AFL",
  "APH",
  "AMD",
  "EL",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "TAP",
  "DLTR",
  "F",
  "DECK",
  "AJG",
  "FSLR",
  "FOX",
  "FTNT",
  "HSIC",
  "AIZ",
  "NCLH",
  "CAH",
  "IPG",
  null,
  "IDXX",
  "FDS",
  "DHI",
  "AMZN",
  "MSI",
  "TTWO",
  "NWS",
  "HCA",
  "PFG",
  "IVZ",
  "NWSA",
  "HBAN",
  "VEU",
  "VPL",
  "USB",
  null,
  "VYMI",
  null,
  "VT",
  "VRSN",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WDC",
  "WFC",
  "WST",
  "WELL",
  "WSM",
  "WTW",
  "WYNN",
  "WDAY",
  "YUM",
  "ZBRA",
  null,
  "SOLV",
  "GRMN",
  "PTC",
  "FOXA",
  "MTB",
  "GEN",
  "BIIB",
  "LW",
  "JNPR",
  "MSCI",
  "JKHY",
  "LVS",
  "MHK",
  "KEY",
  "NXPI",
  "LH",
  "MOH",
  "KDP",
  "MGM",
  "TER",
  "ON",
  "SJM",
  "TRMB",
  "CRM",
  "SWKS",
  "RVTY",
  "SYY",
  "LYV",
  null,
  "UHS",
  "ZBH",
  "MCK",
  "NTAP",
  "SYF",
  "EG",
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "BAC",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "TECH",
  "BMY",
  "BF-B",
  "BG",
  "CZR",
  "CPB",
  "CDNS",
  "CCL",
  "CBOE",
  "CDW",
  "CNC",
  "CRL",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "STZ",
  "COO",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "DHR",
  "DVA",
  "DELL",
  "DXCM",
  "DFS",
  "ADI",
  "MCO",
  "IWB",
  "NKE",
  "MAR",
  "STT",
  "DIS",
  "ELV",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: westend-advisors
Manager Name: Westend-Advisors

Data Enrichment

89% identified

323 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

362 positions • $3.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 19

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922908637

VV|922908637

Shares:31

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$3.8B)

921946794

VYMI|921946794

Shares:103

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$3.8B)

HOME DEPOT, INC.

HD|437076102

Shares:20

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$3.8B)

ORACLE CORP

ORCL|68389X105

Shares:51

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$3.8B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:97

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$3.8B)

AMGEN INC

AMGN|031162100

Shares:21

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$3.8B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:13

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$3.8B)

46434V860

Shares:123

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$3.8B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:57

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$3.8B)

464286293

Shares:160

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$3.8B)

46429B267

Shares:242

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$3.8B)

PFIZER INC

PFE|717081103

Shares:219

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$3.8B)

INTUIT INC.

INTU|461202103

Shares:9

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$3.8B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:65

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$3.8B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:47

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$3.8B)

DANAHER CORP /DE/

DHR|235851102

Shares:25

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$3.8B)

ADOBE INC.

ADBE|00724F101

Shares:13

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$3.8B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:10

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$3.8B)

STRYKER CORP

SYK|863667101

Shares:13

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$3.8B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:79

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VVcusip922908637)	31	QoQ -81.54% (-137) YoY NEW(+31)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$3.8B)	QoQ -82.48% (-$37.4K) YoY NEW(+$7.9K)
(VYMIcusip921946794)	103	QoQ 0.00% (+0) YoY -0.96% (-1)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$3.8B)	QoQ +8.55% (+$598) YoY +6.07% (-$435)
HOME DEPOT, INC.(HDcusip437076102)	20	QoQ +233.33% (+14) YoY +233.33% (+14)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$3.8B)	QoQ +214.05% (+$5.0K) YoY +218.41% (+$5.0K)
ORACLE CORP(ORCLcusip68389X105)	51	QoQ +410.00% (+41) YoY +466.66% (+42)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$3.8B)	QoQ +327.97% (+$5.5K) YoY +530.97% (+$6.0K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	97	QoQ +193.93% (+64) YoY +592.85% (+83)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$3.8B)	QoQ +200.43% (+$4.6K) YoY +758.69% (+$6.2K)
AMGEN INC(AMGNcusip031162100)	21	QoQ +200.00% (+14) YoY +133.33% (+12)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$3.8B)	QoQ +258.71% (+$4.7K) YoY +155.68% (+$4.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	13	QoQ +160.00% (+8) YoY +116.66% (+7)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$3.8B)	QoQ +146.70% (+$3.8K) YoY +168.85% (+$4.0K)
(cusip46434V860)✕	123	QoQ 0.00% (+0) YoY -92.71% (-1.6K)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$3.8B)	QoQ +0.37% (+$23) YoY -92.71% (-$79.3K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	57	QoQ +200.00% (+38) YoY +147.82% (+34)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$3.8B)	QoQ +238.83% (+$4.1K) YoY +265.07% (+$4.2K)
(cusip464286293)✕	160	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$3.8B)	QoQ -0.27% (-$16) YoY -1.39% (-$81)
(cusip46429B267)✕	242	QoQ +0.83% (+2) YoY +0.83% (+2)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$3.8B)	QoQ +0.85% (+$47) YoY +1.77% (+$97)
PFIZER INC(PFEcusip717081103)	219	QoQ +192.00% (+144) YoY +138.04% (+127)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$3.8B)	QoQ +178.84% (+$3.6K) YoY +117.35% (+$3.0K)
INTUIT INC.(INTUcusip461202103)	9	QoQ +350.00% (+7) YoY +350.00% (+7)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$3.8B)	QoQ +339.61% (+$4.3K) YoY +325.07% (+$4.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	65	QoQ +400.00% (+52) YoY NEW(+65)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$3.8B)	QoQ +458.08% (+$4.5K) YoY NEW(+$5.5K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	47	QoQ +193.75% (+31) YoY +135.00% (+27)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$3.8B)	QoQ +256.29% (+$3.8K) YoY +259.45% (+$3.8K)
DANAHER CORP /DE/(DHRcusip235851102)	25	QoQ +212.50% (+17) YoY +150.00% (+15)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$3.8B)	QoQ +179.13% (+$3.3K) YoY +105.24% (+$2.6K)
ADOBE INC.(ADBEcusip00724F101)	13	QoQ +333.33% (+10) YoY +333.33% (+10)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$3.8B)	QoQ +273.76% (+$3.7K) YoY +229.32% (+$3.5K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	10	QoQ +233.33% (+7) YoY +150.00% (+6)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$3.8B)	QoQ +301.32% (+$3.6K) YoY +189.95% (+$3.2K)
STRYKER CORP(SYKcusip863667101)	13	QoQ +160.00% (+8) YoY +160.00% (+8)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$3.8B)	QoQ +168.83% (+$3.0K) YoY +170.48% (+$3.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	79	QoQ +192.59% (+52) YoY +139.39% (+46)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$3.8B)	QoQ +215.52% (+$3.3K) YoY +169.16% (+$3.0K)