Westend Advisors, LLC

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: 0001351731
Manager Name: Westend Advisors, LLC

Data Enrichment

89% identified

323 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

362 positions • $3,768,673.241K total value

362 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908637

VV|922908637

31(-81.5%)

Value:

$7.9M(-82.5%)

921946794

VYMI|921946794

103(+0.0%)

Value:

$7.6M(+8.6%)

HOME DEPOT, INC.

HD|437076102

20(+233.3%)

Value:

$7.3M(+214.1%)

ORACLE CORP

ORCL|68389X105

51(+410.0%)

Value:

$7.1M(+328.0%)

WELLS FARGO & COMPANY/MN

WFC|949746101

97(+193.9%)

Value:

$7.0M(+200.4%)

AMGEN INC

AMGN|031162100

21(+200.0%)

Value:

$6.5M(+258.7%)

INTUITIVE SURGICAL INC

ISRG|46120E602

13(+160.0%)

Value:

$6.4M(+146.7%)

46434V860

123(+0.0%)

Value:

$6.2M(+0.4%)

BOSTON SCIENTIFIC CORP

BSX|101137107

57(+200.0%)

Value:

$5.8M(+238.8%)

464286293

160(+0.0%)

Value:

$5.7M(-0.3%)

46429B267

242(+0.8%)

Value:

$5.6M(+0.8%)

PFIZER INC

PFE|717081103

219(+192.0%)

Value:

$5.5M(+178.8%)

INTUIT INC.

INTU|461202103

9(+350.0%)

Value:

$5.5M(+339.6%)

Palantir Technologies Inc.

PLTR|69608A108

65(+400.0%)

Value:

$5.5M(+458.1%)

GILEAD SCIENCES, INC.

GILD|375558103

47(+193.8%)

Value:

$5.3M(+256.3%)

DANAHER CORP /DE/

DHR|235851102

25(+212.5%)

Value:

$5.1M(+179.1%)

ADOBE INC.

ADBE|00724F101

13(+333.3%)

Value:

$5.0M(+273.8%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

10(+233.3%)

Value:

$4.8M(+301.3%)

STRYKER CORP

SYK|863667101

13(+160.0%)

Value:

$4.8M(+168.8%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

79(+192.6%)

Value:

$4.8M(+215.5%)

Instrument	Shares		Other Manager	Value
(VVcusip922908637)	31	QoQ -81.54% (-137) YoY NEW(+31)	All Managers (Combined)	$7.9K	QoQ -82.48% (-$37.4K) YoY NEW(+$7.9K)
(VYMIcusip921946794)	103	QoQ 0.00% (+0) YoY -0.96% (-1)	All Managers (Combined)	$7.6K	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	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	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	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	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	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	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	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	QoQ -0.27% (-$16) YoY -1.39% (-$81)
(cusip46429B267)✕	242	QoQ +0.83% (+2) YoY +0.83% (+2)	All Managers (Combined)	$5.6K	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	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	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	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	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	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	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	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	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	QoQ +215.52% (+$3.3K) YoY +169.16% (+$3.0K)