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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PROGRESSIVE CORP/OH/

PGR|743315103

17(+183.3%)

Value:

$4.8M(+234.6%)

ServiceNow, Inc.

NOW|81762P102

6(+500.0%)

Value:

$4.8M(+350.7%)

MCDONALDS CORP

MCD|580135101

15(+275.0%)

Value:

$4.7M(+304.0%)

S&P Global Inc.

SPGI|78409V104

9(+50.0%)

Value:

$4.6M(+53.0%)

AT&T INC.

T|00206R102

159(+200.0%)

Value:

$4.5M(+272.6%)

MORGAN STANLEY

MS|617446448

37(+48.0%)

Value:

$4.3M(+37.4%)

AMERICAN EXPRESS CO

AXP|025816109

16(+166.7%)

Value:

$4.3M(+141.7%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

94(+224.1%)

Value:

$4.3M(+267.6%)

CITIGROUP INC

C|172967424

56(+194.7%)

Value:

$4.0M(+197.3%)

Walt Disney Co

DIS|254687106

40(+207.7%)

Value:

$3.9M(+172.7%)

Elevance Health, Inc.

ELV|036752103

9(+200.0%)

Value:

$3.9M(+253.7%)

SCHWAB CHARLES CORP

SCHW|808513105

50(+61.3%)

Value:

$3.9M(+70.6%)

CISCO SYSTEMS, INC.

CSCO|17275R102

62(+244.4%)

Value:

$3.8M(+258.9%)

BlackRock, Inc.

BLK|09290D101

Value:

$3.8M

ALTRIA GROUP, INC.

MO|02209S103

63(+215.0%)

Value:

$3.8M(+261.5%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

15(+275.0%)

Value:

$3.7M(+324.3%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

15(+200.0%)

Value:

$3.7M(+244.6%)

Cigna Group

CI|125523100

11(+175.0%)

Value:

$3.6M(+227.5%)

Palo Alto Networks Inc

PANW|697435105

21(+425.0%)

Value:

$3.6M(+392.2%)

FISERV INC

FI|337738108

16(+220.0%)

Value:

$3.5M(+244.0%)

Instrument	Shares		Other Manager	Value
Progressive Corp/Oh/(PGRcusip743315103)	17	QoQ +183.33% (+11) YoY +750.00% (+15)	All Managers (Combined)	$4.8K	QoQ +234.56% (+$3.4K) YoY +1062.07% (+$4.4K)
Servicenow, Inc.(NOWcusip81762P102)	6	QoQ +500.00% (+5) YoY +500.00% (+5)	All Managers (Combined)	$4.8K	QoQ +350.66% (+$3.7K) YoY +526.90% (+$4.0K)
Mcdonalds Corp(MCDcusip580135101)	15	QoQ +275.00% (+11) YoY +200.00% (+10)	All Managers (Combined)	$4.7K	QoQ +303.96% (+$3.5K) YoY +232.34% (+$3.3K)
S&P Global Inc.(SPGIcusip78409V104)	9	QoQ +50.00% (+3) YoY +800.00% (+8)	All Managers (Combined)	$4.6K	QoQ +53.04% (+$1.6K) YoY +976.00% (+$4.1K)
At&T Inc.(Tcusip00206R102)	159	QoQ +200.00% (+106) YoY +93.90% (+77)	All Managers (Combined)	$4.5K	QoQ +272.57% (+$3.3K) YoY +211.64% (+$3.1K)
Morgan Stanley(MScusip617446448)	37	QoQ +48.00% (+12) YoY +640.00% (+32)	All Managers (Combined)	$4.3K	QoQ +37.35% (+$1.2K) YoY +816.56% (+$3.8K)
American Express Co(AXPcusip025816109)	16	QoQ +166.66% (+10) YoY +700.00% (+14)	All Managers (Combined)	$4.3K	QoQ +141.71% (+$2.5K) YoY +846.15% (+$3.9K)
Verizon Communications Inc(VZcusip92343V104)	94	QoQ +224.13% (+65) YoY +95.83% (+46)	All Managers (Combined)	$4.3K	QoQ +267.58% (+$3.1K) YoY +111.71% (+$2.3K)
Citigroup Inc(Ccusip172967424)	56	QoQ +194.73% (+37) YoY +700.00% (+49)	All Managers (Combined)	$4.0K	QoQ +197.30% (+$2.6K) YoY +797.29% (+$3.5K)
Walt Disney Co(DIScusip254687106)	40	QoQ +207.69% (+27) YoY +90.47% (+19)	All Managers (Combined)	$3.9K	QoQ +172.65% (+$2.5K) YoY +53.61% (+$1.4K)
Elevance Health, Inc.(ELVcusip036752103)	9	QoQ +200.00% (+6) YoY +125.00% (+5)	All Managers (Combined)	$3.9K	QoQ +253.65% (+$2.8K) YoY +88.76% (+$1.8K)
Schwab Charles Corp(SCHWcusip808513105)	50	QoQ +61.29% (+19) YoY +733.33% (+44)	All Managers (Combined)	$3.9K	QoQ +70.61% (+$1.6K) YoY +801.84% (+$3.5K)
Cisco Systems, Inc.(CSCOcusip17275R102)	62	QoQ +244.44% (+44) YoY +169.56% (+39)	All Managers (Combined)	$3.8K	QoQ +258.91% (+$2.8K) YoY +233.27% (+$2.7K)
Blackrock, Inc.(BLKcusip09290D101)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$3.8K	QoQ NEW(+$3.8K) YoY NEW(+$3.8K)
Altria Group, Inc.(MOcusip02209S103)	63	QoQ +215.00% (+43) YoY +320.00% (+48)	All Managers (Combined)	$3.8K	QoQ +261.47% (+$2.7K) YoY +478.13% (+$3.1K)
International Business Machines Corp(IBMcusip459200101)	15	QoQ +275.00% (+11) YoY +200.00% (+10)	All Managers (Combined)	$3.7K	QoQ +324.34% (+$2.9K) YoY +290.57% (+$2.8K)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	15	QoQ +200.00% (+10) YoY +650.00% (+13)	All Managers (Combined)	$3.7K	QoQ +244.63% (+$2.6K) YoY +788.34% (+$3.2K)
Cigna Group(CIcusip125523100)	11	QoQ +175.00% (+7) YoY +120.00% (+6)	All Managers (Combined)	$3.6K	QoQ +227.51% (+$2.5K) YoY +99.28% (+$1.8K)
Palo Alto Networks Inc(PANWcusip697435105)	21	QoQ +425.00% (+17) YoY +950.00% (+19)	All Managers (Combined)	$3.6K	QoQ +392.17% (+$2.9K) YoY +530.80% (+$3.0K)
Fiserv Inc(FIcusip337738108)	16	QoQ +220.00% (+11) YoY +700.00% (+14)	All Managers (Combined)	$3.5K	QoQ +244.01% (+$2.5K) YoY +1004.06% (+$3.2K)