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 8 of 19
Aon plc
AON|G0403H108
Shares:
6(+200.0%)
Value:
$2.4M(+233.6%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
9(+350.0%)
Value:
$2.3M(+280.9%)
STARBUCKS CORP
SBUX|855244109
Shares:
23(+228.6%)
Value:
$2.3M(+253.1%)
KKR & Co. Inc.
KKR|48251W104
Shares:
19(+35.7%)
Value:
$2.2M(+6.1%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
12(+200.0%)
Value:
$2.2M(+201.8%)
SYNOPSYS INC
SNPS|871607107
Shares:
5(+400.0%)
Value:
$2.1M(+342.1%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
12(+200.0%)
Value:
$2.1M(+173.5%)
US BANCORP \DE\
USB|902973304
Shares:
46(+187.5%)
Value:
$1.9M(+153.8%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
29(+190.0%)
Value:
$1.9M(+121.5%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
13(+225.0%)
Value:
$1.9M(+189.9%)
MOODYS CORP /DE/
MCO|615369105
Shares:
4(+33.3%)
Value:
$1.9M(+31.2%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
7(+250.0%)
Value:
$1.9M(+284.0%)
Bank of New York Mellon Corp
BK|064058100
Shares:
22(+46.7%)
Value:
$1.8M(+60.1%)
FAIR ISAAC CORP
FICO|303250104
Shares:
1
Value:
$1.8M
Autodesk, Inc.
ADSK|052769106
Shares:
7(+600.0%)
Value:
$1.8M(+519.3%)
Fortinet, Inc.
FTNT|34959E109
Shares:
19(+375.0%)
Value:
$1.8M(+383.9%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
13(+225.0%)
Value:
$1.8M(+169.3%)
TARGET CORP
TGT|87612E106
Shares:
17(+183.3%)
Value:
$1.8M(+118.7%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
3(+200.0%)
Value:
$1.8M(+240.2%)
81369Y860
81369Y860
Shares:
41(-98.7%)
Value:
$1.7M(-98.7%)