West-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", "VSGX", "TROW", "RF", "OTTR", "ABT", "ABBV", "GOOGL", null, "ATMU", "T", "BLK", "CAT", "AVGO", "LOW", "ABR", null, "CMI", null, null, "DUK", "D", "PSEC", "REPX", null, null, "WEST", "DMLP", "AFCG", "GILD", "ATLO", "HON", "HD", "MCD", "BEN", "UNP", "QCOM", "IMMR", "BKNG", "PNNT", "MUB", "META", "NAT", "IJH", "QCRH", "KMI", "LRCX", "SYM", "MSFT", "HIG", "HOLX", "ADM", "BX", "IWD", "KR", "ORCL", null, null, null, "EEM", "IWF", "PNC", "IEMG", "HTGC", "UNH", "AAPL", "SPY", "NVDA", "INTC", "TU", "OGN", "PRU", "PG", "MRK", "VZ", "AMGN", "IEFA", null, "RTX", null, null, "AMT", "IBM", "SBUX", "TEL", "CI", "TGT", "TMO", "TYL", "VNQ", "VO", "VXF", "VV", "VOE", "ASTS", "SCHW", "UTI", "VWO", "JBL", null, "PRF", "PMT", "VCIT", "VIG", "NVTS", "TRGP", "SU", "GL", null, "PR", "VYM", "MGC", "UGI", "AFL", "SDY", "DEO", "WM", "IWR", "NCLH", "LAND", "UA", "VIGI", "AMZN", "SCHB", "PFG", null, null, "KD", null, null, "USB", "ESGV", "VUG", "VLO", "VEA", "VXUS", "VTEB", "BND", "VBR", "VB", "VOO", "VTV", "V", "WBD", "WES", "WFC", "WELL", "WHR", null, "XEL", "YUM", "LNT", "GRMN", "NOG", "SCHD", "SOFI", "SCHF", "NSC", "LUMN", "JCI", "MFC", "STBA", "DGRO", "FDX", "BALL", "BAC", "BRK-A", "BRK-B", "TECH", "BA", "BYRN", "CTRE", "CASY", "CVX", "CHD", "CSCO", "C", "CLX", "KO", "CMCSA", "ED", "BASE", "COST", "CTVA", "CVS", "CUBE", "DE", null, null, "EFA", "MAR", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 203
- Total Value
- 526197189
- Accession Number
- 0001843684-25-000003
- Form Type
- 13F-HR
- Manager Name
- West-Financial-Advisors
Data Enrichment
90% identified182 identified21 unidentified
Holdings
203 positions • $526.2M total value
Manager:
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Page 11 of 11
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
9 | QoQ NEW(+9) YoY NEW(+9) | All Managers (Combined) | $36 | 0.0% ($36/$526.2M) | QoQ NEW(+$36) YoY NEW(+$36) | |
2 | QoQ 0.00% (+0)YoY NEW(+2) | All Managers (Combined) | $22 | 0.0% ($22/$526.2M) | QoQ 0.00% (+$0)YoY NEW(+$22) | |
31 | QoQ 0.00% (+0)YoY NEW(+31) | All Managers (Combined) | $0 | 0.0% ($0/$526.2M) | QoQ -(+$0) YoY NEW(+$0) |