West-Financial-Advisors

Filing Details

13F-HR2025-03-31
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% identified
182 identified21 unidentified

Holdings

203 positions • $526.2M total value
Manager:
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Page 11 of 11
Lumen Technologies, Inc.
Shares:9
Value:$36
% of Portfolio:0.0% ($36/$526.2M)
Warner Bros. Discovery, Inc.
Shares:2
Value:$22
% of Portfolio:0.0% ($22/$526.2M)
Westrock Coffee Co
Shares:31
Value:$0
% of Portfolio:0.0% ($0/$526.2M)