West Financial Advisors, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$526.2B
Holdings
203
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (203 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 131,770 | $67.7B | 12.87% | |
| 2 | BNDVANGUARD BD INDEX FDS | 869,015 | $63.8B | 12.13% | |
| 3 | SPYSPDR S&P 500 ETF TR | 107,770 | $60.3B | 11.46% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 1,107,719 | $56.3B | 10.70% | |
| 5 | VTEBVANGUARD MUN BD FDS | 1,086,022 | $53.9B | 10.24% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 953,368 | $24.7B | 4.69% | |
| 7 | IJHISHARES TR | 403,084 | $23.5B | 4.47% | |
| 8 | AQLTISHARES TR | 277,088 | $21.0B | 3.98% | |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 195,698 | $16.0B | 3.04% | |
| 10 | DFASDIMENSIONAL ETF TRUST | 232,842 | $13.9B | 2.64% | |
| 11 | HYSPIMCO ETF TR | 142,590 | $13.4B | 2.54% | |
| 12 | DUHPDIMENSIONAL ETF TRUST | 390,424 | $12.9B | 2.46% | |
| 13 | VXFVANGUARD INDEX FDS | 61,870 | $10.7B | 2.03% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 46,597 | $9.0B | 1.72% | |
| 15 | DFNMDIMENSIONAL ETF TRUST | 183,677 | $8.7B | 1.66% | |
| 16 | BILSPDR SER TR | 80,971 | $7.4B | 1.41% | |
| 17 | VTIVANGUARD INDEX FDS | 18,317 | $5.0B | 0.96% | |
| 18 | NDQINVESCO QQQ TR | 10,121 | $4.7B | 0.90% | |
| 19 | AAPLAPPLE INC | 18,193 | $4.0B | 0.77% | |
| 20 | XLUSELECT SECTOR SPDR TR | 43,329 | $3.4B | 0.65% | |
| 21 | XLFSELECT SECTOR SPDR TR | 66,985 | $3.3B | 0.63% | |
| 22 | XLCSELECT SECTOR SPDR TR | 32,938 | $3.2B | 0.60% | |
| 23 | VBVANGUARD INDEX FDS | 13,929 | $3.1B | 0.59% | |
| 24 | XLYSELECT SECTOR SPDR TR | 14,746 | $2.9B | 0.55% | |
| 25 | VOVANGUARD INDEX FDS | 8,838 | $2.3B | 0.43% | |
| 26 | VUGVANGUARD INDEX FDS | 5,231 | $1.9B | 0.37% | |
| 27 | ESGVVANGUARD WORLD FD | 19,492 | $1.9B | 0.36% | |
| 28 | VSGXVANGUARD WORLD FD | 32,271 | $1.9B | 0.36% | |
| 29 | VXUSVANGUARD STAR FDS | 28,011 | $1.7B | 0.33% | |
| 30 | VWOVANGUARD INTL EQUITY INDEX F | 37,724 | $1.7B | 0.32% | |
| 31 | PRFINVESCO EXCHANGE TRADED FD T | 36,980 | $1.5B | 0.28% | |
| 32 | VNQVANGUARD INDEX FDS | 15,494 | $1.4B | 0.27% | |
| 33 | MSFTMICROSOFT CORP | 3,537 | $1.3B | 0.25% | |
| 34 | SCHWSCHWAB CHARLES CORP | 12,600 | $986.3M | 0.19% | |
| 35 | VCEBVANGUARD WORLD FD | 13,387 | $842.3M | 0.16% | |
| 36 | TYLTYLER TECHNOLOGIES INC | 1,428 | $830.4M | 0.16% | |
| 37 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.15% | |
| 38 | MGCVANGUARD WORLD FD | 3,730 | $751.1M | 0.14% | |
| 39 | MUBISHARES TR | 6,795 | $716.5M | 0.14% | |
| 40 | LNTALLIANT ENERGY CORP | 10,768 | $692.9M | 0.13% | |
| 41 | SUSAISHARES TR | 5,213 | $598.8M | 0.11% | |
| 42 | SCHBSCHWAB STRATEGIC TR | 26,154 | $563.1M | 0.11% | |
| 43 | DSIISHARES TR | 4,956 | $507.5M | 0.10% | |
| 44 | GOOGLALPHABET INC | 2,601 | $402.2M | 0.08% | |
| 45 | GOOGALPHABET INC | 2,403 | $375.4M | 0.07% | |
| 46 | VBRVANGUARD INDEX FDS | 1,858 | $346.1M | 0.07% | |
| 47 | TSLATESLA INC | 1,275 | $330.4M | 0.06% | |
| 48 | ORCLORACLE CORP | 2,289 | $320.0M | 0.06% | |
| 49 | TROWPRICE T ROWE GROUP INC | 3,385 | $311.0M | 0.06% | |
| 50 | CASYCASEYS GEN STORES INC | 704 | $305.6M | 0.06% | |
| 51 | VTVVANGUARD INDEX FDS | 1,593 | $275.1M | 0.05% | |
| 52 | GLGLOBE LIFE INC | 2,000 | $263.4M | 0.05% | |
| 53 | QCOMQUALCOMM INC | 1,674 | $257.1M | 0.05% | |
| 54 | AMGNAMGEN INC | 764 | $238.0M | 0.05% | |
| 55 | WFCWELLS FARGO CO NEW | 3,106 | $222.9M | 0.04% | |
| 56 | IWFISHARES TR | 591 | $213.4M | 0.04% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 386 | $205.6M | 0.04% | |
| 58 | IWDISHARES TR | 1,070 | $201.3M | 0.04% | |
| 59 | NSCNORFOLK SOUTHN CORP | 846 | $200.4M | 0.04% | |
| 60 | CHDCHURCH & DWIGHT CO INC | 1,808 | $199.0M | 0.04% | |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 766 | $190.5M | 0.04% | |
| 62 | SCHDSCHWAB STRATEGIC TR | 6,644 | $185.8M | 0.04% | |
| 63 | HEDJWISDOMTREE TR | 3,844 | $182.5M | 0.03% | |
| 64 | UNPUNION PAC CORP | 714 | $168.7M | 0.03% | |
| 65 | ABBVABBVIE INC | 766 | $160.5M | 0.03% | |
| 66 | PG4PRINCIPAL FINANCIAL GROUP IN | 1,870 | $157.8M | 0.03% | |
| 67 | USBUS BANCORP DEL | 3,725 | $157.3M | 0.03% | |
| 68 | IWMISHARES TR | 752 | $150.0M | 0.03% | |
| 69 | CVXCHEVRON CORP NEW | 886 | $148.2M | 0.03% | |
| 70 | HONHONEYWELL INTL INC | 695 | $147.2M | 0.03% | |
| 71 | ITOTISHARES TR | 1,175 | $143.4M | 0.03% | |
| 72 | JPMJPMORGAN CHASE & CO. | 566 | $138.8M | 0.03% | |
| 73 | IEMGISHARES INC | 2,414 | $130.3M | 0.02% | |
| 74 | XOMEXXON MOBIL CORP | 980 | $116.6M | 0.02% | |
| 75 | BABOEING CO | 633 | $108.0M | 0.02% | |
| 76 | MRKMERCK & CO INC | 1,164 | $104.5M | 0.02% | |
| 77 | ADMARCHER DANIELS MIDLAND CO | 2,000 | $96.0M | 0.02% | |
| 78 | BXBLACKSTONE INC | 684 | $95.6M | 0.02% | |
| 79 | TECHBIO-TECHNE CORP | 1,556 | $91.2M | 0.02% | |
| 80 | IWRISHARES TR | 1,040 | $88.5M | 0.02% | |
| 81 | DEDEERE & CO | 188 | $88.0M | 0.02% | |
| 82 | KOCOCA COLA CO | 1,179 | $84.4M | 0.02% | |
| 83 | CTVACORTEVA INC | 1,303 | $82.0M | 0.02% | |
| 84 | ABTABBOTT LABS | 616 | $81.7M | 0.02% | |
| 85 | AMZNAMAZON COM INC | 400 | $76.1M | 0.01% | |
| 86 | SCHFSCHWAB STRATEGIC TR | 3,815 | $75.5M | 0.01% | |
| 87 | HDHOME DEPOT INC | 186 | $68.2M | 0.01% | |
| 88 | DGROISHARES TR | 1,098 | $67.8M | 0.01% | |
| 89 | QCRHQCR HOLDINGS INC | 870 | $62.0M | 0.01% | |
| 90 | EEMISHARES TR | 1,418 | $62.0M | 0.01% | |
| 91 | LOWLOWES COS INC | 256 | $59.7M | 0.01% | |
| 92 | VIGIVANGUARD WHITEHALL FDS | 716 | $59.4M | 0.01% | |
| 93 | AVGOBROADCOM INC | 345 | $57.8M | 0.01% | |
| 94 | IBITISHARES BITCOIN TRUST ETF | 1,228 | $57.5M | 0.01% | |
| 95 | VYMVANGUARD WHITEHALL FDS | 427 | $55.1M | 0.01% | |
| 96 | EDCONSOLIDATED EDISON INC | 472 | $52.2M | 0.01% | |
| 97 | VVISA INC | 145 | $50.8M | 0.01% | |
| 98 | HOLXHOLOGIC INC | 816 | $50.4M | 0.01% | |
| 99 | PIOINVESCO EXCH TRADED FD TR II | 1,250 | $50.2M | 0.01% | |
| 100 | WELLWELLTOWER INC | 320 | $49.0M | 0.01% |
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