Westend Capital Management, LLC Q2 2025 Filing

Filed July 14, 2025

Portfolio Value

$324.6M

Holdings

228

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (228 positions)

StockValue
BABOEING CO COM
$27.7M
METAMETA PLATFORMS INC CL A
$21.2M
CCOCAMECO CORP COM
$20.0M
NFLXNETFLIX INC COM
$18.9M
GEGE AEROSPACE COM NEW
$17.7M
SNOWSNOWFLAKE INC CL A
$15.8M
VIKVIKING HOLDINGS LTD ORD SHS
$14.9M
ETENERGY TRANSFER L P COM UT LTD PTN
$14.1M
PLTRPALANTIR TECHNOLOGIES INC CL A
$14.0M
AMDADVANCED MICRO DEVICES INC COM
$13.7M
HWMHOWMET AEROSPACE INC COM
$13.6M
PWRQUANTA SVCS INC COM
$13.2M
ISRGINTUITIVE SURGICAL INC COM NEW
$13.1M
AMZNAMAZON COM INC COM
$11.5M
INTUINTUIT COM
$10.9M
AXPAMERICAN EXPRESS CO COM
$10.8M
SCHWCHARLES SCHWAB CORP
$10.4M
DBDEUTSCHE BANK A G NAMEN AKT
$10.3M
FCXFREEPORT MCMORAN COPPER
$9.9M
ROKROCKWELL AUTOMATION INC COM
$8.5M
VEEVVEEVA SYS INC CL A COM
$8.1M
NTRNUTRIEN LTD COM
$7.1M
FISVFISERV INC COM
$3.4M
ABBVABBVIE INC COM
$2.0M
XOMEXXON MOBIL CORP COM
$1.2M
AGNCAMERICAN CAPITAL AGENCY CORP.
$939K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$729K
TPCTUTOR PERINI CORP COM
$688K
NVDYYIELDMAX NVDA OPTION INCOME STRATEGY ETF
$659K
ABTABBOTT LABS COM
$657K
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$585K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$539K
AAPLAPPLE INC
$390K
COSTCOSTCO WHOLESALE CORP
$331K
GVAGRANITE CONSTR INC COM
$325K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$307K
MRKMERCK & CO INC
$279K
GILDGILEAD SCIENCES INC COM
$252K
4I1PHILIP MORRIS INTL INC
$249K
ETVEATON VANCE TAX-MANAGED BUY- W COM
$248K
IVVISHARES CORE S&P 500 ETF
$225K
DLYDOUBLELINE YIELD OPPORTUNITIES COM
$215K
SANBANCO SANTANDER CENT HISP
$201K
SPYSPDR S&P 500 ETF
$163K
AQLTISHARES DJ SELECT DIVIDEND
$157K
TEXTEREX CORP NEW COM
$135K
SLRCSLR INVESTMENT CORP COM
$134K
SHELROYAL DUTCH SHELL PLC-ADR
$131K
SNOYYIELDMAX SNOW OPTION INCOME STRATEGY ETF
$131K
LYBLYONDELLBASELL
$130K
WPCWP CAREY INC COM
$125K
VOOVANGUARD S&P 500 ETF
$124K
DOWDOW INC COM
$119K
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$110K
VRPINVESCO VARIABLE RATE PREFERRED ETF
$108K
ORCLORACLE CORPORATION
$108K
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF
$107K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$105K
MCDMCDONALDS CORP COM
$99K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$96K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$94K
MOALTRIA GROUP INC COM
$92K
JNJJOHNSON & JOHNSON COM
$92K
LNCLINCOLN NATL CORP IND COM
$89K
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
$89K
SPGSIMON PPTY GROUP INC NEW COM
$87K
NEENEXTERA ENERGY INC COM
$84K
CVXCHEVRON CORP NEW COM
$79K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$78K
OBDCBLUE OWL CAPITAL CORPORATION COM
$74K
AMZYYIELDMAX AMZN OPTION INCOME STRATEGY ETF
$72K
NVDANVIDIA CORPORATION COM
$72K
A4SAMERIPRISE FINANCIAL INC.
$69K
VTIVANGUARD TOTAL STOCK MARKET ETF
$67K
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
$64K
NDQPOWERSHARES QQQ TR
$60K
ETNEATON CORP PLC SHS
$59K
COPCONOCOPHILLIPS COM
$59K
VALEVALE S A SPONSORED ADS
$48K
SPXLDIREXION DAILY S&P 500 BULL 3X SHARES
$48K
DYT1DYNEX CAPITAL INC
$45K
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$41K
JPMJPMORGAN CHASE & CO. COM
$39K
VVISA INC
$38K
MSFTMICROSOFT
$36K
LNGCHENIERE ENERGY INC COM NEW
$36K
ARMARM HOLDINGS PLC SPONSORED ADS
$36K
GEVGE VERNOVA INC COM
$33K
CITHE CIGNA GROUP COM
$32K
BMYBRISTOL-MYERS SQUIBB CO COM
$31K
PEPPEPSICO INC COM
$28K
GENGEN DIGITAL INC COM
$28K
WMWASTE MANAGEMENT INC
$27K
DUOLDUOLINGO INC CL A COM
$27K
MCKMCKESSON CORP
$26K
CLCOLGATE PALMOLIVE CO COM
$24K
IBITISHARES BITCOIN TRUST ETF
$23K
AVGOBROADCOM INC COM
$23K
LRCXLAM RESEARCH CORP COM NEW
$22K
ADPAUTOMATIC DATA PROCESSING INC COM
$20K
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