Westend Capital Management, LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$356.9B

Holdings

238

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
1
BABOEING CO COM
144,299$31.3B8.78%
2
AAPLAPPLE INC
81,446$22.1B6.20%
3
GEGE AEROSPACE COM NEW
70,148$21.6B6.05%
4
CCOCAMECO CORP COM
226,299$20.7B5.80%
5
LLYELI LILLY & CO COM
16,393$17.6B4.94%
6
FCXFREEPORT MCMORAN COPPER
301,775$15.3B4.30%
7
HWMHOWMET AEROSPACE INC COM
74,496$15.3B4.28%
8
PWRQUANTA SVCS INC COM
35,623$15.0B4.21%
9
CENXCENTURY ALUM CO COM
374,274$14.7B4.11%
10
VIKVIKING HOLDINGS LTD ORD SHS
195,361$13.9B3.91%
11
DBDEUTSCHE BANK A G NAMEN AKT
360,749$13.9B3.90%
12
KGSKODIAK GAS SVCS INC COM
363,230$13.6B3.81%
13
ETENERGY TRANSFER L P COM UT LTD PTN
799,308$13.2B3.69%
14
AXPAMERICAN EXPRESS CO COM
34,579$12.8B3.58%
15
AMZNAMAZON COM INC COM
54,863$12.7B3.55%
16
GOOGLGOOGLE INC
38,984$12.2B3.42%
17
WYNNWYNN RESORTS LTD COM
100,425$12.1B3.39%
18
SCHWCHARLES SCHWAB CORP
117,669$11.8B3.29%
19
MRKMERCK & CO INC
111,430$11.7B3.29%
20
CATCATERPILLAR INC COM
19,249$11.0B3.09%
21
ROKROCKWELL AUTOMATION INC COM
26,248$10.2B2.86%
22
PATHUIPATH INC CL A
547,404$9.0B2.51%
23
NFLXNETFLIX INC COM
72,085$6.8B1.89%
24
AGNCAMERICAN CAPITAL AGENCY CORP.
141,620$1.5B0.43%
25
XOMEXXON MOBIL CORP COM
11,014$1.3B0.37%
26
MSOXUSDADVISORSHARES MSOS DAILY LEVERAGED ETF
168,500$754.0M0.21%
27
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$754.0M0.21%
28
TLRYTILRAY BRANDS INC COM
81,500$735.0M0.21%
29
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
33,805$597.0M0.17%
30
NVDYYIELDMAX NVDA OPTION INCOME STRATEGY ETF
38,736$565.0M0.16%
31
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
8,900$517.0M0.14%
32
COSTCOSTCO WHOLESALE CORP
566$488.0M0.14%
33
TPCTUTOR PERINI CORP COM
7,218$483.0M0.14%
34
STAGSTAG INDL INC COM
11,329$416.0M0.12%
35
GVAGRANITE CONSTR INC COM
3,267$376.0M0.11%
36
MSFTMICROSOFT
707$341.0M0.10%
37
MOATVANECK MORNINGSTAR WIDE MOAT ETF
3,277$339.0M0.09%
38
SANBANCO SANTANDER CENT HISP
24,828$291.0M0.08%
39
GILDGILEAD SCIENCES INC COM
2,271$278.0M0.08%
40
ETVEATON VANCE TAX-MANAGED BUY- W COM
18,867$270.0M0.08%
41
JNJJOHNSON & JOHNSON COM
1,293$267.0M0.07%
42
AMDYYIELDMAX AMD OPTION INCOME STRATEGY ETF
6,840$260.0M0.07%
43
IVVISHARES CORE S&P 500 ETF
363$248.0M0.07%
44
4I1PHILIP MORRIS INTL INC
1,545$247.0M0.07%
45
JPMJPMORGAN CHASE & CO. COM
744$239.0M0.07%
46
VVISA INC
624$218.0M0.06%
47
GOOGALPHABET INC CAP STK CL C
669$209.0M0.06%
48
A4SAMERIPRISE FINANCIAL INC.
406$199.0M0.06%
49
AMZYYIELDMAX AMZN OPTION INCOME STRATEGY ETF
14,813$196.0M0.05%
50
MCDMCDONALDS CORP COM
611$186.0M0.05%
51
SPYSPDR S&P 500 ETF
267$182.0M0.05%
52
AQLTISHARES DJ SELECT DIVIDEND
1,180$166.0M0.05%
53
NVDANVIDIA CORPORATION COM
840$156.0M0.04%
54
BACBANK AMERICA CORP COM
2,790$153.0M0.04%
55
TEXTEREX CORP NEW COM
2,710$144.0M0.04%
56
QCOMQUALCOMM INC
825$141.0M0.04%
57
SHELROYAL DUTCH SHELL PLC-ADR
1,866$137.0M0.04%
58
VOOVANGUARD S&P 500 ETF
218$136.0M0.04%
59
AVGOBROADCOM INC COM
395$136.0M0.04%
60
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
913$135.0M0.04%
61
WPCWP CAREY INC COM
2,000$128.0M0.04%
62
RIORIO TINTO PLC SPONSORED ADR
1,596$127.0M0.04%
63
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
1,449$120.0M0.03%
64
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
250$120.0M0.03%
65
LNCLINCOLN NATL CORP IND COM
2,698$120.0M0.03%
66
VTIVANGUARD TOTAL STOCK MARKET ETF
345$115.0M0.03%
67
ECHISHARES MSCI CHILE ETF
2,869$115.0M0.03%
68
MOALTRIA GROUP INC COM
1,807$104.0M0.03%
69
ESGDISHARES ESG AWARE MSCI EAFE ETF
1,075$102.0M0.03%
70
LOWLOWES COS INC COM
419$101.0M0.03%
71
RTXRTX CORPORATION COM
535$98.0M0.03%
72
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
194$97.0M0.03%
73
NEENEXTERA ENERGY INC COM
1,209$97.0M0.03%
74
SPGSIMON PPTY GROUP INC NEW COM
519$96.0M0.03%
75
SNOYYIELDMAX SNOW OPTION INCOME STRATEGY ETF
7,787$95.0M0.03%
76
SCHFSCHWAB INTERNATIONAL EQUITY ETF
3,512$84.0M0.02%
77
CVXCHEVRON CORP NEW COM
551$83.0M0.02%
78
PEPPEPSICO INC COM
574$82.0M0.02%
79
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
3,346$79.0M0.02%
80
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
1,843$79.0M0.02%
81
WMTWALMART INC COM
630$70.0M0.02%
82
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
503$70.0M0.02%
83
ORCLORACLE CORPORATION
356$69.0M0.02%
84
NDQPOWERSHARES QQQ TR
109$66.0M0.02%
85
VRPINVESCO VARIABLE RATE PREFERRED ETF
2,680$65.0M0.02%
86
COPCONOCOPHILLIPS COM
660$61.0M0.02%
87
SPXLDIREXION DAILY S&P 500 BULL 3X SHARES
275$60.0M0.02%
88
WMBWILLIAMS COS INC COM
979$58.0M0.02%
89
ESGVVANGUARD ESG U.S. STOCK ETF
471$56.0M0.02%
90
DYT1DYNEX CAPITAL INC
3,782$52.0M0.01%
91
ETNEATON CORP PLC SHS
166$52.0M0.01%
92
VOVANGUARD MID-CAP ETF
175$50.0M0.01%
93
DAVEDAVE INC CLASS A COM NEW
200$44.0M0.01%
94
VVVANGUARD LARGE-CAP ETF
141$44.0M0.01%
95
XMTRXOMETRY INC CLASS A COM
750$44.0M0.01%
96
SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
1,001$43.0M0.01%
97
AQLTISHARES CORE MSCI EAFE ETF
489$43.0M0.01%
98
LRCXLAM RESEARCH CORP COM NEW
230$39.0M0.01%
99
KRKROGER CO COM
612$38.0M0.01%
100
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
285$37.0M0.01%
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