Westend Capital Management, LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$356.9M

Holdings

238

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
BABOEING CO COM
$31.3M
AAPLAPPLE INC
$22.1M
GEGE AEROSPACE COM NEW
$21.6M
CCOCAMECO CORP COM
$20.7M
LLYELI LILLY & CO COM
$17.6M
FCXFREEPORT MCMORAN COPPER
$15.3M
HWMHOWMET AEROSPACE INC COM
$15.3M
PWRQUANTA SVCS INC COM
$15.0M
CENXCENTURY ALUM CO COM
$14.7M
VIKVIKING HOLDINGS LTD ORD SHS
$13.9M
DBDEUTSCHE BANK A G NAMEN AKT
$13.9M
KGSKODIAK GAS SVCS INC COM
$13.6M
ETENERGY TRANSFER L P COM UT LTD PTN
$13.2M
AXPAMERICAN EXPRESS CO COM
$12.8M
AMZNAMAZON COM INC COM
$12.7M
GOOGLGOOGLE INC
$12.2M
WYNNWYNN RESORTS LTD COM
$12.1M
SCHWCHARLES SCHWAB CORP
$11.8M
MRKMERCK & CO INC
$11.7M
CATCATERPILLAR INC COM
$11.0M
ROKROCKWELL AUTOMATION INC COM
$10.2M
PATHUIPATH INC CL A
$9.0M
NFLXNETFLIX INC COM
$6.8M
AGNCAMERICAN CAPITAL AGENCY CORP.
$1.5M
XOMEXXON MOBIL CORP COM
$1.3M
MSOXUSDADVISORSHARES MSOS DAILY LEVERAGED ETF
$754K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$754K
TLRYTILRAY BRANDS INC COM
$735K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$597K
NVDYYIELDMAX NVDA OPTION INCOME STRATEGY ETF
$565K
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$517K
COSTCOSTCO WHOLESALE CORP
$488K
TPCTUTOR PERINI CORP COM
$483K
STAGSTAG INDL INC COM
$416K
GVAGRANITE CONSTR INC COM
$376K
MSFTMICROSOFT
$341K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$339K
SANBANCO SANTANDER CENT HISP
$291K
GILDGILEAD SCIENCES INC COM
$278K
ETVEATON VANCE TAX-MANAGED BUY- W COM
$270K
JNJJOHNSON & JOHNSON COM
$267K
AMDYYIELDMAX AMD OPTION INCOME STRATEGY ETF
$260K
IVVISHARES CORE S&P 500 ETF
$248K
4I1PHILIP MORRIS INTL INC
$247K
JPMJPMORGAN CHASE & CO. COM
$239K
VVISA INC
$218K
GOOGALPHABET INC CAP STK CL C
$209K
A4SAMERIPRISE FINANCIAL INC.
$199K
AMZYYIELDMAX AMZN OPTION INCOME STRATEGY ETF
$196K
MCDMCDONALDS CORP COM
$186K
SPYSPDR S&P 500 ETF
$182K
AQLTISHARES DJ SELECT DIVIDEND
$166K
NVDANVIDIA CORPORATION COM
$156K
BACBANK AMERICA CORP COM
$153K
TEXTEREX CORP NEW COM
$144K
QCOMQUALCOMM INC
$141K
SHELROYAL DUTCH SHELL PLC-ADR
$137K
VOOVANGUARD S&P 500 ETF
$136K
AVGOBROADCOM INC COM
$136K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$135K
WPCWP CAREY INC COM
$128K
RIORIO TINTO PLC SPONSORED ADR
$127K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$120K
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$120K
LNCLINCOLN NATL CORP IND COM
$120K
VTIVANGUARD TOTAL STOCK MARKET ETF
$115K
ECHISHARES MSCI CHILE ETF
$115K
MOALTRIA GROUP INC COM
$104K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$102K
LOWLOWES COS INC COM
$101K
RTXRTX CORPORATION COM
$98K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$97K
NEENEXTERA ENERGY INC COM
$97K
SPGSIMON PPTY GROUP INC NEW COM
$96K
SNOYYIELDMAX SNOW OPTION INCOME STRATEGY ETF
$95K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$84K
CVXCHEVRON CORP NEW COM
$83K
PEPPEPSICO INC COM
$82K
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
$79K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$79K
WMTWALMART INC COM
$70K
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
$70K
ORCLORACLE CORPORATION
$69K
NDQPOWERSHARES QQQ TR
$66K
VRPINVESCO VARIABLE RATE PREFERRED ETF
$65K
COPCONOCOPHILLIPS COM
$61K
SPXLDIREXION DAILY S&P 500 BULL 3X SHARES
$60K
WMBWILLIAMS COS INC COM
$58K
ESGVVANGUARD ESG U.S. STOCK ETF
$56K
DYT1DYNEX CAPITAL INC
$52K
ETNEATON CORP PLC SHS
$52K
VOVANGUARD MID-CAP ETF
$50K
DAVEDAVE INC CLASS A COM NEW
$44K
VVVANGUARD LARGE-CAP ETF
$44K
XMTRXOMETRY INC CLASS A COM
$44K
SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$43K
AQLTISHARES CORE MSCI EAFE ETF
$43K
LRCXLAM RESEARCH CORP COM NEW
$39K
KRKROGER CO COM
$38K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$37K
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