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Laura West

@West Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$518.593MTotal holdings205
Assets growth rate0.02%Assets growth rate (2-Q avg)3.84%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of West Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 518.593M in assets, with a quarterly growth rate of 0.02% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Laura West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -51.39%
12.28%
$63.676M
108,647 shares@ $586.09 avg price
IJHIshares Tr
Recent Activity
Decreased -0.07%
4.71%
$24.389M
391,412 shares@ $62.32 avg price
DUHPDimensional Etf Trust
Recent Activity
Decreased -1.28%
2.57%
$13.308M
393,846 shares@ $33.8 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -0.88%
2.27%
$11.728M
61,732 shares@ $189.99 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -3.72%
1.81%
$9.358M
47,788 shares@ $195.84 avg price
DFNMDimensional Etf Trust
Recent Activity
Decreased -5.98%
1.6%
$8.27M
173,115 shares@ $47.78 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -7.93%
1.33%
$6.876M
75,210 shares@ $91.44 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -4.24%
1.05%
$5.406M
18,653 shares@ $289.82 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.19%
1%
$5.174M
10,120 shares@ $511.24 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.65%
0.45%
$2.293M
8,682 shares@ $264.15 avg price