Laura West

@West Financial Advisors, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$518.593M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLYSelect Sector Spdr Tr Recent Activity New Position	0.58%	$3M 13,371 shares@ $224.36 avg price	New Position
IWFIshares Tr Recent Activity New Position	0.05%	$255,004 635 shares@ $401.59 avg price	New Position
USBUs Bancorp Del Recent Activity New Position	0.04%	$207,057 4,329 shares@ $47.84 avg price	New Position
IBMInternational Business Machs Recent Activity New Position	0.04%	$168,390 766 shares@ $219.84 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.02%	$87,756 400 shares@ $219.39 avg price	New Position
COOCooper Cos Inc Recent Activity New Position	0.01%	$48,999 533 shares@ $91.94 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.01%	$38,955 38 shares@ $1025.14 avg price	New Position
INTCIntel Corp Recent Activity New Position	0.01%	$31,218 1,557 shares@ $20.06 avg price	New Position
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity New Position	0.01%	$27,910 49 shares@ $569.6 avg price	New Position
BACBank America Corp Recent Activity New Position	0.01%	$21,844 497 shares@ $43.96 avg price	New Position