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
XLISelect Sector Spdr Tr Recent Activity Exited	0%	$2.608M 19,255 shares@ $135.45 avg price	Exited
FIBKFirst Intst Bancsystem Inc Recent Activity Exited	0%	$194,266 6,332 shares@ $30.69 avg price	Exited
TIPIshares Tr Recent Activity Exited	0%	$50,043 453 shares@ $110.48 avg price	Exited
DVYIshares Tr Recent Activity Exited	0%	$36,875 273 shares@ $135.08 avg price	Exited
FVDFirst Tr Value Line Divid In Recent Activity Exited	0%	$32,662 718 shares@ $45.5 avg price	Exited
TTETotalenergies Se Recent Activity Exited	0%	$22,811 353 shares@ $64.63 avg price	Exited
IBBIshares Tr Recent Activity Exited	0%	$21,549 148 shares@ $145.61 avg price	Exited
CECelanese Corp Del Recent Activity Exited	0%	$21,346 157 shares@ $135.97 avg price	Exited
AMDAdvanced Micro Devices Inc Recent Activity Exited	0%	$18,870 115 shares@ $164.09 avg price	Exited
FMCFmc Corp Recent Activity Exited	0%	$17,475 265 shares@ $65.95 avg price	Exited