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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
ESGVVanguard World Fd
Recent Activity
Decreased -9.89%
0.4%
$2.023M
19,290 shares@ $104.89 avg price
MGCVanguard World Fd
Recent Activity
Decreased -1.84%
0.16%
$793,222
3,730 shares@ $212.67 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -4.76%
0.08%
$392,397
1,980 shares@ $198.19 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -5.63%
0.08%
$382,810
3,385 shares@ $113.1 avg price
HEDJWisdomtree Tr
Recent Activity
Decreased -1.94%
0.05%
$220,830
5,051 shares@ $43.73 avg price
PFGPrincipal Financial Group In
Recent Activity
Decreased -23.64%
0.03%
$144,757
1,870 shares@ $77.42 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -6.45%
0.03%
$125,445
1,261 shares@ $99.49 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -11.88%
0.03%
$105,007
823 shares@ $127.6 avg price
DGROIshares Tr
Recent Activity
Decreased -4.87%
0.02%
$100,475
1,638 shares@ $61.35 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -29.23%
0.01%
$35,512
46 shares@ $772.0 avg price