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
RSPInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$18,224 104 shares@ $175.24 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.01%	$18,058 250 shares@ $72.24 avg price	New Position
GILDGilead Sciences Inc Recent Activity New Position	0.01%	$12,009 130 shares@ $92.38 avg price	New Position
EVRGEvergy Inc Recent Activity New Position	0.01%	$10,895 177 shares@ $61.56 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.01%	$9,256 64 shares@ $144.63 avg price	New Position
KKellanova Recent Activity New Position	0.01%	$5,425 67 shares@ $80.98 avg price	New Position
DLRDigital Rlty Tr Inc Recent Activity New Position	0.01%	$3,902 22 shares@ $177.37 avg price	New Position
KDPKeurig Dr Pepper Inc Recent Activity New Position	0.01%	$3,212 100 shares@ $32.12 avg price	New Position
PFEPfizer Inc Recent Activity New Position	0.01%	$2,866 108 shares@ $26.54 avg price	New Position
NATNordic American Tankers Limi Recent Activity New Position	0.01%	$2,500 1,000 shares@ $2.5 avg price	New Position