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
NVONovo-nordisk A S Recent Activity Exited	0%	$16,075 135 shares@ $119.08 avg price	Exited
MDLZMondelez Intl Inc Recent Activity Exited	0%	$14,440 196 shares@ $73.68 avg price	Exited
CNPCenterpoint Energy Inc Recent Activity Exited	0%	$12,857 437 shares@ $29.43 avg price	Exited
BAXBaxter Intl Inc Recent Activity Exited	0%	$7,594 200 shares@ $37.97 avg price	Exited
LUMOLumos Pharma Inc Recent Activity Exited	0%	$3,035 784 shares@ $3.88 avg price	Exited
ASANAsana Inc Recent Activity Exited	0%	$1,148 99 shares@ $11.6 avg price	Exited
PROPPrairie Oper Co Recent Activity Exited	0%	$876 100 shares@ $8.76 avg price	Exited
ABSIAbsci Corporation Recent Activity Exited	0%	$573 150 shares@ $3.82 avg price	Exited
EPDEnterprise Prods Partners L Recent Activity Exited	0%	$423 15 shares@ $28.2 avg price	Exited
QUIKQuicklogic Corp Recent Activity Exited	0%	$384 50 shares@ $7.68 avg price	Exited