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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
VCEBVanguard World Fd
Recent Activity
Increased 4.01%
0.17%
$830,422
13,396 shares@ $62.0 avg price
TYLTyler Technologies Inc
Recent Activity
Increased 0.86%
0.16%
$817,566
1,418 shares@ $576.57 avg price
MUBIshares Tr
Recent Activity
Increased 0.06%
0.14%
$715,803
6,718 shares@ $106.56 avg price
SUSAIshares Tr
Recent Activity
Increased 2.79%
0.13%
$642,360
5,283 shares@ $121.6 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 197.01%
0.12%
$593,696
26,154 shares@ $22.71 avg price
DSIIshares Tr
Recent Activity
Increased 2.69%
0.11%
$551,581
5,003 shares@ $110.26 avg price
TSLATesla Inc
Recent Activity
Increased 466.67%
0.1%
$514,896
1,275 shares@ $403.84 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 30.05%
0.1%
$492,370
2,601 shares@ $189.31 avg price
ORCLOracle Corp
Recent Activity
Increased 66.24%
0.08%
$381,439
2,289 shares@ $166.65 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Increased 228.06%
0.06%
$287,376
725 shares@ $396.39 avg price