test

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
VTVVanguard Index Fds
Recent Activity
Increased 0.32%
0.06%
$268,984
1,589 shares@ $169.28 avg price
WFCWells Fargo Co New
Recent Activity
Increased 7.23%
0.05%
$217,825
3,101 shares@ $70.25 avg price
IWDIshares Tr
Recent Activity
Increased 204.85%
0.04%
$198,090
1,070 shares@ $185.14 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 98.16%
0.04%
$181,515
6,644 shares@ $27.33 avg price
IWMIshares Tr
Recent Activity
Increased 28.8%
0.04%
$177,873
805 shares@ $220.97 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 34.97%
0.04%
$174,967
386 shares@ $453.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 244.58%
0.03%
$144,546
603 shares@ $239.72 avg price
BXBlackstone Inc
Recent Activity
Increased 335.23%
0.03%
$132,074
766 shares@ $172.43 avg price
BABoeing Co
Recent Activity
Increased 46.19%
0.03%
$112,041
633 shares@ $177.0 avg price
ADMArcher Daniels Midland Co
Recent Activity
Increased 10.05%
0.03%
$111,195
2,201 shares@ $50.53 avg price