West Financial Advisors, LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$592.7B
Holdings
236
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (236 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LRCXLAM RESEARCH CORP | 250 | $42.0M | 0.01% | |
| 102 | SBUXSTARBUCKS CORP | 497 | $41.0M | 0.01% | |
| 103 | MARMARRIOTT INTL INC NEW | 135 | $41.0M | 0.01% | |
| 104 | TRVCCITIGROUP INC | 348 | $40.0M | 0.01% | |
| 105 | LOWLOWES COS INC | 170 | $40.0M | 0.01% | |
| 106 | SDYSPDR SERIES TRUST | 294 | $40.0M | 0.01% | |
| 107 | VOEVANGUARD INDEX FDS | 218 | $38.0M | 0.01% | |
| 108 | BKNGBOOKING HOLDINGS INC | 7 | $37.0M | 0.01% | |
| 109 | PNCPNC FINL SVCS GROUP INC | 174 | $36.0M | 0.01% | |
| 110 | ETNEATON CORP PLC | 107 | $34.0M | 0.01% | |
| 111 | HIGHARTFORD INSURANCE GROUP INC | 247 | $34.0M | 0.01% | |
| 112 | DFIVDIMENSIONAL ETF TRUST | 666 | $33.0M | 0.01% | |
| 113 | DEDEERE & CO | 73 | $33.0M | 0.01% | |
| 114 | CSCOCISCO SYS INC | 416 | $32.0M | 0.01% | |
| 115 | MCDMCDONALDS CORP | 104 | $31.0M | 0.01% | |
| 116 | MFCMANULIFE FINL CORP | 875 | $31.0M | 0.01% | |
| 117 | BACBANK AMERICA CORP | 497 | $27.0M | 0.00% | |
| 118 | BXBLACKSTONE INC | 176 | $27.0M | 0.00% | |
| 119 | TRGPTARGA RES CORP | 151 | $27.0M | 0.00% | |
| 120 | RTXRTX CORPORATION | 142 | $26.0M | 0.00% | |
| 121 | OTTROTTER TAIL CORP | 334 | $26.0M | 0.00% | |
| 122 | IYY*ISHARES TR | 146 | $24.0M | 0.00% | |
| 123 | GILDGILEAD SCIENCES INC | 194 | $23.0M | 0.00% | |
| 124 | GRMNGARMIN LTD | 118 | $23.0M | 0.00% | |
| 125 | PRUPRUDENTIAL FINL INC | 199 | $22.0M | 0.00% | |
| 126 | GRNYTIDAL TRUST I | 880 | $21.0M | 0.00% | |
| 127 | ASMLASML HOLDING N V | 19 | $20.0M | 0.00% | |
| 128 | QQQMINVESCO EXCH TRADED FD TR II | 82 | $20.0M | 0.00% | |
| 129 | ATLOAMES NATL CORP | 804 | $18.0M | 0.00% | |
| 130 | BNBROOKFIELD CORP | 375 | $17.0M | 0.00% | |
| 131 | HYSPIMCO ETF TR | 160 | $15.0M | 0.00% | |
| 132 | DYHTARGET CORP | 155 | $15.0M | 0.00% | |
| 133 | FSSLFS SPECIALTY LENDING FD | 1,022 | $14.0M | 0.00% | |
| 134 | ASTSAST SPACEMOBILE INC | 200 | $14.0M | 0.00% | |
| 135 | JNJJOHNSON & JOHNSON | 64 | $13.0M | 0.00% | |
| 136 | GEVGE VERNOVA INC | 19 | $12.0M | 0.00% | |
| 137 | AJGGALLAGHER ARTHUR J & CO | 50 | $12.0M | 0.00% | |
| 138 | STBAS & T BANCORP INC | 262 | $10.0M | 0.00% | |
| 139 | DELLDELL TECHNOLOGIES INC | 87 | $10.0M | 0.00% | |
| 140 | BACVERIZON COMMUNICATIONS INC | 252 | $10.0M | 0.00% | |
| 141 | DUHPDIMENSIONAL ETF TRUST | 250 | $9.0M | 0.00% | |
| 142 | ISRGINTUITIVE SURGICAL INC | 16 | $9.0M | 0.00% | |
| 143 | ABNBAIRBNB INC | 69 | $9.0M | 0.00% | |
| 144 | CITHE CIGNA GROUP | 35 | $9.0M | 0.00% | |
| 145 | ENBENBRIDGE INC | 170 | $8.0M | 0.00% | |
| 146 | SYMSYMBOTIC INC | 150 | $8.0M | 0.00% | |
| 147 | ACNACCENTURE PLC IRELAND | 30 | $8.0M | 0.00% | |
| 148 | VLOVALERO ENERGY CORP | 52 | $8.0M | 0.00% | |
| 149 | LNGCHENIERE ENERGY INC | 45 | $8.0M | 0.00% | |
| 150 | XELXCEL ENERGY INC | 97 | $7.0M | 0.00% | |
| 151 | SLBSLB LIMITED | 207 | $7.0M | 0.00% | |
| 152 | CBCHUBB LIMITED | 25 | $7.0M | 0.00% | |
| 153 | WECWEC ENERGY GROUP INC | 73 | $7.0M | 0.00% | |
| 154 | PGPROCTER AND GAMBLE CO | 50 | $7.0M | 0.00% | |
| 155 | UBERUBER TECHNOLOGIES INC | 90 | $7.0M | 0.00% | |
| 156 | CATCATERPILLAR INC | 13 | $7.0M | 0.00% | |
| 157 | PLDPROLOGIS INC. | 56 | $7.0M | 0.00% | |
| 158 | GPCGENUINE PARTS CO | 54 | $6.0M | 0.00% | |
| 159 | VVVANGUARD INDEX FDS | 22 | $6.0M | 0.00% | |
| 160 | SCHFSCHWAB STRATEGIC TR | 279 | $6.0M | 0.00% | |
| 161 | 4I1PHILIP MORRIS INTL INC | 38 | $6.0M | 0.00% | |
| 162 | MAMASTERCARD INCORPORATED | 12 | $6.0M | 0.00% | |
| 163 | HSYHERSHEY CO | 37 | $6.0M | 0.00% | |
| 164 | IVVISHARES TR | 10 | $6.0M | 0.00% | |
| 165 | KMIKINDER MORGAN INC DEL | 221 | $6.0M | 0.00% | |
| 166 | BLKBLACKROCK INC | 6 | $6.0M | 0.00% | |
| 167 | STTSTATE STR CORP | 54 | $6.0M | 0.00% | |
| 168 | TTTRANE TECHNOLOGIES PLC | 13 | $5.0M | 0.00% | |
| 169 | BBYBEST BUY INC | 80 | $5.0M | 0.00% | |
| 170 | MUBISHARES TR | 47 | $5.0M | 0.00% | |
| 171 | UPSUNITED PARCEL SERVICE INC | 58 | $5.0M | 0.00% | |
| 172 | PEPPEPSICO INC | 40 | $5.0M | 0.00% | |
| 173 | CTRECARETRUST REIT INC | 155 | $5.0M | 0.00% | |
| 174 | TFCTRUIST FINL CORP | 102 | $5.0M | 0.00% | |
| 175 | NTAPNETAPP INC | 39 | $4.0M | 0.00% | |
| 176 | SWKSTANLEY BLACK & DECKER INC | 64 | $4.0M | 0.00% | |
| 177 | KMBKIMBERLY-CLARK CORP | 40 | $4.0M | 0.00% | |
| 178 | PFEPFIZER INC | 177 | $4.0M | 0.00% | |
| 179 | CLXCLOROX CO DEL | 43 | $4.0M | 0.00% | |
| 180 | WESWESTERN MIDSTREAM PARTNERS L | 115 | $4.0M | 0.00% | |
| 181 | KDKYNDRYL HLDGS INC | 134 | $3.0M | 0.00% | |
| 182 | DFAUDIMENSIONAL ETF TRUST | 67 | $3.0M | 0.00% | |
| 183 | INGING GROEP N.V. | 115 | $3.0M | 0.00% | |
| 184 | HRLHORMEL FOODS CORP | 146 | $3.0M | 0.00% | |
| 185 | NATNORDIC AMERICAN TANKERS LIMI | 1,139 | $3.0M | 0.00% | |
| 186 | UGIUGI CORP NEW | 103 | $3.0M | 0.00% | |
| 187 | SIRISIRIUSXM HOLDINGS INC | 152 | $3.0M | 0.00% | |
| 188 | TTELUS CORPORATION | 300 | $3.0M | 0.00% | |
| 189 | NVTSNAVITAS SEMICONDUCTOR CORP | 500 | $3.0M | 0.00% | |
| 190 | PNNTPENNANTPARK INVT CORP | 376 | $2.0M | 0.00% | |
| 191 | NCLHNORWEGIAN CRUISE LINE HLDG L | 100 | $2.0M | 0.00% | |
| 192 | FCXFREEPORT-MCMORAN INC | 50 | $2.0M | 0.00% | |
| 193 | REPXRILEY EXPLORATION PERMIAN IN | 105 | $2.0M | 0.00% | |
| 194 | UTIUNIVERSAL TECHNICAL INST INC | 100 | $2.0M | 0.00% | |
| 195 | CCOCAMECO CORP | 32 | $2.0M | 0.00% | |
| 196 | SONYSONY GROUP CORP | 105 | $2.0M | 0.00% | |
| 197 | ARQQARQIT QUANTUM INC | 100 | $2.0M | 0.00% | |
| 198 | BAPCREDICORP LTD | 10 | $2.0M | 0.00% | |
| 199 | ATMUATMUS FILTRATION TECHNOLOGIE | 50 | $2.0M | 0.00% | |
| 200 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 24 | $2.0M | 0.00% |