WestEnd Advisors, LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$4.0T

Holdings

367

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (367 positions)

#StockSharesValue% PortfolioType
1
XLKSELECT SECTOR SPDR TR SBI INT-
2,157,764$546.4B13.55%
2
XLVSELECT SECTOR SPDR TR SBI HEAL
2,624,490$353.8B8.77%
3
XLCSELECT SECTOR SPDR TR COMMUNIC
3,035,947$329.5B8.17%
4
XLFSELECT SECTOR SPDR TR SBI INT-
5,981,623$313.3B7.77%
5
VEUVANGUARD INTL EQUITY INDEX F A
3,977,486$267.4B6.63%
6
XLYSELECT SECTOR SPDR TR SBI CONS
981,809$213.4B5.29%
7
XLFISELECT SECTOR SPDR TR SBI CONS
2,320,650$187.9B4.66%
8
IGVISHARES TR GLMN SCHS SOFT
1,621,446$177.6B4.40%
9
VPLVANGUARD INTL EQUITY INDEX F P
1,877,146$154.3B3.82%
10
EEMAISHARES INC EMKTS ASIA IDX
1,855,227$153.2B3.80%
11
IEIISHARES TR LEHMAN 3-7 YR
1,015,643$121.0B3.00%
12
VCSHVANGUARD SCOTTSDALE FDS SHRT-T
1,235,020$98.2B2.43%
13
TLTISHARES TR 20 YR TRS BD
788,523$69.6B1.73%
14
IEFISHARES TR 7-10 YR TRS BD
659,636$63.2B1.57%
15
NVDANVIDIA CORP
360,829$57.0B1.41%
16
TXNTEXAS INSTRS INC
257,404$53.4B1.33%
17
ORCLORACLE CORP COM
244,234$53.4B1.32%
18
IEURISHARES TR CORE MSCI EURO
804,906$53.3B1.32%
19
METAMETA PLATFORMS INC CL A
70,756$52.2B1.29%
20
VCITVANGUARD SCOTTSDALE FDS INT-TE
622,997$51.7B1.28%
21
MSFTMICROSOFT CORP
103,097$51.3B1.27%
22
JPMJ P MORGAN CHASE AND CO
169,492$49.1B1.22%
23
AMZNAMAZON COM INC
216,409$47.5B1.18%
24
MAMASTERCARD INCORPORATED CL A
78,118$43.9B1.09%
25
GOOGLALPHABET INC CAP STK CL A
248,069$43.7B1.08%
26
WMTWALMART INC
430,046$42.1B1.04%
27
CRMSALESFORCE INC COM
153,812$41.9B1.04%
28
AAPLAPPLE INC COM
204,181$41.9B1.04%
29
MDTMEDTRONIC PLC SHS
473,307$41.3B1.02%
30
CBCHUBB LIMITED COM
138,384$40.1B0.99%
31
TJXTJX COS INC
307,395$38.0B0.94%
32
TMUST-MOBILE US INC
151,807$36.2B0.90%
33
TMOTHERMO FISHER SCIENTIFIC INC C
85,492$34.7B0.86%
34
PEPPEPSICO INC
258,259$34.1B0.85%
35
QCOMQUALCOMM INC
145,225$23.1B0.57%
36
WELLWELLTOWER INC
137,866$21.2B0.53%
37
UNHUNITEDHEALTH GROUP INC
63,601$19.8B0.49%
38
SPYSPDR TR UNIT SER 1
11,061$6.8B0.17%
39
AORISHARES TR SNP GRWTH ALL
44,423$2.7B0.07%
40
ACWIISHARES TR MSCI ACWI INDX
11,509$1.5B0.04%
41
IWBISHARES RUSSELL 1000 ETF
1,184$402.1M0.01%
42
MCHIISHARES TR MSCI CHINA IDX
5,449$300.2M0.01%
43
INDAISHARES TR MSCI INDIA IDX
3,729$207.6M0.01%
44
EWTISHARES INC MSCI TIW ETF NEW
3,023$173.5M0.00%
45
GLDMWORLD GOLD TR SPDR GLD MINIS
2,393$156.8M0.00%
46
EWNISHARES INC MSCI NETHERLND
1,959$106.8M0.00%
47
XLUSELECT SECTOR SPDR TR SBI INT-
1,296$105.8M0.00%
48
EWYISHARES INC MSCI S KOREA
1,470$105.5M0.00%
49
DBPINVESCO DB MLTI SECTR CMMTY PR
1,383$103.9M0.00%
50
DBAINVESCO DB MLTI SECTR CMMTY AG
3,910$102.2M0.00%
51
IAIISHARES US BROKER-DEALER ETF
527$89.1M0.00%
52
MLPXGLOBAL X FDS GLB X MLP ENRG I
1,155$72.4M0.00%
53
IVVISHARES CORE S&P 500 ETF
91$56.4M0.00%
54
VCLTVANGUARD SCOTTSDALE FDS LG-TER
533$40.5M0.00%
55
PGPROCTER AND GAMBLE CO
202$32.2M0.00%
56
GOOGALPHABET INC CAP STK CL C
165$29.3M0.00%
57
AOMISHARES CORE 40/60 MODERATE
631$29.1M0.00%
58
IGIBISHARES TR ISHS 5-10YR INVT
519$27.7M0.00%
59
LLYLILLY ELI AND CO
34$26.5M0.00%
60
VTVANGUARD TTL WRLD STK INDX
202$26.0M0.00%
61
GSGOLDMAN SACHS GROUP INC
35$24.5M0.00%
62
MRKMERCK N CO INC NEW
285$22.5M0.00%
63
SPSBSPDR SERIES TRUST BARC CAPTL E
685$20.7M0.00%
64
NFLXNETFLIX COM INC
15$20.1M0.00%
65
BRK/BBERKSHIRE HATHAWAY INC DEL CL
40$19.4M0.00%
66
HYGISHARES TR HIGH YLD CORP
236$19.0M0.00%
67
AVGOBROADCOM INC COM
69$19.0M0.00%
68
AOKISHARES CORE 30/70 CONSERVAT
476$18.6M0.00%
69
TSLATESLA MTRS INC
56$17.8M0.00%
70
UNPUNION PACIFIC CORP
75$17.3M0.00%
71
JNJJOHNSON AND JOHNSON
104$15.9M0.00%
72
COSTCOSTCO WHSL CORP
16$15.8M0.00%
73
ABBVABBVIE INC
77$14.3M0.00%
74
MBBISHARES TR MBS FIXED BDFD
150$14.1M0.00%
75
VVISA INC
38$13.5M0.00%
76
VTIVANGUARD INDEX TR STK MRK VIPE
40$12.2M0.00%
77
ABTABBOTT LABS
75$10.2M0.00%
78
4I1PHILIP MORRIS INTL INC
56$10.2M0.00%
79
KOCOCA COLA CO
140$9.9M0.00%
80
XLEENERGY SEL SECT SPDR FD
109$9.2M0.00%
81
VVVANGUARD LARGE CAP ETF
31$8.7M0.00%
82
ISRGINTUITIVE SURGICAL INC
16$8.7M0.00%
83
VYMIVANGUARD WHITEHALL FDS INC INT
103$8.3M0.00%
84
PLTRPALANTIR TECHNOLOGIES INC CL A
60$8.2M0.00%
85
DISDISNEY WALT CO
60$7.4M0.00%
86
INTUINTUIT
9$7.1M0.00%
87
TAT AND T INC
242$7.0M0.00%
88
HDHOME DEPOT INC
19$7.0M0.00%
89
BSXBOSTON SCIENTIFIC CORP
64$6.9M0.00%
90
BACBANK OF AMERICA CORPORATION
145$6.9M0.00%
91
AQLTISHARES TR US TREASURY BD
285$6.5M0.00%
92
DUKDUKE ENERGY CORPORATION
55$6.4M0.00%
93
AMGNAMGEN INC
23$6.4M0.00%
94
TFLOISHARES TR TRS FLT RT BD
123$6.2M0.00%
95
BACVERIZON COMMUNICATIONS
143$6.2M0.00%
96
NOWSERVICENOW INC
6$6.2M0.00%
97
DVYAISHARES INC ASIA PAC30 IDX
160$6.2M0.00%
98
PFEPFIZER INC
245$5.9M0.00%
99
SYKSTRYKER CORP
15$5.9M0.00%
100
GILDGILEAD SCIENCES INC
53$5.9M0.00%
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