WestEnd Advisors, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$4.0B
Holdings
367
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (367 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XLKSELECT SECTOR SPDR TR SBI INT- | 2,157,764 | $546.4M | 13.55% | |
| 2 | XLVSELECT SECTOR SPDR TR SBI HEAL | 2,624,490 | $353.8M | 8.77% | |
| 3 | XLCSELECT SECTOR SPDR TR COMMUNIC | 3,035,947 | $329.5M | 8.17% | |
| 4 | XLFSELECT SECTOR SPDR TR SBI INT- | 5,981,623 | $313.3M | 7.77% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F A | 3,977,486 | $267.4M | 6.63% | |
| 6 | XLYSELECT SECTOR SPDR TR SBI CONS | 981,809 | $213.4M | 5.29% | |
| 7 | XLFISELECT SECTOR SPDR TR SBI CONS | 2,320,650 | $187.9M | 4.66% | |
| 8 | IGVISHARES TR GLMN SCHS SOFT | 1,621,446 | $177.6M | 4.40% | |
| 9 | VPLVANGUARD INTL EQUITY INDEX F P | 1,877,146 | $154.3M | 3.82% | |
| 10 | EEMAISHARES INC EMKTS ASIA IDX | 1,855,227 | $153.2M | 3.80% | |
| 11 | IEIISHARES TR LEHMAN 3-7 YR | 1,015,643 | $121.0M | 3.00% | |
| 12 | VCSHVANGUARD SCOTTSDALE FDS SHRT-T | 1,235,020 | $98.2M | 2.43% | |
| 13 | TLTISHARES TR 20 YR TRS BD | 788,523 | $69.6M | 1.73% | |
| 14 | IEFISHARES TR 7-10 YR TRS BD | 659,636 | $63.2M | 1.57% | |
| 15 | NVDANVIDIA CORP | 360,829 | $57.0M | 1.41% | |
| 16 | TXNTEXAS INSTRS INC | 257,404 | $53.4M | 1.33% | |
| 17 | ORCLORACLE CORP COM | 244,234 | $53.4M | 1.32% | |
| 18 | IEURISHARES TR CORE MSCI EURO | 804,906 | $53.3M | 1.32% | |
| 19 | METAMETA PLATFORMS INC CL A | 70,756 | $52.2M | 1.29% | |
| 20 | VCITVANGUARD SCOTTSDALE FDS INT-TE | 622,997 | $51.7M | 1.28% | |
| 21 | MSFTMICROSOFT CORP | 103,097 | $51.3M | 1.27% | |
| 22 | JPMJ P MORGAN CHASE AND CO | 169,492 | $49.1M | 1.22% | |
| 23 | AMZNAMAZON COM INC | 216,409 | $47.5M | 1.18% | |
| 24 | MAMASTERCARD INCORPORATED CL A | 78,118 | $43.9M | 1.09% | |
| 25 | GOOGLALPHABET INC CAP STK CL A | 248,069 | $43.7M | 1.08% | |
| 26 | WMTWALMART INC | 430,046 | $42.0M | 1.04% | |
| 27 | CRMSALESFORCE INC COM | 153,812 | $41.9M | 1.04% | |
| 28 | AAPLAPPLE INC COM | 204,181 | $41.9M | 1.04% | |
| 29 | MDTMEDTRONIC PLC SHS | 473,307 | $41.3M | 1.02% | |
| 30 | CBCHUBB LIMITED COM | 138,384 | $40.1M | 0.99% | |
| 31 | TJXTJX COS INC | 307,395 | $38.0M | 0.94% | |
| 32 | TMUST-MOBILE US INC | 151,807 | $36.2M | 0.90% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC C | 85,492 | $34.7M | 0.86% | |
| 34 | PEPPEPSICO INC | 258,259 | $34.1M | 0.85% | |
| 35 | QCOMQUALCOMM INC | 145,225 | $23.1M | 0.57% | |
| 36 | WELLWELLTOWER INC | 137,866 | $21.2M | 0.53% | |
| 37 | UNHUNITEDHEALTH GROUP INC | 63,601 | $19.8M | 0.49% | |
| 38 | SPYSPDR TR UNIT SER 1 | 11,061 | $6.8M | 0.17% | |
| 39 | AORISHARES TR SNP GRWTH ALL | 44,423 | $2.7M | 0.07% | |
| 40 | ACWIISHARES TR MSCI ACWI INDX | 11,509 | $1.5M | 0.04% | |
| 41 | IWBISHARES RUSSELL 1000 ETF | 1,184 | $402K | 0.01% | |
| 42 | MCHIISHARES TR MSCI CHINA IDX | 5,449 | $300K | 0.01% | |
| 43 | INDAISHARES TR MSCI INDIA IDX | 3,729 | $207K | 0.01% | |
| 44 | EWTISHARES INC MSCI TIW ETF NEW | 3,023 | $173K | 0.00% | |
| 45 | GLDMWORLD GOLD TR SPDR GLD MINIS | 2,393 | $156K | 0.00% | |
| 46 | EWNISHARES INC MSCI NETHERLND | 1,959 | $106K | 0.00% | |
| 47 | XLUSELECT SECTOR SPDR TR SBI INT- | 1,296 | $105K | 0.00% | |
| 48 | EWYISHARES INC MSCI S KOREA | 1,470 | $105K | 0.00% | |
| 49 | DBPINVESCO DB MLTI SECTR CMMTY PR | 1,383 | $103K | 0.00% | |
| 50 | DBAINVESCO DB MLTI SECTR CMMTY AG | 3,910 | $102K | 0.00% | |
| 51 | IAIISHARES US BROKER-DEALER ETF | 527 | $89K | 0.00% | |
| 52 | MLPXGLOBAL X FDS GLB X MLP ENRG I | 1,155 | $72K | 0.00% | |
| 53 | IVVISHARES CORE S&P 500 ETF | 91 | $56K | 0.00% | |
| 54 | VCLTVANGUARD SCOTTSDALE FDS LG-TER | 533 | $40K | 0.00% | |
| 55 | PGPROCTER AND GAMBLE CO | 202 | $32K | 0.00% | |
| 56 | GOOGALPHABET INC CAP STK CL C | 165 | $29K | 0.00% | |
| 57 | AOMISHARES CORE 40/60 MODERATE | 631 | $29K | 0.00% | |
| 58 | IGIBISHARES TR ISHS 5-10YR INVT | 519 | $27K | 0.00% | |
| 59 | LLYLILLY ELI AND CO | 34 | $26K | 0.00% | |
| 60 | VTVANGUARD TTL WRLD STK INDX | 202 | $25K | 0.00% | |
| 61 | GSGOLDMAN SACHS GROUP INC | 35 | $24K | 0.00% | |
| 62 | MRKMERCK N CO INC NEW | 285 | $22K | 0.00% | |
| 63 | SPSBSPDR SERIES TRUST BARC CAPTL E | 685 | $20K | 0.00% | |
| 64 | NFLXNETFLIX COM INC | 15 | $20K | 0.00% | |
| 65 | BRK/BBERKSHIRE HATHAWAY INC DEL CL | 40 | $19K | 0.00% | |
| 66 | AVGOBROADCOM INC COM | 69 | $19K | 0.00% | |
| 67 | HYGISHARES TR HIGH YLD CORP | 236 | $19K | 0.00% | |
| 68 | AOKISHARES CORE 30/70 CONSERVAT | 476 | $18K | 0.00% | |
| 69 | TSLATESLA MTRS INC | 56 | $17K | 0.00% | |
| 70 | UNPUNION PACIFIC CORP | 75 | $17K | 0.00% | |
| 71 | JNJJOHNSON AND JOHNSON | 104 | $15K | 0.00% | |
| 72 | COSTCOSTCO WHSL CORP | 16 | $15K | 0.00% | |
| 73 | MBBISHARES TR MBS FIXED BDFD | 150 | $14K | 0.00% | |
| 74 | ABBVABBVIE INC | 77 | $14K | 0.00% | |
| 75 | VVISA INC | 38 | $13K | 0.00% | |
| 76 | VTIVANGUARD INDEX TR STK MRK VIPE | 40 | $12K | 0.00% | |
| 77 | 4I1PHILIP MORRIS INTL INC | 56 | $10K | 0.00% | |
| 78 | ABTABBOTT LABS | 75 | $10K | 0.00% | |
| 79 | XLEENERGY SEL SECT SPDR FD | 109 | $9K | 0.00% | |
| 80 | KOCOCA COLA CO | 140 | $9K | 0.00% | |
| 81 | VVVANGUARD LARGE CAP ETF | 31 | $8K | 0.00% | |
| 82 | ISRGINTUITIVE SURGICAL INC | 16 | $8K | 0.00% | |
| 83 | PLTRPALANTIR TECHNOLOGIES INC CL A | 60 | $8K | 0.00% | |
| 84 | VYMIVANGUARD WHITEHALL FDS INC INT | 103 | $8K | 0.00% | |
| 85 | TAT AND T INC | 242 | $7K | 0.00% | |
| 86 | INTUINTUIT | 9 | $7K | 0.00% | |
| 87 | DISDISNEY WALT CO | 60 | $7K | 0.00% | |
| 88 | AQLTISHARES TR US TREASURY BD | 285 | $6K | 0.00% | |
| 89 | BACVERIZON COMMUNICATIONS | 143 | $6K | 0.00% | |
| 90 | BSXBOSTON SCIENTIFIC CORP | 64 | $6K | 0.00% | |
| 91 | DVYAISHARES INC ASIA PAC30 IDX | 160 | $6K | 0.00% | |
| 92 | BACBANK OF AMERICA CORPORATION | 145 | $6K | 0.00% | |
| 93 | DUKDUKE ENERGY CORPORATION | 55 | $6K | 0.00% | |
| 94 | AMGNAMGEN INC | 23 | $6K | 0.00% | |
| 95 | TFLOISHARES TR TRS FLT RT BD | 123 | $6K | 0.00% | |
| 96 | HDHOME DEPOT INC | 19 | $6K | 0.00% | |
| 97 | NOWSERVICENOW INC | 6 | $6K | 0.00% | |
| 98 | GILDGILEAD SCIENCES INC | 53 | $5K | 0.00% | |
| 99 | ADBEADOBE SYS INC | 13 | $5K | 0.00% | |
| 100 | PFEPFIZER INC | 245 | $5K | 0.00% |
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