WestEnd Advisors, LLC Q3 2024 Filing

Filed October 25, 2024

Portfolio Value

$4.1B

Holdings

399

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (399 positions)

#StockSharesValue% PortfolioType
1
XLKSELECT SECTOR SPDR TR SBI INT-
2,017,515$455.5T11176974.82%
2
XLVSELECT SECTOR SPDR TR SBI HEAL
2,436,176$375.2T9207594.91%
3
VEUVANGUARD INTL EQUITY INDEX F A
5,920,542$373.0T9152979.50%
4
VPLVANGUARD INTL EQUITY INDEX F P
4,113,958$322.5T7913726.32%
5
XLFSELECT SECTOR SPDR TR SBI INT-
6,478,315$293.6T7204641.32%
6
XLYSELECT SECTOR SPDR TR SBI CONS
1,039,150$208.2T5109415.30%
7
XLCSELECT SECTOR SPDR TR COMMUNIC
2,175,989$196.7T4827091.89%
8
XLFISELECT SECTOR SPDR TR SBI CONS
2,286,233$189.8T4656493.91%
9
IEIISHARES TR LEHMAN 3-7 YR
1,205,936$144.2T3539437.22%
10
IEFISHARES TR 7-10 YR TRS BD
1,135,466$111.4T2733959.16%
11
TLTISHARES TR 20 YR TRS BD
1,094,489$107.4T2634759.29%
12
XLUSELECT SECTOR SPDR TR SBI INT-
1,235,953$99.8T2450000.54%
13
IAIISHARES TR DJ BROKER-DEAL
765,727$98.4T2415685.16%
14
VCITVANGUARD SCOTTSDALE FDS INT-TE
719,472$60.3T1478629.05%
15
VCSHVANGUARD SCOTTSDALE FDS SHRT-T
711,332$56.5T1386317.21%
16
WMTWALMART INC
656,381$53.0T1300646.24%
17
IEURISHARES TR CORE MSCI EURO
865,406$52.7T1293931.87%
18
TMUST-MOBILE US INC
247,385$51.1T1252735.97%
19
XLRESELECT SECTOR SPDR TR RL EST S
1,084,439$48.4T1188724.92%
20
TJXTJX COS INC
409,807$48.2T1182022.16%
21
UNHUNITEDHEALTH GROUP INC
79,539$46.5T1141193.67%
22
DUKDUKE ENERGY CORP NEW COM NEW
392,287$45.2T1109924.61%
23
AAPLAPPLE INC COM
190,504$44.4T1089234.21%
24
MDTMEDTRONIC PLC SHS
491,159$44.2T1085100.07%
25
GSGOLDMAN SACHS GROUP INC
89,261$44.2T1084488.87%
26
MAMASTERCARD INCORPORATED CL A
88,811$43.9T1076169.12%
27
TMOTHERMO FISHER SCIENTIFIC INC C
70,110$43.4T1064212.10%
28
MSFTMICROSOFT CORP
98,656$42.5T1041731.00%
29
JPMJ P MORGAN CHASE AND CO
200,799$42.3T1039000.08%
30
CRMSALESFORCE INC COM
147,055$40.3T987710.06%
31
AMZNAMAZON COM INC
213,777$39.8T977470.21%
32
GOOGLALPHABET INC CAP STK CL A
235,322$39.0T957719.74%
33
PEPPEPSICO INC
226,945$38.6T947018.34%
34
NKENIKE INC
408,249$36.1T885600.35%
35
MRKMERCK N CO INC NEW
310,703$35.3T865828.47%
36
NVDANVIDIA CORP
227,205$27.6T677080.58%
37
METAMETA PLATFORMS INC CL A
42,569$24.4T597982.68%
38
WELLWELLTOWER INC
176,791$22.6T555434.48%
39
QCOMQUALCOMM INC
112,326$19.1T468726.18%
40
SPYSPDR TR UNIT SER 1
6,663$3.8T93806.33%
41
AORISHARES CORE GROWTH ALLOCATI
43,685$2.6T63504.49%
42
ACWIISHARES MSCI ACWI ETF
6,920$827.3B20300.64%
43
VVISA INC
1,389$381.9B9371.89%
44
GLDMWORLD GOLD TR SPDR GLD MINIS
4,717$245.9B6034.12%
45
IWBISHARES RUSSELL 1000 ETF
781$245.6B6027.91%
46
VTVANGUARD TTL WRLD STK INDX
1,756$210.2B5158.31%
47
EWJISHARES INC MSCI JPN ETF NEW
2,427$173.6B4260.69%
48
MLPXGLOBAL X FDS GLB X MLP ENRG I
2,773$150.9B3703.80%
49
VCLTVANGUARD SCOTTSDALE FDS LG-TER
1,499$121.7B2987.48%
50
DBBINVESCO DB MLTI SECTR CMMTY BA
5,410$112.5B2760.02%
51
DBEINVESCO DB MLTI SECTR CMMTY EN
5,548$103.1B2530.78%
52
XLESELECT SECTOR SPDR TR SBI INT-
1,123$98.6B2419.54%
53
MUMICRON TECHNOLOGY INC
907$94.1B2309.26%
54
EWLISHARES MSCI SZ CAP ETF
1,403$73.1B1793.72%
55
TFLOISHARES TR TRS FLT RT BD
1,353$68.4B1679.59%
56
EWTISHARES INC MSCI TIW ETF NEW
1,147$61.8B1516.25%
57
EWGISHARES INC MSCI GERMAN
1,467$49.6B1218.20%
58
XLIINDUSTRIAL SEL SEC SPDR FD
330$44.6B1095.14%
59
EWNISHARES INC MSCI NETHERLND
741$37.7B924.81%
60
IGIBISHARES TR ISHS 5-10YR INVT
464$24.9B611.66%
61
PGPROCTER AND GAMBLE CO
142$24.6B603.52%
62
UNPUNION PACIFIC CORP
75$18.5B453.63%
63
SPSBSPDR SERIES TRUST BARC CAPTL E
593$18.0B440.63%
64
HYGISHARES TR HIGH YLD CORP
208$16.7B409.85%
65
MBBISHARES TR MBS FIXED BDFD
150$14.4B352.68%
66
VTIVANGUARD INDEX TR STK MRK VIPE
39$11.0B270.99%
67
ABBVABBVIE INC
52$10.2B249.61%
68
IVVISHARES CORE S&P 500 ETF
17$9.7B237.76%
69
LLYLILLY ELI AND CO
9$8.0B195.65%
70
VYMIVANGUARD WHITEHALL FDS INC INT
103$7.6B185.57%
71
BRK/BBERKSHIRE HATHAWAY INC DEL CL
14$6.4B158.13%
72
DVYAISHARES INC ASIA PAC30 IDX
160$6.2B152.07%
73
GOOGALPHABET INC CAP STK CL C
37$6.2B151.80%
74
AQLTISHARES TR US TREASURY BD
240$5.6B138.11%
75
JNJJOHNSON AND JOHNSON
34$5.5B135.21%
76
TSLATESLA MTRS INC
18$4.7B115.56%
77
COSTCOSTCO WHSL CORP
5$4.4B108.78%
78
CMCSACOMCAST CORP
99$4.1B101.57%
79
AVGOBROADCOM INC COM
22$3.8B93.13%
80
SPGIS AND P GLOBAL INC
6$3.1B76.07%
81
KOCOCA COLA CO
43$3.1B75.83%
82
EWJVISHARES TR MSCI JP VALUE
90$3.0B72.93%
83
USIGISHARES TR LEHMAN CR BD
56$2.9B72.24%
84
BLKCHFBLACKROCK INC
3$2.8B69.91%
85
HDHOME DEPOT INC
6$2.4B59.65%
86
DWDMORGAN STANLEY
23$2.4B58.85%
87
NEENEXTERA ENERGY INC
28$2.4B58.08%
88
ABTABBOTT LABS
20$2.3B55.95%
89
NFLXNETFLIX COM INC
3$2.1B52.22%
90
4I1PHILIP MORRIS INTL INC
17$2.1B50.65%
91
BACBANK OF AMERICA CORPORATION
52$2.1B50.62%
92
BXBLACKSTONE INC COM
13$2.0B48.86%
93
ISRGINTUITIVE SURGICAL INC
4$2.0B48.22%
94
DHRDANAHER CORP DEL
7$1.9B47.75%
95
AMGNAMGEN INC
6$1.9B47.43%
96
PFEPFIZER INC
64$1.9B45.45%
97
SCHWSCHWAB CHARLES CORP NEW
28$1.8B44.54%
98
ICEINTERCONTINENTAL EXCHANGE INC
11$1.8B43.36%
99
KKRKKR N CO INC
13$1.7B41.67%
100
ELVELEVANCE HEALTH INC COM
3$1.6B38.28%
Page 1 of 4Next