WestEnd Advisors, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$4.3B
Holdings
390
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (390 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XLKSELECT SECTOR SPDR TR SBI INT- | 3,174,950 | $457.1M | 10.65% | |
| 2 | XLFSELECT SECTOR SPDR TR SBI INT- | 7,959,457 | $435.9M | 10.15% | |
| 3 | XLCSELECT SECTOR SPDR TR COMMUNIC | 2,785,737 | $327.9M | 7.64% | |
| 4 | XLVSELECT SECTOR SPDR TR | 1,846,668 | $285.9M | 6.66% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F A | 3,741,888 | $275.3M | 6.41% | |
| 6 | XLFISELECT SECTOR SPDR TR SBI CONS | 2,759,592 | $214.4M | 4.99% | |
| 7 | VPLVANGUARD INTL EQUITY INDEX F P | 1,783,116 | $161.2M | 3.75% | |
| 8 | EEMAISHARES INC EMKTS ASIA IDX | 1,692,428 | $159.1M | 3.71% | |
| 9 | IEIISHARES TR LEHMAN 3-7 YR | 1,173,042 | $140.0M | 3.26% | |
| 10 | VCSHVANGUARD SCOTTSDALE FDS SHRT-T | 1,416,513 | $112.9M | 2.63% | |
| 11 | XLYSELECT SECTOR SPDR TR SBI CONS | 927,927 | $110.8M | 2.58% | |
| 12 | IJRISHARES TR SANDP SMLCAP 600 | 915,298 | $110.0M | 2.56% | |
| 13 | IGMISHARES TR GLDM SACHS TEC | 823,694 | $106.4M | 2.48% | |
| 14 | IBBISHARES TR ISHARES BIOTECH | 629,667 | $106.3M | 2.47% | |
| 15 | XLUSELECT SECTOR SPDR TR SBI INT- | 2,358,990 | $100.7M | 2.35% | |
| 16 | TLTISHARES TR 20 YR TRS BD | 890,967 | $77.7M | 1.81% | |
| 17 | IEFISHARES TR 7-10 YR TRS BD | 757,078 | $72.8M | 1.70% | |
| 18 | NVDANVIDIA CORP | 342,999 | $64.0M | 1.49% | |
| 19 | VCITVANGUARD SCOTTSDALE FDS INT-TE | 695,121 | $58.2M | 1.36% | |
| 20 | GOOGLALPHABET INC CAP STK CL A | 183,247 | $57.4M | 1.34% | |
| 21 | IEURISHARES TR CORE MSCI EURO | 796,819 | $56.6M | 1.32% | |
| 22 | AAPLAPPLE INC COM | 195,950 | $53.3M | 1.24% | |
| 23 | JPMJ P MORGAN CHASE AND CO | 161,557 | $52.1M | 1.21% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC C | 87,646 | $50.8M | 1.18% | |
| 25 | AMZNAMAZON COM INC | 204,420 | $47.2M | 1.10% | |
| 26 | MSFTMICROSOFT CORP | 97,520 | $47.2M | 1.10% | |
| 27 | WMTWALMART INC | 408,759 | $45.5M | 1.06% | |
| 28 | MDTMEDTRONIC PLC SHS | 466,375 | $44.8M | 1.04% | |
| 29 | TJXTJX COS INC | 290,769 | $44.7M | 1.04% | |
| 30 | MAMASTERCARD INCORPORATED CL A | 77,266 | $44.1M | 1.03% | |
| 31 | CBCHUBB LIMITED COM | 130,888 | $40.9M | 0.95% | |
| 32 | TXNTEXAS INSTRS INC | 226,295 | $39.3M | 0.91% | |
| 33 | SPGIS AND P GLOBAL INC | 74,244 | $38.8M | 0.90% | |
| 34 | INTUINTUIT | 58,487 | $38.7M | 0.90% | |
| 35 | CRMSALESFORCE INC COM | 144,820 | $38.4M | 0.89% | |
| 36 | METAMETA PLATFORMS INC CL A | 57,371 | $37.9M | 0.88% | |
| 37 | PEPPEPSICO INC | 231,450 | $33.2M | 0.77% | |
| 38 | TMUST-MOBILE US INC | 144,310 | $29.3M | 0.68% | |
| 39 | WELLWELLTOWER INC | 130,631 | $24.2M | 0.56% | |
| 40 | QCOMQUALCOMM INC | 138,357 | $23.7M | 0.55% | |
| 41 | SPYSPDR TR UNIT SER 1 | 29,831 | $20.3M | 0.47% | |
| 42 | AORISHARES TR SNP GRWTH ALL | 49,946 | $3.2M | 0.08% | |
| 43 | ACWIISHARES TR MSCI ACWI INDX | 11,076 | $1.6M | 0.04% | |
| 44 | IGVISHARES N AMERICAN TECH SOFT | 6,649 | $702K | 0.02% | |
| 45 | IWBISHARES RUSSELL 1000 ETF | 1,168 | $436K | 0.01% | |
| 46 | ORCLORACLE CORP COM | 1,836 | $357K | 0.01% | |
| 47 | EWJISHARES INC MSCI JPN ETF NEW | 4,069 | $328K | 0.01% | |
| 48 | INDAISHARES TR MSCI INDIA IDX | 4,016 | $217K | 0.01% | |
| 49 | UNHUNITEDHEALTH GROUP INC | 626 | $206K | 0.00% | |
| 50 | GLDMWORLD GOLD TR SPDR GLD MINIS | 2,263 | $193K | 0.00% | |
| 51 | EWCISHARES INC MSCI CDA INDEX | 3,551 | $191K | 0.00% | |
| 52 | EWTISHARES INC MSCI TIW ETF NEW | 2,150 | $136K | 0.00% | |
| 53 | DBBINVESCO DB MLTI SECTR CMMTY BA | 5,121 | $117K | 0.00% | |
| 54 | DBPINVESCO DB MLTI SECTR CMMTY PR | 1,134 | $116K | 0.00% | |
| 55 | EWYISHARES INC MSCI S KOREA | 1,186 | $115K | 0.00% | |
| 56 | IVVISHARES CORE S&P 500 ETF | 142 | $97K | 0.00% | |
| 57 | IAIISHARES US BROKER-DEALER ETF | 493 | $88K | 0.00% | |
| 58 | MLPXGLOBAL X FDS GLB X MLP ENRG I | 1,356 | $82K | 0.00% | |
| 59 | GOOGALPHABET INC CAP STK CL C | 160 | $50K | 0.00% | |
| 60 | XLESELECT SECTOR SPDR TR SBI INT- | 764 | $34K | 0.00% | |
| 61 | ABBVABBVIE INC | 138 | $31K | 0.00% | |
| 62 | VCLTVANGUARD SCOTTSDALE FDS LG-TER | 402 | $30K | 0.00% | |
| 63 | PGPROCTER AND GAMBLE CO | 216 | $30K | 0.00% | |
| 64 | BRK/BBERKSHIRE HATHAWAY INC DEL CL | 59 | $29K | 0.00% | |
| 65 | VTVANGUARD TTL WRLD STK INDX | 196 | $27K | 0.00% | |
| 66 | IGIBISHARES TR ISHS 5-10YR INVT | 511 | $27K | 0.00% | |
| 67 | AVGOBROADCOM INC COM | 78 | $26K | 0.00% | |
| 68 | LLYLILLY ELI AND CO | 22 | $23K | 0.00% | |
| 69 | GSGOLDMAN SACHS GROUP INC | 27 | $23K | 0.00% | |
| 70 | VVVANGUARD LARGE CAP ETF | 76 | $23K | 0.00% | |
| 71 | MRKMERCK N CO INC NEW | 206 | $21K | 0.00% | |
| 72 | VVISA INC | 54 | $18K | 0.00% | |
| 73 | HYGISHARES TR HIGH YLD CORP | 235 | $18K | 0.00% | |
| 74 | COSTCOSTCO WHSL CORP | 19 | $16K | 0.00% | |
| 75 | MBBISHARES TR MBS FIXED BDFD | 164 | $15K | 0.00% | |
| 76 | AMGNAMGEN INC | 41 | $13K | 0.00% | |
| 77 | VTIVANGUARD INDEX TR STK MRK VIPE | 41 | $13K | 0.00% | |
| 78 | JNJJOHNSON AND JOHNSON | 65 | $13K | 0.00% | |
| 79 | TSLATESLA MTRS INC | 29 | $13K | 0.00% | |
| 80 | BACBANK OF AMERICA CORPORATION | 222 | $12K | 0.00% | |
| 81 | NFLXNETFLIX COM INC | 135 | $12K | 0.00% | |
| 82 | KOCOCA COLA CO | 164 | $11K | 0.00% | |
| 83 | GILDGILEAD SCIENCES INC | 96 | $11K | 0.00% | |
| 84 | DUKDUKE ENERGY CORP NEW COM NEW | 89 | $10K | 0.00% | |
| 85 | 4I1PHILIP MORRIS INTL INC | 66 | $10K | 0.00% | |
| 86 | WFCWELLS FARGO AND CO NEW | 104 | $9K | 0.00% | |
| 87 | VYMIVANGUARD WHITEHALL FDS INC INT | 104 | $9K | 0.00% | |
| 88 | VRTXVERTEX PHARMACEUTICALS INC | 19 | $8K | 0.00% | |
| 89 | NEENEXTERA ENERGY INC | 89 | $7K | 0.00% | |
| 90 | TRVCCITIGROUP INC | 60 | $7K | 0.00% | |
| 91 | DHRDANAHER CORP DEL | 28 | $6K | 0.00% | |
| 92 | PLTRPALANTIR TECHNOLOGIES INC CL A | 37 | $6K | 0.00% | |
| 93 | DISDISNEY WALT CO | 59 | $6K | 0.00% | |
| 94 | TFLOISHARES TR TRS FLT RT BD | 135 | $6K | 0.00% | |
| 95 | DWDMORGAN STANLEY | 39 | $6K | 0.00% | |
| 96 | AXPAMERICAN EXPRESS CO | 18 | $6K | 0.00% | |
| 97 | SCHWSCHWAB CHARLES CORP NEW | 55 | $5K | 0.00% | |
| 98 | BACVERIZON COMMUNICATIONS | 135 | $5K | 0.00% | |
| 99 | AMDADVANCED MICRO DEVICES INC | 26 | $5K | 0.00% | |
| 100 | REGNREGENERON PHARMACEUTICALS | 7 | $5K | 0.00% |
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