West Financial Advisors, LLC Q4 2024 13F Top Portfolio Holdings

West Financial Advisors, LLC Q4 2024 13F Top Portfolio Holdings

3 weeks from now

Jan 14, 2025  · West Financial Advisors, LLC reported 205 holdings with total value $519 M as of Q4 2024. Top holdings included VOO, SPY, BND, VEA, and VTEB. West Financial Advisors, …

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$519Million West Financial Advisors, LLC Q4 2024 13F Holdings …

3 weeks from now

West Financial Advisors, LLC reported 204 stock holdings with total value $519M as of Q4 2024. Top holdings included VOO, SPY, BND, VEA, and VTEB. Open main menu. PortfolioSavvy …

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WEST FINANCIAL ADVISORS, LLC Top 13F Holdings

3 weeks from now

West Financial Advisors is a large advisory firm with 293 clients and discretionary assets under management (AUM) of $587,640,348 (Form ADV from 2025-01-14). Their last reported 13F …

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West Financial Advisors, LLC 13F Filings

3 weeks from now

West Financial Advisors, LLC reported 188 holdings with total value $519 M as of Q3 2024. Top holdings included SPY, BND, VEA, VTEB, and DFAE. West Financial Advisors, LLC 13F …

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$519Million West Financial Advisors, LLC Q3 2024 13F Holdings …

3 weeks from now

West Financial Advisors, LLC reported 187 stock holdings with total value $519M as of Q3 2024. Top holdings included SPY, BND, VEA, VTEB, and DFAE. Open main menu. PortfolioSavvy ...

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West Financial Advisors, Llc 13F Filings - Sensamarket.com

3 weeks from now

West Financial Advisors, Llc reported 188 holdings with total value $518.52M as of Q3 2024. Top holdings included SPY, BND, VANGUARD TAX-MANAGED FDS, VANGUARD MUN BD FDS …

sensamarket.com

West Financial Advisors, LLC Q2 2024 13F Top Portfolio Holdings

3 weeks from now

West Financial Advisors, LLC reported 160 holdings with total value $482 M as of Q2 2024. Top holdings included SPY, BND, VEA, VTEB, and DFAE. West Financial Advisors, LLC Q2 2024 …

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West Financial Advisors LLC 13F Portfolio - HedgeFollow

3 weeks from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; West Financial Advisors LLC: West Financial Advisors LLC: 0.72%: $481613000

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West Financial Advisors 13F Filings And Top Holdings And Stakes

3 weeks from now

Add alert Latest statistics and disclosures from West Financial Advisors's latest quarterly 13F-HR filing: . Top 5 stock holdings are SPY, BND, VEA, VTEB, DFAE, and represent 59.74% of …

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WEALTHCARE CAPITAL PARTNERS, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Wealthcare Capital Partners is a large advisory firm with 401 clients and discretionary assets under management (AUM) of $160,589,922 (Form ADV from 2024-12 …

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BLONG FINANCIAL, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Dec 31, 2024  · Blong Financial is based out of Memphis. Blong Financial is a large advisory firm with 319 clients and discretionary assets under management (AUM) of $166,150,220 (Form …

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West Financial Advisors, LLC Q1 2024 13F Top Portfolio Holdings

3 weeks from now

West Financial Advisors, LLC reported 154 holdings with total value $466 M as of Q1 2024. Top holdings included SPY, BND, VEA, VTEB, and DFAE. West Financial Advisors, LLC Q1 2024 …

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West Financial Advisors, LLC Q4 2023 13F Top Portfolio Holdings

3 weeks from now

West Financial Advisors, LLC reported 157 holdings with total value $439 M as of Q4 2023. Top holdings included SPY, BND, VTEB, VEA, and DFAE. West Financial Advisors, LLC ...

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West Financial Advisors, LLC Q3 2024 13F Top Portfolio Holdings

3 weeks from now

West Financial Advisors, LLC reported 188 holdings with total value $519 M as of Q3 2024. Top holdings included SPY, BND, VEA, VTEB, and DFAE. West Financial Advisors, LLC Q3 2024 …

13f.info

VESTED FINANCIAL PLANNING, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Vested Financial Planning is a large advisory firm with 41 clients and discretionary assets under management (AUM) of $101,570,990 (Form ADV from 2024-04-03). Their last …

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West Financial Advisors, LLC Q4 2020 13F Top Portfolio Holdings

3 weeks from now

West Financial Advisors, LLC reported 143 holdings with total value $230 M as of Q4 2020. Top holdings included SPY, MUB, BND, VEA, and VIG. West Financial Advisors, LLC Q4 2020 …

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FORTRESS FINANCIAL SOLUTIONS, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Fortress Financial Solutions is a large advisory firm with 255 clients and discretionary assets under management (AUM) of $117,934,172 (Form ADV from 2024-12 …

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STONEBRIDGE FINANCIAL GROUP, LLC Top 13F Holdings

3 weeks from now

Stonebridge Financial Group is a large advisory firm with 1216 clients and discretionary assets under management (AUM) of $1,477,333,342 (Form ADV from 2024-11-13). Their last …

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