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Holdings

West Financial Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
SELECT SECTOR SPDR TRUST XLIOPTIONS0-16,9860-1,822,938,0000.000.00 Hist 09/30/2023
Meta Platforms, Inc. FBCommon0-9750-279,806,0000.000.00 Hist 09/30/2023
iSHARES TRUST IVVCommon0-5200-231,770,0000.000.00 Hist 09/30/2023
AMAZON COM INC AMZNCommon0-3200-41,716,0000.000.00 Hist 09/30/2023
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