West Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$482M
Signature - Title
Laura West - Managing Partner
Location
111 East Grand Ave, Suite 412, Des Moines, IA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 159 $482M +$12.9M -$1.59M +$11.3M SPY, BND, VEA, VTEB, DFAE 13F-HR 7/15/2024, 01:57 PM
Q1 2024 154 $466M +$27.2M -$5M +$22.2M SPY, BND, VEA, VTEB, DFAE 13F-HR 4/11/2024, 01:51 PM
Q4 2023 157 $439M +$31.4M -$27.4M +$4M SPY, BND, VTEB, VEA, DFAE 13F-HR 1/11/2024, 01:07 PM
Q3 2023 208 $399M +$32M -$22.3M +$9.74M SPY, VTEB, BND, VEA, DFAE 13F-HR 10/10/2023, 04:31 PM
Q2 2023 187 $406M +$21.8M -$11.4M +$10.3M SPY, BND, VTEB, VEA, DFAE 13F-HR 7/7/2023, 02:38 PM
Q1 2023 162 $382M +$16.5M -$9.73M +$6.79M SPY, BND, VTEB, VEA, IJH 13F-HR 4/18/2023, 04:18 PM
Q4 2022 164 $358M +$65M -$62M +$2.97M SPY, BND, VTEB, VEA, IJH 13F-HR 1/10/2023, 02:02 PM
Q3 2022 179 $334M +$25.2M -$14.9M +$10.3M SPY, VEA, MUB, BND, VCSH 13F-HR 10/11/2022, 07:31 AM
Q2 2022 159 $344M +$49.5M -$40.2M +$9.28M SPY, VEA, BND, MUB, SUB 13F-HR 7/14/2022, 12:14 PM
Q1 2022 182 $380M +$54.3M -$27.5M +$26.9M SPY, VEA, BND, MUB, SUB 13F-HR 4/18/2022, 12:25 PM
Q4 2021 170 $373M +$29.5M -$13.7M +$15.8M SPY, VEA, BND, MUB, SUB 13F-HR 1/19/2022, 12:08 PM
Q3 2021 150 $341M +$19.2M -$1.01M +$18.2M SPY, BND, MUB, VEA, IJH 13F-HR 10/13/2021, 12:42 PM
Q2 2021 143 $327M +$40M -$24.7M +$15.3M SPY, MUB, VEA, BND, IJH 13F-HR 7/27/2021, 08:47 AM
Q1 2021 149 $298M +$9.66M -$1.81M +$7.85M SPY, MUB, BND, VEA, VIG 13F-HR 4/20/2021, 08:37 AM
Q4 2020 148 $282M $0 $0 SPY, MUB, BND, VEA, VIG Restatement 2/22/2021, 11:49 AM