West Advisors 13F annual report
West Advisors is an investment fund managing more than $477 billion ran by Laura West. There are currently 120 companies in Mrs. West’s portfolio. The largest investments include Spdr Sp 500 Etf Tr and Vanguard Bd Index Fds, together worth $177 billion.
$477 billion Assets Under Management (AUM)
As of 8th July 2024, West Advisors’s top holding is 235,669 shares of Spdr Sp 500 Etf Tr currently worth over $128 billion and making up 26.9% of the portfolio value.
In addition, the fund holds 682,594 shares of Vanguard Bd Index Fds worth $49.2 billion.
The third-largest holding is Vanguard Tax-managed Fds worth $47.2 billion and the next is Vanguard Mun Bd Fds worth $46.5 billion, with 928,729 shares owned.
Currently, West Advisors's portfolio is worth at least $477 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at West Advisors
The West Advisors office and employees reside in Des Moines, Iowa. According to the last 13-F report filed with the SEC, Laura West serves as the Managing Partner at West Advisors.
Recent trades
In the most recent 13F filing, West Advisors revealed that it had opened a new position in
Select Sector Spdr Tr and bought 18,986 shares worth $2.31 billion.
The investment fund also strengthened its position in Spdr Sp 500 Etf Tr by buying
5,184 additional shares.
This makes their stake in Spdr Sp 500 Etf Tr total 235,669 shares worth $128 billion.
On the other hand, there are companies that West Advisors is getting rid of from its portfolio.
West Advisors closed its position in Select Sector Spdr Tr on 15th July 2024.
It sold the previously owned 11,606 shares for $2.08 billion.
Laura West also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $35.1 billion and 148,735 shares.
One of the average hedge funds
The two most similar investment funds to West Advisors are Oliver Luxxe Assets and Madison Wealth Management. They manage $477 billion and $476 billion respectively.
Laura West investment strategy
West Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 0.6% of
the total portfolio value.
The fund focuses on investments in the United States as
45.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
37% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $187 billion.
The complete list of West Advisors trades based on 13F SEC filings
These positions were updated on July 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Sp 500 Etf Tr |
2.25%
235,669
|
$128,255,784,000 | 26.91% |
| Vanguard Bd Index Fds |
9.98%
682,594
|
$49,180,871,000 | 10.32% |
| Vanguard Tax-managed Fds |
7.47%
955,402
|
$47,215,947,000 | 9.91% |
| Vanguard Mun Bd Fds |
5.08%
928,729
|
$46,538,611,000 | 9.76% |
| Dimensional Etf Trust |
4.55%
1,651,393
|
$55,261,258,000 | 11.59% |
| Ishares Tr |
69.90%
718,086
|
$50,855,851,000 | 10.67% |
| Vanguard Index Fds |
2.24%
148,735
|
$35,085,552,000 | 7.36% |
| Vanguard Scottsdale Fds |
4.90%
125,659
|
$10,027,219,000 | 2.10% |
| Vanguard Specialized Funds |
9.39%
49,904
|
$9,109,913,000 | 1.91% |
| Pimco Etf Tr |
7.41%
69,280
|
$6,422,256,000 | 1.35% |
| Spdr Ser Tr |
6.10%
68,194
|
$6,269,253,000 | 1.32% |
| Apple Inc |
4.77%
13,212
|
$2,782,635,000 | 0.58% |
| Select Sector Spdr Tr |
1.69%
94,827
|
$7,134,882,000 | 1.50% |
| Vanguard Star Fds |
25.51%
39,338
|
$2,372,096,000 | 0.50% |
| Select Sector Spdr Tr |
Opened
18,986
|
$2,313,824,000 | 0.49% |
| Vanguard World Fd |
27.72%
64,965
|
$5,181,218,000 | 1.09% |
| Select Sector Spdr Tr |
Closed
11,606
|
$2,075,269,000 | |
| Invesco Exchange Traded Fd T |
5.96%
41,940
|
$1,591,623,000 | 0.33% |
| Vanguard Intl Equity Index F |
9.51%
35,848
|
$1,568,714,000 | 0.33% |
| Schwab Charles Corp |
No change
12,600
|
$928,494,000 | 0.19% |
| Microsoft Corporation |
1.03%
1,661
|
$742,267,000 | 0.16% |
| Tyler Technologies, Inc. |
2.20%
1,394
|
$700,810,000 | 0.15% |
| Schwab Strategic Tr |
5.45%
14,310
|
$903,045,000 | 0.19% |
| Alliant Energy Corp. |
No change
10,768
|
$548,092,000 | 0.11% |
| Price T Rowe Group Inc |
No change
3,587
|
$413,617,000 | 0.09% |
| Alphabet Inc |
No change
4,000
|
$731,140,000 | 0.15% |
| Qualcomm, Inc. |
No change
1,674
|
$333,428,000 | 0.07% |
| AMGEN Inc. |
28.86%
764
|
$238,712,000 | 0.05% |
| Wisdomtree Tr |
2.70%
5,151
|
$232,877,000 | 0.05% |
| Oracle Corp. |
9.74%
1,445
|
$204,034,000 | 0.04% |
| Wells Fargo Co New |
63.74%
3,242
|
$192,516,000 | 0.04% |
| Principal Financial Group In |
1.26%
2,431
|
$190,712,000 | 0.04% |
| Church Dwight Co Inc |
No change
1,808
|
$187,454,000 | 0.04% |
| Norfolk Southn Corp |
No change
846
|
$181,628,000 | 0.04% |
| First Intst Bancsystem Inc |
No change
6,332
|
$175,840,000 | 0.04% |
| Globe Life Inc |
Opened
2,000
|
$164,560,000 | 0.03% |
| Ishares Tr |
Closed
1,522
|
$160,688,000 | |
| Honeywell International Inc |
No change
695
|
$148,411,000 | 0.03% |
| Merck Co Inc |
9.35%
1,164
|
$144,104,000 | 0.03% |
| Archer Daniels Midland Co. |
No change
2,000
|
$120,900,000 | 0.03% |
| Berkshire Hathaway Inc. |
9.58%
286
|
$116,345,000 | 0.02% |
| Abbvie Inc |
No change
657
|
$112,689,000 | 0.02% |
| Vanguard Whitehall Fds |
14.68%
1,650
|
$168,970,000 | 0.04% |
| Exxon Mobil Corp. |
No change
741
|
$85,304,000 | 0.02% |
| Boeing Co. |
No change
433
|
$78,811,000 | 0.02% |
| Caseys Gen Stores Inc |
10.81%
205
|
$78,407,000 | 0.02% |
| Corteva Inc |
16.04%
1,303
|
$70,284,000 | 0.01% |
| Abbott Labs |
No change
616
|
$64,009,000 | 0.01% |
| Deere Co |
2.50%
164
|
$61,223,000 | 0.01% |
| Lowes Cos Inc |
No change
256
|
$56,438,000 | 0.01% |
| Kroger Co. |
No change
1,112
|
$55,523,000 | 0.01% |
| Qcr Holdings Inc |
No change
870
|
$52,200,000 | 0.01% |
| Invesco Exch Traded Fd Tr Ii |
No change
1,250
|
$50,507,000 | 0.01% |
| Nike, Inc. |
No change
600
|
$45,222,000 | 0.01% |
| Tesla Inc |
40.48%
225
|
$44,523,000 | 0.01% |
| Consolidated Edison, Inc. |
No change
472
|
$42,207,000 | 0.01% |
| Starbucks Corp. |
No change
497
|
$38,706,000 | 0.01% |
| Mcdonalds Corp |
No change
145
|
$36,952,000 | 0.01% |
| Cummins Inc. |
No change
126
|
$34,894,000 | 0.01% |
| Costco Whsl Corp New |
No change
41
|
$34,850,000 | 0.01% |
| Caterpillar Inc. |
No change
103
|
$34,310,000 | 0.01% |
| Welltower Inc. |
No change
320
|
$33,360,000 | 0.01% |
| Marriott Intl Inc New |
No change
135
|
$32,639,000 | 0.01% |
| Ball Corp. |
No change
488
|
$29,290,000 | 0.01% |
| First Tr Value Line Divid In |
No change
718
|
$29,259,000 | 0.01% |
| Otter Tail Corporation |
No change
334
|
$29,256,000 | 0.01% |
| Pnc Finl Svcs Group Inc |
No change
174
|
$27,054,000 | 0.01% |
| Hartford Finl Svcs Group Inc |
No change
247
|
$24,834,000 | 0.01% |
| Dimensional Etf Trust |
Opened
666
|
$23,937,000 | 0.01% |
| Capitol Fed Finl Inc |
No change
4,100
|
$22,509,000 | 0.00% |
| Jabil Inc |
No change
200
|
$21,758,000 | 0.00% |
| Ishares Tr |
Opened
141
|
$29,061,000 | 0.01% |
| Blackrock Inc. |
No change
26
|
$20,471,000 | 0.00% |
| Targa Res Corp |
No change
151
|
$19,446,000 | 0.00% |
| DuPont de Nemours Inc |
Closed
249
|
$19,156,000 | |
| Visa Inc |
No change
72
|
$18,898,000 | 0.00% |
| Pfizer Inc. |
Closed
591
|
$17,015,000 | |
| Ames Natl Corp |
No change
804
|
$16,474,000 | 0.00% |
| Dominion Energy Inc |
No change
326
|
$15,974,000 | 0.00% |
| Prudential Finl Inc |
No change
131
|
$15,352,000 | 0.00% |
| FMC Corp. |
No change
265
|
$15,251,000 | 0.00% |
| Target Corp |
No change
103
|
$15,249,000 | 0.00% |
| Dow Inc |
Closed
249
|
$13,656,000 | |
| Cisco Sys Inc |
No change
265
|
$12,591,000 | 0.00% |
| Verizon Communications Inc |
20.24%
303
|
$12,490,000 | 0.00% |
| CVS Health Corp |
No change
203
|
$11,990,000 | 0.00% |
| Cigna Group (The) |
No change
35
|
$11,570,000 | 0.00% |
| Duke Energy Corp. |
No change
108
|
$10,825,000 | 0.00% |
| American Elec Pwr Co Inc |
Closed
120
|
$9,747,000 | |
| Johnson Ctls Intl Plc |
No change
145
|
$9,639,000 | 0.00% |
| Aflac Inc. |
No change
105
|
$9,378,000 | 0.00% |
| Ford Mtr Co Del |
Opened
728
|
$9,132,000 | 0.00% |
| S T Bancorp Inc |
No change
262
|
$8,749,000 | 0.00% |
| Clorox Co. |
No change
63
|
$8,598,000 | 0.00% |
| Disney Walt Co |
No change
86
|
$8,539,000 | 0.00% |
| Procter And Gamble Co |
52.83%
50
|
$8,246,000 | 0.00% |
| Yum Brands Inc. |
No change
62
|
$8,213,000 | 0.00% |
| Fedex Corp |
No change
25
|
$7,496,000 | 0.00% |
| Coca-Cola Co |
No change
114
|
$7,257,000 | 0.00% |
| American Tower Corp. |
No change
36
|
$6,998,000 | 0.00% |
| Baxter International Inc. |
No change
200
|
$6,690,000 | 0.00% |
| Diageo plc |
No change
41
|
$5,170,000 | 0.00% |
| Kinder Morgan Inc |
3.00%
206
|
$4,100,000 | 0.00% |
| Western Midstream Partners L |
Opened
100
|
$3,973,000 | 0.00% |
| Chemours Company |
Closed
117
|
$3,691,000 | |
| Ast Spacemobile Inc |
Opened
200
|
$2,322,000 | 0.00% |
| Pennantpark Invt Corp |
Opened
306
|
$2,309,000 | 0.00% |
| Atlantica Sustainable Infr P |
Closed
100
|
$2,150,000 | |
| Northern Oil Gas Inc |
121.74%
51
|
$1,887,000 | 0.00% |
| Norwegian Cruise Line Hldg L |
Opened
100
|
$1,879,000 | 0.00% |
| Lumos Pharma Inc |
No change
784
|
$1,819,000 | 0.00% |
| Universal Technical Inst Inc |
Opened
100
|
$1,573,000 | 0.00% |
| New Mtn Fin Corp |
Closed
116
|
$1,480,000 | |
| Asana, Inc. |
No change
99
|
$1,386,000 | 0.00% |
| Franklin Resources, Inc. |
Opened
50
|
$1,118,000 | 0.00% |
| Prairie Oper Co |
Opened
100
|
$1,085,000 | 0.00% |
| Permian Resources Corp |
Opened
65
|
$1,050,000 | 0.00% |
| Whirlpool Corp. |
No change
10
|
$1,022,000 | 0.00% |
| Byrna Technologies Inc |
No change
100
|
$998,000 | 0.00% |
| Immersion Corp |
Opened
100
|
$941,000 | 0.00% |
| Templeton Dragon Fd Inc |
Closed
112
|
$912,000 | |
| Oaktree Specialty Lending Co |
Closed
39
|
$800,000 | |
| Viatris Inc. |
Closed
73
|
$791,000 | |
| Northwest Bancshares Inc Md |
Closed
61
|
$763,000 | |
| First Majestic Silver Corporation |
Closed
100
|
$615,000 | |
| Quicklogic Corp |
Opened
50
|
$520,000 | 0.00% |
| Etfis Ser Tr I |
4.35%
24
|
$501,000 | 0.00% |
| Absci Corporation |
Opened
150
|
$462,000 | 0.00% |
| Enterprise Prods Partners L |
Opened
14
|
$413,000 | 0.00% |
| SoFi Technologies, Inc. |
No change
49
|
$324,000 | 0.00% |
| Vuzix Corporation |
No change
100
|
$135,000 | 0.00% |
| Organon Co |
95.83%
5
|
$104,000 | 0.00% |
| Under Armour Inc |
No change
12
|
$79,000 | 0.00% |
| Westrock Coffee Co |
Opened
31
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 134 holdings | |||
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