13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001351731
Total reported value
$4.5B
$4.5B
362 檔
38.7%
As reported in its official Q1 2025 Form 13F filing, WestEnd Advisors, LLC's tracked investment portfolio stood at $4.5B with 362 total positions.
In Q1 2025, WestEnd Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 10.66% | +3.93% | -1.07% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-Other | 10.66% | +0.25% | +2.10% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 10.48% | +1.10% | -4.18% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 7.69% | -0.02% | +0.71% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.51% | -0.17% | -2.89% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 5.33% | -5.55% | -3.63% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 5.05% | -2.34% | -8.05% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.85% | +0.22% | -4.71% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.57% | -0.57% | -1.30% | |
| 10 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 3.10% | — | +153.40% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.85% | +0.63% | -2.29% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.10% | +1.36% | +6.00% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.87% | — | -2.30% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.48% | -1.42% | -0.66% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.36% | -0.24% | -5.63% | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.33% | +1.59% | -4.51% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.26% | -0.14% | -1.00% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.08% | -5.04% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.20% | -0.15% | -5.05% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.97% | -3.24% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.18% | — | -4.89% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.17% | -0.21% | -5.14% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.05% | -4.97% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.11% | -0.26% | -1.55% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.05% | -4.85% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.21% | -4.64% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.01% | -0.35% | -5.30% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.14% | -5.10% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | — | -3.84% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.27% | +22.37% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.94% | +0.26% | +22.14% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | — | +0.44% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.19% | +6.31% | |
| 34 | WELL | Welltower Inc | Stock-Real Estate | 0.66% | — | -4.83% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | +0.08% | -2.88% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.03% | -6.33% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.08% | -5.18% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.10% | -63.77% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.29% | -0.20% | +5.38% | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.15% | -0.10% | -60.57% | |
| 41 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 0.02% | — | -99.26% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | +0.02% | -43.89% | |
| 43 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.01% | — | +25.17% | |
| 44 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.01% | — | — | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.01% | — | -5.45% | |
| 46 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.01% | — | — | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | — | -0.05% | -81.64% | |
| 48 | EWT | Ishares Msci Taiwan ETF | ETF-Other | — | -0.01% | +175.61% | |
| 49 | DBE | Invesco Db Energy Fund | ETF-Other | — | — | NEW | |
| 50 | DBB | Invesco Db Base Metals Fund | ETF-Other | — | — | +4.88% |
According to official SEC Form 13F filings, WestEnd Advisors, LLC reported a total U.S. public equity portfolio value of $4.5B across 362 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, XLV, XLF) accounted for 38.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
XLK
市值: $401.8M
During Q1 2025, WestEnd Advisors, LLC's top holdings by market value included XLK (10.7%)、XLV (10.7%)、XLF (10.5%). The largest single position, XLK, represented 10.7% of total portfolio value.
In Q1 2025, WestEnd Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.