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CIK: 0001351731
Total reported value
$4.5B
$4.5B
367 檔
40.4%
During the Q2 2025 filing period, WestEnd Advisors, LLC (CIK: 0001351731) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.5B across 367 reported positions.
In Q2 2025, WestEnd Advisors, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 13.55% | +3.93% | +10.89% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-Other | 8.77% | +0.25% | -4.59% | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 8.17% | -2.34% | +53.91% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 7.77% | +1.10% | -24.56% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.63% | -0.17% | -1.70% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 5.29% | +0.22% | +6.03% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.66% | -5.55% | -5.68% | |
| 8 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 4.40% | — | +23.61% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.82% | -0.02% | -53.07% | |
| 10 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 3.80% | -1.29% | — | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.00% | -0.57% | -10.79% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.43% | +0.63% | -9.13% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.73% | +1.36% | -9.33% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.57% | — | -10.74% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.08% | +130.27% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 1.33% | +0.26% | +30.44% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.32% | — | +478790.20% | |
| 18 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.32% | +1.59% | -3.17% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.21% | +5.39% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.28% | -1.42% | -8.49% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.14% | +4.28% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.08% | -12.02% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.05% | -2.71% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | -0.15% | -5.10% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.03% | +112.38% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.97% | -15.85% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.04% | -0.35% | +8.67% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.04% | -0.05% | +12.04% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.26% | +2.11% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.99% | -0.14% | -11.85% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.94% | -0.21% | -14.93% | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.90% | -0.24% | -21.17% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.86% | -0.19% | +28.48% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.27% | +8.07% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | +0.08% | +18.22% | |
| 36 | WELL | Welltower Inc | Stock-Real Estate | 0.53% | — | -15.13% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | — | -8.45% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.10% | -42.90% | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.07% | -0.10% | -54.25% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.04% | -0.20% | -87.55% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.01% | — | +19.84% | |
| 42 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.01% | — | -3.76% | |
| 43 | INDA | Ishares Msci India ETF | ETF-Other | 0.01% | -0.01% | — | |
| 44 | EWT | Ishares Msci Taiwan ETF | ETF-Other | — | -0.01% | -3.79% | |
| 45 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | — | — | -57.53% | |
| 46 | EWN | Ishares Msci Netherlands ETF | ETF-Other | — | — | -5.27% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | — | -0.05% | -45.08% | |
| 48 | EWY | Ishares Msci South Korea ETF | ETF-Other | — | — | — | |
| 49 | DBP | Invesco Db Precious Metals F | ETF-Other | — | — | EXIT | |
| 50 | DBA | Invesco Db Agriculture Fund | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEMA | Ishares Msci Emerg Mrkt Asia | +3.8% | NEW | New buy |
| 2 | XLC | Ss Comm Select Sector Spdr | +3.1% | +53.91% | Add |
| 3 | XLK | Ss Technology Select Sector | +2.9% | +10.89% | Add |
| 4 | ORCL | Oracle CORP | +1.3% | +478790.20% | Add |
| 5 | IGV | Ishares Expanded Tech-softwa | +1.3% | +23.61% | Add |
| 6 | NVDA | Nvidia CORP | +1% | +130.27% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | +112.38% | Add |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.4% | +6.03% | Add |
| 9 | TXN | Texas Instruments Inc | +0.4% | +30.44% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +4.28% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.3% | +5.39% | Add |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -1.70% | Trim |
| 13 | QCOM | Qualcomm Inc | +0.1% | +18.22% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | -2.71% | Trim |
| 15 | CRM | Salesforce Inc | 0% | +8.67% | Add |
| 16 | INDA | Ishares Msci India ETF | 0% | NEW | New buy |
| 17 | DBE | Invesco Db Energy Fund | — | EXIT | Sold out |
| 18 | DBB | Invesco Db Base Metals Fund | — | EXIT | Sold out |
| 19 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 20 | IEUR | Ishares Core Msci Europe ETF | 0% | -3.17% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | -89.67% | Trim |
| 22 | EWL | Ishares Msci Switzerland ETF | 0% | EXIT | Sold out |
| 23 | GLDM | Spdr Gold Minishares Trust | 0% | -57.53% | Trim |
| 24 | TMO | Thermo Fisher Scientific Inc | 0% | +28.48% | Add |
| 25 | IAI | Ishares U.s. Broker-dealers | 0% | -89.88% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -12.02% | Trim |
| 27 | AAPL | Apple Inc | 0% | +12.04% | Add |
| 28 | AOR | Ishares Core 60/40 Balanced | -0.1% | -54.25% | Trim |
| 29 | MDT | Medtronic plc | -0.1% | +2.11% | Add |
| 30 | PEP | Pepsico Inc | -0.1% | +8.07% | Add |
| 31 | MA | Mastercard Inc - A | -0.1% | -5.10% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -42.90% | Trim |
| 33 | WELL | Welltower Inc | -0.1% | -15.13% | Trim |
| 34 | WMT | Walmart Inc | -0.2% | -15.85% | Trim |
| 35 | VCIT | Vanguard Int-term Corporate | -0.2% | -8.49% | Trim |
| 36 | TJX | Tjx Companies Inc | -0.2% | -14.93% | Trim |
| 37 | ACWI | Ishares Msci Acwi ETF | -0.3% | -87.55% | Trim |
| 38 | CB | Chubb Limited | -0.3% | -11.85% | Trim |
| 39 | IEF | Ishares 7-10 Year Treasury B | -0.3% | -10.74% | Trim |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -9.33% | Trim |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -9.13% | Trim |
| 42 | TMUS | T-mobile US Inc | -0.5% | -21.17% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.5% | -8.45% | Trim |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | -0.6% | -10.79% | Trim |
| 45 | XLP | Ss Consumer Staples Sel Sect | -0.7% | -5.68% | Trim |
| 46 | MRK | Merck & Co. Inc. | -0.9% | -99.92% | Trim |
| 47 | GS | Goldman Sachs Group Inc | -1.2% | -99.96% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -1.9% | -4.59% | Trim |
| 49 | XLF | Ss Financial Select Sector | -2.7% | -24.56% | Trim |
| 50 | VPL | Vanguard Ftse Pacific ETF | -3.9% | -53.07% | Trim |
According to official SEC Form 13F filings, WestEnd Advisors, LLC reported a total U.S. public equity portfolio value of $4.5B across 367 disclosed positions in Q2 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, XLC) accounted for 40.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
EEMA
市值: $153.2M
Top Position Liquidated / Trimmed
EWL
前期市值: $206.7K
During Q2 2025, WestEnd Advisors, LLC's top holdings by market value included XLK (13.6%)、XLV (8.8%)、XLC (8.2%). The largest single position, XLK, represented 13.6% of total portfolio value.
In Q2 2025, WestEnd Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 28 holdings, and fully liquidating 3 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.
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