Westend Advisors, LLC Top Holdings and 13F Report (2025) About Westend Advisors, LLCInvestment ActivityWestend Advisors, LLC has $4.28 billion in total holdings as of September 30, 2025.Westend Advisors, LLC owns shares of 390 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.75% of the portfolio was purchased this quarter.About 11.18% of the portfolio was sold this quarter.This quarter, Westend Advisors, LLC has purchased 367 new stocks and bought additional shares in 106 stocks.Westend Advisors, LLC sold shares of 128 stocks and completely divested from 23 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $510,319,448Communication Services Select Sector SPDR Fund $345,540,691Financial Select Sector SPDR Fund $330,768,720Health Care Select Sector SPDR Fund $284,086,725Vanguard FTSE All-World ex-US ETF $271,839,042 Largest New Holdings this Quarter 464287549 - iShares Expanded Tech Sector ETF $224,759,657 Holding46434G822 - iShares MSCI Japan ETF $228,759 Holding46140H700 - Invesco DB Base Metals Fund $110,033 Holding81369Y704 - Industrial Select Sector SPDR Fund $97,165 Holding464286822 - iShares MSCI Mexico ETF $12,482 Holding Largest Purchases this Quarter iShares Expanded Tech Sector ETF 1,784,481 shares (about $224.76M)Utilities Select Sector SPDR Fund 1,238,920 shares (about $108.05M)S&P Global 79,794 shares (about $38.84M)Consumer Staples Select Sector SPDR Fund 276,595 shares (about $21.68M)iShares 3-7 Year Treasury Bond ETF 139,823 shares (about $16.71M) Largest Sales this Quarter iShares Expanded Tech-Software Sector ETF 1,607,895 shares (about $184.94M)Technology Select Sector SPDR Fund 347,255 shares (about $97.88M)Health Care Select Sector SPDR Fund 583,228 shares (about $81.17M)UnitedHealth Group 62,960 shares (about $21.74M)Oracle 51,549 shares (about $14.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestend Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$510,319,448$97,879,094 ▼-16.1%1,810,50911.9%ETFXLCCommunication Services Select Sector SPDR Fund$345,540,691$13,827,390 ▼-3.8%2,919,1338.1%ETFXLFFinancial Select Sector SPDR Fund$330,768,720$8,538,035 ▲2.6%6,140,1167.7%ETFXLVHealth Care Select Sector SPDR Fund$284,086,725$81,169,067 ▼-22.2%2,041,2626.6%ETFVEUVanguard FTSE All-World ex-US ETF$271,839,042$12,035,018 ▼-4.2%3,808,8586.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$226,891,926$8,398,780 ▼-3.6%946,7635.3%FinanceIGMiShares Expanded Tech Sector ETF$224,759,657$224,759,657 ▲New Holding1,784,4815.3%ETFXLPConsumer Staples Select Sector SPDR Fund$203,548,270$21,676,982 ▲11.9%2,597,2454.8%ETFEEMAiShares MSCI Emerging Markets Asia ETF$168,332,142$1,886,767 ▼-1.1%1,834,6633.9%ManufacturingVPLVanguard FTSE Pacific ETF$161,368,943$3,521,369 ▼-2.1%1,837,0583.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$138,090,847$16,710,380 ▲13.8%1,155,4663.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$111,132,449$12,416,719 ▲12.6%1,390,3642.6%ETFXLUUtilities Select Sector SPDR Fund$108,162,438$108,049,410 ▲95,595.7%1,240,2162.5%ETFTLTiShares 20+ Year Treasury Bond ETF$82,517,537$12,046,489 ▲17.1%923,3151.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$72,458,493$8,829,108 ▲13.9%751,1661.7%ETFNVDANVIDIA$66,423,506$900,441 ▼-1.3%356,0031.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$57,832,856$5,431,742 ▲10.4%687,5751.4%ETFORCLOracle$54,191,656$14,497,889 ▼-21.1%192,6851.3%Computer and TechnologyIEURiShares Core MSCI Europe ETF$54,052,782$779,389 ▼-1.4%793,4651.3%ETFGOOGLAlphabet$53,835,325$6,470,906 ▼-10.7%221,4511.3%Computer and TechnologyJPMJPMorgan Chase & Co.$52,822,032$641,913 ▼-1.2%167,4571.2%FinanceMSFTMicrosoft$52,524,642$875,877 ▼-1.6%101,4061.2%Computer and TechnologyAAPLApple$51,426,065$565,287 ▼-1.1%201,9611.2%Computer and TechnologyAMZNAmazon.com$46,584,316$933,184 ▼-2.0%212,1591.1%Retail/WholesaleMDTMedtronic$44,261,499$816,497 ▼-1.8%464,7341.0%MedicalMAMastercard$43,781,523$654,729 ▼-1.5%76,9671.0%Business ServicesTJXTJX Companies$43,665,272$765,923 ▼-1.7%302,0961.0%Retail/WholesaleMETAMeta Platforms$43,641,209$8,323,138 ▼-16.0%59,4231.0%Computer and TechnologyWMTWalmart$43,594,200$726,577 ▼-1.6%422,9961.0%Retail/WholesaleTMOThermo Fisher Scientific$42,776,957$1,310,088 ▲3.2%88,1931.0%MedicalSPGIS&P Global$38,841,380$38,837,973 ▲1,139,914.3%79,8010.9%FinanceTXNTexas Instruments$38,369,538$8,923,875 ▼-18.9%208,8340.9%Computer and TechnologyCBChubb$38,326,198$733,585 ▼-1.9%135,7850.9%FinanceTMUST-Mobile US$35,749,873$590,565 ▼-1.6%149,3400.8%Computer and TechnologyCRMSalesforce$35,682,218$771,924 ▼-2.1%150,5550.8%Computer and TechnologyPEPPepsiCo$35,475,357$794,898 ▼-2.2%252,5990.8%Consumer StaplesWELLWelltower$24,157,823$402,069 ▼-1.6%135,6090.6%FinanceQCOMQUALCOMM$23,804,523$355,686 ▼-1.5%143,0870.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,081,384$712,201 ▲9.7%12,1300.2%FinanceIGViShares Expanded Tech-Software Sector ETF$1,558,608$184,936,758 ▼-99.2%13,5510.0%ETFACWIiShares MSCI ACWI ETF$1,487,877$103,127 ▼-6.5%10,7630.0%ManufacturingAORiShares Core 60/40 Balanced Allocation ETF$1,130,559$1,729,511 ▼-60.5%17,5600.0%ETFIWBiShares Russell 1000 ETF$327,722$104,856 ▼-24.2%8970.0%ETFEWJiShares MSCI Japan ETF$228,759$228,759 ▲New Holding2,8520.0%ETFUNHUnitedHealth Group$221,296$21,736,031 ▼-99.0%6410.0%MedicalGLDMSPDR Gold MiniShares Trust$197,317$14,373 ▲7.9%2,5810.0%FinanceDBBInvesco DB Base Metals Fund$110,033$110,033 ▲New Holding5,3570.0%FinanceDBAInvesco DB Agriculture Fund$104,284$348 ▼-0.3%3,8970.0%FinanceXLIIndustrial Select Sector SPDR Fund$97,165$97,165 ▲New Holding6300.0%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$89,314$3,891 ▼-4.2%5050.0%ETFEWTiShares MSCI Taiwan ETF$81,561$110,763 ▼-57.6%1,2820.0%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$78,889$6,459 ▲8.9%1,2580.0%ETFIVViShares Core S&P 500 ETF$64,402$3,354 ▲5.5%960.0%ETFINDAiShares MSCI India ETF$63,149$130,983 ▼-67.5%1,2130.0%ETFEWYiShares MSCI South Korea ETF$49,662$68,085 ▼-57.8%6200.0%ETFGOOGAlphabet$37,507$2,679 ▼-6.7%1540.0%Computer and TechnologyPGProcter & Gamble$32,727$1,690 ▲5.4%2130.0%Consumer StaplesVCLTVanguard Long-Term Corporate Bond ETF$31,526$9,862 ▼-23.8%4060.0%ManufacturingAVGOBroadcom$28,702$5,938 ▲26.1%870.0%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$27,370$703 ▼-2.5%5060.0%ManufacturingTSLATesla$24,9040.0%560.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$21,115$1,005 ▲5.0%420.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$19,323$162 ▲0.8%2380.0%ETFGSThe Goldman Sachs Group$19,062$8,737 ▼-31.4%240.0%FinanceLLYEli Lilly and Company$18,312$7,630 ▼-29.4%240.0%MedicalMRKMerck & Co., Inc.$17,917$6,056 ▼-25.3%2130.0%MedicalCOSTCostco Wholesale$17,587$2,777 ▲18.8%190.0%Retail/WholesaleNFLXNetflix$16,785$1,199 ▼-6.7%140.0%Consumer DiscretionaryMBBiShares MBS ETF$15,605$1,332 ▲9.3%1640.0%ETFJNJJohnson & Johnson$13,350$5,933 ▼-30.8%720.0%MedicalVVisa$13,314$341 ▲2.6%390.0%Business ServicesVTIVanguard Total Stock Market ETF$13,1270.0%400.0%ETFEWWiShares MSCI Mexico ETF$12,482$12,482 ▲New Holding1830.0%ETFABBVAbbVie$12,272$5,557 ▼-31.2%530.0%MedicalDUKDuke Energy$11,090$4,313 ▲63.6%900.0%UtilitiesKOCocaCola$10,810$1,525 ▲16.4%1630.0%Consumer StaplesPMPhilip Morris International$10,543$1,460 ▲16.1%650.0%Consumer StaplesVTVanguard Total World Stock ETF$10,397$17,606 ▼-62.9%750.0%ETFVYMIVanguard International High Dividend Yield ETF$8,807$85 ▲1.0%1040.0%ETFXLEEnergy Select Sector SPDR Fund$8,591$1,163 ▼-11.9%960.0%ETFBACBank of America$8,048$567 ▲7.6%1560.0%FinanceHDHome Depot$7,6990.0%190.0%Retail/WholesalePALANTIR TECHNOLOGIES INC CL A$7,479$3,466 ▼-31.7%410.0%Common StockNEENextEra Energy$7,172$7,172 ▲New Holding950.0%UtilitiesABTAbbott Laboratories$7,099$2,947 ▼-29.3%530.0%MedicalTFLOiShares Treasury Floating Rate Bond ETF$6,830$607 ▲9.8%1350.0%ETFDISWalt Disney$6,756$115 ▼-1.7%590.0%Consumer DiscretionaryTAT&T$6,665$169 ▼-2.5%2360.0%Computer and TechnologyWFCWells Fargo & Company$6,119$84 ▲1.4%730.0%FinanceVZVerizon Communications$6,109$176 ▼-2.8%1390.0%Computer and TechnologyUNPUnion Pacific$5,800$11,600 ▼-66.7%250.0%TransportationGOVTiShares U.S. Treasury Bond ETF$5,595$994 ▼-15.1%2420.0%ETFIBMInternational Business Machines$5,079$1,411 ▲38.5%180.0%Computer and TechnologyAMDAdvanced Micro Devices$5,015$971 ▲24.0%310.0%Computer and TechnologyCSCOCisco Systems$4,995$958 ▲23.7%730.0%Computer and TechnologyCEGConstellation Energy$4,936$4,936 ▲New Holding150.0%EnergySOSouthern$4,739$4,739 ▲New Holding500.0%UtilitiesMOAltria Group$4,558$528 ▲13.1%690.0%Consumer StaplesAMGNAmgen$4,515$1,975 ▼-30.4%160.0%MedicalISRGIntuitive Surgical$4,472$2,683 ▼-37.5%100.0%MedicalShowing largest 100 holdings. 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