Westend Advisors, LLC Top Holdings and 13F Report (2025) About Westend Advisors, LLCInvestment ActivityWestend Advisors, LLC has $4.03 billion in total holdings as of June 30, 2025.Westend Advisors, LLC owns shares of 367 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 12.83% of the portfolio was purchased this quarter.About 12.60% of the portfolio was sold this quarter.This quarter, Westend Advisors, LLC has purchased 362 new stocks and bought additional shares in 86 stocks.Westend Advisors, LLC sold shares of 148 stocks and completely divested from 11 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $546,418,305Health Care Select Sector SPDR Fund $353,758,651Communication Services Select Sector SPDR Fund $329,494,101Financial Select Sector SPDR Fund $313,258,178Vanguard FTSE All-World ex-US ETF $267,367,329 Largest New Holdings this Quarter 464286426 - iShares MSCI Emerging Markets Asia ETF $153,150,623 Holding46429B598 - iShares MSCI India ETF $207,631 Holding464286772 - iShares MSCI South Korea ETF $105,517 Holding46140H502 - Invesco DB Precious Metals Fund $103,919 Holding46140H106 - Invesco DB Agriculture Fund $102,247 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets Asia ETF 1,855,227 shares (about $153.15M)Communication Services Select Sector SPDR Fund 1,063,392 shares (about $115.41M)Technology Select Sector SPDR Fund 211,847 shares (about $53.65M)Oracle 244,183 shares (about $53.39M)iShares Expanded Tech-Software Sector ETF 309,669 shares (about $33.91M) Largest Sales this Quarter Vanguard FTSE Pacific ETF 2,122,873 shares (about $174.46M)Financial Select Sector SPDR Fund 1,947,140 shares (about $101.97M)The Goldman Sachs Group 81,636 shares (about $57.09M)Merck & Co., Inc. 371,442 shares (about $29.35M)Health Care Select Sector SPDR Fund 126,172 shares (about $17.01M) 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$546,418,305$53,646,774 ▲10.9%2,157,76413.5%ETFXLVHealth Care Select Sector SPDR Fund$353,758,651$17,006,899 ▼-4.6%2,624,4908.8%ETFXLCCommunication Services Select Sector SPDR Fund$329,494,101$115,410,905 ▲53.9%3,035,9478.2%ETFXLFFinancial Select Sector SPDR Fund$313,258,178$101,971,911 ▼-24.6%5,981,6237.8%ETFVEUVanguard FTSE All-World ex-US ETF$267,367,329$4,631,807 ▼-1.7%3,977,4866.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$213,385,042$12,136,408 ▲6.0%981,8095.3%FinanceXLPConsumer Staples Select Sector SPDR Fund$187,905,433$11,314,245 ▼-5.7%2,320,6504.7%ETFIGViShares Expanded Tech-Software Sector ETF$177,552,215$33,909,496 ▲23.6%1,621,4464.4%ETFVPLVanguard FTSE Pacific ETF$154,265,402$174,459,449 ▼-53.1%1,877,1463.8%ETFEEMAiShares MSCI Emerging Markets Asia ETF$153,150,623$153,150,623 ▲New Holding1,855,2273.8%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$120,953,976$14,622,474 ▼-10.8%1,015,6433.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$98,184,753$9,861,167 ▼-9.1%1,235,0202.4%ETFTLTiShares 20+ Year Treasury Bond ETF$69,588,128$7,164,235 ▼-9.3%788,5231.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$63,174,491$7,598,243 ▼-10.7%659,6361.6%ETFNVDANVIDIA$57,007,712$32,251,322 ▲130.3%360,8291.4%Computer and TechnologyTXNTexas Instruments$53,442,756$12,470,405 ▲30.4%257,4041.3%Computer and TechnologyORCLOracle$53,397,451$53,386,301 ▲478,790.2%244,2341.3%Computer and TechnologyIEURiShares Core MSCI Europe ETF$53,286,613$1,743,106 ▼-3.2%804,9061.3%ETFMETAMeta Platforms$52,226,598$2,670,527 ▲5.4%70,7561.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$51,659,835$4,790,789 ▼-8.5%622,9971.3%ETFMSFTMicrosoft$51,282,629$2,102,599 ▲4.3%103,0971.3%Computer and TechnologyJPMJPMorgan Chase & Co.$49,138,181$6,710,360 ▼-12.0%169,4921.2%FinanceAMZNAmazon.com$47,478,619$1,320,526 ▼-2.7%216,4091.2%Retail/WholesaleMAMastercard$43,899,562$2,358,004 ▼-5.1%78,1181.1%Business ServicesGOOGLAlphabet$43,717,644$23,133,418 ▲112.4%248,0691.1%Computer and TechnologyWMTWalmart$42,050,088$7,920,998 ▼-15.9%430,0461.0%Retail/WholesaleCRMSalesforce$41,943,775$3,345,969 ▲8.7%153,8121.0%Computer and TechnologyAAPLApple$41,892,366$4,500,873 ▲12.0%204,1811.0%Computer and TechnologyMDTMedtronic$41,258,366$853,921 ▲2.1%473,3071.0%MedicalCBChubb$40,093,365$5,392,080 ▼-11.9%138,3841.0%FinanceTJXTJX Companies$37,960,547$6,664,197 ▼-14.9%307,3950.9%Retail/WholesaleTMUST-Mobile US$36,170,413$9,715,287 ▼-21.2%151,8070.9%Computer and TechnologyTMOThermo Fisher Scientific$34,664,891$7,683,756 ▲28.5%85,4920.9%MedicalPEPPepsiCo$34,100,887$2,546,683 ▲8.1%258,2590.8%Consumer StaplesQCOMQUALCOMM$23,129,134$3,564,650 ▲18.2%145,2250.6%Computer and TechnologyWELLWelltower$21,194,637$3,778,772 ▼-15.1%137,8660.5%FinanceUNHUnitedHealth Group$19,842,545$1,832,599 ▼-8.5%63,6010.5%MedicalSPYSPDR S&P 500 ETF Trust$6,835,171$5,135,802 ▼-42.9%11,0610.2%FinanceAORiShares Core 60/40 Balanced Allocation ETF$2,735,237$3,243,765 ▼-54.3%44,4230.1%ETFACWIiShares MSCI ACWI ETF$1,480,177$10,406,381 ▼-87.5%11,5090.0%ManufacturingIWBiShares Russell 1000 ETF$402,095$66,563 ▲19.8%1,1840.0%ETFMCHIiShares MSCI China ETF$300,240$11,736 ▼-3.8%5,4490.0%ETFINDAiShares MSCI India ETF$207,631$207,631 ▲New Holding3,7290.0%ETFEWTiShares MSCI Taiwan ETF$173,520$6,831 ▼-3.8%3,0230.0%ETFGLDMSPDR Gold MiniShares Trust$156,789$212,415 ▼-57.5%2,3930.0%FinanceEWNiShares MSCI Netherlands ETF$106,766$5,941 ▼-5.3%1,9590.0%ETFXLUUtilities Select Sector SPDR Fund$105,820$86,877 ▼-45.1%1,2960.0%ETFEWYiShares MSCI South Korea ETF$105,517$105,517 ▲New Holding1,4700.0%ETFDBPInvesco DB Precious Metals Fund$103,919$103,919 ▲New Holding1,3830.0%FinanceDBAInvesco DB Agriculture Fund$102,247$102,247 ▲New Holding3,9100.0%FinanceIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$89,140$791,604 ▼-89.9%5270.0%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$72,372$63 ▼-0.1%1,1550.0%ETFIVViShares Core S&P 500 ETF$56,444$490,008 ▼-89.7%910.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$40,454$6,072 ▲17.7%5330.0%ManufacturingPGProcter & Gamble$32,183$319 ▼-1.0%2020.0%Consumer StaplesGOOGAlphabet$29,269$10,821 ▲58.7%1650.0%Computer and TechnologyAOMiShares Core 40/60 Moderate Allocation ETF$29,068$26,442 ▲1,007.0%6310.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$27,658$27,658 ▲New Holding5190.0%ManufacturingLLYEli Lilly and Company$26,504$2,339 ▲9.7%340.0%MedicalVTVanguard Total World Stock ETF$25,981$8,875 ▲51.9%2020.0%ETFGSThe Goldman Sachs Group$24,475$57,086,889 ▼-100.0%350.0%FinanceMRKMerck & Co., Inc.$22,521$29,351,738 ▼-99.9%2850.0%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$20,680$8,997 ▲77.0%6850.0%ETFNFLXNetflix$20,087$8,035 ▲66.7%150.0%Consumer DiscretionaryBRK.BBerkshire Hathaway$19,431$6,315 ▼-24.5%400.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$19,033$7,662 ▲67.4%2360.0%ETFAVGOBroadcom$19,020$1,378 ▼-6.8%690.0%Computer and TechnologyAOKiShares Core 30/70 Conservative Allocation ETF$18,597$18,597 ▲New Holding4760.0%ETFTSLATesla$17,789$318 ▼-1.8%560.0%Auto/Tires/TrucksUNPUnion Pacific$17,2560.0%750.0%TransportationJNJJohnson & Johnson$15,886$1,833 ▲13.0%1040.0%MedicalCOSTCostco Wholesale$15,8390.0%160.0%Retail/WholesaleABBVAbbVie$14,293$1,485 ▲11.6%770.0%MedicalMBBiShares MBS ETF$14,0840.0%1500.0%ETFVVisa$13,492$11,007 ▼-44.9%380.0%Business ServicesVTIVanguard Total Stock Market ETF$12,1570.0%400.0%ETFABTAbbott Laboratories$10,201$1,088 ▲11.9%750.0%MedicalPMPhilip Morris International$10,199$182 ▼-1.8%560.0%Consumer StaplesKOCocaCola$9,905$142 ▼-1.4%1400.0%Consumer StaplesXLEEnergy Select Sector SPDR Fund$9,244$30,700 ▼-76.9%1090.0%ETFVVVanguard Large-Cap ETF$8,7090.0%310.0%ETFISRGIntuitive Surgical$8,695$1,630 ▲23.1%160.0%MedicalVYMIVanguard International High Dividend Yield ETF$8,2510.0%1030.0%ETFPALANTIR TECHNOLOGIES INC CL A$8,179$682 ▼-7.7%600.0%Common StockDISWalt Disney$7,441$2,480 ▲50.0%600.0%Consumer DiscretionaryINTUIntuit$7,0890.0%90.0%Computer and TechnologyTAT&T$7,003$2,402 ▲52.2%2420.0%Computer and TechnologyHDHome Depot$6,966$367 ▼-5.0%190.0%Retail/WholesaleBSXBoston Scientific$6,874$752 ▲12.3%640.0%MedicalBACBank of America$6,861$2,413 ▼-26.0%1450.0%FinanceGOVTiShares U.S. Treasury Bond ETF$6,549$988 ▲17.8%2850.0%ETFDUKDuke Energy$6,445$18,398 ▼-74.1%550.0%UtilitiesAMGNAmgen$6,422$558 ▲9.5%230.0%MedicalTFLOiShares Treasury Floating Rate Bond ETF$6,2300.0%1230.0%ETFVZVerizon Communications$6,188$2,120 ▲52.1%1430.0%Computer and TechnologyNOWServiceNow$6,1680.0%60.0%Computer and TechnologyDVYAiShares Asia/Pacific Dividend ETF$6,1560.0%1600.0%ETFPFEPfizer$5,939$630 ▲11.9%2450.0%MedicalSYKStryker$5,934$791 ▲15.4%150.0%MedicalGILDGilead Sciences$5,876$665 ▲12.8%530.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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