Westend Advisors, LLC Top Holdings and 13F Report (2026) About Westend Advisors, LLCInvestment ActivityWestend Advisors, LLC has $4.14 billion in total holdings as of March 31, 2026.Westend Advisors, LLC owns shares of 391 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.06% of the portfolio was purchased this quarter.About 7.76% of the portfolio was sold this quarter.This quarter, Westend Advisors, LLC has purchased 390 new stocks and bought additional shares in 36 stocks.Westend Advisors, LLC sold shares of 32 stocks and completely divested from 8 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $428,412,295Financial Select Sector SPDR Fund $383,290,655Communication Services Select Sector SPDR Fund $314,711,134Vanguard FTSE All-World ex-US ETF $285,131,747Health Care Select Sector SPDR Fund $275,355,143 Largest New Holdings this Quarter 78463X541 - SPDR S&P Global Natural Resources ETF $107,077 Holding464286400 - iShares MSCI Brazil ETF $69,025 Holding464287572 - iShares Global 100 ETF $48,073 Holding81369Y100 - Materials Select Sector SPDR Fund $25,934 Holding171779309 - Ciena $776 Holding Largest Purchases this Quarter iShares Core MSCI Europe ETF 3,047,010 shares (about $214.11M)Regeneron Pharmaceuticals 25,606 shares (about $19.79M)Salesforce 65,958 shares (about $12.31M)Intuit 22,764 shares (about $9.84M)iShares MSCI ACWI ETF 57,474 shares (about $7.95M) Largest Sales this Quarter Vanguard FTSE Pacific ETF 1,208,382 shares (about $118.10M)iShares MSCI Emerging Markets Asia ETF 1,115,002 shares (about $106.75M)Welltower 129,864 shares (about $25.68M)Alphabet 44,629 shares (about $12.83M)WALMART INC 78,453 shares (about $9.75M) 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$428,412,295$6,457,538 ▲1.5%3,223,53910.3%ETFXLFFinancial Select Sector SPDR Fund$383,290,655$9,668,238 ▼-2.5%7,763,6259.3%ETFXLCCommunication Services Select Sector SPDR Fund$314,711,134$5,881,292 ▲1.9%2,838,7887.6%ETFVEUVanguard FTSE All-World ex-US ETF$285,131,747$4,115,117 ▲1.5%3,796,6836.9%ETFXLVHealth Care Select Sector SPDR Fund$275,355,143$4,610,379 ▲1.7%1,878,1146.6%ETFIEURiShares Core MSCI Europe ETF$270,106,696$214,114,052 ▲382.4%3,843,8296.5%ETFXLPConsumer Staples Select Sector SPDR Fund$231,892,079$5,658,480 ▲2.5%2,828,6145.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$143,016,450$3,892,716 ▲2.8%1,205,8643.5%ETFIJRiShares Core S&P Small-Cap ETF$116,512,944$2,728,933 ▲2.4%937,2502.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$115,461,219$3,173,670 ▲2.8%1,456,5492.8%ETFXLUUtilities Select Sector SPDR Fund$110,753,806$2,498,196 ▲2.3%2,413,4282.7%ETFIBBiShares Biotechnology ETF$109,439,535$3,113,127 ▲2.9%648,1032.6%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$102,056,710$926,590 ▲0.9%936,4292.5%FinanceIGMiShares Expanded Tech Sector ETF$99,085,112$1,464,264 ▲1.5%836,0492.4%ETFTLTiShares 20+ Year Treasury Bond ETF$81,781,255$4,542,517 ▲5.9%943,3662.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$74,410,641$2,154,111 ▲3.0%779,6481.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$59,229,311$1,707,159 ▲3.0%715,7511.4%ETFNVDANVIDIA$57,173,956$2,645,492 ▼-4.4%327,8301.4%Computer and TechnologyVPLVanguard FTSE Pacific ETF$56,171,656$118,101,275 ▼-67.8%574,7341.4%ETFEEMAiShares MSCI Emerging Markets Asia ETF$55,282,783$106,750,326 ▼-65.9%577,4261.3%ManufacturingAAPLApple$47,387,608$2,343,278 ▼-4.7%186,7171.1%Computer and TechnologyWALMART INC$41,050,625$9,750,185 ▼-19.2%330,3061.0%Common StockCBChubb$40,630,181$2,031,248 ▼-4.8%124,6561.0%FinanceTMOThermo Fisher Scientific$40,608,750$2,473,470 ▼-5.7%82,6141.0%MedicalAMZNAmazon.com$40,588,780$1,986,295 ▼-4.7%194,8831.0%Retail/WholesaleTJXTJX Companies$40,356,538$6,079,672 ▼-13.1%252,7001.0%Retail/WholesaleJPMJPMorgan Chase & Co.$40,094,937$7,429,771 ▼-15.6%136,3001.0%FinanceGOOGLAlphabet$39,861,675$12,833,735 ▼-24.4%138,6181.0%Computer and TechnologyMAMastercard$39,774,751$1,166,260 ▲3.0%79,6001.0%Business ServicesMSFTMicrosoft$39,754,970$3,654,808 ▲10.1%107,3931.0%Computer and TechnologyCRMSalesforce$39,346,405$12,312,529 ▲45.5%210,7781.0%Computer and TechnologyTXNTexas Instruments$39,085,300$4,848,120 ▼-11.0%201,3230.9%Computer and TechnologyMDTMedtronic$38,403,419$2,008,212 ▼-5.0%443,1990.9%MedicalPEPPepsiCo$38,316,375$2,374,100 ▲6.6%246,7380.9%Consumer StaplesMETAMeta Platforms$37,498,674$4,673,388 ▲14.2%65,5390.9%Computer and TechnologyINTUIntuit$35,132,530$9,843,041 ▲38.9%81,2510.8%Computer and TechnologySPGIS&P Global$34,080,364$2,500,242 ▲7.9%80,1220.8%FinanceTMUST-Mobile US$29,018,000$1,292,135 ▼-4.3%138,1580.7%Computer and TechnologyREGNRegeneron Pharmaceuticals$19,792,141$19,786,732 ▲365,800.0%25,6130.5%MedicalQCOMQualcomm$16,745,650$1,072,376 ▼-6.0%130,0300.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$16,639,316$2,763,680 ▼-14.2%25,5820.4%FinanceACWIiShares MSCI ACWI ETF$9,485,715$7,953,056 ▲518.9%68,5500.2%ManufacturingAORiShares Core 60/40 Balanced Allocation ETF$5,153,493$1,939,373 ▲60.3%80,0830.1%ETFIWBiShares Russell 1000 ETF$376,142$40,288 ▼-9.7%1,0550.0%ETFINDAiShares MSCI India ETF$257,761$69,651 ▲37.0%5,5030.0%ETFEWCiShares MSCI Canada ETF$253,513$58,954 ▲30.3%4,6270.0%ETFEWTiShares MSCI Taiwan ETF$230,419$77,941 ▲51.1%3,2490.0%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$205,331$105,069 ▲104.8%2,7770.0%ETFEWYiShares MSCI South Korea ETF$203,459$57,569 ▲39.5%1,6540.0%ETFIVViShares Core S&P 500 ETF$182,853$90,120 ▲97.2%2800.0%ETFWELLWelltower$151,642$25,675,146 ▼-99.4%7670.0%FinanceDBBInvesco DB Base Metals Fund$128,216$7,873 ▲6.5%5,4560.0%FinanceDBPInvesco DB Precious Metals Fund$112,021$12,765 ▼-10.2%1,0180.0%FinanceGNRSPDR S&P Global Natural Resources ETF$107,077$107,077 ▲New Holding1,4340.0%ETFGLDMSPDR Gold MiniShares Trust$87,407$122,351 ▼-58.3%9430.0%FinanceEWZiShares MSCI Brazil ETF$69,025$69,025 ▲New Holding1,7980.0%ETFXLEEnergy Select Sector SPDR Fund$50,294$3,492 ▲7.5%8210.0%ETFIOOiShares Global 100 ETF$48,073$48,073 ▲New Holding3970.0%ETFGOOGAlphabet$45,8980.0%1600.0%Computer and TechnologyUNHUnitedHealth Group$41,423$128,059 ▼-75.6%1530.0%MedicalVCLTVanguard Long-Term Corporate Bond ETF$30,859$822 ▲2.7%4130.0%ManufacturingABBVAbbVie$30,0140.0%1380.0%MedicalBRK.BBerkshire Hathaway$28,2730.0%590.0%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$28,047$852 ▲3.1%5270.0%ManufacturingXLBMaterials Select Sector SPDR Fund$25,934$25,934 ▲New Holding5190.0%ETFAVGOBroadcom$24,1420.0%780.0%Computer and TechnologyIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$23,041$58,096 ▼-71.6%1400.0%ETFLLYEli Lilly and Company$20,2350.0%220.0%MedicalCOSTCostco Wholesale$18,9320.0%190.0%Retail/WholesaleVVisa$16,3210.0%540.0%Business ServicesVTVanguard Total World Stock ETF$16,267$10,753 ▼-39.8%1180.0%ETFJNJJohnson & Johnson$15,8890.0%650.0%MedicalMBBiShares MBS ETF$15,5720.0%1640.0%ETFPGProcter & Gamble$14,444$16,755 ▼-53.7%1000.0%Consumer StaplesAMGNAmgen$14,4260.0%410.0%MedicalGILDGilead Sciences$13,3800.0%960.0%MedicalNFLXNetflix$12,9800.0%1350.0%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$12,832$321 ▼-2.4%400.0%ETFKOCocaCola$12,4720.0%1640.0%Consumer StaplesPMPhilip Morris International$10,9120.0%660.0%Consumer StaplesBACBank of America$10,8230.0%2220.0%FinanceTSLATesla$10,7810.0%290.0%Auto/Tires/TrucksVYMIVanguard International High Dividend Yield ETF$9,8010.0%1040.0%ETFGSThe Goldman Sachs Group$9,650$14,036 ▼-59.3%110.0%FinanceVRTXVertex Pharmaceuticals$8,4840.0%190.0%MedicalWFCWells Fargo & Company$8,2790.0%1040.0%FinanceNEENextEra Energy$8,2660.0%890.0%UtilitiesMRKMerck & Co., Inc.$8,059$16,719 ▼-67.5%670.0%MedicalTFLOiShares Treasury Floating Rate Bond ETF$6,8350.0%1350.0%ETFCCitigroup$6,8050.0%600.0%Financial ServicesVZVerizon Communications$6,7770.0%1350.0%Computer and TechnologyTAT&T$6,6390.0%2290.0%Computer and TechnologyMSMorgan Stanley$6,4180.0%390.0%FinanceMUMicron Technology$6,0810.0%180.0%Computer and TechnologyDISWalt Disney$5,6860.0%590.0%Consumer DiscretionaryGOVTiShares U.S. Treasury Bond ETF$5,4980.0%2400.0%ETFAXPAmerican Express$5,4450.0%180.0%FinancePALANTIR TECHNOLOGIES INC CL A$5,4120.0%370.0%Common StockDHRDanaher$5,3090.0%280.0%MedicalAMDAdvanced Micro Devices$5,2890.0%260.0%Computer and TechnologyShowing 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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