Portfolio (Quarterly)
Guide ↗
West Financial Advisors, LLC
· CIK 0001843684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | STT | STATE STR CORP | Financial Services | 54 | $7K | 0.00% | SOLD |
| 22 | VV | VANGUARD INDEX FDS | — | 22 | $7K | 0.00% | SOLD |
| 23 | MA | MASTERCARD INCORPORATED | Financial Services | 12 | $7K | 0.00% | SOLD |
| 24 | HSY | HERSHEY CO | Consumer Defensive | 37 | $7K | 0.00% | SOLD |
| 25 | GPC | GENUINE PARTS CO | Consumer Cyclical | 54 | $7K | 0.00% | SOLD |
| 26 | BLK | BLACKROCK INC | Financial Services | 6 | $6K | 0.00% | SOLD |
| 27 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 38 | $6K | 0.00% | SOLD |
| 28 | UPS | UNITED PARCEL SERVICE INC | Industrials | 58 | $6K | 0.00% | SOLD |
| 29 | PEP | PEPSICO INC | Consumer Defensive | 40 | $6K | 0.00% | SOLD |
| 30 | CTRE | CARETRUST REIT INC | Real Estate | 155 | $6K | 0.00% | SOLD |
| 31 | BBY | BEST BUY INC | Consumer Cyclical | 80 | $5K | 0.00% | SOLD |
| 32 | TT | TRANE TECHNOLOGIES PLC | Industrials | 13 | $5K | 0.00% | SOLD |
| 33 | TFC | TRUIST FINL CORP | Financial Services | 102 | $5K | 0.00% | SOLD |
| 34 | SWK | STANLEY BLACK & DECKER INC | Industrials | 64 | $5K | 0.00% | SOLD |
| 35 | PFE | PFIZER INC | Healthcare | 177 | $4K | 0.00% | SOLD |
| 36 | CLX | CLOROX CO DEL | Consumer Defensive | 43 | $4K | 0.00% | SOLD |
| 37 | NTAP | NETAPP INC | Technology | 39 | $4K | 0.00% | SOLD |
| 38 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 40 | $4K | 0.00% | SOLD |
| 39 | HRL | HORMEL FOODS CORP | Consumer Defensive | 146 | $3K | 0.00% | SOLD |
| 40 | ING | ING GROEP N.V. | Financial Services | 115 | $3K | 0.00% | SOLD |
Sector Allocation
Financial Services
85.0%
Technology
8.0%
Consumer Cyclical
2.9%
Utilities
1.0%
Industrials
0.8%
Healthcare
0.7%
Communication Services
0.5%
Consumer Defensive
0.5%
Energy
0.4%
Real Estate
0.1%