West Financial Advisors, LLC
Top Portfolio Positions
125 positions ·
$83,571,531 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
96,928 | $63,036,155 | 75.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,773 | $5,063,600 | 6.06% | |
| AAPL |
Apple Inc.
Technology
|
15,762 | $4,000,237 | 4.79% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
2,177 | $1,584,551 | 1.90% | |
| MSFT |
Microsoft Corp
Technology
|
2,781 | $1,029,442 | 1.23% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
9,000 | $845,820 | 1.01% | |
| LNT |
Alliant Energy Corp
Utilities
|
10,768 | $772,711 | 0.92% | |
| IBIT |
iShares Bitcoin Trust ETF
|
17,293 | $664,397 | 0.80% | |
| TYL |
Tyler Technologies Inc
Technology
|
1,449 | $496,108 | 0.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,333 | $495,542 | 0.59% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ATLO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,688 | 804 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,459 | 804 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $16,256 | 804 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,319 | 804 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $14,086 | 804 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $13,209 | 804 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $14,656 | 804 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,473 | 804 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,224 | 804 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $17,157 | 804 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $13,338 | 804 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $14,496 | 804 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $16,723 | 804 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $18,982 | 804 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $17,832 | 804 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $17,832 | 804 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $19,987 | 804 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,689 | 804 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $18,636 | 804 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $19,706 | 804 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $20,566 | 804 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $19,312 | 804 | Shares | Sole | 2021-02-22 | |
| No 13F history on record for this holder in this stock. | ||||||