Westhill Financial Advisors, Inc.
CIK Number: 0001759641
Main Sectors:
Top Industries:
Filing Date: Apr 21, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 151.58K | -2.72% | 77.9M | 395.25 | 17.82% | Share |
| 2 | VONG | Vanguard Russel... | 115.54 | -0.28% | 644.6K | -4.51% | 59.81M | 69.54 | 13.68% | Share |
| 3 | VONV | Vanguard Russel... | 87.02 | -0.17% | 719.41K | +0.75% | 59.38M | 69.45 | 13.59% | Share |
| 4 | VEA | Vanguard Develo... | 58.88 | +0.45% | 1.13M | +5.10% | 57.23M | 48.92 | 13.09% | Share |
| 5 | FBND | Fidelity Total ... | 45.76 | -0.13% | 741.13K | +8.52% | 33.83M | 49.33 | 7.74% | Share |
| 6 | SCHR | Schwab Intermed... | 24.93 | -0.08% | 1.05M | +9.51% | 26.15M | 26.15 | 5.98% | Share |
| 7 | VWO | Vanguard Emergi... | 51.35 | +0.28% | 281.17K | +4.56% | 12.73M | 46.96 | 2.91% | Share |
| 8 | SCHI | Schwab 5-10 Yea... | 22.79 | -0.11% | 554.89K | +12.55% | 12.46M | 24.81 | 2.85% | Share |
| 9 | AAPL | Apple Inc. | 231.56 | -0.52% | 44.65K | -4.67% | 9.92M | 156.73 | 2.27% | Share |
| 10 | IWS | iShares Russell... | 136.00 | -0.36% | 71.12K | +1.89% | 8.96M | 113.83 | 2.05% | Share |
| 11 | IWP | iShares Russell... | 139.77 | -0.01% | 74.24K | -6.94% | 8.72M | 107.93 | 2.00% | Share |
| 12 | VTWV | Vanguard Russel... | 147.11 | -0.66% | 57.11K | +3.19% | 7.6M | 138.12 | 1.74% | Share |
| 13 | VTWG | Vanguard Russel... | 218.63 | -0.45% | 39.8K | -0.83% | 7.42M | 202.55 | 1.70% | Share |
| 14 | MINT | PIMCO Enhanced ... | 100.48 | +0.04% | 66.31K | +3.54% | 6.67M | 101.69 | 1.53% | Share |
| 15 | VNQ | Vanguard Real E... | 89.61 | +0.50% | 72.49K | +8.76% | 6.56M | 97.12 | 1.50% | Share |
| 16 | IVV | iShares Core S&... | 646.52 | -0.25% | 6.14K | -0.71% | 3.45M | 432.8 | 0.79% | Share |
| 17 | DFAC | Dimensional U.S... | 37.33 | -0.35% | 86.84K | -0.32% | 2.86M | 26.57 | 0.66% | Share |
| 18 | NRIX | Nurix Therapeut... | 10.57 | +0.09% | 228.33K | 0.00% | 2.71M | 29.96 | 0.62% | Share |
| 19 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 6.29K | -7.51% | 2.36M | 299.37 | 0.54% | Share |
| 20 | IWD | iShares Russell... | 198.27 | -0.2% | 10.41K | -1.06% | 1.96M | 157.44 | 0.45% | Share |
| 21 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 8.93K | -0.17% | 1.7M | 144.07 | 0.39% | Share |
| 22 | AGG | iShares Core U.... | 98.94 | -0.15% | 14.93K | -6.49% | 1.48M | 110.9 | 0.34% | Share |
| 23 | IWR | iShares Russell... | 94.17 | -0.26% | 15.5K | -0.88% | 1.32M | 78.03 | 0.30% | Share |
| 24 | COST | Costco Wholesal... | 971.81 | -0.37% | 1.34K | -6.28% | 1.27M | 847.93 | 0.29% | Share |
| 25 | ACN | Accenture plc | 246.97 | +0.33% | 3.92K | -16.28% | 1.22M | 305.61 | 0.28% | Share |
| 26 | VTWO | Vanguard Russel... | 91.80 | -0.5% | 13.97K | +0.50% | 1.13M | 86.61 | 0.26% | Share |
| 27 | IWF | iShares Russell... | 448.97 | -0.32% | 3.01K | -0.99% | 1.09M | 274.51 | 0.25% | Share |
| 28 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 1.95K | +3.06% | 1.04M | 288.08 | 0.24% | Share |
| 29 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 9.52K | +1.80% | 1.03M | 65.67 | 0.24% | Share |
| 30 | PYLD | PIMCO ETF Trust... | 26.55 | -0.09% | 38.75K | -0.99% | 1.02M | 26.64 | 0.23% | Share |
| 31 | DFUS | Dimensional U.S... | 69.83 | -0.29% | 14.72K | -1.03% | 890.08K | 46.99 | 0.20% | Share |
| 32 | CVX | Chevron Corpora... | 156.50 | +0.87% | 5.31K | -4.03% | 888.59K | 111.76 | 0.20% | Share |
| 33 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 3.19K | +0.03% | 781.39K | 147.36 | 0.18% | Share |
| 34 | DFUV | Dimensional US ... | 43.34 | -0.18% | 15.73K | 0.00% | 648.07K | 31.7 | 0.15% | Share |
| 35 | SCHX | Schwab U.S. Lar... | 25.45 | -0.29% | 28.39K | 0.00% | 626.76K | 16.96 | 0.14% | Share |
| 36 | WAL | Western Allianc... | 82.59 | -1.61% | 7.29K | 0.00% | 560.01K | 108.82 | 0.13% | Share |
| 37 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 1.15K | -8.76% | 537.57K | 340.14 | 0.12% | Share |
| 38 | MMC | Marsh & McLenna... | 207.27 | +0.14% | 2.13K | -0.47% | 520.27K | 190.6 | 0.12% | Share |
| 39 | PG | The Procter & G... | 154.24 | +0.33% | 2.88K | -11.95% | 490.9K | 145.52 | 0.11% | Share |
| 40 | UPS | United Parcel S... | 88.52 | -0.03% | 4.46K | +0.04% | 490.27K | 181.98 | 0.11% | Share |
| 41 | V | Visa Inc. | 344.47 | -0.3% | 1.4K | -0.43% | 489.48K | 228.96 | 0.11% | Share |
| 42 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 2.31K | -21.55% | 483.57K | 121.3 | 0.11% | Share |
| 43 | EFA | iShares MSCI EA... | 92.19 | +0.59% | 5.92K | +4.12% | 483.56K | 78.05 | 0.11% | Share |
| 44 | PCG | PG&E Corporatio... | 15.04 | -1.8% | 25.36K | 0.00% | 435.72K | 16.21 | 0.10% | Share |
| 45 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 768 | -4.24% | 429.74K | 385.2 | 0.10% | Share |
| 46 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 2.62K | +2.19% | 408.9K | 129.94 | 0.09% | Share |
| 47 | META | Meta Platforms,... | 784.78 | +0.34% | 708 | +1.29% | 408.06K | 364.44 | 0.09% | Share |
| 48 | CAT | Caterpillar Inc... | 407.54 | -2.39% | 1.23K | -11.11% | 406.31K | 201.96 | 0.09% | Share |
| 49 | IEI | iShares 3-7 Yea... | 118.76 | -0.08% | 3.05K | +5.13% | 360.78K | 117.2 | 0.08% | Share |
| 50 | DHR | Danaher Corpora... | 210.68 | +0.22% | 1.75K | 0.00% | 359.37K | 260.01 | 0.08% | Share |
| 51 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 3.02K | +1.41% | 359.12K | 92.68 | 0.08% | Share |
| 52 | VTI | Vanguard Total ... | 316.44 | -0.24% | 1.26K | -1.87% | 346.84K | 236.96 | 0.08% | Share |
| 53 | TMO | Thermo Fisher S... | 489.04 | +0.82% | 657 | 0.00% | 326.92K | 590.68 | 0.07% | Share |
| 54 | FICO | Fair Isaac Corp... | 1341.68 | +1.78% | 164 | 0.00% | 302.44K | 1539.59 | 0.07% | Share |
| 55 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 1.87K | -1.32% | 289.84K | 133.91 | 0.07% | Share |
| 56 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 4.55K | 0.00% | 280.97K | 50.63 | 0.06% | Share |
| 57 | PH | Parker-Hannifin... | 729.50 | -2.12% | 433 | 0.00% | 263.2K | 631.82 | 0.06% | Share |
| 58 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 485 | +2.54% | 254.02K | 504.6 | 0.06% | Share |
| 59 | SDY | SPDR S&P Divide... | 140.19 | -0.19% | 1.82K | 0.00% | 247.21K | 117.55 | 0.06% | Share |
| 60 | VYM | Vanguard High D... | 136.98 | -0.3% | 1.91K | +100.00% | 246.83K | 128.96 | 0.06% | Share |
| 61 | IJH | iShares Core S&... | 63.51 | -0.56% | 4.2K | +0.07% | 245.07K | 52.84 | 0.06% | Share |
| 62 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 1.46K | -14.59% | 242.62K | 164.41 | 0.06% | Share |
| 63 | AMD | Advanced Micro ... | 177.54 | -1.88% | 2.25K | -2.17% | 231.68K | 65.92 | 0.05% | Share |
| 64 | QCOM | QUALCOMM Incorp... | 157.81 | -0.17% | 1.49K | 0.00% | 229.36K | 171.72 | 0.05% | Share |
| 65 | ABT | Abbott Laborato... | 131.73 | +1.90% | 1.71K | -9.6% | 226.14K | 113.11 | 0.05% | Share |
| 66 | VST | Vistra Corp. | 197.28 | -2.51% | 1.93K | 0.00% | 226.07K | 118.54 | 0.05% | Share |
| 67 | NEAR | iShares Short M... | 51.04 | +0.02% | 4.37K | -0.23% | 222.15K | 49.65 | 0.05% | Share |
| 68 | DIS | The Walt Disney... | 115.31 | -0.86% | 2.18K | +1.11% | 215.42K | 111.21 | 0.05% | Share |
| 69 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 733 | +100.00% | 211.21K | 288.14 | 0.05% | Share |
| 70 | QSI | Quantum-Si inco... | 1.10 | -1.34% | 21.73K | +100.00% | 26.07K | 1.2 | < 0.01% | Share |
| 71 | CTMX | CytomX Therapeu... | 1.93 | +9.38% | 17.08K | 0.00% | 10.86K | 5.09 | < 0.01% | Share |