WestEnd Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -702,807 shares of $IAI (~$98,470,289). This was a decrease of ~99% from their previous position.
- An addition of 794,111 shares of $IGV (~$70,667,938). This was an increase of ~153% over their previous position.
- A decrease of -34,094 shares of $SPY (~$19,071,843). This was a decrease of ~64% from their previous position.
- A decrease of -346,293 shares of $XLF (~$17,248,854). This was a decrease of ~4% from their previous position.
- A decrease of -172,748 shares of $XLC (~$16,661,545). This was a decrease of ~8% from their previous position.
- A decrease of -45,742 shares of $XLY (~$9,032,215). This was a decrease of ~5% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for WestEnd Advisors, LLC for more details.
