Institutions / WestEnd Advisors, LLC
WestEnd Advisors, LLC
CIK 1351731 · Institution · as of Mar 31, 2026
Portfolio value
$4.14B
Positions
391
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.14B-3.6%Positions
391+0.3%Top holdings
Mar 31, 2026View all 391 →
| Company | Value | % of portfolio |
|---|---|---|
| Select Sector SPDR Tr Sbi Int- | $428.41M | 10.3% |
| Select Sector SPDR Tr Sbi Int- | $383.29M | 9.3% |
| Select Sector SPDR Tr Communic | $314.71M | 7.6% |
| Vanguard Intl Equity Index F a | $285.13M | 6.9% |
| Select Sector SPDR Tr | $275.36M | 6.6% |
| iShares Tr Core MSCI Euro | $270.11M | 6.5% |
| Select Sector SPDR Tr Sbi Cons | $231.89M | 5.6% |
| iShares Tr Lehman 3-7 Yr | $143.02M | 3.5% |
| iShares Tr Sandp Smlcap 600 | $116.51M | 2.8% |
| Vanguard Scottsdale Fds Shrt-T | $115.46M | 2.8% |
| Select Sector SPDR Tr Sbi Int- | $110.75M | 2.7% |
| iShares Tr iShares Biotech | $109.44M | 2.6% |
| Select Sector SPDR Tr Sbi Cons | $102.06M | 2.5% |
| iShares Tr Gldm Sachs Tec | $99.09M | 2.4% |
| iShares MSCI UAE ETF | $81.78M | 2.0% |
| iShares Tr 7-10 Yr Trs Bd | $74.41M | 1.8% |
| Vanguard Scottsdale Fds Int-Te | $59.23M | 1.4% |
| NVIDIA Corp | $57.17M | 1.4% |
| Vanguard Intl Equity Index F P | $56.17M | 1.4% |
| iShares Inc Emkts Asia Idx | $55.28M | 1.3% |
| Apple Inc. | $47.39M | 1.1% |
| Walmart Inc. | $41.05M | 1.0% |
| Chubb Ltd | $40.63M | 1.0% |
| Thermo Fisher Scientific Inc. | $40.61M | 1.0% |
| Amazon.com Inc | $40.59M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 46434V738 | $214.11M | +3.0M +382.40% | 3,843,829 6.52% of portfolio | high |
| Q1 2026 as of | Trim | 922042866 | $-118.10M | -1.2M -67.77% | 574,734 1.36% of portfolio | high |
| Q1 2026 as of | Trim | 464286426 | $-106.75M | -1.1M -65.88% | 577,426 1.33% of portfolio | high |
| Q1 2026 as of | Trim | Welltower, Inc. | $-25.68M | -130K -99.41% | 767 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Regeneron Pharmaceuticals, Inc. | $19.79M | +26K +365800.00% | 25,613 0.48% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-12.83M | -45K -24.35% | 138,618 0.96% of portfolio | medium |
| Q1 2026 as of | Add | Salesforce Inc | $12.31M | +66K +45.54% | 210,778 0.95% of portfolio | medium |
| Q1 2026 as of | Add | Intuit Inc. | $9.84M | +23K +38.92% | 81,251 0.85% of portfolio | medium |
| Q1 2026 as of | Trim | Walmart Inc. | $-9.75M | -78K -19.19% | 330,306 0.99% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y605 | $-9.67M | -196K -2.46% | 7,763,625 9.25% of portfolio | medium |