WEST FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 18K | $4.71M |
 | SCHW | 13K | $1.20M |
 | LNT | 11K | $725.87K |
 | USB | 4K | $180.03K |
 | MSFT | 4K | $1.85M |
 | TROW | 3K | $347.44K |
 | GOOGL | 3K | $632.30K |
 | GOOG | 2K | $590.12K |
 | ORCL | 2K | $643.76K |
 | WFC | 2K | $169.82K |
 | GL | 2K | $285.94K |
 | ADM | 2K | $119.48K |
 | CHD | 2K | $158.44K |
 | PFG | 2K | $149.74K |
 | QCOM | 2K | $266.18K |
 | CTVA | 2K | $107.17K |
 | INTC | 2K | $52.24K |
 | TECH | 2K | $86.56K |
 | TYL | 1K | $758.22K |
 | TSLA | 1K | $592.81K |
Apple Inc.
AAPL
Shares Held
18K
Value
$4.71M
The Charles Schwab Corporation
SCHW
Shares Held
13K
Value
$1.20M
Alliant Energy Corporation
LNT
Shares Held
11K
Value
$725.87K
U.S. Bancorp
USB
Shares Held
4K
Value
$180.03K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.85M
T. Rowe Price Group, Inc.
TROW
Shares Held
3K
Value
$347.44K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$632.30K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$590.12K
Oracle Corporation
ORCL
Shares Held
2K
Value
$643.76K
Wells Fargo & Company
WFC
Shares Held
2K
Value
$169.82K
Globe Life Inc.
GL
Shares Held
2K
Value
$285.94K
Archer-Daniels-Midland Company
ADM
Shares Held
2K
Value
$119.48K
Church & Dwight Co., Inc.
CHD
Shares Held
2K
Value
$158.44K
Principal Financial Group, Inc.
PFG
Shares Held
2K
Value
$149.74K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$266.18K
Corteva, Inc.
CTVA
Shares Held
2K
Value
$107.17K
Intel Corporation
INTC
Shares Held
2K
Value
$52.24K
Bio-Techne Corporation
TECH
Shares Held
2K
Value
$86.56K
Tyler Technologies, Inc.
TYL
Shares Held
1K
Value
$758.22K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$592.81K