WEST FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 17K | $4.82M |
 | LNT | 11K | $821.49K |
 | SCHW | 9K | $830.43K |
 | USB | 4K | $224.99K |
 | MSFT | 3K | $999.97K |
 | GTBP | 3K | $1.23K |
 | ORCL | 2K | $335.45K |
 | CASY | 2K | $1.70M |
 | GL | 2K | $357.36K |
 | ADM | 2K | $152.80K |
 | CHD | 2K | $175.16K |
 | TYL | 2K | $491.22K |
 | QCOM | 2K | $295.66K |
 | INTC | 2K | $217.40K |
 | TECH | 2K | $109.93K |
 | PFG | 2K | $162.86K |
 | WFC | 1K | $121.42K |
 | TSLA | 1K | $560.66K |
 | NAT | 1K | $6.72K |
 | MRK | 1K | $143.15K |
Apple Inc.
AAPL
Shares Held
17K
Value
$4.82M
Alliant Energy Corporation
LNT
Shares Held
11K
Value
$821.49K
The Charles Schwab Corporation
SCHW
Shares Held
9K
Value
$830.43K
U.S. Bancorp
USB
Shares Held
4K
Value
$224.99K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$999.97K
GT Biopharma, Inc.
GTBP
Shares Held
3K
Value
$1.23K
Oracle Corporation
ORCL
Shares Held
2K
Value
$335.45K
Casey's General Stores, Inc.
CASY
Shares Held
2K
Value
$1.70M
Globe Life Inc.
GL
Shares Held
2K
Value
$357.36K
Archer-Daniels-Midland Company
ADM
Shares Held
2K
Value
$152.80K
Church & Dwight Co., Inc.
CHD
Shares Held
2K
Value
$175.16K
Tyler Technologies, Inc.
TYL
Shares Held
2K
Value
$491.22K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$295.66K
Intel Corp.
INTC
Shares Held
2K
Value
$217.40K
Bio-Techne Corporation
TECH
Shares Held
2K
Value
$109.93K
Principal Financial Group, Inc.
PFG
Shares Held
2K
Value
$162.86K
Wells Fargo & Company
WFC
Shares Held
1K
Value
$121.42K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$560.66K
Nordic American Tankers Limited
NAT
Shares Held
1K
Value
$6.72K
Merck & Co., Inc.
MRK
Shares Held
1K
Value
$143.15K