Stock Taper

WEST FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-B363$181.64K
Citigroup Inc.C348$48.71K
Broadcom Inc.AVGO345$130.32K
Otter Tail CorporationOTTR334$30.05K
Welltower Inc.WELL320$72.63K
Cisco Systems, Inc.CSCO309$36.3K
Telus CorpTU300$3.17K
Banco Bradesco S.A.BBD300$1.04K
Starbucks CorporationSBUX297$30.37K
S&T Bancorp, Inc.STBA262$12.86K
Verizon Communications Inc.VZ252$10.67K
Lam Research CorporationLRCX250$108.33K
The Hartford Insurance Group, Inc.HIG247$32.73K
NetApp, Inc.NTAP237$36.68K
Kinder Morgan, Inc.KMI225$7.18K
Gladstone Land CorporationLAND215$1.83K
AST SpaceMobile, Inc.ASTS200$17.77K
Jabil Inc.JBL200$77.1K
Meta Platforms, Inc.META185$104.21K
Blackstone Inc.BX176$20.71K