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Home > Institutional Investor > Westend Advisors, Llc > Profile

Instuitional Investor - Westend Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Westend Advisors, Llc
Portfolio Value $4,534,721,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 3,346,905 $655,161,309 14.45%
2.
Ishares Tr Core Msci Euro
 4,933,437 $363,594,911 8.02%
3.
Sector Spdr Trust
 XLE 3,160,758 $350,752,089 7.73%
4.
Vanguard Intl Equity Index Funds
 VWO 3,702,059 $307,160,786 6.77%
5.
Sector Spdr Trust
 XLE 1,748,924 $294,559,303 6.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.