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Home > Institutional Investor > Westend Advisors, Llc > 13F Holdings

Instuitional Investor - Westend Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 2,157,764 $546,418,305 13.55%
2.
Sector Spdr Trust
 XLB 2,624,490 $353,758,651 8.77%
3.
Sector Spdr Trust
 XLB 3,035,947 $329,494,101 8.17%
4.
Sector Spdr Trust
 XLB 5,981,623 $313,258,178 7.77%
5.
Vanguard Intl Equity Index Funds
 VWO 3,977,486 $267,367,329 6.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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