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| Name: |
West Financial Advisors LLC |
| City: |
DES MOINES |
| State: |
IA |
| Zip: |
50309 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLI |
SPDR Industrial Sector |
22 |
New |
$124.35 |
$2,349,000 |
18,647 |
0.5% |
2,349,000 |
18,647 |
0.001 |
Closed - End Fund - E... |
|
|
F |
Ford Motor Co |
119 |
New |
$12.50 |
$10,000 |
728 |
0% |
10,000 |
728 |
0 |
Auto Manufacturers |
|
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IWZ |
iShares Russell 3000 Growth |
132 |
New |
$117.13 |
$6,000 |
52 |
0% |
6,000 |
52 |
0 |
Closed - End Fund - E... |
|
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UTI |
Universal Technical Institu... |
136 |
New |
$16.63 |
$2,000 |
100 |
0% |
2,000 |
100 |
0 |
Education & Training ... |
|
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PNNT |
Pennant Investment Corp |
137 |
New |
$7.16 |
$2,000 |
300 |
0% |
2,000 |
300 |
0 |
Closed - End Fund - E... |
|
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YPF |
YPF Sociedad Anonima S.A. (... |
146 |
New |
$24.03 |
$1,000 |
75 |
0% |
1,000 |
75 |
0 |
Independent Oil & Gas |
|
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ASTS |
AST SpaceMobile, Inc |
144 |
New |
$2.32 |
$1,000 |
200 |
0% |
1,000 |
200 |
0 |
N/A |
|
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BEPC |
Brookfield Renewable Corp |
143 |
New |
$29.63 |
$1,000 |
50 |
0% |
1,000 |
50 |
0 |
N/A |
|
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EPD |
Enterprise Products Partner... |
163 |
New |
$28.35 |
$0 |
14 |
0% |
0 |
14 |
0 |
Independent Oil & Gas |
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AYTU |
AYTU BIOSCIENCE, INC |
149 |
New |
$3.06 |
$0 |
10 |
0% |
0 |
10 |
0 |
N/A |
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