Universe · entity
WestEnd Advisors, LLC
Institutional manager (13F) · CIK 1351731
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR SBI INT- | $428M | 3,223,539 |
| 2 | SELECT SECTOR SPDR TR SBI INT- | $383M | 7,763,625 |
| 3 | SELECT SECTOR SPDR TR COMMUNIC | $315M | 2,838,788 |
| 4 | VANGUARD INTL EQUITY INDEX F A | $285M | 3,796,683 |
| 5 | SELECT SECTOR SPDR TR | $275M | 1,878,114 |
| 6 | ISHARES TR CORE MSCI EURO | $270M | 3,843,829 |
| 7 | SELECT SECTOR SPDR TR SBI CONS | $232M | 2,828,614 |
| 8 | ISHARES TR LEHMAN 3-7 YR | $143M | 1,205,864 |
| 9 | ISHARES TR SANDP SMLCAP 600 | $117M | 937,250 |
| 10 | VANGUARD SCOTTSDALE FDS SHRT-T | $115M | 1,456,549 |
| 11 | SELECT SECTOR SPDR TR SBI INT- | $111M | 2,413,428 |
| 12 | ISHARES TR ISHARES BIOTECH | $109M | 648,103 |
| 13 | SELECT SECTOR SPDR TR SBI CONS | $102M | 936,429 |
| 14 | ISHARES TR GLDM SACHS TEC | $99M | 836,049 |
| 15 | ISHARES TR 20 YR TRS BD | $82M | 943,366 |
| 16 | ISHARES TR 7-10 YR TRS BD | $74M | 779,648 |
| 17 | VANGUARD SCOTTSDALE FDS INT-TE | $59M | 715,751 |
| 18 | NVIDIA CORP | $57M | 327,830 |
| 19 | VANGUARD INTL EQUITY INDEX F P | $56M | 574,734 |
| 20 | ISHARES INC EMKTS ASIA IDX | $55M | 577,426 |
| 21 | APPLE INC COM | $47M | 186,717 |
| 22 | WALMART INC | $41M | 330,306 |
| 23 | CHUBB LIMITED COM | $41M | 124,656 |
| 24 | THERMO FISHER SCIENTIFIC INC C | $41M | 82,614 |
| 25 | AMAZON COM INC | $41M | 194,883 |
| 26 | TJX COS INC | $40M | 252,700 |
| 27 | J P MORGAN CHASE AND CO | $40M | 136,300 |
| 28 | ALPHABET INC CAP STK CL A | $40M | 138,618 |
| 29 | MASTERCARD INCORPORATED CL A | $40M | 79,600 |
| 30 | MICROSOFT CORP | $40M | 107,393 |
| 31 | SALESFORCE INC COM | $39M | 210,778 |
| 32 | TEXAS INSTRS INC | $39M | 201,323 |
| 33 | MEDTRONIC PLC SHS | $38M | 443,199 |
| 34 | PEPSICO INC | $38M | 246,738 |
| 35 | META PLATFORMS INC CL A | $37M | 65,539 |
| 36 | INTUIT | $35M | 81,251 |
| 37 | S AND P GLOBAL INC | $34M | 80,122 |
| 38 | T-MOBILE US INC | $29M | 138,158 |
| 39 | REGENERON PHARMACEUTICALS | $20M | 25,613 |
| 40 | QUALCOMM INC | $17M | 130,030 |
| 41 | STATE STR SPDR SNP 500 ETF TR | $17M | 25,582 |
| 42 | ISHARES TR MSCI ACWI INDX | $9M | 68,550 |
| 43 | ISHARES TR SNP GRWTH ALL | $5M | 80,083 |
| 44 | ISHARES RUSSELL 1000 ETF | $376k | 1,055 |
| 45 | ISHARES TR MSCI INDIA IDX | $258k | 5,503 |
| 46 | ISHARES INC MSCI CDA INDEX | $254k | 4,627 |
| 47 | ISHARES INC MSCI TIW ETF NEW | $230k | 3,249 |
| 48 | GLOBAL X FDS GLB X MLP ENRG I | $205k | 2,777 |
| 49 | ISHARES INC MSCI S KOREA | $203k | 1,654 |
| 50 | ISHARES CORE S&P 500 ETF | $183k | 280 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.