Long-term investor
Westhill Financial Advisors, Inc. @westhillfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759641).
Record
- Tracked since 2025-06-30 (472 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days -2.6% · 6 months +48.1% · 1 year n/a · all +22.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 17.8% · long · since 2025-09-30
- 92206C680 · 14.1% · long · since 2025-09-30
- 92206C714 · 13.1% · long · since 2025-09-30
- 921943858 · 12.9% · long · since 2025-09-30
- 316188309 · 7.4% · long · since 2025-09-30
- 808524854 · 5.5% · long · since 2025-09-30
- 922042858 · 2.9% · long · since 2025-09-30
- 808524698 · 2.7% · long · since 2025-09-30
- 464287481 · 2.0% · long · since 2025-09-30
- AAPL · 2.0% · long · since 2025-09-30
- 464287473 · 2.0% · long · since 2025-09-30
- 92206C623 · 1.8% · long · since 2025-09-30