WestEnd Advisors, LLC Diversified Active

CIK: 0001351731 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 27, 2015

Total Value ($000): $1,976,957,521 (100.0% shares, 0.0% debt)

Holdings (37)

NKE Nike, Inc. Class B 6.0%
Value ($000) $118,065,096 Shares 960,113 Est. Cost $27.53 Unrealized +80.2%
TJX TJX Companies, Inc. 5.7%
Value ($000) $113,129,423 Shares 1,584,002 Est. Cost $25.61 Unrealized +18.5%
Adobe Systems, Inc. 5.6%
Value ($000) $110,513,382 Shares 1,344,118 Est. Cost $46881.88 Unrealized
COST Costco Wholesale 5.5%
Value ($000) $108,289,725 Shares 749,047 Est. Cost $87.15 Unrealized +37.2%
E M C Corp. 5.2%
Value ($000) $102,920,440 Shares 4,259,952 Est. Cost $24115.61 Unrealized
MA Mastercard Inc 5.1%
Value ($000) $101,142,757 Shares 1,122,312 Est. Cost $87.17 Unrealized +1.3%
Nordstrom, Inc. 5.1%
Value ($000) $99,990,273 Shares 1,394,370 Est. Cost $60422.19 Unrealized
EL Estee Lauder Cos. 5.0%
Value ($000) $99,775,504 Shares 1,236,682 Est. Cost $58.57 Unrealized +25.2%
AAPL Apple, Inc. 4.9%
Value ($000) $97,623,442 Shares 885,072 Est. Cost $18.70 Unrealized +40.5%
Comcast Corp. Cl. A 4.9%
Value ($000) $96,880,291 Shares 1,703,240 Est. Cost $52092.63 Unrealized
CVS CVS Health Corp. 4.9%
Value ($000) $95,990,268 Shares 994,924 Est. Cost $41.44 Unrealized +87.7%
DIS Disney, Walt Co. 4.8%
Value ($000) $95,463,691 Shares 934,087 Est. Cost $56.87 Unrealized +75.4%
EBAY eBay, Inc. 4.7%
Value ($000) $93,727,424 Shares 3,835,001 Est. Cost $21.85 Unrealized +9.5%
GILD Gilead Sciences, Inc. 4.7%
Value ($000) $92,103,693 Shares 938,015 Est. Cost $46.17 Unrealized +67.9%
QCOM Qualcomm, Inc. 4.6%
Value ($000) $91,881,040 Shares 1,710,051 Est. Cost $46.17 Unrealized -4.4%
HCA Holdings, Inc. 4.6%
Value ($000) $91,075,851 Shares 1,177,299 Est. Cost $70882.52 Unrealized
PYPL PayPal Holdings, Inc. 4.5%
Value ($000) $89,840,872 Shares 2,894,358 Est. Cost $35.85 Unrealized 0.0%
Celgene Corp. 4.4%
Value ($000) $87,225,584 Shares 806,375 Est. Cost $107867.39 Unrealized
Biogen, Inc. 4.3%
Value ($000) $84,250,216 Shares 288,716 Est. Cost $242515.53 Unrealized
Express Scripts Hld. Co. 2.9%
Value ($000) $56,443,693 Shares 697,180 Est. Cost $62507.57 Unrealized
Allergan PLC 2.0%
Value ($000) $39,648,109 Shares 145,867 Est. Cost $271810.00 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 0.1%
Value ($000) $1,903,344 Shares 44,648 Est. Cost $44806.19 Unrealized
Consumer Discretionary Select Sect SPDR Fd 0.1%
Value ($000) $1,542,380 Shares 20,770 Est. Cost $66813.25 Unrealized
Vanguard Information Technology ETF 0.1%
Value ($000) $1,527,700 Shares 15,277 Est. Cost $100802.62 Unrealized
SPY SPDR Tr Unit Ser 1 0.1%
Value ($000) $1,203,820 Shares 6,282 Est. Cost $191630.05 Unrealized
Health Care Select Sector SPDR Fund 0.1%
Value ($000) $1,197,240 Shares 18,077 Est. Cost $59077.77 Unrealized
IGSB iShares 1-3 Year Credit Bond ETF 0.0%
Value ($000) $836,204 Shares 7,954 Est. Cost $105226.96 Unrealized
XLP Consumer Staples Select Sector SPDR Fund 0.0%
Value ($000) $775,426 Shares 16,432 Est. Cost $43467.18 Unrealized
IEUR iShares Core MSCI Europe ETF 0.0%
Value ($000) $634,760 Shares 15,244 Est. Cost $44524.89 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $419,050 Shares 7,805 Est. Cost $53689.94 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $418,272 Shares 5,124 Est. Cost $76789.66 Unrealized
LQD iShares iBoxx $ Invest. Grade Corp Bd ETF 0.0%
Value ($000) $168,214 Shares 1,449 Est. Cost $116270.11 Unrealized
SPDR Barclays High Yield Bond ETF 0.0%
Value ($000) $152,482 Shares 4,276 Est. Cost $38304.69 Unrealized
IVV iShares S&P 500 Index 0.0%
Value ($000) $112,735 Shares 585 Est. Cost $192709.40 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $44,417 Shares 390 Est. Cost $96400.00 Unrealized
IWF ISHARES RUSSELL 1000 GWTH INDEX FD 0.0%
Value ($000) $37,851 Shares 407 Est. Cost $93000.00 Unrealized
SPIB SPDR Barclays Interm Term Corp ETF 0.0%
Value ($000) $2,852 Shares 84 Est. Cost $33952.38 Unrealized