Fund Holdings

Westend Capital Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)166124,756+124,59018,82622,297,6406.50%+22,278,814
APPLE INC(AAPL)1,90278,061+76,159390,25919,876,7135.79%+19,486,454
BAIDU COM ADR075,562+75,56209,956,8052.90%+9,956,805
GOOGLE INC(GOOG)10637,577+37,47118,6809,134,9692.66%+9,116,289
PALANTIR TECHNOLOGIES INC CL A(PLTR)102,647104,131+1,48413,992,83918,995,5775.53%+5,002,738
GE AEROSPACE COM NEW(GE)68,57769,609+1,03217,651,03420,939,7796.10%+3,288,745
BOEING CO COM(BA)131,995143,294+11,29927,656,91230,927,1449.01%+3,270,232
VIKING HOLDINGS LTD ORD SHS(VIK)279,771279,734-3714,908,99717,388,2655.07%+2,479,268
DEUTSCHE BANK A G NAMEN AKT350,797355,770+4,97310,271,33612,597,8163.67%+2,326,480
QUANTA SVCS INC COM34,90735,502+59513,197,63914,712,7404.29%+1,515,101
HOWMET AEROSPACE INC COM(HWM)72,85773,992+1,13513,560,87314,519,4504.23%+958,577
CHARLES SCHWAB CORP(SCHW)114,484116,481+1,99710,445,52011,120,4413.24%+674,921
AMERICAN EXPRESS CO COM(AXP)33,70534,247+54210,751,23511,375,4993.31%+624,264
ROCKWELL AUTOMATION INC COM(ROK)25,66126,035+3748,523,8149,100,0142.65%+576,200
AMERICAN CAPITAL AGENCY CORP.(AGNC)102,183143,474+41,291939,0621,404,6100.41%+465,548
SNOWFLAKE INC COM SHS(SNOW)70,78471,724+94015,839,33616,177,3484.71%+338,012
TUTOR PERINI CORP COM(TPC)14,70014,568-132687,666955,5150.28%+267,849
YIELDMAX AMD OPTION INCOME STRATEGY ETF034,214+34,2140264,1320.08%+264,132
YIELDMAX AMZN OPTION INCOME STRATEGY ETF4,43314,813+10,38072,036210,7890.06%+138,753
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF0913+9130132,9780.04%+132,978
NVIDIA CORPORATION COM(NVDA)455906+45171,895169,0540.05%+97,159
FIRST AMERN FINL CORP COM(FAF)01,254+1,254080,5570.02%+80,557
BANCO SANTANDER CENT HISP(SAN)24,18324,828+645200,719260,1970.08%+59,478
VANGUARD ESG U.S. STOCK ETF0471+471055,7850.02%+55,785
EXXON MOBIL CORP COM10,96810,96801,182,3631,236,6570.36%+54,294
GRANITE CONSTR INC COM(GVA)3,4743,442-32324,854377,4150.11%+52,561
VANGUARD MID-CAP ETF0175+175051,4050.01%+51,405
VANGUARD LARGE-CAP ETF0141+141043,4080.01%+43,408
ISHARES CORE MSCI EAFE ETF0489+489042,6950.01%+42,695
XOMETRY INC CLASS A COM(XMTR)0750+750040,8530.01%+40,853
TR ACTIVEBETA US LARGE CAP EQUITY ETF0285+285037,1300.01%+37,130
GLOBAL X NASDAQ 100 COVERED CALL ETF32,23733,805+1,568539,003575,0230.17%+36,020
ORACLE CORPORATION(ORCL)494507+13108,003142,5890.04%+34,586
TESLA INC COM(TSLA)072+72032,0200.01%+32,020
MICROSOFT(MSFT)73125+5236,37564,8110.02%+28,436
UBER TECHNOLOGIES INC COM(UBER)0275+275026,9420.01%+26,942
AECOM COM(ACM)0198+198025,8330.01%+25,833
BERKSHIRE HATHAWAY INC DEL CL A110728,800754,2000.22%+25,400
JOHNSON & JOHNSON COM(JNJ)600617+1791,650114,4040.03%+22,754
EATON VANCE TAX-MANAGED BUY- W COM(ETV)17,85518,867+1,012247,649268,8550.08%+21,206
ISHARES CORE MSCI EMERGING MARKETS ETF0313+313020,6330.01%+20,633
DAVE INC CLASS A COM NEW(DAVE)0100+100019,9350.01%+19,935
LINCOLN NATL CORP IND COM(LNC)2,5822,698+11689,337108,8100.03%+19,473
ISHARES CORE S&P 500 ETF3633630225,387242,9560.07%+17,569
VANECK MORNINGSTAR WIDE MOAT ETF3,2773,2770307,350324,7830.09%+17,433
MERCK & CO INC(MRK)3,5253,5250279,039295,8530.09%+16,814
SPDR S&P 500 ETF(SPY)263266+3162,590177,3070.05%+14,717
SIMON PPTY GROUP INC NEW COM(SPG)541541086,995101,5570.03%+14,562
IONQ INC COM(IONQ)0224+224013,7760.00%+13,776
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND0185+185013,2030.00%+13,203
BROADCOM INC COM(AVGO)83109+2622,87935,9600.01%+13,081
JPMORGAN CHASE & CO. COM(JPM)135165+3039,13852,0460.02%+12,908
SAP SE SPON ADR(SAP)048+48012,8260.00%+12,826
GOLDMAN SACHS GROUP INC(GS)015+15011,9450.00%+11,945
DIREXION DAILY S&P 500 BEAR 3X SHARES0313+313011,8910.00%+11,891
TEREX CORP NEW COM(TEX)2,8872,859-28134,794146,6670.04%+11,873
ALTRIA GROUP INC COM(MO)1,5641,564091,697103,3180.03%+11,621
ISHARES DJ SELECT DIVIDEND1,1801,1800156,716167,6780.05%+10,962
ASML HOLDING N V N Y REGISTRY SHS011+11010,6490.00%+10,649
DIREXION DAILY S&P 500 BULL 3X SHARES275275047,72158,2730.02%+10,552
HOME DEPOT(HD)3961+2214,29924,7170.01%+10,418
WP CAREY INC COM(WPC)2,0002,0000124,760135,1400.04%+10,380
CATERPILLAR INC COM(CAT)021+21010,0200.00%+10,020
VANGUARD S&P 500 ETF2182180123,831133,4990.04%+9,668
YIELDMAX NVDA OPTION INCOME STRATEGY ETF39,30539,782+477659,145668,3380.19%+9,193
DIREXION DAILY FINANCIAL BEAR 3X SHARES0215+21508,6950.00%+8,695
RTX CORPORATION COM(RTX)051+5108,5340.00%+8,534
LAM RESEARCH CORP COM NEW(LRCX)230230022,38830,7970.01%+8,409
CITIGROUP INC(C)081+8108,2220.00%+8,222
UBS GROUP AG SHS(UBS)0199+19908,1590.00%+8,159
WALMART INC COM(WMT)140208+6813,68921,4360.01%+7,747
JOHNSON CTLS INC43111+684,54212,2040.00%+7,662
EMERSON ELEC CO COM(EMR)057+5707,4770.00%+7,477
SONY GROUP CORP SPONSORED ADR(SONY)0259+25907,4570.00%+7,457
NEXTERA ENERGY INC COM(NEE)1,2091,209083,92991,2670.03%+7,338
FIDELITY NATIONAL FINANCIAL IN COM SHS(FNF)0119+11907,1980.00%+7,198
ASTRAZENECA PLC SPONSORED ADR(AZN)155234+7910,83117,9520.01%+7,121
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF081+8106,8130.00%+6,813
MORGAN STANLEY(MS)4784+376,62013,3530.00%+6,733
BANK AMERICA CORP COM0130+13006,7070.00%+6,707
CHEVRON CORP NEW COM(CVX)551551078,89885,5650.02%+6,667
SCHWAB CRYPTO THEMATIC ETF083+8306,5240.00%+6,524
ROYAL DUTCH SHELL PLC-ADR(SHEL)1,8661,926+60131,406137,7890.04%+6,383
CUMMINS INC COM(CMI)1828+105,89511,8260.00%+5,931
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)021+2105,8650.00%+5,865
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)2502500110,163115,9350.03%+5,772
BARCLAYS PLC ADR0268+26805,5400.00%+5,540
BOSTON SCIENTIFIC CORP COM(BSX)055+5505,3700.00%+5,370
MASTERCARD INCORPORATED CL A(MA)3544+919,66825,0280.01%+5,360
VANGUARD TOTAL STOCK MARKET ETF220220066,86572,1970.02%+5,332
GE VERNOVA INC COM(GEV)6262032,80738,1240.01%+5,317
POWERSHARES QQQ TR109109060,12965,4400.02%+5,311
STERLING INFRASTRUCTURE INC COM(STRL)4444010,15214,9460.00%+4,794
BAKER HUGHES INC(BKR)440440016,87021,4370.01%+4,567
ISHARES ESG OPTIMIZED MSCI USA ETF503503063,75568,2320.02%+4,477
UNILEVER PLC SPON ADR NEW(UL)070+7004,1500.00%+4,150
SCHWAB INTERNATIONAL EQUITY ETF3,5123,512077,61581,7590.02%+4,144
ISHARES ESG AWARE MSCI EAFE ETF1,0751,075095,91299,9540.03%+4,042
MCDONALDS CORP COM(MCD)339339099,046103,0190.03%+3,973
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS(MUFG)0249+24903,9690.00%+3,969
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