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Home > Institutional Investor > Westend Capital Management, Llc > Profile

Instuitional Investor - Westend Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Westend Capital Management, Llc
Portfolio Value $263,040,181
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Boeing Co
 BA 143,956 $24,551,696 9.33%
2.
Meta Platforms Inc.
 META 28,084 $16,186,494 6.15%
3.
General Electric Co
 GE 80,849 $16,181,927 6.15%
4.
Gilead Sciences Inc.
 GILD 142,066 $15,918,495 6.05%
5.
Apple Inc.
 AAPL 69,539 $15,446,717 5.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)