WestEnd Advisors, LLC

Long Only Manager

WestEnd Advisors, LLC is a Long Only Manager based in Charlotte, NC led by Edmund Nelson Durden, managing $4.3B across 389 long positions as of Q3 2025 with 79% ETF concentration and 64% concentrated in top 10 holdings.

CIOEdmund Nelson Durden

Portfolio Value: $4.3B
Positions: 389
Top Holding: XLK at 11.93%
Last Reported: Q3 2025

Address1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203, United States

Top Holdings

Largest long holdings in WestEnd Advisors, LLC's portfolio (63.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Technology Select Sector SPDR Fund XLK	ETF ETF	$510.3M	11.93%	-$97.9M Sold	— 1.8M shares	Q1 2016 Held for 9y 8m
2 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$345.5M	8.08%	-$13.8M Sold	— 2.9M shares	Q3 2018 Held for 7y 2m
3 Financial Select Sector SPDR Fund XLF	ETF ETF	$330.8M	7.73%	+$8.5M Bought	— 6.1M shares	Q1 2020 Held for 5y 8m
4 XLV Health Care Select Sector SPDR Fund XLV	ETF ETF	$284.1M	6.64%	-$81.2M Sold	— 2.0M shares	≤ Q2 2013 Held for 12y 5m+
5 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$271.8M	6.36%	-$12.0M Sold	— 3.8M shares	≤ Q2 2013 Held for 12y 5m+
6 XLY Consumer Discretionary Select Sector SPDR Fund XLY	ETF ETF	$226.9M	5.31%	-$8.4M Sold	— 946.8K shares	≤ Q2 2013 Held for 12y 5m+
7 iShares Expanded Tech Sector ETF IGM	ETF ETF	$224.8M	5.26%	+$224.8M Bought	— 1.8M shares	Q3 2025 Held for 2 months
8 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$203.5M	4.76%	+$21.7M Bought	— 2.6M shares	≤ Q2 2013 Held for 12y 5m+
9 iShares MSCI Emerging Markets Asia EEMA	ETF ETF	$168.3M	3.94%	-$1.9M Sold	— 1.8M shares	Q2 2025 Held for 5 months
10 Vanguard FTSE Pacific ETF VPL	ETF ETF	$161.4M	3.77%	-$3.5M Sold	— 1.8M shares	Q3 2015 Held for 10y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WestEnd Advisors, LLC's latest filing

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Market Value

$4.3B

Prior: $4.0B

Q/Q Change

+6.03%

+$243.2M

Net Flows % of MV

-5.69%

Turnover Ratio

8.57%

New Purchases

8 stocks

$13.9K

Added To

106 stocks

+$234.6M

Sold Out Of

22 stocks

$580.0K

Reduced Holdings

128 stocks

-$477.3M

Increased Positions

Position	Shares Δ	Change
1 DVYE iShares Emerging Markets Dividend DVYE	New	0 → 147.0 +$4.4K
2 Applovin Corporation APP	New	0 → 5.0 +$3.6K
3 Robinhood Markets, Inc. HOOD	New	0 → 18.0 +$2.6K
4 Block XYZ	New	0 → 12.0 +$867.0
5 Datadog, Inc. DDOG	New	0 → 6.0 +$854.0

Decreased Positions

Position	Shares Δ	Change
1 iShares MSCI China MCHI	Sold	5.4K → 0 −$300.2K
2 iShares MSCI Netherlands EWN	Sold	2.0K → 0 −$106.8K
3 DBP Invesco DB Precious Metals Fund DBP	Sold	1.4K → 0 −$103.9K
4 iShares Core Moderate Allocation AOM	Sold	631.0 → 0 −$29.1K
5 SPDR Portfolio Short Term Corporate Bond SPSB	Sold	685.0 → 0 −$20.7K