West Wealth Group

Latest statistics and disclosures from West Wealth Group's latest quarterly 13F-HR filing:

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Positions held by West Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for West Wealth Group

West Wealth Group holds 74 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 23.5 $47M -6% 1.1M 44.98
Ishares Tr Esg Awr Msci Usa (ESGU) 17.6 $36M -13% 419k 84.75
Ishares Tr Eafe Value Etf (EFV) 7.2 $14M -9% 315k 45.88
Ishares Tr Eafe Grwth Etf (EFG) 6.3 $13M -10% 150k 83.76
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 5.0 $10M +49% 437k 23.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.6 $7.2M -8% 159k 45.65
Ishares Tr Core Total Usd (IUSB) 3.5 $7.1M +19% 158k 44.93
Apple (AAPL) 3.0 $6.0M +5% 46k 129.93
Ishares Tr Mbs Etf (MBB) 2.8 $5.6M +283% 61k 92.75
Ishares Tr U.s. Tech Etf (IYW) 2.6 $5.3M +210% 71k 74.49
Ishares Tr Msci Usa Min Vol (USMV) 2.1 $4.3M -2% 59k 72.10
Ishares Tr Msci Usa Mmentm (MTUM) 2.1 $4.2M NEW 29k 145.93
Ishares Tr Us Treas Bd Etf (GOVT) 2.1 $4.2M -61% 185k 22.72
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.9 $3.8M +226% 93k 40.89

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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $3.0M -33% 31k 94.64
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.1 $2.2M +28% 20k 108.18
Ishares Tr Us Infrastruc (IFRA) 1.1 $2.1M -6% 58k 36.26
Microsoft Corporation (MSFT) 0.8 $1.6M +7% 6.9k 239.80
Boeing Company (BA) 0.8 $1.5M 8.0k 190.50
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.7 $1.5M +9% 52k 28.19
Select Sector Spdr Tr Energy (XLE) 0.7 $1.3M -18% 15k 87.47
Amazon (AMZN) 0.5 $1.1M +15% 13k 84.00
Ishares Tr Conv Bd Etf (ICVT) 0.5 $945k -9% 14k 69.47
Sempra Energy (SRE) 0.4 $820k 5.3k 154.55
Ishares Tr Broad Usd High (USHY) 0.4 $770k -24% 22k 34.53
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $743k -79% 14k 51.79
Tesla Motors (TSLA) 0.3 $700k +5% 5.7k 123.18
McDonald's Corporation (MCD) 0.3 $673k 2.6k 263.48
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $554k NEW 14k 40.90
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $542k -13% 3.6k 151.83
Broadcom (AVGO) 0.3 $517k 925.00 559.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $507k -20% 4.7k 108.22
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.2 $501k 15k 32.82
Procter & Gamble Company (PG) 0.2 $490k 3.2k 151.58
Ishares Tr Faln Angls Usd (FALN) 0.2 $484k -60% 20k 24.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $467k 1.3k 351.38
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $442k 6.2k 71.79
Rockwell Automation (ROK) 0.2 $438k 1.7k 257.63
Home Depot (HD) 0.2 $435k 1.4k 315.88
Ishares Tr Msci Usa Value (VLUE) 0.2 $384k 4.2k 91.13
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $362k 6.1k 59.75
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $362k +11% 12k 30.66
Atlas Corp Shares (ATCO) 0.2 $345k 23k 15.34
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $342k -16% 4.0k 84.58
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $333k NEW 8.4k 39.58
Wells Fargo & Company (WFC) 0.2 $332k 8.0k 41.29
Abbvie (ABBV) 0.2 $325k 2.0k 161.64
Walt Disney Company (DIS) 0.2 $309k 3.6k 86.88
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $308k NEW 7.3k 42.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $296k 959.00 308.90
First Fndtn (FFWM) 0.1 $287k 20k 14.33
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $284k NEW 8.8k 32.32
Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $283k NEW 14k 20.56
NVIDIA Corporation (NVDA) 0.1 $264k -3% 1.8k 146.11
Ishares Esg Awr Msci Em (ESGE) 0.1 $259k -91% 8.6k 30.07
Iron Mountain (IRM) 0.1 $249k 5.0k 49.85
Wal-Mart Stores (WMT) 0.1 $237k -5% 1.7k 141.83
Ishares Tr Esg Aware Msci (ESML) 0.1 $236k +2% 7.2k 32.88
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $235k NEW 5.6k 42.20
Pfizer (PFE) 0.1 $230k NEW 4.5k 51.25
Lockheed Martin Corporation (LMT) 0.1 $226k NEW 464.00 486.59
Southwest Airlines (LUV) 0.1 $225k 6.7k 33.67
CSX Corporation (CSX) 0.1 $225k NEW 7.2k 30.98
Ishares Tr Core S&p500 Etf (IVV) 0.1 $224k 582.00 384.36
Annaly Capital Management In Com New (NLY) 0.1 $224k +4% 11k 21.08
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $222k NEW 4.2k 52.42
Alphabet Cap Stk Cl C (GOOG) 0.1 $217k 2.4k 88.73
Verizon Communications (VZ) 0.1 $216k NEW 5.5k 39.40
Pepsi (PEP) 0.1 $213k NEW 1.2k 180.74
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $211k NEW 2.3k 89.98
Starbucks Corporation (SBUX) 0.1 $206k NEW 2.1k 99.18
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $203k NEW 3.7k 54.27
Cleveland-cliffs (CLF) 0.1 $167k 10k 16.11
Cion Invt Corp (CION) 0.0 $100k -15% 10k 9.75

Past Filings by West Wealth Group

SEC 13F filings are viewable for West Wealth Group going back to 2022