West Wealth Group
Latest statistics and disclosures from West Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, IVE, SPLG, DYNF, EFV, and represent 47.34% of West Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: JMOM, CMF, EFG, IVW, IVE, EFV, EMXC, DYNF, NVDA, JQUA.
- Started 14 new stock positions in VGT, XLK, ESGE, JMOM, LRCX, WFC, IAU, NFLX, QQQ, DIS. CAT, BX, HYDB, AFL.
- Reduced shares in these 10 stocks: SPLG, GIGB, Lam Research Corporation, ESGU, BA, TJX, , PEP, IEMG, GOOG.
- Sold out of its positions in AMT, GIGB, Lam Research Corporation, PEP, TJX.
- West Wealth Group was a net buyer of stock by $26M.
- West Wealth Group has $335M in assets under management (AUM), dropping by 8.61%.
- Central Index Key (CIK): 0001923591
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Portfolio Holdings for West Wealth Group
West Wealth Group holds 93 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 16.2 | $54M | +4% | 535k | 101.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.8 | $33M | +6% | 171k | 190.88 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 8.1 | $27M | -9% | 394k | 68.94 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 7.4 | $25M | +5% | 483k | 51.25 |
|
| Ishares Tr Eafe Value Etf (EFV) | 5.9 | $20M | +9% | 377k | 52.47 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 5.6 | $19M | +14% | 195k | 96.83 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.6 | $19M | +7% | 328k | 57.27 |
|
| Ishares Tr Core Total Usd (IUSB) | 4.8 | $16M | +3% | 358k | 45.20 |
|
| Apple (AAPL) | 3.7 | $12M | +3% | 49k | 250.43 |
|
| Ishares Msci Emrg Chn (EMXC) | 3.7 | $12M | +14% | 222k | 55.45 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.5 | $12M | +3% | 73k | 159.52 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 3.3 | $11M | +31% | 192k | 57.28 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $5.1M | 28k | 178.08 |
|
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 1.5 | $5.0M | NEW | 85k | 58.27 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $4.0M | +52% | 30k | 134.29 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 1.0 | $3.5M | +9% | 163k | 21.55 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $3.5M | +12% | 91k | 38.37 |
|
| Ishares Tr Us Infrastruc (IFRA) | 1.0 | $3.5M | +5% | 75k | 46.29 |
|
| Microsoft Corporation (MSFT) | 1.0 | $3.3M | +11% | 7.9k | 421.51 |
|
| Amazon (AMZN) | 0.8 | $2.7M | -2% | 13k | 219.39 |
|
| Vanguard World Mega Cap Index (MGC) | 0.8 | $2.7M | +9% | 13k | 212.67 |
|
| Broadcom (AVGO) | 0.8 | $2.6M | +16% | 11k | 231.86 |
|
| Tesla Motors (TSLA) | 0.8 | $2.6M | -2% | 6.4k | 403.84 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $2.2M | +6% | 41k | 52.02 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $1.7M | +37% | 17k | 99.54 |
|
| Marriott Intl Cl A (MAR) | 0.5 | $1.6M | 5.7k | 278.98 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $1.5M | +12% | 59k | 26.19 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $1.5M | -18% | 12k | 128.82 |
|
| Boeing Company (BA) | 0.4 | $1.3M | -14% | 7.2k | 177.01 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.4 | $1.3M | +19% | 33k | 38.18 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $1.2M | +22% | 33k | 34.75 |
|
| Sempra Energy (SRE) | 0.3 | $913k | -7% | 10k | 87.72 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $853k | NEW | 17k | 49.51 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $813k | +9% | 13k | 64.05 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $705k | +5% | 7.9k | 89.05 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $680k | -2% | 11k | 61.34 |
|
| McDonald's Corporation (MCD) | 0.2 | $662k | +2% | 2.3k | 289.98 |
|
| Prologis (PLD) | 0.2 | $656k | 6.2k | 105.71 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $640k | +17% | 13k | 49.72 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $625k | +2% | 682.00 | 916.40 |
|
| Home Depot (HD) | 0.2 | $619k | +3% | 1.6k | 389.04 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $610k | +15% | 1.0k | 589.22 |
|
| Procter & Gamble Company (PG) | 0.2 | $588k | +2% | 3.5k | 167.66 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $557k | -2% | 5.1k | 110.27 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $540k | -19% | 10k | 52.22 |
|
| Iron Mountain (IRM) | 0.2 | $526k | 5.0k | 105.11 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $514k | -7% | 22k | 22.98 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $489k | +8% | 6.4k | 76.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $479k | +31% | 2.5k | 189.36 |
|
| Meta Platforms Cl A (META) | 0.1 | $468k | +33% | 799.00 | 585.60 |
|
| Wal-Mart Stores (WMT) | 0.1 | $450k | +6% | 5.0k | 90.36 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $448k | +40% | 1.9k | 239.78 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $447k | 4.2k | 105.63 |
|
|
| UnitedHealth (UNH) | 0.1 | $433k | 855.00 | 506.26 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $416k | 855.00 | 486.12 |
|
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $414k | 6.1k | 67.97 |
|
|
| Ross Stores (ROST) | 0.1 | $411k | +3% | 2.7k | 151.30 |
|
| Rockwell Automation (ROK) | 0.1 | $394k | 1.4k | 285.96 |
|
|
| Walt Disney Company (DIS) | 0.1 | $380k | NEW | 3.4k | 111.38 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $374k | +2% | 3.5k | 105.51 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $368k | +20% | 5.7k | 64.62 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $368k | NEW | 7.8k | 47.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $362k | -3% | 798.00 | 453.28 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $342k | 6.0k | 57.53 |
|
|
| Kkr & Co (KKR) | 0.1 | $340k | +4% | 2.3k | 147.92 |
|
| Abbvie (ABBV) | 0.1 | $328k | +21% | 1.8k | 177.75 |
|
| Bank of America Corporation (BAC) | 0.1 | $315k | +10% | 7.2k | 43.95 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $315k | +34% | 2.9k | 107.58 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $314k | NEW | 4.3k | 72.23 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $299k | +2% | 509.00 | 586.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $298k | -19% | 1.6k | 190.56 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $282k | +2% | 523.00 | 539.47 |
|
| At&t (T) | 0.1 | $277k | -9% | 12k | 22.77 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $275k | 2.6k | 106.85 |
|
|
| Netflix (NFLX) | 0.1 | $267k | NEW | 300.00 | 891.32 |
|
| Chevron Corporation (CVX) | 0.1 | $260k | 1.8k | 144.89 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $252k | NEW | 492.00 | 512.22 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $245k | NEW | 394.00 | 621.99 |
|
| CSX Corporation (CSX) | 0.1 | $245k | 7.6k | 32.27 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $238k | 3.0k | 78.66 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $237k | +6% | 3.0k | 77.91 |
|
| Wells Fargo & Company (WFC) | 0.1 | $232k | NEW | 3.3k | 70.24 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $231k | 4.9k | 46.80 |
|
|
| Caterpillar (CAT) | 0.1 | $230k | NEW | 635.00 | 362.91 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $230k | -21% | 8.1k | 28.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $224k | NEW | 1.3k | 172.42 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $224k | NEW | 961.00 | 232.53 |
|
| AFLAC Incorporated (AFL) | 0.1 | $220k | NEW | 2.1k | 103.44 |
|
| Southwest Airlines (LUV) | 0.1 | $216k | -6% | 6.4k | 33.62 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $205k | NEW | 6.1k | 33.39 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $204k | -13% | 4.0k | 50.89 |
|
| Cleveland-cliffs (CLF) | 0.0 | $98k | 10k | 9.40 |
|
|
| First Fndtn (FFWM) | 0.0 | $64k | 10k | 6.21 |
|
Past Filings by West Wealth Group
SEC 13F filings are viewable for West Wealth Group going back to 2022
- West Wealth Group 2024 Q4 filed Jan. 22, 2025
- West Wealth Group 2024 Q3 filed Oct. 23, 2024
- West Wealth Group 2024 Q2 filed Aug. 1, 2024
- West Wealth Group 2024 Q1 filed May 8, 2024
- West Wealth Group 2023 Q4 filed Jan. 18, 2024
- West Wealth Group 2023 Q3 filed Oct. 6, 2023
- West Wealth Group 2023 Q2 filed July 26, 2023
- West Wealth Group 2023 Q1 filed April 6, 2023
- West Wealth Group 2022 Q4 filed Jan. 23, 2023
- West Wealth Group 2022 Q3 filed Oct. 21, 2022
- West Wealth Group 2022 Q2 filed July 27, 2022
- West Wealth Group 2021 Q4 filed May 5, 2022
- West Wealth Group 2022 Q1 filed May 5, 2022