West Wealth Group

West Wealth Group as of Dec. 31, 2024

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 535k 101.53
Ishares Tr S&p 500 Val Etf (IVE) 9.8 $33M 171k 190.88
Spdr Ser Tr Portfolio S&p500 (SPLG) 8.1 $27M 394k 68.94
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.4 $25M 483k 51.25
Ishares Tr Eafe Value Etf (EFV) 5.9 $20M 377k 52.47
Ishares Tr Eafe Grwth Etf (EFG) 5.6 $19M 195k 96.83
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 5.6 $19M 328k 57.27
Ishares Tr Core Total Usd (IUSB) 4.8 $16M 358k 45.20
Apple (AAPL) 3.7 $12M 49k 250.43
Ishares Msci Emrg Chn (EMXC) 3.7 $12M 222k 55.45
Ishares Tr U.s. Tech Etf (IYW) 3.5 $12M 73k 159.52
Ishares Tr Calif Mun Bd Etf (CMF) 3.3 $11M 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 85k 58.27
NVIDIA Corporation (NVDA) 1.2 $4.0M 30k 134.29
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 1.0 $3.5M 163k 21.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $3.5M 91k 38.37
Ishares Tr Us Infrastruc (IFRA) 1.0 $3.5M 75k 46.29
Microsoft Corporation (MSFT) 1.0 $3.3M 7.9k 421.51
Amazon (AMZN) 0.8 $2.7M 13k 219.39
Vanguard World Mega Cap Index (MGC) 0.8 $2.7M 13k 212.67
Broadcom (AVGO) 0.8 $2.6M 11k 231.86
Tesla Motors (TSLA) 0.8 $2.6M 6.4k 403.84
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $2.2M 41k 52.02
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $1.7M 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 59k 26.19
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.5M 12k 128.82
Boeing Company (BA) 0.4 $1.3M 7.2k 177.01
Ishares Tr Global Energ Etf (IXC) 0.4 $1.3M 33k 38.18
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $1.2M 33k 34.75
Sempra Energy (SRE) 0.3 $913k 10k 87.72
Ishares Gold Tr Ishares New (IAU) 0.3 $853k 17k 49.51
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $813k 13k 64.05
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $705k 7.9k 89.05
Ishares Tr Core Div Grwth (DGRO) 0.2 $680k 11k 61.34
McDonald's Corporation (MCD) 0.2 $662k 2.3k 289.98
Prologis (PLD) 0.2 $656k 6.2k 105.71
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $640k 13k 49.72
Costco Wholesale Corporation (COST) 0.2 $625k 682.00 916.40
Home Depot (HD) 0.2 $619k 1.6k 389.04
Ishares Tr Core S&p500 Etf (IVV) 0.2 $610k 1.0k 589.22
Procter & Gamble Company (PG) 0.2 $588k 3.5k 167.66
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $557k 5.1k 110.27
Ishares Core Msci Emkt (IEMG) 0.2 $540k 10k 52.22
Iron Mountain (IRM) 0.2 $526k 5.0k 105.11
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $514k 22k 22.98
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $489k 6.4k 76.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $479k 2.5k 189.36
Meta Platforms Cl A (META) 0.1 $468k 799.00 585.60
Wal-Mart Stores (WMT) 0.1 $450k 5.0k 90.36
JPMorgan Chase & Co. (JPM) 0.1 $448k 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 2.7k 151.30
Rockwell Automation (ROK) 0.1 $394k 1.4k 285.96
Walt Disney Company (DIS) 0.1 $380k 3.4k 111.38
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $374k 3.5k 105.51
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $368k 5.7k 64.62
Ishares Tr High Yld Systm B (HYDB) 0.1 $368k 7.8k 47.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $362k 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 2.3k 147.92
Abbvie (ABBV) 0.1 $328k 1.8k 177.75
Bank of America Corporation (BAC) 0.1 $315k 7.2k 43.95
Exxon Mobil Corporation (XOM) 0.1 $315k 2.9k 107.58
Lam Research Corp Com New (LRCX) 0.1 $314k 4.3k 72.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $299k 509.00 586.69
Alphabet Cap Stk Cl C (GOOG) 0.1 $298k 1.6k 190.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $282k 523.00 539.47
At&t (T) 0.1 $277k 12k 22.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $275k 2.6k 106.85
Netflix (NFLX) 0.1 $267k 300.00 891.32
Chevron Corporation (CVX) 0.1 $260k 1.8k 144.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $252k 492.00 512.22
Vanguard World Inf Tech Etf (VGT) 0.1 $245k 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 3.0k 77.91
Wells Fargo & Company (WFC) 0.1 $232k 3.3k 70.24
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $231k 4.9k 46.80
Caterpillar (CAT) 0.1 $230k 635.00 362.91
American Healthcare Reit Com Shs (AHR) 0.1 $230k 8.1k 28.42
Blackstone Group Inc Com Cl A (BX) 0.1 $224k 1.3k 172.42
Select Sector Spdr Tr Technology (XLK) 0.1 $224k 961.00 232.53
AFLAC Incorporated (AFL) 0.1 $220k 2.1k 103.44
Southwest Airlines (LUV) 0.1 $216k 6.4k 33.62
Ishares Esg Awr Msci Em (ESGE) 0.1 $205k 6.1k 33.39
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $204k 4.0k 50.89
Cleveland-cliffs (CLF) 0.0 $98k 10k 9.40
First Fndtn (FFWM) 0.0 $64k 10k 6.21