West Wealth Group

West Wealth Group as of March 31, 2025

Portfolio Holdings for West Wealth Group

West Wealth Group holds 96 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 15.0 $51M 543k 93.50
Ishares Tr S&p 500 Val Etf (IVE) 11.5 $39M 204k 190.33
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.3 $25M 502k 48.93
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 6.0 $20M 357k 56.64
Spdr Ser Tr Portfolio S&p500 (SPYM) 5.9 $20M 304k 65.99
Ishares Tr Eafe Value Etf (EFV) 5.7 $19M 325k 59.00
Ishares Tr Core Total Usd (IUSB) 5.0 $17M 366k 46.04
Ishares Tr Eafe Grwth Etf (EFG) 3.9 $13M 133k 100.15
Apple (AAPL) 3.6 $12M 55k 223.19
Ishares Tr Calif Mun Bd Etf (CMF) 3.4 $12M 206k 56.27
Ishares Tr U.s. Tech Etf (IYW) 3.2 $11M 76k 141.86
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $8.9M 224k 39.53
Ishares Msci Emrg Chn (EMXC) 2.4 $8.3M 149k 55.39
Vanguard World Mega Cap Index (MGC) 2.4 $8.2M 41k 202.28
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.5 $5.1M 91k 56.73
Ishares Tr Hdg Msci Eafe (HEFA) 1.4 $4.9M 135k 36.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $4.7M 28k 171.29
Microsoft Corporation (MSFT) 1.0 $3.4M 9.0k 382.22
NVIDIA Corporation (NVDA) 1.0 $3.3M 30k 110.15
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.0 $3.3M 70k 46.64
Blackrock Etf Trust Ishares Us Thema (THRO) 1.0 $3.2M 101k 31.93
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.9 $2.9M 132k 22.09
Ishares Gold Tr Ishares New (IAU) 0.9 $2.9M 49k 58.86
Amazon (AMZN) 0.7 $2.5M 13k 192.17
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $2.3M 44k 52.21
Broadcom (AVGO) 0.6 $1.9M 12k 168.52
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $1.7M 16k 104.05
Tesla Motors (TSLA) 0.5 $1.5M 5.7k 268.46
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.4M 11k 122.43
Boeing Company (BA) 0.4 $1.2M 7.2k 168.18
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.1M 12k 93.60
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.3 $1.1M 22k 49.46
Walt Disney Company (DIS) 0.3 $880k 9.0k 97.68
Ishares Tr Core Div Grwth (DGRO) 0.2 $822k 13k 61.61
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $815k 9.0k 90.48
Costco Wholesale Corporation (COST) 0.2 $754k 789.00 955.29
McDonald's Corporation (MCD) 0.2 $730k 2.3k 313.64
Sempra Energy (SRE) 0.2 $710k 9.9k 71.56
Prologis (PLD) 0.2 $692k 6.2k 111.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $639k 1.1k 561.16
Home Depot (HD) 0.2 $614k 1.7k 365.74
Procter & Gamble Company (PG) 0.2 $614k 3.6k 170.56
Ishares Tr Core S&p500 Etf (IVV) 0.2 $606k 1.1k 563.84
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $605k 9.9k 60.91
Meta Platforms Cl A (META) 0.2 $550k 938.00 586.52
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $536k 23k 22.97
Ishares Core Msci Emkt (IEMG) 0.2 $533k 9.8k 54.21
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $508k 11k 46.80
Marriott Intl Cl A (MAR) 0.1 $495k 2.1k 238.28
JPMorgan Chase & Co. (JPM) 0.1 $494k 2.0k 243.69
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $490k 6.4k 76.73
Ishares Tr Intl Div Grwth (IGRO) 0.1 $482k 6.6k 72.53
Iron Mountain (IRM) 0.1 $478k 5.5k 86.89
Wal-Mart Stores (WMT) 0.1 $465k 5.2k 88.85
UnitedHealth (UNH) 0.1 $462k 882.00 523.27
Ishares Tr Msci Usa Value (VLUE) 0.1 $454k 4.3k 106.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $449k 843.00 532.99
Alphabet Cap Stk Cl A (GOOGL) 0.1 $445k 2.8k 157.09
Ishares Tr High Yld Systm B (HYDB) 0.1 $406k 8.7k 46.86
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $389k 3.8k 102.92
Abbvie (ABBV) 0.1 $389k 1.9k 206.34
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $378k 8.0k 47.51
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $376k 6.6k 56.78
Lockheed Martin Corporation (LMT) 0.1 $366k 816.00 448.66
Rockwell Automation (ROK) 0.1 $358k 1.4k 258.81
At&t (T) 0.1 $355k 13k 28.48
Exxon Mobil Corporation (XOM) 0.1 $353k 3.0k 119.06
Ross Stores (ROST) 0.1 $352k 2.7k 129.12
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $341k 811.00 420.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $328k 635.00 516.09
Lam Research Corp Com New (LRCX) 0.1 $317k 4.4k 72.83
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $312k 3.1k 100.35
Netflix (NFLX) 0.1 $308k 332.00 928.38
Alphabet Cap Stk Cl C (GOOG) 0.1 $306k 1.9k 158.91
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $288k 2.7k 108.70
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $287k 2.8k 102.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $284k 5.4k 52.23
International Business Machines (IBM) 0.1 $279k 1.1k 250.56
Kkr & Co (KKR) 0.1 $274k 2.3k 117.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $274k 578.00 473.48
Ishares Tr Us Infrastruc (IFRA) 0.1 $270k 6.0k 45.26
Bank of America Corporation (BAC) 0.1 $270k 6.5k 41.49
Vanguard World Inf Tech Etf (VGT) 0.1 $252k 460.00 547.70
American Healthcare Reit Com Shs (AHR) 0.1 $251k 8.2k 30.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $248k 3.2k 78.71
AFLAC Incorporated (AFL) 0.1 $241k 2.1k 112.46
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $231k 4.6k 50.49
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $225k 2.9k 76.80
CSX Corporation (CSX) 0.1 $225k 7.6k 29.54
Caterpillar (CAT) 0.1 $217k 656.00 330.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $212k 2.6k 82.50
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $210k 3.1k 67.12
Ishares Tr Core Msci Eafe (IEFA) 0.1 $209k 2.8k 75.85
Southwest Airlines (LUV) 0.1 $206k 6.5k 31.59
Cleveland-cliffs (CLF) 0.0 $84k 10k 8.10
First Fndtn (FFWM) 0.0 $54k 10k 5.22