21 West Wealth Management LLC New Holdings in Q2 2025

21 West Wealth Management LLC

  • $99.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.1K
New
$456.74 - $568.03 $5.05M - $6.28M
11.1K $6.28B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
126K
New
$48.46 - $50.2 $6.09M - $6.3M
126K $6.23B
MUB
Ishares National Muni Bond ETF

ETFs
58K
New
$102.31 - $105.8 $5.94M - $6.14M
58K $6.06B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
97.8K
New
$45.88 - $54.4 $4.49M - $5.32M
97.8K $5.32B
JEPI
J P Morgan Exchange Traded Fd

ETFs
89.3K
New
$51.14 - $57.0 $4.57M - $5.09M
89.3K $5.08B
VIG
Vanguard Dividend Appreciation

ETFs
19.3K
New
N/A
19.3K $3.94B
BOND
Pimco Active Bond Exchange Tra

ETFs
32.6K
New
$89.87 - $92.93 $2.93M - $3.03M
32.6K $3.01B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
65.6K
New
$44.68 - $45.96 $2.93M - $3.01M
65.6K $3B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
61.2K
New
$46.46 - $47.44 $2.85M - $2.91M
61.2K $2.91B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
70.5K
New
$32.66 - $40.75 $2.3M - $2.87M
70.5K $2.85B
VCIT
Vanguard Intermediate Term Cor

ETFs
31.4K
New
$79.56 - $82.92 $2.5M - $2.61M
31.4K $2.61B
VO
Vanguard Mid Cap ETF

ETFs
8.83K
New
$228.54 - $279.83 $2.02M - $2.47M
8.83K $2.47B
DFUS
Dimensional ETF Tr U S Equity

ETFs
35.3K
New
$53.65 - $67.02 $1.89M - $2.36M
35.3K $2.36B
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
26.4K
New
N/A
26.4K $2.25B
SPMD
Spdr Portfolio

ETFs
41.4K
New
$44.89 - $54.38 $1.86M - $2.25M
41.4K $2.25B
NVDA
Nvidia Corp

Technology
14K
New
$94.31 - $157.99 $1.32M - $2.21M
14K $2.21B
IVV
Ishares Core S&P 500 ETF

ETFs
3.29K
New
$498.8 - $620.9 $1.64M - $2.05M
3.29K $2.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.14K
New
$496.48 - $617.85 $1.56M - $1.94M
3.14K $1.94B
SPSB
Spdr Portfolio Short Term Corp

ETFs
63.7K
New
$29.82 - $30.19 $1.9M - $1.92M
63.7K $1.92B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.4K
New
$114.78 - $133.31 $1.65M - $1.91M
14.4K $1.91B
FLRN
Spdr Bloomberg Investment Grad

ETFs
61.2K
New
$30.29 - $30.83 $1.85M - $1.89M
61.2K $1.89B
VB
Vanguard Small Cap ETF

ETFs
6.88K
New
$193.73 - $237.37 $1.33M - $1.63M
6.88K $1.63B
CMF
Ishares California Muni Bond E

ETFs
29.1K
New
$54.52 - $56.7 $1.59M - $1.65M
29.1K $1.62B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
15.6K
New
$102.02 - $103.5 $1.59M - $1.62M
15.6K $1.61B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
36.1K
New
$35.35 - $42.68 $1.28M - $1.54M
36.1K $1.54B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.2K
New
$51.16 - $62.02 $1.24M - $1.5M
24.2K $1.5B
MSFT
Microsoft Corp

Technology
2.93K
New
$354.56 - $497.45 $1.04M - $1.46M
2.93K $1.46B
ONEV
Spdr Russell 1000 Low Volatili

ETFs
10.9K
New
$114.16 - $129.6 $1.24M - $1.41M
10.9K $1.4B
JPRE
J P Morgan Exchange Traded Fd

ETFs
28.2K
New
$42.75 - $48.79 $1.21M - $1.38M
28.2K $1.34B
AAPL
Apple Inc.

Technology
5.92K
New
$172.42 - $223.89 $1.02M - $1.33M
5.92K $1.22B
FNDE
Schwab Fundamental Emerging Mk

ETFs
36.8K
New
$26.66 - $33.09 $980K - $1.22M
36.8K $1.21B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
27.3K
New
$40.82 - $43.14 $1.11M - $1.18M
27.3K $1.18B
FREL
Fidelity Covington Tr Msci Rea

ETFs
40K
New
$24.18 - $27.61 $967K - $1.1M
40K $1.08B
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.8K
New
$72.96 - $90.39 $791K - $980K
10.8K $970M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.3K
New
$50.08 - $63.14 $615K - $775K
12.3K $775M
AMZN
Amazon Com Inc

Consumer Cyclical
3.5K
New
$167.32 - $223.3 $585K - $780K
3.5K $767M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.59K
New
$57.14 - $72.68 $548K - $697K
9.59K $697M
SRLN
Ssga Active Trust

ETFs
14.8K
New
$39.47 - $41.59 $584K - $615K
14.8K $615M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.44K
New
$90.56 - $109.49 $492K - $595K
5.44K $594M
JPM
Jpmorgan Chase & CO

Financial Services
1.88K
New
$210.28 - $289.91 $395K - $544K
1.88K $544M
META
Meta Platforms, Inc.

Communication Services
714
New
$484.66 - $738.09 $346K - $527K
714 $527M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.4K
New
$73.7 - $90.98 $398K - $492K
5.4K $492M
VEA
Vanguard Ftse Developed Market

ETFs
8.29K
New
$45.65 - $57.01 $379K - $473K
8.29K $473M
GOOG
Alphabet Inc.

Communication Services
2.57K
New
$146.58 - $180.01 $376K - $462K
2.57K $455M
IWS
Ishares Russell Midcap Value E

ETFs
3.42K
New
$110.58 - $132.14 $378K - $452K
3.42K $452M
GOOGL
Alphabet Inc.

Communication Services
2.37K
New
$144.7 - $178.6 $343K - $423K
2.37K $418M
V
Visa Inc.

Financial Services
1.01K
New
$308.27 - $373.31 $310K - $375K
1.01K $357M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
728
New
$483.48 - $539.8 $352K - $393K
728 $354M
AVGO
Broadcom Inc.

Technology
1.25K
New
$146.29 - $275.65 $183K - $344K
1.25K $344M
Activity Summary
Buys All Purchases 59 New Holdings 59 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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