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
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.43K
New
$108.87 - $133.04 $265K - $324K
2.43K $324M
LLY
Eli Lilly & CO

Healthcare
372
New
$713.71 - $898.95 $266K - $334K
372 $290M
VDC
Vanguard Consumer Staples ETF

ETFs
1.29K
New
$204.89 - $224.73 $265K - $290K
1.29K $283M
VNQ
Vanguard Specialized Funds Van

ETFs
2.94K
New
$79.79 - $91.42 $234K - $268K
2.94K $261M
ETN
Eaton Corp PLC

Industrials
711
New
$246.52 - $356.99 $175K - $254K
711 $254M
NYF
Ishares New York Muni Bond ETF

ETFs
4.76K
New
$51.29 - $53.06 $244K - $253K
4.76K $248M
ABBV
Abb Vie Inc.

Healthcare
1.29K
New
$170.16 - $206.27 $219K - $266K
1.29K $239M
TT
Trane Technologies PLC

Industrials
543
New
$315.21 - $437.41 $171K - $238K
543 $238M
COST
Costco Wholesale Corp

Consumer Defensive
205
New
$908.13 - $1056.85 $186K - $217K
205 $203M
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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