West Wealth Group, LLC Purchases and Sells in Q2 2025

West Wealth Group, LLC

$367 Million
Q2 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	141K + 43.42%	$52.4 - $64.65 $7.38M - $9.11M	465K $29.5M
SPEM	135K + 60.07%	$34.72 - $42.74 $4.67M - $5.75M	358K $15.3M
MGC	17.7K + 43.71%	$179.23 - $224.92 $3.17M - $3.98M	58.2K $13.1M
DYNF	25.8K + 5.14%	$43.53 - $54.46 $1.12M - $1.41M	528K $28.8M
SPLG	26.7K + 8.77%	$58.41 - $72.69 $1.56M - $1.94M	331K $24M
JQUA	35K + 9.79%	$50.39 - $60.05 $1.76M - $2.1M	392K $23.6M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	52.9K New	$48.77 - $49.55 $2.58M - $2.62M	52.9K $2.62M
JPST	9.72K New	$50.36 - $50.68 $489K - $493K	9.72K $492K
MUB	3.21K New	$102.31 - $105.8 $329K - $340K	3.21K $335K
IGEB	7.31K New	$43.65 - $45.44 $319K - $332K	7.31K $332K
XLE	3.71K New	$76.44 - $94.13 $284K - $349K	3.71K $314K
DELL	2.52K New	$71.63 - $125.98 $180K - $317K	2.52K $308K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	-98.2K - 65.95%	$50.08 - $63.14 $4.92M - $6.2M	50.7K $3.2M
IVW	-124K - 22.8%	$82.96 - $110.1 $10.3M - $13.6M	419K $46.1M
HEFA	-92K - 68.38%	$32.11 - $38.21 $2.95M - $3.51M	42.5K $1.61M
IVE	-6.57K - 3.22%	$168.34 - $195.42 $1.11M - $1.28M	198K $38.6M
SPY	-391 - 34.33%	$496.48 - $617.85 $194K - $242K	748 $462K
JEPI	-2.97K - 44.92%	$51.14 - $57.0 $152K - $169K	3.64K $207K

Activity Summary All Purchases 78 New Holdings 24 Increased Positions 54 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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