West Wealth Group, LLC Purchases in Q3 2024

West Wealth Group, LLC

  • $306 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
154K
+ 80.81%
$51.72 - $57.96 $7.94M - $8.9M
344K $19.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
25.8K
+ 5.32%
$84.77 - $97.13 $2.19M - $2.51M
512K $49M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
148K
New
$21.35 - $22.73 $3.17M - $3.37M
148K $3.34M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
56.2K
+ 19.46%
$44.83 - $47.42 $2.52M - $2.66M
345K $16.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
42.9K
+ 28.39%
$56.04 - $62.99 $2.41M - $2.71M
194K $11.9M
IVE
Ishares S&P 500 Value ETF

ETFs
2.12K
+ 1.34%
$181.06 - $197.17 $384K - $419K
160K $31.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
22.7K
+ 8.06%
$51.29 - $56.57 $1.17M - $1.29M
305K $17.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24K
+ 5.56%
$44.24 - $49.47 $1.06M - $1.19M
456K $22.6M
EFG
Msci Eafe Growth ETF

ETFs
6.89K
+ 4.2%
$96.84 - $108.77 $667K - $749K
171K $18.4M
CMF
Ishares California Muni Bond E

ETFs
15.8K
+ 12.13%
$56.65 - $58.17 $896K - $920K
146K $8.5M
KKR
Kkr & Co. Inc.

Financial Services
2.19K
New
$104.51 - $133.23 $229K - $292K
2.19K $286K
CVX
Chevron Corp

Energy
1.77K
New
$137.88 - $161.97 $244K - $287K
1.77K $260K
XOM
Exxon Mobil Corp

Energy
2.18K
New
$109.72 - $119.0 $239K - $259K
2.18K $254K
HYG
Ishares Tr

ETFs
3.04K
New
$76.72 - $80.36 $233K - $244K
3.04K $243K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.55K
+ 13.96%
$100.75 - $111.62 $156K - $172K
12.6K $1.38M
IYW
Ishares Dj Us Tech ETF

ETFs
1.08K
+ 1.54%
$133.16 - $158.73 $143K - $171K
70.8K $10.7M
MGC
Vanguard Mega Cap ETF

ETFs
674
+ 6.24%
$185.93 - $206.64 $125K - $139K
11.5K $2.37M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.63K
New
$50.63 - $51.11 $234K - $237K
4.63K $236K
TJX
Tjx Companies Inc

Consumer Cyclical
1.76K
New
$107.93 - $120.23 $190K - $211K
1.76K $206K
LUV
Southwest Airlines CO

Industrials
6.9K
New
$23.7 - $29.93 $164K - $207K
6.9K $204K
AMT
American Tower Corp

Real Estate
880
New
$192.27 - $242.73 $169K - $214K
880 $204K
PEP
Pepsico Inc

Consumer Defensive
1.2K
New
$161.9 - $179.3 $194K - $215K
1.2K $203K
AVGO
Broadcom Inc.

Technology
8.75K
+ 945.25%
$136.27 - $1745.86 $1.19M - $15.3M
9.68K $1.67M
NVDA
Nvidia Corp

Technology
1.34K
+ 7.36%
$98.91 - $134.91 $133K - $181K
19.6K $2.38M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.86%
$245.82 - $304.51 $4.67K - $5.79K
2.23K $679K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.01K
+ 12.4%
$32.34 - $35.85 $97.4K - $108K
27.3K $967K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.47%
$460.3 - $584.56 $1.84K - $2.34K
850 $496K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.52%
$333.64 - $405.2 $2.67K - $3.24K
1.53K $621K
SRE
Sempra Energy

Utilities
90
+ 0.81%
$74.97 - $84.04 $6.75K - $7.56K
11.2K $938K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
823
+ 20.99%
$64.83 - $72.82 $53.4K - $59.9K
4.74K $341K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 1.81%
$488.01 - $604.18 $7.32K - $9.06K
845 $494K
IGRO
Ishares Tr International Divid

ETFs
412
+ 7.22%
$66.7 - $75.25 $27.5K - $31K
6.12K $456K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 8.28%
$801.83 - $917.05 $40.9K - $46.8K
667 $591K
WMT
Walmart Inc.

Consumer Defensive
46
+ 0.99%
$66.91 - $81.4 $3.08K - $3.74K
4.69K $378K
META
Meta Platforms, Inc.

Communication Services
37
+ 6.58%
$453.41 - $572.44 $16.8K - $21.2K
599 $342K
MAR
Marriott International Inc

Consumer Cyclical
15
+ 0.26%
$211.35 - $255.11 $3.17K - $3.83K
5.73K $1.43M
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.6%
$163.84 - $199.33 $1.47K - $1.79K
1.52K $299K
T
At&T Inc.

Communication Services
51
+ 0.38%
$18.21 - $22.28 $929 - $1.14K
13.4K $294K
PG
Procter & Gamble CO

Consumer Defensive
39
+ 1.16%
$160.76 - $177.82 $6.27K - $6.93K
3.41K $589K
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 1.24%
$520.18 - $576.82 $5.72K - $6.35K
895 $516K
IXC
Ishares Tr Global Energy ETF

ETFs
1.41K
+ 5.34%
$38.94 - $42.35 $54.8K - $59.6K
27.7K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 3.59%
$194.9 - $224.8 $8.97K - $10.3K
1.33K $279K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.4%
$517.38 - $573.86 $1.03K - $1.15K
496 $284K
CSX
Csx Corp

Industrials
27
+ 0.36%
$32.48 - $35.45 $877 - $957
7.56K $260K
Blackrock ETF Trust Ii
5.11K
+ 15.14%
N/A
38.8K $0
American Healthcare Reit Inc
10.3K
New
N/A
10.3K $0
GIGB
Goldman Sachs ETF Access Invt
61
+ 0.51%
N/A
12.1K $0
MSFT
Microsoft Corp

Technology
200
+ 2.9%
$395.15 - $467.56 $79K - $93.5K
7.09K $3.05M
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.57%
$148.65 - $191.18 $1.64K - $2.1K
1.93K $319K
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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