West Wealth Group, LLC Purchases in Q2 2025

West Wealth Group, LLC

  • $367 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
141K
+ 43.42%
$52.4 - $64.65 $7.38M - $9.11M
465K $29.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
135K
+ 60.07%
$34.72 - $42.74 $4.67M - $5.75M
358K $15.3M
MGC
Vanguard Mega Cap ETF

ETFs
17.7K
+ 43.71%
$179.23 - $224.92 $3.17M - $3.98M
58.2K $13.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
25.8K
+ 5.14%
$43.53 - $54.46 $1.12M - $1.41M
528K $28.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.7K
+ 8.77%
$58.41 - $72.69 $1.56M - $1.94M
331K $24M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
35K
+ 9.79%
$50.39 - $60.05 $1.76M - $2.1M
392K $23.6M
BNDX
Vanguard Total International B

ETFs
52.9K
New
$48.77 - $49.55 $2.58M - $2.62M
52.9K $2.62M
EFG
Msci Eafe Growth ETF

ETFs
6.53K
+ 4.92%
$89.8 - $112.0 $587K - $732K
139K $15.6M
CMF
Ishares California Muni Bond E

ETFs
34K
+ 16.48%
$54.52 - $56.7 $1.85M - $1.93M
240K $13.4M
AVGO
Broadcom Inc.

Technology
132
+ 1.15%
$146.29 - $275.65 $19.3K - $36.4K
11.6K $3.21M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.32K
+ 5.88%
$50.29 - $64.29 $268K - $342K
95.8K $6.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.67K
+ 6.04%
$152.42 - $182.82 $254K - $305K
29.3K $5.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.72K
New
$50.36 - $50.68 $489K - $493K
9.72K $492K
AMZN
Amazon Com Inc

Consumer Cyclical
431
+ 3.32%
$167.32 - $223.3 $72.1K - $96.2K
13.4K $2.94M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.4K
+ 157.68%
$102.02 - $103.5 $449K - $456K
7.2K $740K
IVV
Ishares Core S&P 500 ETF

ETFs
602
+ 56.05%
$498.8 - $620.9 $300K - $374K
1.68K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
230
+ 4.03%
$221.86 - $362.89 $51K - $83.5K
5.94K $1.89M
MUB
Ishares National Muni Bond ETF

ETFs
3.21K
New
$102.31 - $105.8 $329K - $340K
3.21K $335K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.31K
New
$43.65 - $45.44 $319K - $332K
7.31K $332K
IAU
Ishares Gold Trust

ETFs
2.42K
+ 4.9%
$56.1 - $64.74 $136K - $157K
51.7K $3.23M
META
Meta Platforms, Inc.

Communication Services
220
+ 23.45%
$484.66 - $738.09 $107K - $162K
1.16K $854K
XLE
Energy Sector Spdr

ETFs
3.71K
New
$76.44 - $94.13 $284K - $349K
3.71K $314K
DELL
Dell Technologies Inc.

Technology
2.52K
New
$71.63 - $125.98 $180K - $317K
2.52K $308K
BA
Boeing CO

Industrials
68
+ 0.94%
$136.59 - $217.51 $9.29K - $14.8K
7.3K $1.53M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.94K
New
$100.04 - $100.54 $294K - $295K
2.94K $295K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.73K
+ 87.81%
$100.35 - $100.71 $274K - $275K
5.84K $587K
FNDF
Schwab Fundamental Intl Large

ETFs
6.83K
New
$32.25 - $40.02 $220K - $273K
6.83K $273K
AMAT
Applied Materials Inc

Technology
1.47K
New
$126.95 - $183.52 $187K - $270K
1.47K $269K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.19K
New
$51.16 - $62.02 $214K - $260K
4.19K $259K
GE
General Electric CO

Industrials
975
New
$166.81 - $257.39 $163K - $251K
975 $250K
WABC
Westamerica Bancorporation

Financial Services
5.09K
New
$43.72 - $50.7 $223K - $258K
5.09K $246K
VTI
Vanguard Total Stock Market Et

ETFs
770
New
$243.75 - $303.93 $188K - $234K
770 $234K
RTX
Raytheon Technologies Corp

Industrials
1.6K
New
$113.75 - $148.48 $182K - $237K
1.6K $233K
CVX
Chevron Corp

Energy
1.6K
New
$133.73 - $168.51 $214K - $269K
1.6K $228K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.57K
+ 0.98%
$45.12 - $46.23 $161K - $165K
369K $17.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.48K
+ 15.47%
$97.29 - $105.63 $241K - $262K
18.5K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
440
+ 21.72%
$210.28 - $289.91 $92.5K - $128K
2.47K $714K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.12K
New
$30.87 - $39.17 $158K - $201K
5.12K $200K
NOC
Northrop Grumman Corp

Industrials
395
New
$456.3 - $540.39 $180K - $213K
395 $197K
ORCL
Oracle Corp

Technology
883
New
$122.82 - $218.63 $108K - $193K
883 $193K
TJX
Tjx Companies Inc

Consumer Cyclical
1.54K
New
$119.13 - $135.03 $183K - $207K
1.54K $189K
BX
Blackstone Inc.

Financial Services
1.2K
New
$120.07 - $151.11 $144K - $181K
1.2K $178K
IBM
International Business Machines Corp

Technology
427
+ 38.4%
$221.03 - $294.78 $94.4K - $126K
1.54K $453K
GOOG
Alphabet Inc.

Communication Services
697
+ 36.15%
$146.58 - $180.01 $102K - $125K
2.63K $465K
CAT
Caterpillar Inc

Industrials
170
+ 25.91%
$273.94 - $388.21 $46.6K - $66K
826 $320K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.08K
+ 9.18%
$85.42 - $94.39 $92.3K - $102K
12.9K $1.21M
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.43%
$218.97 - $332.17 $1.31K - $1.99K
1.39K $461K
BAC
Bank Of America Corp

Financial Services
1.33K
+ 20.47%
$34.39 - $47.46 $45.8K - $63.3K
7.84K $371K
QQQ
Invesco Qqq Trust, Series 1

ETFs
54
+ 9.34%
$416.06 - $551.64 $22.5K - $29.8K
632 $348K
Activity Summary
Buys All Purchases 78 New Holdings 24 Increased Positions 54 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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