West Wealth Group, LLC Purchases in Q4 2024

West Wealth Group, LLC

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
22.7K
+ 4.44%
$94.43 - $105.47 $2.14M - $2.4M
535K $54.3M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
85K
New
$56.7 - $62.15 $4.82M - $5.28M
85K $4.95M
CMF
Ishares California Muni Bond E

ETFs
45.5K
+ 31.11%
$56.66 - $58.1 $2.58M - $2.64M
192K $11M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
27K
+ 5.93%
$49.03 - $53.35 $1.33M - $1.44M
483K $24.8M
NVDA
Nvidia Corp

Technology
10.2K
+ 52.0%
$117.0 - $148.88 $1.19M - $1.52M
29.8K $4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
23.5K
+ 7.72%
$55.86 - $60.21 $1.31M - $1.42M
328K $18.8M
AAPL
Apple Inc.

Technology
1.67K
+ 3.52%
$221.69 - $259.02 $371K - $434K
49.2K $12.3M
IVE
Ishares S&P 500 Value ETF

ETFs
11.2K
+ 6.97%
$189.5 - $206.17 $2.11M - $2.3M
171K $32.7M
AVGO
Broadcom Inc.

Technology
1.55K
+ 16.06%
$159.67 - $250.0 $248K - $389K
11.2K $2.6M
IYW
Ishares Dj Us Tech ETF

ETFs
2.13K
+ 3.0%
$148.14 - $166.23 $315K - $353K
72.9K $11.6M
EFG
Msci Eafe Growth ETF

ETFs
24.2K
+ 14.18%
$96.83 - $106.88 $2.35M - $2.59M
195K $18.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
27.3K
+ 14.08%
$55.45 - $61.08 $1.52M - $1.67M
222K $12.3M
DIS
Walt Disney CO

Communication Services
3.41K
New
$92.39 - $117.6 $315K - $401K
3.41K $379K
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.83K
New
$46.68 - $47.95 $365K - $375K
7.83K $367K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.7K
+ 37.3%
$99.04 - $109.59 $466K - $515K
17.3K $1.72M
MGC
Vanguard Mega Cap ETF

ETFs
1.11K
+ 9.67%
$204.21 - $220.18 $226K - $244K
12.6K $2.68M
MSFT
Microsoft Corp

Technology
800
+ 11.29%
$406.35 - $454.46 $325K - $364K
7.89K $3.32M
NFLX
Netflix Inc

Communication Services
300
New
$687.65 - $936.56 $206K - $281K
300 $267K
QQQ
Invesco Qqq Trust, Series 1

ETFs
492
New
$481.22 - $538.17 $237K - $265K
492 $251K
VGT
Vanguard Information Technolog

ETFs
394
New
$571.78 - $647.97 $225K - $255K
394 $244K
WFC
Wells Fargo & Company

Financial Services
3.3K
New
$54.98 - $77.35 $181K - $255K
3.3K $231K
CAT
Caterpillar Inc

Industrials
635
New
$360.37 - $416.88 $229K - $265K
635 $230K
BX
Blackstone Inc.

Financial Services
1.3K
New
$148.45 - $199.05 $193K - $259K
1.3K $224K
XLK
Technology Sector Spdr

ETFs
961
New
$220.26 - $241.44 $212K - $232K
961 $223K
AFL
Aflac Inc

Financial Services
2.13K
New
$100.37 - $115.27 $213K - $245K
2.13K $219K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.14K
New
$33.39 - $37.66 $205K - $231K
6.14K $204K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.14K
+ 22.49%
$34.42 - $35.88 $211K - $220K
33.4K $1.16M
MAR
Marriott International Inc

Consumer Cyclical
12
+ 0.21%
$246.06 - $292.59 $2.95K - $3.51K
5.75K $1.6M
JPM
Jpmorgan Chase & CO

Financial Services
541
+ 40.77%
$205.18 - $250.29 $111K - $135K
1.87K $447K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
14.3K
+ 9.64%
$21.43 - $22.55 $306K - $323K
163K $3.51M
GOOGL
Alphabet Inc.

Communication Services
601
+ 31.19%
$161.86 - $196.66 $97.3K - $118K
2.53K $478K
IXC
Ishares Tr Global Energy ETF

ETFs
5.4K
+ 19.46%
$36.95 - $43.06 $199K - $232K
33.1K $1.27M
IFRA
Ishares Tr

ETFs
4.12K
+ 5.82%
$45.94 - $51.71 $189K - $213K
74.9K $3.47M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.79K
+ 12.12%
$38.37 - $42.82 $376K - $419K
90.6K $3.48M
META
Meta Platforms, Inc.

Communication Services
200
+ 33.39%
$554.08 - $632.68 $111K - $127K
799 $471K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.91K
+ 17.42%
$48.45 - $52.57 $92.6K - $100K
12.9K $640K
IVV
Ishares Core S&P 500 ETF

ETFs
140
+ 15.64%
$570.51 - $610.59 $79.9K - $85.5K
1.04K $609K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.13K
+ 9.72%
$62.07 - $66.61 $69.8K - $74.9K
12.7K $813K
WMT
Walmart Inc.

Consumer Defensive
288
+ 6.14%
$79.1 - $95.7 $22.8K - $27.6K
4.98K $449K
XOM
Exxon Mobil Corp

Energy
749
+ 34.44%
$105.51 - $125.37 $79K - $93.9K
2.92K $314K
BAC
Bank Of America Corp

Financial Services
652
+ 10.0%
$39.22 - $47.77 $25.6K - $31.1K
7.17K $315K
QUAL
Ishares Msci Usa Quality Facto

ETFs
502
+ 1.8%
$176.42 - $186.91 $88.6K - $93.8K
28.4K $5.06M
KKR
Kkr & Co. Inc.

Financial Services
108
+ 4.93%
$129.87 - $162.87 $14K - $17.6K
2.3K $340K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 2.25%
$873.59 - $994.69 $13.1K - $14.9K
682 $624K
ABBV
Abb Vie Inc.

Healthcare
330
+ 21.78%
$164.99 - $203.87 $54.4K - $67.3K
1.85K $327K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
955
+ 20.13%
$64.62 - $71.43 $61.7K - $68.2K
5.7K $368K
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.36%
$264.65 - $302.92 $1.32K - $1.51K
1.38K $393K
AOA
Ishares Tr Core Aggressive All

ETFs
479
+ 8.12%
$76.61 - $79.88 $36.7K - $38.3K
6.38K $488K
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.48K
+ 12.38%
$26.05 - $29.17 $169K - $189K
58.8K $1.54M
Activity Summary
Buys All Purchases 70 New Holdings 14 Increased Positions 56 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track West Wealth Group, LLC Portfolio

Follow West Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email