West Wealth Group, LLC Purchases in Q1 2025

West Wealth Group, LLC

  • $327 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
American Healthcare Reit Inc
68
+ 0.84%
N/A
8.17K $0
Lam Research Corp
10
+ 0.23%
N/A
4.36K $0
Blackrock ETF Trust
101K
New
N/A
101K $0
Blackrock ETF Trust Ii
21.7K
New
N/A
21.7K $0
Blackrock ETF Trust Ii
2.53K
+ 6.12%
N/A
43.9K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
69.9K
New
N/A
69.9K $0
AOA
Ishares Tr Core Aggressive All

ETFs
2
+ 0.03%
$75.7 - $80.01 $151 - $160
6.38K $488K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 5.53%
$347.25 - $424.87 $30.6K - $37.4K
1.68K $615K
IVV
Ishares Core S&P 500 ETF

ETFs
39
+ 3.77%
$554.06 - $615.85 $21.6K - $24K
1.07K $603K
CAT
Caterpillar Inc

Industrials
21
+ 3.31%
$326.75 - $407.63 $6.86K - $8.56K
656 $216K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.51%
$255.29 - $303.75 $1.79K - $2.13K
1.38K $357K
GOOGL
Alphabet Inc.

Communication Services
304
+ 12.03%
$154.33 - $206.19 $46.9K - $62.7K
2.83K $437K
BA
Boeing CO

Industrials
18
+ 0.25%
$148.15 - $186.25 $2.67K - $3.35K
7.23K $1.23M
IRM
Iron Mountain Inc

Real Estate
500
+ 10.0%
$82.79 - $111.31 $41.4K - $55.7K
5.5K $473K
ROST
Ross Stores, Inc.

Consumer Cyclical
9
+ 0.33%
$123.3 - $154.95 $1.11K - $1.39K
2.72K $348K
KKR
Kkr & Co. Inc.

Financial Services
29
+ 1.26%
$108.17 - $167.07 $3.14K - $4.85K
2.33K $269K
AAPL
Apple Inc.

Technology
5.92K
+ 12.03%
$209.68 - $247.1 $1.24M - $1.46M
55.1K $12.2M
AMZN
Amazon Com Inc

Consumer Cyclical
521
+ 4.18%
$190.26 - $242.06 $99.1K - $126K
13K $2.47M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.7K
+ 3.88%
$48.06 - $53.73 $901K - $1.01M
502K $24.5M
AVGO
Broadcom Inc.

Technology
276
+ 2.46%
$167.43 - $244.7 $46.2K - $67.5K
11.5K $1.93M
IYW
Ishares Dj Us Tech ETF

ETFs
3.29K
+ 4.51%
$140.44 - $166.79 $462K - $548K
76.2K $10.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.2K
+ 1.53%
$92.45 - $106.69 $758K - $875K
543K $50.4M
Activity Summary
Buys All Purchases 73 New Holdings 12 Increased Positions 61 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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