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
CWB
Spdr Bloomberg Convertible Sec

ETFs
183
+ 6.4%
$76.21 - $82.24 $13.9K - $15K
3.04K $237K
ROST
Ross Stores, Inc.

Consumer Cyclical
91
+ 3.47%
$138.59 - $156.61 $12.6K - $14.3K
2.72K $410K
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 2.62%
$567.81 - $607.81 $7.38K - $7.9K
509 $298K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 2.55%
$521.84 - $558.82 $6.78K - $7.26K
523 $281K
EMB
Ishares Tr

ETFs
443
+ 5.93%
$88.94 - $93.46 $39.4K - $41.4K
7.92K $705K
SUB
Ishares Short Term National Mu

ETFs
79
+ 2.28%
$104.94 - $106.2 $8.29K - $8.39K
3.54K $373K
Lam Research Corp
4.35K
New
N/A
4.35K $0
CVX
Chevron Corp

Energy
26
+ 1.47%
$141.15 - $162.53 $3.67K - $4.23K
1.8K $260K
Blackrock ETF Trust Ii
2.58K
+ 6.64%
N/A
41.4K $0
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 3.78%
$385.02 - $431.37 $22.3K - $25K
1.59K $619K
EFV
Msci Eafe Value ETF

ETFs
33K
+ 9.61%
$51.78 - $57.15 $1.71M - $1.89M
377K $19.8M
VLUE
Ishares Msci Usa Value Factor

ETFs
29
+ 0.69%
$104.01 - $115.38 $3.02K - $3.35K
4.23K $447K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
9
+ 0.18%
$46.69 - $49.2 $420 - $443
4.94K $230K
CSX
Csx Corp

Industrials
25
+ 0.33%
$31.58 - $36.88 $790 - $922
7.58K $244K
MCD
Mcdonalds Corp

Consumer Cyclical
52
+ 2.33%
$288.47 - $316.54 $15K - $16.5K
2.28K $662K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.4K
+ 3.9%
$45.07 - $47.1 $606K - $633K
358K $16.2M
UNH
Unitedhealth Group Inc

Healthcare
10
+ 1.18%
$485.52 - $625.25 $4.86K - $6.25K
855 $432K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.59%
$479.66 - $614.62 $2.4K - $3.07K
855 $415K
PLD
Prologis, Inc.

Real Estate
103
+ 1.69%
$101.4 - $126.96 $10.4K - $13.1K
6.21K $655K
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
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