West Wealth Group, LLC Incresed Positions in Q3 2025

West Wealth Group, LLC

  • $394 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
38.6K
+ 66.28%
$224.2 - $245.55 $8.65M - $9.48M
96.8K $23.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
95.4K
+ 18.08%
$54.35 - $59.32 $5.19M - $5.66M
623K $36.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
112K
+ 31.29%
$42.67 - $46.91 $4.79M - $5.26M
471K $22M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.98K
+ 0.47%
$108.97 - $121.65 $216K - $241K
421K $50.8M
IVE
Ishares S&P 500 Value ETF

ETFs
6.34K
+ 3.21%
$194.44 - $206.51 $1.23M - $1.31M
204K $42.1M
IAU
Ishares Gold Trust

ETFs
17.8K
+ 34.44%
$61.62 - $72.77 $1.1M - $1.3M
69.6K $5.06M
NVDA
Nvidia Corp

Technology
5.15K
+ 19.18%
$153.3 - $186.58 $789K - $961K
32K $5.97M
AVGO
Broadcom Inc.

Technology
276
+ 2.37%
$264.74 - $369.57 $73.1K - $102K
11.9K $3.93M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11K
+ 2.98%
$45.6 - $46.92 $502K - $516K
380K $17.8M
MSFT
Microsoft Corp

Technology
680
+ 7.33%
$491.09 - $535.64 $334K - $364K
9.95K $5.16M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
2.6K
+ 2.72%
$63.74 - $68.36 $166K - $178K
98.4K $6.68M
GOOGL
Alphabet Inc.

Communication Services
755
+ 29.62%
$174.36 - $254.72 $132K - $192K
3.3K $803K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.62K
+ 14.16%
$98.52 - $103.93 $258K - $272K
21.1K $2.17M
BNDX
Vanguard Total International B

ETFs
6K
+ 11.34%
$49.0 - $49.51 $294K - $297K
58.9K $2.91M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.8K
+ 8.31%
$21.77 - $22.57 $235K - $244K
141K $3.16M
MUB
Ishares National Muni Bond ETF

ETFs
2.06K
+ 64.12%
$103.24 - $106.68 $213K - $220K
5.27K $561K
SPY
Spdr S&P 500 ETF Trust

ETFs
253
+ 33.82%
$617.65 - $666.84 $156K - $169K
1K $666K
JPM
Jpmorgan Chase & CO

Financial Services
416
+ 16.87%
$282.78 - $316.06 $118K - $131K
2.88K $909K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.83K
+ 14.24%
$92.18 - $95.14 $169K - $174K
14.7K $1.4M
GOOG
Alphabet Inc.

Communication Services
29
+ 1.1%
$175.16 - $255.24 $5.08K - $7.4K
2.65K $646K
VGT
Vanguard Information Technolog

ETFs
191
+ 49.48%
$656.44 - $753.15 $125K - $144K
577 $430K
NFLX
Netflix Inc

Communication Services
173
+ 56.17%
$1147.87 - $1297.18 $199K - $224K
481 $576K
HD
Home Depot, Inc.

Consumer Cyclical
218
+ 12.51%
$357.4 - $423.42 $77.9K - $92.3K
1.96K $794K
SRE
Sempra Energy

Utilities
112
+ 1.11%
$74.14 - $89.98 $8.3K - $10.1K
10.2K $918K
IEFA
Ishares Tr

ETFs
1.33K
+ 46.68%
$81.7 - $87.53 $108K - $116K
4.17K $364K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
152
+ 22.52%
$567.77 - $614.76 $86.3K - $93.4K
827 $506K
QQQ
Invesco Qqq Trust, Series 1

ETFs
139
+ 21.99%
$546.99 - $602.2 $76K - $83.7K
771 $462K
CAT
Caterpillar Inc

Industrials
76
+ 9.2%
$390.92 - $477.15 $29.7K - $36.3K
902 $430K
ABBV
Abb Vie Inc.

Healthcare
108
+ 5.92%
$184.85 - $231.54 $20K - $25K
1.93K $447K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.43K
+ 34.19%
$62.09 - $66.51 $89K - $95.3K
5.62K $367K
CSX
Csx Corp

Industrials
2.01K
+ 26.31%
$32.05 - $36.52 $64.5K - $73.5K
9.66K $343K
IBM
International Business Machines Corp

Technology
374
+ 24.3%
$234.77 - $292.47 $87.8K - $109K
1.91K $539K
ORCL
Oracle Corp

Technology
111
+ 12.57%
$218.96 - $328.33 $24.3K - $36.4K
994 $279K
WMT
Walmart Inc.

Consumer Defensive
552
+ 10.54%
$94.4 - $104.27 $52.1K - $57.6K
5.79K $596K
EMB
Ishares Tr

ETFs
635
+ 7.08%
$91.52 - $95.59 $58.1K - $60.7K
9.6K $913K
VTI
Vanguard Total Stock Market Et

ETFs
198
+ 25.71%
$303.93 - $329.86 $60.2K - $65.3K
968 $317K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
760
+ 10.56%
$102.4 - $103.88 $77.8K - $78.9K
7.96K $822K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.31K
+ 35.88%
$55.61 - $57.37 $72.7K - $75K
4.95K $282K
XOM
Exxon Mobil Corp

Energy
482
+ 12.79%
$105.83 - $117.22 $51K - $56.5K
4.25K $479K
CVX
Chevron Corp

Energy
316
+ 19.77%
$145.57 - $161.83 $46K - $51.1K
1.91K $297K
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 0.3%
$127.59 - $152.81 $1.02K - $1.22K
2.68K $409K
GE
General Electric CO

Industrials
75
+ 7.69%
$244.75 - $305.63 $18.4K - $22.9K
1.05K $315K
PLD
Prologis, Inc.

Real Estate
57
+ 0.93%
$104.08 - $115.35 $5.93K - $6.57K
6.17K $706K
NOC
Northrop Grumman Corp

Industrials
17
+ 4.3%
$498.9 - $609.32 $8.48K - $10.4K
412 $251K
VLUE
Ishares Msci Usa Value Factor

ETFs
23
+ 0.54%
$111.55 - $125.05 $2.57K - $2.88K
4.31K $539K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
975
+ 18.16%
$52.39 - $53.11 $51.1K - $51.8K
6.35K $336K
TJX
Tjx Companies Inc

Consumer Cyclical
117
+ 7.62%
$121.35 - $144.54 $14.2K - $16.9K
1.65K $238K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
546
+ 17.97%
$82.38 - $83.0 $45K - $45.3K
3.59K $297K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 7.2%
$459.11 - $506.91 $27.5K - $30.4K
893 $448K
Activity Summary
Buys All Purchases 88 New Holdings 16 Increased Positions 72 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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