West Wealth Group, LLC Incresed Positions 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
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
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
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
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
SUB
Ishares Short Term National Mu

ETFs
79
+ 2.28%
$104.94 - $106.2 $8.29K - $8.39K
3.54K $373K
EMB
Ishares Tr

ETFs
443
+ 5.93%
$88.94 - $93.46 $39.4K - $41.4K
7.92K $705K
Blackrock ETF Trust Ii
2.58K
+ 6.64%
N/A
41.4K $0
CVX
Chevron Corp

Energy
26
+ 1.47%
$141.15 - $162.53 $3.67K - $4.23K
1.8K $260K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 3.78%
$385.02 - $431.37 $22.3K - $25K
1.59K $619K
PG
Procter & Gamble CO

Consumer Defensive
98
+ 2.88%
$161.05 - $179.7 $15.8K - $17.6K
3.5K $587K
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
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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