West Wealth Group, LLC Incresed Positions in Q1 2025

West Wealth Group, LLC

  • $327 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
32.9K
+ 19.22%
$185.78 - $198.58 $6.11M - $6.54M
204K $38.9M
MGC
Vanguard Mega Cap ETF

ETFs
27.9K
+ 222.04%
$199.2 - $222.69 $5.56M - $6.22M
40.5K $8.16M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
133K
+ 147.09%
$37.07 - $40.63 $4.94M - $5.42M
224K $8.82M
HEFA
Ishares Currency Hedged Msci E

ETFs
101K
+ 302.13%
$34.83 - $37.52 $3.52M - $3.79M
134K $4.88M
IAU
Ishares Gold Trust

ETFs
32.1K
+ 186.19%
$49.74 - $58.96 $1.6M - $1.89M
49.3K $2.91M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
29.4K
+ 8.95%
$55.41 - $60.74 $1.63M - $1.78M
357K $20.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.27K
+ 2.03%
$44.72 - $46.25 $325K - $336K
366K $16.8M
CMF
Ishares California Muni Bond E

ETFs
14.4K
+ 7.51%
$55.93 - $57.47 $805K - $827K
206K $11.6M
DIS
Walt Disney CO

Communication Services
5.6K
+ 164.25%
$96.87 - $114.0 $543K - $639K
9.01K $889K
SPY
Spdr S&P 500 ETF Trust

ETFs
630
+ 123.77%
$551.42 - $612.93 $347K - $386K
1.14K $637K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.02K
+ 61.18%
$46.18 - $47.84 $139K - $144K
7.95K $378K
DGRO
Ishares Core Dividend Growth E

ETFs
2.25K
+ 20.25%
$60.46 - $64.42 $136K - $145K
13.3K $823K
COST
Costco Wholesale Corp

Consumer Defensive
107
+ 15.69%
$890.62 - $1076.86 $95.3K - $115K
789 $746K
EMB
Ishares Tr

ETFs
1.08K
+ 13.69%
$88.64 - $92.03 $96.1K - $99.8K
9K $815K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 5.64%
$442.66 - $534.52 $19.9K - $24.1K
843 $448K
T
At&T Inc.

Communication Services
316
+ 2.6%
$21.56 - $28.28 $6.81K - $8.94K
12.5K $352K
META
Meta Platforms, Inc.

Communication Services
139
+ 17.4%
$576.36 - $736.67 $80.1K - $102K
938 $540K
IGRO
Ishares Tr International Divid

ETFs
556
+ 9.13%
$66.91 - $73.87 $37.2K - $41.1K
6.65K $481K
ABBV
Abb Vie Inc.

Healthcare
38
+ 2.06%
$169.2 - $216.66 $6.43K - $8.23K
1.88K $394K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 1.84%
$279.74 - $321.29 $11.7K - $13.5K
2.33K $726K
MSFT
Microsoft Corp

Technology
1.11K
+ 14.05%
$375.39 - $447.2 $416K - $495K
8.99K $3.38M
JPM
Jpmorgan Chase & CO

Financial Services
158
+ 8.46%
$225.19 - $279.95 $35.6K - $44.2K
2.03K $496K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 21.41%
$507.05 - $563.67 $56.8K - $63.1K
635 $326K
NFLX
Netflix Inc

Communication Services
32
+ 10.67%
$828.4 - $1058.6 $26.5K - $33.9K
332 $309K
HYDB
Ishares Tr Edge High Yield Def

ETFs
828
+ 10.58%
$46.82 - $47.8 $38.8K - $39.6K
8.65K $407K
PLD
Prologis, Inc.

Real Estate
1
+ 0.02%
$103.59 - $124.04 $104 - $124
6.21K $693K
XOM
Exxon Mobil Corp

Energy
41
+ 1.4%
$105.44 - $118.93 $4.32K - $4.88K
2.97K $352K
JEPI
J P Morgan Exchange Traded Fd

ETFs
663
+ 11.14%
$56.17 - $59.71 $37.2K - $39.6K
6.61K $377K
UNH
Unitedhealth Group Inc

Healthcare
27
+ 3.16%
$461.52 - $548.18 $12.5K - $14.8K
882 $461K
PG
Procter & Gamble CO

Consumer Defensive
98
+ 2.8%
$158.56 - $176.26 $15.5K - $17.3K
3.6K $613K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
966
+ 4.32%
$22.25 - $23.0 $21.5K - $22.2K
23.3K $536K
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 17.48%
$468.34 - $539.52 $40.3K - $46.4K
578 $271K
AFL
Aflac Inc

Financial Services
15
+ 0.71%
$100.99 - $111.19 $1.51K - $1.67K
2.14K $237K
LQD
Ishares Iboxx $ Investment Gra

ETFs
80
+ 3.11%
$105.1 - $109.61 $8.41K - $8.77K
2.65K $288K
HYG
Ishares Tr

ETFs
131
+ 4.34%
$78.51 - $80.11 $10.3K - $10.5K
3.15K $248K
WMT
Walmart Inc.

Consumer Defensive
249
+ 5.0%
$84.5 - $105.05 $21K - $26.2K
5.23K $459K
VLUE
Ishares Msci Usa Value Factor

ETFs
27
+ 0.64%
$104.89 - $113.56 $2.83K - $3.07K
4.26K $454K
VGT
Vanguard Information Technolog

ETFs
66
+ 16.75%
$542.38 - $646.34 $35.8K - $42.7K
460 $249K
GOOG
Alphabet Inc.

Communication Services
363
+ 23.19%
$156.06 - $207.71 $56.6K - $75.4K
1.93K $301K
LUV
Southwest Airlines CO

Industrials
91
+ 1.41%
$28.18 - $34.84 $2.56K - $3.17K
6.52K $219K
AOA
Ishares Tr Core Aggressive All

ETFs
2
+ 0.03%
$75.7 - $80.01 $151 - $160
6.38K $488K
American Healthcare Reit Inc
68
+ 0.84%
N/A
8.17K $0
Blackrock ETF Trust Ii
2.53K
+ 6.12%
N/A
43.9K $0
Lam Research Corp
10
+ 0.23%
N/A
4.36K $0
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
CSX
Csx Corp

Industrials
34
+ 0.45%
$29.11 - $33.67 $990 - $1.14K
7.62K $224K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.51%
$255.29 - $303.75 $1.79K - $2.13K
1.38K $357K
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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