West Wealth Group, LLC Incresed Positions in Q2 2025

West Wealth Group, LLC

  • $367 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
141K
+ 43.42%
$52.4 - $64.65 $7.38M - $9.11M
465K $29.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
135K
+ 60.07%
$34.72 - $42.74 $4.67M - $5.75M
358K $15.3M
MGC
Vanguard Mega Cap ETF

ETFs
17.7K
+ 43.71%
$179.23 - $224.92 $3.17M - $3.98M
58.2K $13.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
25.8K
+ 5.14%
$43.53 - $54.46 $1.12M - $1.41M
528K $28.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.7K
+ 8.77%
$58.41 - $72.69 $1.56M - $1.94M
331K $24M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
35K
+ 9.79%
$50.39 - $60.05 $1.76M - $2.1M
392K $23.6M
EFG
Msci Eafe Growth ETF

ETFs
6.53K
+ 4.92%
$89.8 - $112.0 $587K - $732K
139K $15.6M
CMF
Ishares California Muni Bond E

ETFs
34K
+ 16.48%
$54.52 - $56.7 $1.85M - $1.93M
240K $13.4M
AVGO
Broadcom Inc.

Technology
132
+ 1.15%
$146.29 - $275.65 $19.3K - $36.4K
11.6K $3.21M
MSFT
Microsoft Corp

Technology
280
+ 3.11%
$354.56 - $497.45 $99.3K - $139K
9.27K $4.61M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.67K
+ 6.04%
$152.42 - $182.82 $254K - $305K
29.3K $5.36M
AMZN
Amazon Com Inc

Consumer Cyclical
431
+ 3.32%
$167.32 - $223.3 $72.1K - $96.2K
13.4K $2.94M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.4K
+ 157.68%
$102.02 - $103.5 $449K - $456K
7.2K $740K
IVV
Ishares Core S&P 500 ETF

ETFs
602
+ 56.05%
$498.8 - $620.9 $300K - $374K
1.68K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
230
+ 4.03%
$221.86 - $362.89 $51K - $83.5K
5.94K $1.89M
IAU
Ishares Gold Trust

ETFs
2.42K
+ 4.9%
$56.1 - $64.74 $136K - $157K
51.7K $3.23M
META
Meta Platforms, Inc.

Communication Services
220
+ 23.45%
$484.66 - $738.09 $107K - $162K
1.16K $854K
BA
Boeing CO

Industrials
68
+ 0.94%
$136.59 - $217.51 $9.29K - $14.8K
7.3K $1.53M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.73K
+ 87.81%
$100.35 - $100.71 $274K - $275K
5.84K $587K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.57K
+ 0.98%
$45.12 - $46.23 $161K - $165K
369K $17.1M
JPM
Jpmorgan Chase & CO

Financial Services
440
+ 21.72%
$210.28 - $289.91 $92.5K - $128K
2.47K $714K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.48K
+ 15.47%
$97.29 - $105.63 $241K - $262K
18.5K $1.88M
IBM
International Business Machines Corp

Technology
427
+ 38.4%
$221.03 - $294.78 $94.4K - $126K
1.54K $453K
GOOG
Alphabet Inc.

Communication Services
697
+ 36.15%
$146.58 - $180.01 $102K - $125K
2.63K $465K
CAT
Caterpillar Inc

Industrials
170
+ 25.91%
$273.94 - $388.21 $46.6K - $66K
826 $320K
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.43%
$218.97 - $332.17 $1.31K - $1.99K
1.39K $461K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.08K
+ 9.18%
$85.42 - $94.39 $92.3K - $102K
12.9K $1.21M
BAC
Bank Of America Corp

Financial Services
1.33K
+ 20.47%
$34.39 - $47.46 $45.8K - $63.3K
7.84K $371K
QQQ
Invesco Qqq Trust, Series 1

ETFs
54
+ 9.34%
$416.06 - $551.64 $22.5K - $29.8K
632 $348K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
97
+ 0.98%
$53.69 - $67.27 $5.21K - $6.53K
10K $675K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 6.3%
$456.74 - $568.03 $18.3K - $22.7K
675 $383K
SRE
Sempra Energy

Utilities
167
+ 1.68%
$63.78 - $78.91 $10.7K - $13.2K
10.1K $764K
XOM
Exxon Mobil Corp

Energy
803
+ 27.08%
$99.93 - $119.04 $80.2K - $95.6K
3.77K $406K
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.11%
$81.79 - $99.98 $491 - $600
5.24K $511K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
468
+ 18.2%
$82.21 - $83.12 $38.5K - $38.9K
3.04K $251K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
743
+ 9.34%
$46.39 - $47.84 $34.5K - $35.5K
8.7K $416K
VLUE
Ishares Msci Usa Value Factor

ETFs
29
+ 0.68%
$93.5 - $113.21 $2.71K - $3.28K
4.29K $485K
IEFA
Ishares Tr

ETFs
93
+ 3.38%
$67.83 - $84.09 $6.31K - $7.82K
2.84K $237K
LMT
Lockheed Martin Corp

Industrials
30
+ 3.68%
$430.82 - $486.45 $12.9K - $14.6K
846 $391K
CSX
Csx Corp

Industrials
35
+ 0.46%
$26.69 - $32.91 $934 - $1.15K
7.65K $249K
HD
Home Depot, Inc.

Consumer Cyclical
63
+ 3.75%
$335.24 - $380.78 $21.1K - $24K
1.74K $639K
HYG
Ishares Tr

ETFs
189
+ 6.0%
$75.75 - $80.65 $14.3K - $15.2K
3.34K $269K
T
At&T Inc.

Communication Services
390
+ 3.13%
$26.33 - $28.94 $10.3K - $11.3K
12.8K $371K
IEMG
Ishares Inc

ETFs
33
+ 0.34%
N/A
9.86K $528K
AFL
Aflac Inc

Financial Services
119
+ 5.56%
$99.77 - $112.45 $11.9K - $13.4K
2.26K $238K
American Healthcare Reit Inc
117
+ 1.43%
N/A
8.29K $0
Blackrock ETF Trust
272K
+ 269.74%
N/A
373K $0
Blackrock ETF Trust Ii
402
+ 0.91%
N/A
44.3K $0
Blackrock ETF Trust Ii
4.87K
+ 22.46%
N/A
26.6K $0
Activity Summary
Buys All Purchases 78 New Holdings 24 Increased Positions 54 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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