West Wealth Group, LLC Sells in Q3 2025

West Wealth Group, LLC

  • $394 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-91.3K
- 65.47%
$106.99 - $114.46 $9.77M - $10.4M
48.1K $5.48M
IYW
Ishares Dj Us Tech ETF

ETFs
-59.7K
- 83.96%
$171.38 - $197.01 $10.2M - $11.8M
11.4K $2.23M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-38.6K
- 76.16%
$62.54 - $68.42 $2.42M - $2.64M
12.1K $816K
HEFA
Ishares Currency Hedged Msci E

ETFs
-35.9K
- 84.53%
$37.2 - $39.61 $1.34M - $1.42M
6.58K $260K
EFV
Msci Eafe Value ETF

ETFs
-36.9K
- 7.93%
$62.79 - $68.42 $2.32M - $2.52M
428K $29.1M
CMF
Ishares California Muni Bond E

ETFs
-12.1K
- 5.05%
$55.16 - $57.13 $669K - $693K
228K $13M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-3.62K
- 41.57%
$47.11 - $48.77 $170K - $176K
5.08K $246K
AMZN
Amazon Com Inc

Consumer Cyclical
-525
- 3.92%
$211.65 - $238.24 $111K - $125K
12.9K $2.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-251
- 14.98%
$620.67 - $670.08 $156K - $168K
1.43K $953K
META
Meta Platforms, Inc.

Communication Services
-102
- 8.81%
$695.21 - $791.73 $70.9K - $80.8K
1.06K $775K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 3.06%
$915.95 - $994.57 $18.3K - $19.9K
633 $585K
MCD
Mcdonalds Corp

Consumer Cyclical
-277
- 11.87%
$291.67 - $316.99 $80.8K - $87.8K
2.06K $625K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-390
- 6.68%
$100.37 - $100.74 $39.1K - $39.3K
5.45K $548K
KKR
Kkr & Co. Inc.

Financial Services
-192
- 8.43%
$129.95 - $152.16 $25K - $29.2K
2.09K $270K
ROK
Rockwell Automation, Inc

Industrials
-148
- 10.66%
$328.67 - $358.52 $48.6K - $53.1K
1.24K $433K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.04K
- 9.31%
$64.12 - $68.08 $66.4K - $70.5K
10.1K $686K
BAC
Bank Of America Corp

Financial Services
-1.04K
- 13.26%
$44.92 - $52.42 $46.7K - $54.5K
6.8K $351K
IFRA
Ishares Tr

ETFs
-707
- 12.19%
$49.77 - $52.82 $35.2K - $37.3K
5.09K $269K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-70
- 2.24%
$71.6 - $76.11 $5.01K - $5.33K
3.05K $230K
Blackrock ETF Trust
-103
- 1.5%
N/A
6.75K $0
FNDF
Schwab Fundamental Intl Large

ETFs
-50
- 0.73%
$39.84 - $43.15 $1.99K - $2.16K
6.78K $291K
LMT
Lockheed Martin Corp

Industrials
-11
- 1.3%
$410.74 - $499.21 $4.52K - $5.49K
835 $416K
USXF
Ishares Esg Advanced Msci Usa

Technology
-176
- 1.67%
$53.69 - $57.31 $9.45K - $10.1K
10.3K $592K
DELL
Dell Technologies Inc.

Technology
-137
- 5.45%
$120.96 - $141.77 $16.6K - $19.4K
2.38K $337K
BA
Boeing CO

Industrials
-64
- 0.88%
$209.79 - $237.38 $13.4K - $15.2K
7.24K $1.56M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-18
- 0.18%
$67.21 - $72.65 $1.21K - $1.31K
10K $726K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.38K
- 23.16%
$293.94 - $444.72 $404K - $612K
4.57K $2.03M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-12.2K
- 3.1%
$59.61 - $63.09 $724K - $767K
380K $23.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-18.1K
- 5.48%
$72.65 - $78.68 $1.32M - $1.43M
313K $24.5M
AAPL
Apple Inc.

Technology
-1.34K
- 2.42%
$202.38 - $256.87 $272K - $345K
54.2K $13.8M
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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