West Wealth Group, LLC Sells in Q1 2025

West Wealth Group, LLC

  • $327 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-90K
- 22.84%
$64.88 - $72.1 $5.84M - $6.49M
304K $20M
EFG
Msci Eafe Growth ETF

ETFs
-62.4K
- 31.95%
$96.1 - $106.37 $5.99M - $6.64M
133K $13.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-72.6K
- 32.77%
$54.25 - $57.64 $3.94M - $4.19M
149K $8.21M
IFRA
Ishares Tr

ETFs
-69K
- 92.03%
$44.8 - $49.25 $3.09M - $3.4M
5.98K $269K
TSLA
Tesla, Inc.

Consumer Cyclical
-725
- 11.26%
$222.15 - $428.22 $161K - $310K
5.71K $1.48M
MAR
Marriott International Inc

Consumer Cyclical
-3.67K
- 63.82%
$237.01 - $304.45 $869K - $1.12M
2.08K $495K
NVDA
Nvidia Corp

Technology
-122
- 0.41%
$106.98 - $149.43 $13.1K - $18.2K
29.6K $3.21M
EFV
Msci Eafe Value ETF

ETFs
-52K
- 13.82%
$51.88 - $60.73 $2.7M - $3.16M
324K $19.1M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-30.6K
- 18.83%
$21.23 - $22.14 $650K - $678K
132K $2.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-806
- 2.83%
$168.16 - $186.21 $136K - $150K
27.6K $4.72M
SRE
Sempra Energy

Utilities
-476
- 4.58%
$67.85 - $87.67 $32.3K - $41.7K
9.93K $708K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.27K
- 25.16%
$101.98 - $115.66 $130K - $147K
3.78K $387K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.58K
- 45.22%
$63.91 - $70.19 $165K - $181K
3.12K $210K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-432
- 3.64%
$120.24 - $134.3 $51.9K - $58K
11.4K $1.39M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.04K
- 15.82%
$46.38 - $52.65 $94.5K - $107K
10.8K $506K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.29K
- 7.47%
$97.25 - $104.79 $126K - $135K
16K $1.66M
LMT
Lockheed Martin Corp

Industrials
-39
- 4.56%
$423.19 - $506.29 $16.5K - $19.7K
816 $364K
BAC
Bank Of America Corp

Financial Services
-658
- 9.18%
$39.61 - $47.74 $26.1K - $31.4K
6.51K $271K
IEMG
Ishares Inc

ETFs
-514
- 4.97%
N/A
9.82K $526K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-112
- 3.68%
$75.99 - $81.58 $8.51K - $9.14K
2.93K $224K
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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