West Wealth Group, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $268 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $36.9M, Ishares S&P 500 Growth ETF with a value of $36.3M, Ishares S&P 500 Value ETF with a value of $29M, Msci Eafe Value ETF with a value of $15.2M, and Blackrock ETF Tr U S Equity Fa with a value of $14.7M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $254M to 268M.
Below you can find more details about West Wealth Group, LLC portfolio as well as his latest detailed transactions.