West Wealth Group, LLC Portfolio Holdings
West Wealth Group, LLC
- $280 Million
- Q2 2024
West Wealth Group, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $280 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $45M, Spdr Portfolio S&P 500 ETF (Ma with a value of $31.8M, Ishares S&P 500 Value ETF with a value of $28.7M, Blackrock ETF Tr U S Equity Fa with a value of $20.3M, and Msci Eafe Growth ETF with a value of $16.8M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $268M to 280M.
Below you can find more details about West Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$280 Million
ETFs: $246 Million
Technology: $17.3 Million
Consumer Cyclical: $6.74 Million
Industrials: $2.69 Million
Communication Services: $1.68 Million
Consumer Defensive: $1.39 Million
Real Estate: $1.13 Million
Financial Services: $933,000
Other: $1.69 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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