West Wealth Group, LLC Portfolio Holdings
West Wealth Group, LLC
- $327 Million
- Q1 2025
West Wealth Group, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $327 Million distributed in 96 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 $50.4M, Ishares S&P 500 Value ETF with a value of $38.9M, Blackrock ETF Tr U S Equity Fa with a value of $24.5M, J P Morgan ETF Tr U S Quality with a value of $20.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $20M.
Examining the 13F form we can see an decrease of $5.69M in the current position value, from $332M to 327M.
Below you can find more details about West Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$327 Million
ETFs: $287 Million
Technology: $21 Million
Consumer Cyclical: $6.13 Million
Communication Services: $2.83 Million
Industrials: $2.61 Million
Consumer Defensive: $1.82 Million
Financial Services: $1.77 Million
Real Estate: $1.17 Million
Other: $2 Million