West Wealth Group, LLC Portfolio Holdings
West Wealth Group, LLC
- $306 Million
- Q3 2024
West Wealth Group, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $306 Million distributed in 84 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 $49M, Ishares S&P 500 Value ETF with a value of $31.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.4M, Blackrock ETF Tr U S Equity Fa with a value of $22.6M, and Msci Eafe Value ETF with a value of $19.8M.
Examining the 13F form we can see an increase of $25.1M in the current position value, from $280M to 306M.
Below you can find more details about West Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$306 Million
ETFs: $268 Million
Technology: $18.5 Million
Consumer Cyclical: $7.43 Million
Industrials: $2.61 Million
Consumer Defensive: $1.76 Million
Real Estate: $1.57 Million
Communication Services: $1.28 Million
Financial Services: $1.27 Million
Other: $2.38 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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