West Wealth Group, LLC Portfolio Holdings by Sector
West Wealth Group, LLC
- $306 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW IVE SPLG DYNF EFV EFG JQUA IUSB 40 stocks |
$267,883
87.92% of portfolio
|
21
|
17
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,064
3.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$4,046
1.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3,048
1.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,379
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT 2 stocks |
$1,777
0.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,724
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,425
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$987
0.32% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$969
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$938
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM AMT 2 stocks |
$798
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$770
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$679
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$621
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST TJX 2 stocks |
$600
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$589
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$537
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$514
0.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$494
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$379
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$368
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$354
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$299
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$294
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$286
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$260
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV 1 stocks |
$204
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$203
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$132
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FFWM 1 stocks |
$64
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|