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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.4 Million 15.42% of portfolio
542,892
Q1 2025 Added 1.53%
$0
$38.9 Million 11.91% of portfolio
204,116
Q1 2025 Added 19.22%
$0
$24.5 Million 7.49% of portfolio
502,110
Q1 2025 Added 3.88%
$0
$20.2 Million 6.18% of portfolio
357,437
Q1 2025 Added 8.95%
$0
$20 Million 6.12% of portfolio
304,159
Q1 2025 Reduced 22.84%
$0
$19.1 Million 5.85% of portfolio
324,494
Q1 2025 Reduced 13.82%
$0
$16.8 Million 5.16% of portfolio
365,568
Q1 2025 Added 2.03%
$0
$13.3 Million 4.07% of portfolio
132,867
Q1 2025 Reduced 31.95%
$3.3T
$12.2 Million 3.75% of portfolio
55,098
Q1 2025 Added 12.03%
$0
$11.6 Million 3.55% of portfolio
206,136
Q1 2025 Added 7.51%
$0
$10.7 Million 3.28% of portfolio
76,228
Q1 2025 Added 4.51%
$0
$8.82 Million 2.7% of portfolio
223,912
Q1 2025 Added 147.09%
$0
$8.21 Million 2.51% of portfolio
148,965
Q1 2025 Reduced 32.77%
$0
$8.16 Million 2.5% of portfolio
40,510
Q1 2025 Added 222.04%
$0
$5.1 Million 1.56% of portfolio
90,494
Q1 2025 Added 6.5%
$0
$4.88 Million 1.49% of portfolio
134,499
Q1 2025 Added 302.13%
$3.71T
$3.38 Million 1.03% of portfolio
8,994
Q1 2025 Added 14.05%
$394B
$3.21 Million 0.98% of portfolio
29,642
Q1 2025 Reduced 0.41%
$52.9B
$2.91 Million 0.89% of portfolio
49,330
Q1 2025 Added 186.19%
$0
$2.91 Million 0.89% of portfolio
132,032
Q1 2025 Reduced 18.83%
$2.24T
$2.47 Million 0.76% of portfolio
12,976
Q1 2025 Added 4.18%
$112B
$1.93 Million 0.59% of portfolio
11,509
Q1 2025 Added 2.46%
$0
$1.66 Million 0.51% of portfolio
16,019
Q1 2025 Reduced 7.47%
$1T
$1.48 Million 0.45% of portfolio
5,712
Q1 2025 Reduced 11.26%
$0
$1.39 Million 0.43% of portfolio
11,429
Q1 2025 Reduced 3.64%
$125B
$1.23 Million 0.38% of portfolio
7,233
Q1 2025 Added 0.25%
$0
$1.1 Million 0.34% of portfolio
11,781
Q1 2025 New
$226B
$889,000 0.27% of portfolio
9,011
Q1 2025 Added 164.25%
$0
$815,000 0.25% of portfolio
9,003
Q1 2025 Added 13.69%
$0
$823,000 0.25% of portfolio
13,335
Q1 2025 Added 20.25%
$438B
$746,000 0.23% of portfolio
789
Q1 2025 Added 15.69%
$23.8B
$708,000 0.22% of portfolio
9,928
Q1 2025 Reduced 4.58%
$215B
$726,000 0.22% of portfolio
2,326
Q1 2025 Added 1.84%
$97.1B
$693,000 0.21% of portfolio
6,207
Q1 2025 Added 0.02%
$375B
$615,000 0.19% of portfolio
1,680
Q1 2025 Added 5.53%
$378B
$613,000 0.19% of portfolio
3,602
Q1 2025 Added 2.8%
$0
$637,000 0.19% of portfolio
1,139
Q1 2025 Added 123.77%
$0
$602,000 0.18% of portfolio
9,938
Q1 2025 Reduced 21.72%
$0
$603,000 0.18% of portfolio
1,074
Q1 2025 Added 3.77%
$1.65T
$540,000 0.17% of portfolio
938
Q1 2025 Added 17.4%
$0
$526,000 0.16% of portfolio
9,822
Q1 2025 Reduced 4.97%
$0
$536,000 0.16% of portfolio
23,338
Q1 2025 Added 4.32%
$0
$506,000 0.15% of portfolio
10,843
Q1 2025 Reduced 15.82%
$88.7B
$495,000 0.15% of portfolio
2,079
Q1 2025 Reduced 63.82%
$850B
$496,000 0.15% of portfolio
2,026
Q1 2025 Added 8.46%
$0
$481,000 0.15% of portfolio
6,648
Q1 2025 Added 9.13%
$0
$488,000 0.15% of portfolio
6,383
Q1 2025 Added 0.03%
$292B
$461,000 0.14% of portfolio
882
Q1 2025 Added 3.16%
$0
$454,000 0.14% of portfolio
4,260
Q1 2025 Added 0.64%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $327 Million
  • Prior Value $332 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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