West Wealth Group, LLC Top Holdings and 13F Report (2024) About West Wealth Group, LLCInvestment ActivityWest Wealth Group, LLC has $308.58 million in total holdings as of September 30, 2024.West Wealth Group, LLC owns shares of 84 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 9.71% of the portfolio was purchased this quarter.About 5.63% of the portfolio was sold this quarter.This quarter, West Wealth Group, LLC has purchased 81 new stocks and bought additional shares in 41 stocks.West Wealth Group, LLC sold shares of 25 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $49,021,832iShares S&P 500 Value ETF $31,557,376SPDR Portfolio S&P 500 ETF $29,413,786iShares U.S. Equity Factor Rotation Active ETF $22,574,129iShares MSCI EAFE Value ETF $19,763,088 Largest New Holdings this Quarter SPDR Portfolio Mortgage Backed Bond ETF $3,342,483 HoldingKKR & Co. Inc. $286,102 HoldingAMERICAN HEALTHCARE REIT INC $269,143 HoldingChevron $260,649 HoldingExxon Mobil $255,000 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 153,538 shares (about $8.83M)SPDR Portfolio Mortgage Backed Bond ETF 148,357 shares (about $3.34M)iShares Core Total USD Bond Market ETF 56,167 shares (about $2.65M)iShares MSCI Emerging Markets ex China ETF 42,946 shares (about $2.62M)iShares S&P 500 Growth ETF 25,849 shares (about $2.48M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 61,893 shares (about $4.18M)SPDR Portfolio Emerging Markets ETF 52,544 shares (about $2.17M)SPDR Portfolio Long Term Treasury ETF 21,696 shares (about $630.71K)iShares iBoxx $ Investment Grade Corporate Bond ETF 3,881 shares (about $438.48K)iShares MSCI USA Quality Factor ETF 1,487 shares (about $266.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$49,021,832$2,475,043 ▲5.3%511,97715.9%ETFIVEiShares S&P 500 Value ETF$31,557,376$418,591 ▲1.3%160,05210.2%ETFSPLGSPDR Portfolio S&P 500 ETF$29,413,786$4,178,399 ▼-12.4%435,6959.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$22,574,129$1,189,258 ▲5.6%456,3207.3%ETFEFViShares MSCI EAFE Value ETF$19,763,088$8,833,032 ▲80.8%343,5276.4%ETFEFGiShares MSCI EAFE Growth ETF$18,408,067$741,387 ▲4.2%170,9996.0%ETFJQUAJPMorgan US Quality Factor ETF$17,229,534$1,285,441 ▲8.1%304,5705.6%ETFIUSBiShares Core Total USD Bond Market ETF$16,249,765$2,646,590 ▲19.5%344,8595.3%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$11,870,053$2,624,427 ▲28.4%194,2413.8%ManufacturingAAPLApple$11,069,022$70,132 ▼-0.6%47,5073.6%Computer and TechnologyIYWiShares U.S. Technology ETF$10,737,001$162,992 ▲1.5%70,8153.5%ManufacturingCMFiShares California Muni Bond ETF$8,498,181$919,300 ▲12.1%146,2432.8%ETFQUALiShares MSCI USA Quality Factor ETF$5,008,057$266,621 ▼-5.1%27,9311.6%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$3,342,483$3,342,483 ▲New Holding148,3571.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,336,560$2,169,003 ▼-39.4%80,8281.1%ETFIFRAiShares U.S. Infrastructure ETF$3,326,082$225,033 ▲7.3%70,8131.1%ETFMSFTMicrosoft$3,049,207$86,063 ▲2.9%7,0861.0%Computer and TechnologyAMZNAmazon.com$2,379,807$69,315 ▼-2.8%12,7720.8%Retail/WholesaleNVDANVIDIA$2,377,857$162,968 ▲7.4%19,5810.8%Computer and TechnologyMGCVanguard Mega Cap ETF$2,370,234$139,280 ▲6.2%11,4700.8%ETFBINCiShares Flexible Income Active ETF$2,078,280$273,321 ▲15.1%38,8250.7%ETFESGUiShares ESG Aware MSCI USA ETF$1,833,618$228,130 ▼-11.1%14,5320.6%ManufacturingTSLATesla$1,724,665$64,099 ▼-3.6%6,5920.6%Auto/Tires/TrucksAVGOBroadcom$1,669,625$1,509,890 ▲945.2%9,6790.5%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$1,521,881$630,706 ▼-29.3%52,3520.5%ETFMARMarriott International$1,425,482$3,729 ▲0.3%5,7340.5%Consumer DiscretionaryTLHiShares 10-20 Year Treasury Bond ETF$1,378,542$168,915 ▲14.0%12,6090.4%ETFBABoeing$1,281,763$27,217 ▼-2.1%8,4300.4%AerospaceIXCiShares Global Energy ETF$1,122,759$56,956 ▲5.3%27,7360.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$967,152$106,721 ▲12.4%27,3050.3%ETFSRESempra$938,678$7,527 ▲0.8%11,2240.3%UtilitiesPLDPrologis$770,7460.0%6,1030.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$738,867$161,724 ▼-18.0%12,8700.2%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$725,951$155,906 ▼-17.7%11,5710.2%ETFDGROiShares Core Dividend Growth ETF$710,716$33,602 ▼-4.5%11,3370.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$699,607$51,376 ▼-6.8%7,4760.2%ETFMCDMcDonald's$679,651$5,786 ▲0.9%2,2320.2%Retail/WholesaleHDHome Depot$621,526$3,241 ▲0.5%1,5340.2%Retail/WholesaleIRMIron Mountain$594,1500.0%5,0000.2%FinanceCOSTCostco Wholesale$591,070$45,194 ▲8.3%6670.2%Retail/WholesalePGProcter & Gamble$589,920$6,755 ▲1.2%3,4060.2%Consumer StaplesGIGBGoldman Sachs Access Investment Grade Corporate Bond ETF$571,566$2,886 ▲0.5%12,0790.2%ETFGOVTiShares U.S. Treasury Bond ETF$567,487$3,822 ▼-0.7%24,2000.2%ETFDSIiShares MSCI KLD 400 Social ETF$564,295$18,386 ▼-3.2%5,1870.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$538,337$13,987 ▼-2.5%10,9690.2%ManufacturingIVViShares Core S&P 500 ETF$516,247$6,345 ▲1.2%8950.2%ETFLMTLockheed Martin$496,827$2,338 ▲0.5%8500.2%AerospaceUNHUnitedHealth Group$494,077$8,771 ▲1.8%8450.2%MedicalAOAiShares Core Aggressive Allocation ETF$465,756$19,650 ▼-4.0%5,9020.2%ETFVLUEiShares MSCI USA Value Factor ETF$458,4040.0%4,2040.1%ETFIGROiShares International Dividend Growth ETF$456,342$30,731 ▲7.2%6,1180.1%ETFROSTRoss Stores$394,9380.0%2,6240.1%Retail/WholesaleBRK.BBerkshire Hathaway$379,715$11,967 ▼-3.1%8250.1%FinanceWMTWalmart$378,854$3,714 ▲1.0%4,6920.1%Retail/WholesaleROKRockwell Automation$367,992$97,970 ▼-21.0%1,3710.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$367,736$2,761 ▼-0.7%3,4630.1%ETFJEPIJPMorgan Equity Premium Income ETF$357,834$12,676 ▼-3.4%6,0130.1%ETFLRCXLam Research$354,126$816 ▲0.2%4340.1%Computer and TechnologyMETAMeta Platforms$343,152$21,196 ▲6.6%5990.1%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$341,758$59,289 ▲21.0%4,7440.1%ManufacturingGOOGAlphabet$326,766$2,007 ▲0.6%1,9540.1%Computer and TechnologyGOOGLAlphabet$319,600$1,824 ▲0.6%1,9270.1%Computer and TechnologyABBVAbbVie$299,101$1,777 ▲0.6%1,5150.1%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$295,330$438,476 ▼-59.8%2,6140.1%FinanceTAT&T$294,724$1,122 ▲0.4%13,3970.1%Computer and TechnologyKKRKKR & Co. Inc.$286,102$286,102 ▲New Holding2,1910.1%FinanceSPYSPDR S&P 500 ETF Trust$284,596$1,148 ▲0.4%4960.1%FinanceJPMJPMorgan Chase & Co.$279,849$9,701 ▲3.6%1,3270.1%FinanceAMERICAN HEALTHCARE REIT INC$269,143$269,143 ▲New Holding10,3120.1%COM SHSVOOVanguard S&P 500 ETF$269,1120.0%5100.1%ETFCSXCSX$260,927$932 ▲0.4%7,5570.1%TransportationCVXChevron$260,649$260,649 ▲New Holding1,7700.1%Oils/EnergyBACBank of America$258,612$2,659 ▼-1.0%6,5170.1%FinanceXOMExxon Mobil$255,000$255,000 ▲New Holding2,1750.1%Oils/EnergyHYGiShares iBoxx $ High Yield Corporate Bond ETF$243,711$243,711 ▲New Holding3,0350.1%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$242,113$13,418 ▼-5.3%4,9260.1%ETFFLOTiShares Floating Rate Bond ETF$236,366$236,366 ▲New Holding4,6310.1%ETFCWBSPDR Bloomberg Convertible Securities ETF$219,124$48,405 ▼-18.1%2,8610.1%ETFTJXTJX Companies$206,463$206,463 ▲New Holding1,7570.1%Retail/WholesaleAMTAmerican Tower$204,732$204,732 ▲New Holding8800.1%FinanceLUVSouthwest Airlines$204,580$204,580 ▲New Holding6,9040.1%TransportationPEPPepsiCo$203,582$203,582 ▲New Holding1,1970.1%Consumer StaplesCLFCleveland-Cliffs$132,3990.0%10,3680.0%Basic MaterialsFFWMFirst Foundation$64,6980.0%10,3680.0%FinanceMBBiShares MBS ETF$0$3,330,101 ▼-100.0%00.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$0$2,911,000 ▼-100.0%00.0%ETFSPIPSPDR Portfolio TIPS ETF$0$1,129,909 ▼-100.0%00.0%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$0$282,314 ▼-100.0%00.0%ManufacturingSPYDSPDR Portfolio S&P 500 High Dividend ETF$0$249,331 ▼-100.0%00.0%ETFIEFAiShares Core MSCI EAFE ETF$0$237,648 ▼-100.0%00.0%ETFDISWalt Disney$0$235,176 ▼-100.0%00.0%Consumer DiscretionaryVZVerizon Communications$0$203,048 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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