The Analysis of West Wealth Group, LLC's Holdings
Currently, West Wealth Group, LLC holds 127 types of securities in its portfolio with a total value $482.0M. In the most recent quarter, they have increased their positions in DYNF (+53.8K shares, valued at $3.3M), SPEM (+56.8K shares, valued at $2.7M), CMF (+45.8K shares, valued at $2.6M); decreased their positions in N/A (-369 shares, valued at $115.5K), MSFT (-232 shares, valued at $112.2K), IYW (-510 shares, valued at $101.8K); initiated new positions in N/A (+30.6K shares, valued at $1.2M), DFAS (+3.0K shares, valued at $207.0K), AMGN (+630 shares, valued at $206.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR439.6K shares4.39%2025-12-312026-01-26
IVE ISHARES TR214.4K shares5.17%2025-12-312026-01-26 DYNF BLACKROCK ETF TRUST677.2K shares8.64%2025-12-312026-01-26 EFV ISHARES TR457.7K shares6.82%2025-12-312026-01-26 MGC VANGUARD WORLD FD103.7K shares7.15%2025-12-312026-01-26 SPYM SPDR SERIES TRUST323.9K shares3.57%2025-12-312026-01-26 JQUA J P MORGAN EXCHANGE TRADED F398.4K shares4.77%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS527.3K shares12.06%2025-12-312026-01-26 IUSB ISHARES TR403.4K shares6.12%2025-12-312026-01-26 THRO BLACKROCK ETF TRUST436.3K shares7.46%2025-12-312026-01-26 CMF ISHARES TR273.8K shares20.10%2025-12-312026-01-26 BAI BLACKROCK ETF TRUST468.4K shares10.80%2025-12-312026-01-26 AAPL APPLE INC54.3K shares0.20%2025-12-312026-01-26 SHLD GLOBAL X FDS133.6K shares9.35%2025-12-312026-01-26 JMOM J P MORGAN EXCHANGE TRADED F106.1K shares7.83%2025-12-312026-01-26 QUAL ISHARES TR32.1K shares6.04%2025-12-312026-01-26 NVDA NVIDIA CORPORATION34.1K shares6.64%2025-12-312026-01-26 EFG ISHARES TR51.7K shares7.44%2025-12-312026-01-26 MSFT MICROSOFT CORP9.7K shares-2.33%2025-12-312026-01-26 XTEN BONDBLOXX ETF TRUST101.5K shares9.17%2025-12-312026-01-26 BROADCOM INC BROADCOM INC12.3K shares3.20%2025-12-312026-01-26 SPMB SPDR SERIES TRUST148.4K shares5.28%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS65.4K shares11.01%2025-12-312026-01-26 AMZN AMAZON COM INC12.8K shares-0.39%2025-12-312026-01-26 HIMU BLACKROCK ETF TRUST II57.2K shares22.03%2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II51.0K shares6.44%2025-12-312026-01-26 TLH ISHARES TR25.8K shares22.35%2025-12-312026-01-26 IYW ISHARES TR10.9K shares-4.48%2025-12-312026-01-26 TSLA TESLA INC4.5K shares-1.40%2025-12-312026-01-26 PZA INVESCO EXCH TRADED FD TR II84.5K shares21.74%2025-12-312026-01-26 BA BOEING CO7.3K shares0.58%2025-12-312026-01-26 ESGU ISHARES TR10.1K shares0.04%2025-12-312026-01-26 USMV ISHARES TR15.5K shares5.67%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC4.9K shares435.38%2025-12-312026-01-26 IVV ISHARES TR1.4K shares1.05%2025-12-312026-01-26 EMB ISHARES TR10.1K shares5.43%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.2.9K shares0.31%2025-12-312026-01-26 ALPHABET INC ALPHABET INC2.9K shares-11.17%2025-12-312026-01-26 STIP ISHARES TR8.6K shares7.88%2025-12-312026-01-26 SRE SEMPRA9.9K shares-2.86%2025-12-312026-01-26 DIS DISNEY WALT CO7.6K shares-3.18%2025-12-312026-01-26 ALPHABET INC ALPHABET INC2.7K shares1.88%2025-12-312026-01-26 EMXC ISHARES INC11.4K shares-5.48%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR1.2K shares15.48%2025-12-312026-01-26 PLD PROLOGIS INC.6.1K shares-0.92%2025-12-312026-01-26 DGRO ISHARES TR10.9K shares7.95%2025-12-312026-01-26 LCTU BLACKROCK ETF TRUST10.0K shares-0.08%2025-12-312026-01-26 IEMG ISHARES INC10.4K shares1.67%2025-12-312026-01-26 META META PLATFORMS INC1.0K shares-2.84%2025-12-312026-01-26 SGOV ISHARES TR6.6K shares20.76%2025-12-312026-01-26 WMT WALMART INC5.9K shares2.32%2025-12-312026-01-26 HD HOME DEPOT INC1.9K shares-5.41%2025-12-312026-01-26 MCD MCDONALDS CORP2.0K shares-1.51%2025-12-312026-01-26 VLUE ISHARES TR4.3K shares0.60%2025-12-312026-01-26 USXF ISHARES TR10.2K shares-1.39%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW652 shares3.00%2025-12-312026-01-26 MUB ISHARES TR5.1K shares-2.69%2025-12-312026-01-26 XOM EXXON MOBIL CORP4.5K shares4.96%2025-12-312026-01-26 AOA ISHARES TR6.0K shares-0.66%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO3.7K shares-6.98%2025-12-312026-01-26 CAT CATERPILLAR INC901 shares-0.11%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS1.7K shares-8.99%2025-12-312026-01-26 GOVT ISHARES TR22.3K shares2.97%2025-12-312026-01-26 IRM IRON MTN INC DEL5.8K shares5.39%2025-12-312026-01-26 ROST ROSS STORES INC2.7K shares0.34%2025-12-312026-01-26 DSI ISHARES TR3.8K shares-0.40%2025-12-312026-01-26 ROK ROCKWELL AUTOMATION INC1.2K shares-0.08%2025-12-312026-01-26 ABBV ABBVIE INC2.0K shares3.52%2025-12-312026-01-26 VGT VANGUARD WORLD FD555 shares-3.81%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP830 shares-0.60%2025-12-312026-01-26 AHR AMERICAN HEALTHCARE REIT INC8.3K shares0.57%2025-12-312026-01-26 BAC BANK AMERICA CORP7.1K shares4.13%2025-12-312026-01-26 AMAT APPLIED MATLS INC1.5K shares-1.20%2025-12-312026-01-26 NFLX NETFLIX INC4.0K shares737.01%2025-12-312026-01-26 IGEB ISHARES TR7.6K shares-0.34%2025-12-312026-01-26 CSX CSX CORP9.6K shares-0.79%2025-12-312026-01-26 IGSB ISHARES TR6.4K shares0.98%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR7.6K shares101.55%2025-12-312026-01-26 VTI VANGUARD INDEX FDS995 shares2.79%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE1.1K shares1.05%2025-12-312026-01-26 GEV GE VERNOVA INC475 shares4.86%2025-12-312026-01-26 FNDF SCHWAB STRATEGIC TR6.7K shares-1.52%2025-12-312026-01-26 DELL DELL TECHNOLOGIES INC2.4K shares0.34%2025-12-312026-01-26 SHY ISHARES TR3.6K shares0.53%2025-12-312026-01-26 HYG ISHARES TR3.6K shares0.31%2025-12-312026-01-26 IJH ISHARES TR4.4K shares-21.76%2025-12-312026-01-26 T AT&T INC11.5K shares-13.44%2025-12-312026-01-26 RTX RTX CORPORATION1.6K shares-6.11%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON1.4K shares-2.48%2025-12-312026-01-26 IEFA ISHARES TR3.1K shares-24.84%2025-12-312026-01-26 LLY ELI LILLY & CO260 shares-3.70%2025-12-312026-01-26 TARS TARSUS PHARMACEUTICALS INC3.4K shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW1.8K shares-5.90%2025-12-312026-01-26 LUV SOUTHWEST AIRLS CO6.5K shares-1.09%2025-12-312026-01-26 KKR & CO INC KKR & CO INC2.1K shares-0.62%2025-12-312026-01-26 CSCO CISCO SYS INC3.4K shares-9.01%2025-12-312026-01-26 V VISA INC738 shares-5.26%2025-12-312026-01-26 IFRA ISHARES TR4.9K shares-4.01%2025-12-312026-01-26 EFA ISHARES TR2.7K shares1.79%2025-12-312026-01-26 HEFA ISHARES TR6.1K shares-6.78%2025-12-312026-01-26 AFL AFLAC INC2.3K shares0.62%2025-12-312026-01-26 QLTA ISHARES TR5.1K shares0.79%2025-12-312026-01-26 WABC WESTAMERICA BANCORPORATION5.1K shares-0.02%2025-12-312026-01-26 TJX TJX COS INC NEW1.6K shares-4.42%2025-12-312026-01-26 JAAA JANUS DETROIT STR TR4.7K shares0.84%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F4.1K shares-16.42%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC706 shares-10.97%2025-12-312026-01-26 DMXF ISHARES TR3.1K shares1.18%2025-12-312026-01-26 ESGE ISHARES INC5.2K shares1.68%2025-12-312026-01-26 NOC NORTHROP GRUMMAN CORP399 shares-3.16%2025-12-312026-01-26 ORCL ORACLE CORP1.2K shares17.20%2025-12-312026-01-26 BALI BLACKROCK ETF TRUST6.8K shares0.07%2025-12-312026-01-26 LQDH ISHARES U S ETF TR2.3K shares0.66%2025-12-312026-01-26 IDEV ISHARES TR2.5K shares1.36%2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST3.0K sharesnew addition2025-12-312026-01-26 AMGN AMGEN INC630 sharesnew addition2025-12-312026-01-26 PFE PFIZER INC8.2K sharesnew addition2025-12-312026-01-26 EW EDWARDS LIFESCIENCES CORP2.4K sharesnew addition2025-12-312026-01-26 CLF CLEVELAND-CLIFFS INC NEW10.4K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available