The Analysis of West Wealth Group, LLC's Holdings
Currently, West Wealth Group, LLC holds 123 types of securities in its portfolio with a total value $443.6M. In the most recent quarter, they have increased their positions in MGC (+38.6K shares, valued at $9.4M), BAI (+266.1K shares, valued at $9.3M), SHLD (+122.2K shares, valued at $8.1M); decreased their positions in IYW (-59.7K shares, valued at $11.7M), EFG (-91.3K shares, valued at $10.5M), EMXC (-38.6K shares, valued at $2.7M); initiated new positions in SHLD (+122.2K shares, valued at $8.1M), PZA (+69.4K shares, valued at $1.6M), STX (+1.4K shares, valued at $296.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR421.1K shares0.47%2025-09-302025-10-27
IVE ISHARES TR203.9K shares3.21%2025-09-302025-10-27 DYNF BLACKROCK ETF TRUST623.3K shares18.08%2025-09-302025-10-27 EFV ISHARES TR428.5K shares-7.93%2025-09-302025-10-27 SPYM SPDR SERIES TRUST312.7K shares-5.48%2025-09-302025-10-27 JQUA J P MORGAN EXCHANGE TRADED F380.3K shares-3.10%2025-09-302025-10-27 MGC VANGUARD WORLD FD96.8K shares66.28%2025-09-302025-10-27 SPEM SPDR INDEX SHS FDS470.6K shares31.29%2025-09-302025-10-27 IUSB ISHARES TR380.1K shares2.98%2025-09-302025-10-27 THRO BLACKROCK ETF TRUST406.0K shares8.93%2025-09-302025-10-27 BAI BLACKROCK ETF TRUST422.8K shares169.88%2025-09-302025-10-27 AAPL APPLE INC54.2K shares-2.42%2025-09-302025-10-27 CMF ISHARES TR228.0K shares-5.05%2025-09-302025-10-27 SHLD GLOBAL X FDS122.2K sharesnew addition2025-09-302025-10-27 JMOM J P MORGAN EXCHANGE TRADED F98.4K shares2.72%2025-09-302025-10-27 QUAL ISHARES TR30.2K shares3.22%2025-09-302025-10-27 NVDA NVIDIA CORPORATION32.0K shares19.18%2025-09-302025-10-27 EFG ISHARES TR48.1K shares-65.47%2025-09-302025-10-27 IAU ISHARES GOLD TR69.6K shares34.44%2025-09-302025-10-27 MSFT MICROSOFT CORP10.0K shares7.33%2025-09-302025-10-27 XTEN BONDBLOXX ETF TRUST93.0K shares8.70%2025-09-302025-10-27 AVGO BROADCOM INC11.9K shares2.37%2025-09-302025-10-27 SPMB SPDR SERIES TRUST140.9K shares8.31%2025-09-302025-10-27 BNDX VANGUARD CHARLOTTE FDS58.9K shares11.34%2025-09-302025-10-27 AMZN AMAZON COM INC12.9K shares-3.92%2025-09-302025-10-27 BINC BLACKROCK ETF TRUST II47.9K shares8.02%2025-09-302025-10-27 HIMU BLACKROCK ETF TRUST II46.9K shares76.44%2025-09-302025-10-27 IYW ISHARES TR11.4K shares-83.96%2025-09-302025-10-27 TLH ISHARES TR21.1K shares14.16%2025-09-302025-10-27 TSLA TESLA INC4.6K shares-23.16%2025-09-302025-10-27 PZA INVESCO EXCH TRADED FD TR II69.4K sharesnew addition2025-09-302025-10-27 BA BOEING CO7.2K shares-0.88%2025-09-302025-10-27 ESGU ISHARES TR10.1K shares-11.12%2025-09-302025-10-27 USMV ISHARES TR14.7K shares14.24%2025-09-302025-10-27 IVV ISHARES TR1.4K shares-14.98%2025-09-302025-10-27 SRE SEMPRA10.2K shares1.11%2025-09-302025-10-27 EMB ISHARES TR9.6K shares7.08%2025-09-302025-10-27 DIS DISNEY WALT CO7.9K shares2.16%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.2.9K shares16.87%2025-09-302025-10-27 EMXC ISHARES INC12.1K shares-76.16%2025-09-302025-10-27 GOOGL ALPHABET INC3.3K shares29.62%2025-09-302025-10-27 STIP ISHARES TR8.0K shares10.56%2025-09-302025-10-27 HD HOME DEPOT INC2.0K shares12.51%2025-09-302025-10-27 META META PLATFORMS INC1.1K shares-8.81%2025-09-302025-10-27 PLD PROLOGIS INC.6.2K shares0.93%2025-09-302025-10-27 LCTU BLACKROCK ETF TRUST10.0K shares-0.18%2025-09-302025-10-27 DGRO ISHARES TR10.1K shares-9.31%2025-09-302025-10-27 IEMG ISHARES INC10.2K shares3.96%2025-09-302025-10-27 GOOG ALPHABET INC2.7K shares1.10%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR1.0K shares33.82%2025-09-302025-10-27 LRCX LAM RESEARCH CORP4.5K shares2.23%2025-09-302025-10-27 WMT WALMART INC5.8K shares10.54%2025-09-302025-10-27 MCD MCDONALDS CORP2.1K shares-11.87%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW633 shares-3.06%2025-09-302025-10-27 USXF ISHARES TR10.3K shares-1.67%2025-09-302025-10-27 IRM IRON MTN INC DEL5.6K shares0.93%2025-09-302025-10-27 PG PROCTER AND GAMBLE CO3.9K shares10.99%2025-09-302025-10-27 NFLX NETFLIX INC481 shares56.17%2025-09-302025-10-27 MUB ISHARES TR5.3K shares64.12%2025-09-302025-10-27 SGOV ISHARES TR5.4K shares-6.68%2025-09-302025-10-27 VLUE ISHARES TR4.3K shares0.54%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHS1.9K shares24.30%2025-09-302025-10-27 AOA ISHARES TR6.0K shares2.12%2025-09-302025-10-27 VOO VANGUARD INDEX FDS827 shares22.52%2025-09-302025-10-27 GOVT ISHARES TR21.6K shares1.85%2025-09-302025-10-27 CAT CATERPILLAR INC902 shares9.20%2025-09-302025-10-27 XOM EXXON MOBIL CORP4.3K shares12.79%2025-09-302025-10-27 DSI ISHARES TR3.8K shares0.24%2025-09-302025-10-27 QQQ INVESCO QQQ TR771 shares21.99%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL893 shares7.20%2025-09-302025-10-27 ROK ROCKWELL AUTOMATION INC1.2K shares-10.66%2025-09-302025-10-27 ABBV ABBVIE INC1.9K shares5.92%2025-09-302025-10-27 VGT VANGUARD WORLD FD577 shares49.48%2025-09-302025-10-27 ROST ROSS STORES INC2.7K shares0.30%2025-09-302025-10-27 LMT LOCKHEED MARTIN CORP835 shares-1.30%2025-09-302025-10-27 RKLB ROCKET LAB CORP5.8K shares0.00%2025-09-302025-10-27 IJH ISHARES TR5.6K shares34.19%2025-09-302025-10-27 DELL DELL TECHNOLOGIES INC2.4K shares-5.45%2025-09-302025-10-27 IEFA ISHARES TR4.2K shares46.68%2025-09-302025-10-27 BAC BANK AMERICA CORP6.8K shares-13.26%2025-09-302025-10-27 AHR AMERICAN HEALTHCARE REIT INC8.3K shares0.00%2025-09-302025-10-27 IGEB ISHARES TR7.7K shares4.80%2025-09-302025-10-27 CSX CSX CORP9.7K shares26.31%2025-09-302025-10-27 T AT&T INC13.3K shares3.72%2025-09-302025-10-27 AMAT APPLIED MATLS INC1.5K shares1.70%2025-09-302025-10-27 IGSB ISHARES TR6.3K shares18.16%2025-09-302025-10-27 XLE SELECT SECTOR SPDR TR3.7K shares1.00%2025-09-302025-10-27 VTI VANGUARD INDEX FDS968 shares25.71%2025-09-302025-10-27 GE GE AEROSPACE1.1K shares7.69%2025-09-302025-10-27 ORCL ORACLE CORP994 shares12.57%2025-09-302025-10-27 SHY ISHARES TR3.6K shares17.97%2025-09-302025-10-27 STX SEAGATE TECHNOLOGY HLDNGS PL1.4K sharesnew addition2025-09-302025-10-27 FNDF SCHWAB STRATEGIC TR6.8K shares-0.73%2025-09-302025-10-27 CVX CHEVRON CORP NEW1.9K shares19.77%2025-09-302025-10-27 HYG ISHARES TR3.6K shares7.84%2025-09-302025-10-27 UNH UNITEDHEALTH GROUP INC793 sharesnew addition2025-09-302025-10-27 JEPI J P MORGAN EXCHANGE TRADED F5.0K shares35.88%2025-09-302025-10-27 GEV GE VERNOVA INC453 shares1.34%2025-09-302025-10-27 IFRA ISHARES TR5.1K shares-12.19%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON1.4K sharesnew addition2025-09-302025-10-27 V VISA INC779 sharesnew addition2025-09-302025-10-27 HEFA ISHARES TR6.6K shares-84.53%2025-09-302025-10-27 KKR KKR & CO INC2.1K shares-8.43%2025-09-302025-10-27 RTX RTX CORPORATION1.7K shares3.51%2025-09-302025-10-27 CSCO CISCO SYS INC3.7K sharesnew addition2025-09-302025-10-27 TARS TARSUS PHARMACEUTICALS INC3.4K sharesnew addition2025-09-302025-10-27 NOC NORTHROP GRUMMAN CORP412 shares4.30%2025-09-302025-10-27 AFL AFLAC INC2.3K shares0.58%2025-09-302025-10-27 QLTA ISHARES TR5.1K shares-41.57%2025-09-302025-10-27 EFA ISHARES TR2.6K sharesnew addition2025-09-302025-10-27 TJX TJX COS INC NEW1.7K shares7.62%2025-09-302025-10-27 WABC WESTAMERICA BANCORPORATION5.1K shares0.94%2025-09-302025-10-27 JAAA JANUS DETROIT STR TR4.7K sharesnew addition2025-09-302025-10-27 DMXF ISHARES TR3.0K shares-2.24%2025-09-302025-10-27 VUG VANGUARD INDEX FDS476 sharesnew addition2025-09-302025-10-27 ESGE ISHARES INC5.1K shares0.00%2025-09-302025-10-27 LLY ELI LILLY & CO270 sharesnew addition2025-09-302025-10-27 LUV SOUTHWEST AIRLS CO6.6K sharesnew addition2025-09-302025-10-27 AMD ADVANCED MICRO DEVICES INC913 sharesnew addition2025-09-302025-10-27 LQDH ISHARES U S ETF TR2.3K sharesnew addition2025-09-302025-10-27 BALI BLACKROCK ETF TRUST6.7K shares-1.50%2025-09-302025-10-27 IDEV ISHARES TR2.5K sharesnew addition2025-09-302025-10-27 CLF CLEVELAND-CLIFFS INC NEW10.4K shares0.00%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available