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Size ($ in 1000's)
At 12/31/2023: $253,632
At 09/30/2023: $229,144
West Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Wealth Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the West Wealth Group LLC top holdings by largest position size, as per the latest 13f filing made by West Wealth Group LLC.
In the West Wealth Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by West Wealth Group LLC in that top holding, then the share count change between reporting periods, and finally the West Wealth Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPLG) |
1,414,709 |
+64,323 |
$79,082 | | SPLG | 1,414,709 | +64,323 | $79,082 | | ISHARES TR (QUAL) |
139,028 |
-2,772 |
$20,457 | | QUAL | 139,028 | -2,772 | $20,457 | | ISHARES TR (EFV) |
361,685 |
-24,215 |
$18,844 | | EFV | 361,685 | -24,215 | $18,844 | | ISHARES TR (ESGU) |
118,827 |
-37 |
$12,467 | | ESGU | 118,827 | -37 | $12,467 | | ISHARES TR (EFG) |
110,971 |
-70,751 |
$10,748 | | EFG | 110,971 | -70,751 | $10,748 | | APPLE INC |
49,995 |
+5,496 |
$9,626 | | AAPL | 49,995 | +5,496 | $9,626 | | ISHARES TR (IYW) |
64,329 |
+13,881 |
$7,896 | | IYW | 64,329 | +13,881 | $7,896 | | ISHARES INC (IEMG) |
155,397 |
-3,127 |
$7,860 | | IEMG | 155,397 | -3,127 | $7,860 | | SCHWAB STRATEGIC TR |
168,099 |
-18,357 |
$7,837 | | SCHZ | 168,099 | -18,357 | $7,837 | | ISHARES TR (IUSB) |
146,564 |
-1,832 |
$6,752 | | IUSB | 146,564 | -1,832 | $6,752 | | ISHARES TR (OEF) |
28,248 |
+28,248 |
$6,310 | | OEF | 28,248 | +28,248 | $6,310 | | ISHARES TR (IVW) |
73,019 |
+3,078 |
$5,484 | | IVW | 73,019 | +3,078 | $5,484 | | ISHARES TR (MBB) |
51,378 |
-529 |
$4,834 | | MBB | 51,378 | -529 | $4,834 | | ISHARES TR (TFLO) |
86,998 |
-6 |
$4,391 | | TFLO | 86,998 | -6 | $4,391 | | ISHARES TR (USMV) |
45,095 |
-26,984 |
$3,519 | | USMV | 45,095 | -26,984 | $3,519 | | ISHARES TR (TLT) |
33,069 |
+1,007 |
$3,270 | | TLT | 33,069 | +1,007 | $3,270 | | ISHARES INC (EMXC) |
58,119 |
+58,119 |
$3,220 | | EMXC | 58,119 | +58,119 | $3,220 | | MICROSOFT CORP |
6,926 |
-152 |
$2,604 | | MSFT | 6,926 | -152 | $2,604 | | ISHARES TR (IFRA) |
61,619 |
+2,411 |
$2,481 | | IFRA | 61,619 | +2,411 | $2,481 | | BOEING CO |
7,822 |
UNCH |
$2,039 | | BA | 7,822 | UNCH | $2,039 | | AMAZON COM INC |
13,106 |
-313 |
$1,991 | | AMZN | 13,106 | -313 | $1,991 | | SCHWAB STRATEGIC TR |
40,044 |
+800 |
$1,800 | | SCHI | 40,044 | +800 | $1,800 | | ISHARES TR (IXC) |
44,552 |
+44,552 |
$1,742 | | IXC | 44,552 | +44,552 | $1,742 | | TESLA INC |
6,984 |
-209 |
$1,735 | | TSLA | 6,984 | -209 | $1,735 | | MARRIOTT INTL INC NEW |
5,680 |
-10 |
$1,281 | | MAR | 5,680 | -10 | $1,281 | | ISHARES TR (TIP) |
9,916 |
-8 |
$1,066 | | TIP | 9,916 | -8 | $1,066 | | BROADCOM INC |
918 |
-1 |
$1,024 | | AVGO | 918 | -1 | $1,024 | | SPDR SER TR (SPTL) |
34,329 |
-1,676 |
$996 | | SPTL | 34,329 | -1,676 | $996 | | NVIDIA CORPORATION |
1,836 |
+32 |
$909 | | NVDA | 1,836 | +32 | $909 | | ISHARES TR (GOVT) |
39,388 |
-40,793 |
$908 | | GOVT | 39,388 | -40,793 | $908 | | SEMPRA |
10,947 |
+92 |
$818 | | SRE | 10,947 | +92 | $818 | | PROLOGIS INC. |
6,103 |
+47 |
$814 | | PLD | 6,103 | +47 | $814 | | BLACKROCK ETF TRUST (LCTU) |
14,533 |
+2,050 |
$761 | | LCTU | 14,533 | +2,050 | $761 | | SPDR INDEX SHS FDS (GII) |
12,291 |
-2,092 |
$657 | | GII | 12,291 | -2,092 | $657 | | MCDONALDS CORP |
2,189 |
-314 |
$649 | | MCD | 2,189 | -314 | $649 | | SPDR SER TR (EBND) |
28,762 |
-26,321 |
$611 | | EBND | 28,762 | -26,321 | $611 | | ISHARES TR (EMB) |
6,537 |
+9 |
$582 | | EMB | 6,537 | +9 | $582 | | SSGA ACTIVE ETF TR (SRLN) |
13,793 |
-9,756 |
$578 | | SRLN | 13,793 | -9,756 | $578 | | SPDR SER TR (SPHY) |
24,671 |
+24,671 |
$577 | | SPHY | 24,671 | +24,671 | $577 | | SPDR SER TR (PSK) |
16,075 |
-2,635 |
$539 | | PSK | 16,075 | -2,635 | $539 | | ROCKWELL AUTOMATION INC |
1,720 |
+1 |
$534 | | ROK | 1,720 | +1 | $534 | | HOME DEPOT INC |
1,538 |
+21 |
$533 | | HD | 1,538 | +21 | $533 | | ISHARES TR (DSI) |
5,772 |
+1,028 |
$526 | | DSI | 5,772 | +1,028 | $526 | | SPDR SER TR (IBND) |
17,159 |
-3,433 |
$514 | | IBND | 17,159 | -3,433 | $514 | | PROCTER AND GAMBLE CO |
3,331 |
-17 |
$488 | | PG | 3,331 | -17 | $488 | | ISHARES TR (USXF) |
11,802 |
+279 |
$470 | | USXF | 11,802 | +279 | $470 | | SPDR SER TR (RWR) |
4,652 |
-899 |
$443 | | RWR | 4,652 | -899 | $443 | | SPDR SER TR (EMHC) |
17,752 |
+17,752 |
$432 | | EMHC | 17,752 | +17,752 | $432 | | UNITEDHEALTH GROUP INC |
812 |
-6 |
$428 | | UNH | 812 | -6 | $428 | | ISHARES TR (VLUE) |
4,204 |
UNCH |
$425 | | VLUE | 4,204 | UNCH | $425 |
See Full List: All Stocks Held By West Wealth Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By West Wealth Group LLC
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