21 West Wealth Management LLC Purchases and Sells in Q4 2025

21 West Wealth Management LLC

$109 Billion
Q4 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	10K + 23.62%	$83.45 - $84.82 $836K - $850K	52.5K $4.39B
JMUB	10.5K + 7.53%	$50.33 - $50.81 $528K - $533K	150K $7.57B
CMF	7.66K + 18.48%	$56.96 - $57.62 $436K - $441K	49.1K $2.82B
VOO	422 + 3.62%	$600.51 - $631.95 $253K - $267K	12.1K $7.59B
DFUS	2.38K + 6.14%	$71.0 - $74.64 $169K - $178K	41.2K $3.05B
STIP	2.3K + 13.83%	$102.72 - $103.6 $236K - $238K	18.9K $1.94B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	3.78K New	$78.65 - $79.19 $298K - $300K	3.78K $298M
AGG	2.55K New	$99.87 - $101.27 $255K - $259K	2.55K $255M
DFCF	5.9K New	$42.71 - $43.27 $252K - $255K	5.9K $251M
MU	855 New	$181.6 - $253.3 $155K - $217K	855 $244M
WMT	1.88K New	$101.18 - $109.03 $190K - $205K	1.88K $209M
BAC	3.73K New	$48.65 - $54.11 $182K - $202K	3.73K $205M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-4.53K - 4.99%	$56.0 - $57.6 $254K - $261K	86.2K $4.93B
VIG	-1.01K - 5.38%	N/A	17.8K $3.91B
NVDA	-629 - 4.69%	$179.83 - $207.04 $113K - $130K	12.8K $2.38B
MSFT	-35 - 1.23%	$496.82 - $542.07 $17.4K - $19K	2.81K $1.36B
JEPQ	-2.33K - 2.34%	$56.33 - $59.22 $131K - $138K	97.1K $5.64B
MUB	-343 - 0.59%	$106.36 - $107.61 $36.5K - $36.9K	57.8K $6.19B

Activity Summary All Purchases 33 New Holdings 6 Increased Positions 27 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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