21 West Wealth Management LLC Portfolio Holdings by Sector
21 West Wealth Management LLC
- $109 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO JMUB MUB JEPQ JEPI VCIT VIG BOND 44 stocks |
$97.8 Million
89.42% of portfolio
|
  29  
|
  6  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU 3 stocks |
$3.02 Million
2.76% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1.98 Million
1.81% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.6 Million
1.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.36 Million
1.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$807,112
0.74% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$789,635
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$666,024
0.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$363,416
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$350,359
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$226,461
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$211,336
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$209,005
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|