West Wealth Group, LLC Portfolio Holdings

West Wealth Group, LLC

  • $332 Million
  • Q4 2024

West Wealth Group, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $332 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $54.3M, Ishares S&P 500 Value ETF with a value of $32.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $27.2M, Blackrock ETF Tr U S Equity Fa with a value of $24.8M, and Msci Eafe Value ETF with a value of $19.8M.

Examining the 13F form we can see an increase of $26.8M in the current position value, from $306M to 332M.

Below you can find more details about West Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $332 Million
ETFs: $288 Million
Technology: $22.2 Million
Consumer Cyclical: $8.62 Million
Industrials: $2.78 Million
Financial Services: $2.2 Million
Communication Services: $2.17 Million
Consumer Defensive: $1.66 Million
Real Estate: $1.18 Million
Other: $2.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.3 Million 16.33% of portfolio
534,688
Q4 2024 Added 4.44%
$0
$32.7 Million 9.83% of portfolio
171,204
Q4 2024 Added 6.97%
$0
$27.2 Million 8.18% of portfolio
394,194
Q4 2024 Reduced 9.53%
$0
$24.8 Million 7.45% of portfolio
483,369
Q4 2024 Added 5.93%
$0
$19.8 Million 5.94% of portfolio
376,523
Q4 2024 Added 9.61%
$0
$18.9 Million 5.69% of portfolio
195,244
Q4 2024 Added 14.18%
$0
$18.8 Million 5.65% of portfolio
328,078
Q4 2024 Added 7.72%
$0
$16.2 Million 4.87% of portfolio
358,298
Q4 2024 Added 3.9%
$3.6T
$12.3 Million 3.7% of portfolio
49,181
Q4 2024 Added 3.52%
$0
$12.3 Million 3.7% of portfolio
221,581
Q4 2024 Added 14.08%
$0
$11.6 Million 3.5% of portfolio
72,940
Q4 2024 Added 3.0%
$0
$11 Million 3.3% of portfolio
191,741
Q4 2024 Added 31.11%
$0
$5.06 Million 1.52% of portfolio
28,433
Q4 2024 Added 1.8%
$0
$4.95 Million 1.49% of portfolio
84,967
Q4 2024 New
$366B
$4 Million 1.2% of portfolio
29,764
Q4 2024 Added 52.0%
$0
$3.48 Million 1.05% of portfolio
90,621
Q4 2024 Added 12.12%
$0
$3.47 Million 1.04% of portfolio
74,937
Q4 2024 Added 5.82%
$3.33T
$3.32 Million 1.0% of portfolio
7,886
Q4 2024 Added 11.29%
$2.39T
$2.73 Million 0.82% of portfolio
12,455
Q4 2024 Reduced 2.48%
$0
$2.68 Million 0.8% of portfolio
12,579
Q4 2024 Added 9.67%
$97.6B
$2.6 Million 0.78% of portfolio
11,233
Q4 2024 Added 16.06%
$1.31T
$2.6 Million 0.78% of portfolio
6,437
Q4 2024 Reduced 2.35%
$0
$1.72 Million 0.52% of portfolio
17,312
Q4 2024 Added 37.3%
$91B
$1.6 Million 0.48% of portfolio
5,746
Q4 2024 Added 0.21%
$0
$1.53 Million 0.46% of portfolio
11,861
Q4 2024 Reduced 18.38%
$0
$1.54 Million 0.46% of portfolio
58,835
Q4 2024 Added 12.38%
$104B
$1.28 Million 0.38% of portfolio
7,215
Q4 2024 Reduced 14.41%
$0
$1.27 Million 0.38% of portfolio
33,134
Q4 2024 Added 19.46%
$0
$1.16 Million 0.35% of portfolio
33,447
Q4 2024 Added 22.49%
$26B
$912,000 0.27% of portfolio
10,404
Q4 2024 Reduced 7.31%
$44.1B
$853,000 0.26% of portfolio
17,237
Q4 2024 New
$0
$813,000 0.24% of portfolio
12,696
Q4 2024 Added 9.72%
$0
$705,000 0.21% of portfolio
7,919
Q4 2024 Added 5.93%
$106B
$655,000 0.2% of portfolio
6,206
Q4 2024 Added 1.69%
$0
$680,000 0.2% of portfolio
11,089
Q4 2024 Reduced 2.19%
$207B
$662,000 0.2% of portfolio
2,284
Q4 2024 Added 2.33%
$0
$640,000 0.19% of portfolio
12,880
Q4 2024 Added 17.42%
$420B
$619,000 0.19% of portfolio
1,592
Q4 2024 Added 3.78%
$418B
$624,000 0.19% of portfolio
682
Q4 2024 Added 2.25%
$390B
$587,000 0.18% of portfolio
3,504
Q4 2024 Added 2.88%
$0
$609,000 0.18% of portfolio
1,035
Q4 2024 Added 15.64%
$0
$556,000 0.17% of portfolio
5,052
Q4 2024 Reduced 2.6%
$0
$554,000 0.17% of portfolio
10,336
Q4 2024 Reduced 19.69%
$32B
$525,000 0.16% of portfolio
5,000
Q4 2021 New
$0
$514,000 0.15% of portfolio
22,372
Q4 2024 Reduced 7.55%
$0
$488,000 0.15% of portfolio
6,381
Q4 2024 Added 8.12%
$1.18T
$478,000 0.14% of portfolio
2,528
Q4 2024 Added 31.19%
$1.43T
$471,000 0.14% of portfolio
799
Q4 2024 Added 33.39%
$253B
$449,000 0.14% of portfolio
4,980
Q4 2024 Added 6.14%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $332 Million
  • Prior Value $306 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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