West Wealth Group, LLC Purchases and Sells in Q4 2025

West Wealth Group, LLC

$423 Million
Q4 2025

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	53.8K + 8.64%	$57.9 - $61.26 $3.12M - $3.3M	677K $40.6M
EFV	29.2K + 6.82%	$66.73 - $70.99 $1.95M - $2.08M	458K $32.2M
SPEM	56.8K + 12.06%	$45.45 - $48.31 $2.58M - $2.74M	527K $25M
IVE	10.5K + 5.17%	$202.52 - $212.07 $2.14M - $2.24M	214K $44.9M
CMF	45.8K + 20.1%	$56.96 - $57.62 $2.61M - $2.64M	274K $15.7M
IVW	18.5K + 4.39%	$118.29 - $126.28 $2.19M - $2.34M	440K $53.2M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMGN	630 New	$290.13 - $341.71 $183K - $215K	630 $215K
PFE	8.24K New	$24.23 - $27.37 $200K - $225K	8.24K $206K
EW	2.36K New	$72.65 - $86.3 $171K - $204K	2.36K $203K
DFAS	2.97K New	$66.04 - $69.67 $196K - $207K	2.97K $199K
GOLDMAN SACHS ETF TR	30.6K New	N/A	30.6K $0

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-232 - 2.33%	$496.82 - $542.07 $115K - $126K	9.72K $4.93M
TSLA	-64 - 1.4%	$401.99 - $468.37 $25.7K - $30K	4.5K $1.84M
META	-30 - 2.84%	$609.01 - $751.67 $18.3K - $22.6K	1.03K $625K
HD	-106 - 5.41%	$358.03 - $397.02 $38K - $42.1K	1.86K $664K
DIS	-251 - 3.18%	$105.69 - $116.65 $26.5K - $29.3K	7.64K $807K
IEFA	-1.04K - 24.84%	$86.09 - $89.88 $89.2K - $93.1K	3.13K $278K

Activity Summary All Purchases 77 New Holdings 5 Increased Positions 72 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.