West Wealth Group, LLC Purchases in Q3 2025

West Wealth Group, LLC

  • $394 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
198
+ 25.71%
$303.93 - $329.86 $60.2K - $65.3K
968 $317K
EMB
Ishares Tr

ETFs
635
+ 7.08%
$91.52 - $95.59 $58.1K - $60.7K
9.6K $913K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
760
+ 10.56%
$102.4 - $103.88 $77.8K - $78.9K
7.96K $822K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.31K
+ 35.88%
$55.61 - $57.37 $72.7K - $75K
4.95K $282K
XOM
Exxon Mobil Corp

Energy
482
+ 12.79%
$105.83 - $117.22 $51K - $56.5K
4.25K $479K
CVX
Chevron Corp

Energy
316
+ 19.77%
$145.57 - $161.83 $46K - $51.1K
1.91K $297K
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 0.3%
$127.59 - $152.81 $1.02K - $1.22K
2.68K $409K
GE
General Electric CO

Industrials
75
+ 7.69%
$244.75 - $305.63 $18.4K - $22.9K
1.05K $315K
PLD
Prologis, Inc.

Real Estate
57
+ 0.93%
$104.08 - $115.35 $5.93K - $6.57K
6.17K $706K
VLUE
Ishares Msci Usa Value Factor

ETFs
23
+ 0.54%
$111.55 - $125.05 $2.57K - $2.88K
4.31K $539K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
975
+ 18.16%
$52.39 - $53.11 $51.1K - $51.8K
6.35K $336K
TJX
Tjx Companies Inc

Consumer Cyclical
117
+ 7.62%
$121.35 - $144.54 $14.2K - $16.9K
1.65K $238K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
546
+ 17.97%
$82.38 - $83.0 $45K - $45.3K
3.59K $297K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 7.2%
$459.11 - $506.91 $27.5K - $30.4K
893 $448K
RTX
Raytheon Technologies Corp

Industrials
56
+ 3.51%
$144.19 - $167.33 $8.07K - $9.37K
1.65K $276K
PG
Procter & Gamble CO

Consumer Defensive
389
+ 10.99%
$150.47 - $161.22 $58.5K - $62.7K
3.93K $603K
AOA
Ishares Tr Core Aggressive All

ETFs
125
+ 2.12%
$82.71 - $88.14 $10.3K - $11K
6.03K $531K
DSI
Ishares Msci Kld 400 Social Et

ETFs
9
+ 0.24%
$115.96 - $125.95 $1.04K - $1.13K
3.77K $474K
AMAT
Applied Materials Inc

Technology
25
+ 1.7%
$156.25 - $204.95 $3.91K - $5.12K
1.5K $306K
HYG
Ishares Tr

ETFs
262
+ 7.84%
$79.85 - $81.32 $20.9K - $21.3K
3.6K $292K
IEMG
Ishares Inc

ETFs
390
+ 3.96%
N/A
10.2K $549K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
351
+ 4.8%
$44.82 - $46.28 $15.7K - $16.2K
7.66K $352K
XLE
Energy Sector Spdr

ETFs
37
+ 1.0%
$84.25 - $91.99 $3.12K - $3.4K
3.75K $334K
AFL
Aflac Inc

Financial Services
13
+ 0.58%
$98.09 - $111.7 $1.28K - $1.45K
2.27K $253K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
393
+ 1.85%
$22.64 - $23.22 $8.9K - $9.13K
21.6K $500K
WABC
Westamerica Bancorporation

Financial Services
48
+ 0.94%
$47.32 - $51.89 $2.27K - $2.49K
5.14K $256K
T
At&T Inc.

Communication Services
478
+ 3.72%
$26.94 - $29.62 $12.9K - $14.2K
13.3K $376K
IRM
Iron Mountain Inc

Real Estate
51
+ 0.93%
$89.46 - $104.46 $4.56K - $5.33K
5.55K $565K
Lam Research Corp
98
+ 2.23%
N/A
4.48K $0
Global X Fds
122K
New
N/A
122K $0
Blackrock ETF Trust
33.3K
+ 8.93%
N/A
406K $0
Blackrock ETF Trust
266K
+ 169.88%
N/A
423K $0
Blackrock ETF Trust Ii
3.56K
+ 8.02%
N/A
47.9K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.44K
+ 8.7%
N/A
93K $0
Ge Vernova Inc
6
+ 1.34%
N/A
453 $0
Blackrock ETF Trust Ii
20.3K
+ 76.44%
N/A
46.9K $0
DIS
Walt Disney CO

Communication Services
167
+ 2.16%
$112.25 - $124.0 $18.7K - $20.7K
7.89K $903K
Activity Summary
Buys All Purchases 88 New Holdings 16 Increased Positions 72 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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