West Wealth Group, LLC Incresed Positions in Q3 2025

West Wealth Group, LLC

  • $394 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
Blackrock ETF Trust
33.3K
+ 8.93%
N/A
406K $0
Lam Research Corp
98
+ 2.23%
N/A
4.48K $0
Ge Vernova Inc
6
+ 1.34%
N/A
453 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.44K
+ 8.7%
N/A
93K $0
Blackrock ETF Trust Ii
20.3K
+ 76.44%
N/A
46.9K $0
Blackrock ETF Trust
266K
+ 169.88%
N/A
423K $0
Blackrock ETF Trust Ii
3.56K
+ 8.02%
N/A
47.9K $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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