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