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CIK: 0001923591
Total reported value
$611.3M
$611.3M
81 檔
23.3%
During the Q2 2024 filing period, West Wealth Group, LLC (CIK: 0001923591) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $611.3M across 81 reported positions.
During Q2 2024, West Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 15.91% | +0.46% | +13.21% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.26% | +5.97% | -17.00% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.16% | -0.98% | +1.70% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.17% | +0.07% | +30.86% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.94% | +1.18% | +40.06% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.28% | -2.30% | EXIT | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.62% | -0.38% | +0.23% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.71% | -0.04% | +2.52% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.56% | -2.63% | -31.86% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.09% | -0.39% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.17% | +0.01% | +14.69% | |
| 12 | CMF | Ishares California Muni Bond | ETF-Other | 2.62% | -0.10% | +1.86% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.78% | -1.03% | +141.67% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.78% | +0.04% | -10.12% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.18% | — | +0.15% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.10% | — | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.03% | — | -31.08% | |
| 18 | IFRA | Ishares US Infrastructure | ETF-Other | 0.98% | — | -0.10% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.01% | +0.44% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.03% | +892.87% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.75% | -0.02% | +13.34% | |
| 22 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.71% | — | -0.10% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.69% | -0.01% | -20.59% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.62% | -0.16% | -1.82% | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 0.55% | -0.01% | +10.06% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.04% | +0.54% | |
| 27 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.49% | — | +0.46% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.02% | +2.67% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.40% | — | -15.20% | |
| 30 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.40% | — | -0.14% | |
| 31 | IXC | Ishares Global Energy ETF | ETF-Other | 0.39% | — | -70.02% | |
| 32 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.31% | +0.04% | NEW | |
| 33 | SRE | Sempra | Stock-Utilities | 0.30% | -0.05% | +0.91% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | — | -17.39% | |
| 35 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.30% | -0.01% | -2.12% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.25% | — | -8.07% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.25% | — | -49.60% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.24% | -0.03% | — | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.24% | -0.03% | -9.46% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.04% | +0.82% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.20% | -0.01% | -2.58% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.01% | +0.54% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.19% | -0.08% | -2.73% | |
| 44 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 0.19% | — | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.01% | -16.11% | |
| 46 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.19% | +0.01% | -3.23% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.02% | +31.91% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.01% | +12.47% | |
| 49 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.17% | +0.01% | +0.46% | |
| 50 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.16% | — | — |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 81 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, SPYM, IVE) accounted for 23.3% of total reported equity market value during Q2 2024.
During Q2 2024, West Wealth Group, LLC's top holdings by market value included IVW (15.9%)、SPYM (11.3%)、IVE (10.2%). The largest single position, IVW, represented 15.9% of total portfolio value.
In Q2 2024, West Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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