Q1 2025 · 13F-HR
West Wealth Group, LLCholdings as filed
Filed 2025-05-05 · accession 0001172661-25-001576
$338.3M
Reported value
96
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287309 | IVW | ISHARES TR | $50.8M | 15.0% | 542,892 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $38.8M | 11.5% | 204,116 | Common | NONE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $24.6M | 7.26% | 502,110 | Common | NONE |
| 46641Q761 | JQUA | J P MORGAN EXCHANGE TRADED F | $20.2M | 5.98% | 357,437 | Common | NONE |
| 78464A854 | SPYM | SPDR SER TR | $20.1M | 5.93% | 304,159 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $19.1M | 5.66% | 324,494 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $16.8M | 4.98% | 365,568 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $13.3M | 3.93% | 132,867 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $12.3M | 3.64% | 55,098 | Common | NONE |
| 464288356 | CMF | ISHARES TR | $11.6M | 3.43% | 206,136 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $10.8M | 3.20% | 76,228 | Common | NONE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $8.9M | 2.62% | 223,912 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $8.3M | 2.44% | 148,965 | Common | NONE |
| 921910873 | MGC | VANGUARD WORLD FD | $8.2M | 2.42% | 40,510 | Common | NONE |
| 46641Q779 | JMOM | J P MORGAN EXCHANGE TRADED F | $5.1M | 1.52% | 90,494 | Common | NONE |
| 46434V803 | HEFA | ISHARES TR | $4.9M | 1.45% | 134,499 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $4.7M | 1.40% | 27,627 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.4M | 1.02% | 8,994 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.3M | 0.97% | 29,642 | Common | NONE |
| 09789C812 | XTEN | BONDBLOXX ETF TRUST | $3.3M | 0.96% | 69,850 | Common | NONE |
| 09290C806 | THRO | BLACKROCK ETF TRUST | $3.2M | 0.95% | 100,811 | Common | NONE |
| 78464A383 | SPMB | SPDR SER TR | $2.9M | 0.86% | 132,032 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $2.9M | 0.86% | 49,330 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.5M | 0.74% | 12,976 | Common | NONE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $2.3M | 0.68% | 43,935 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.9M | 0.57% | 11,509 | Common | NONE |
| 464288653 | TLH | ISHARES TR | $1.7M | 0.49% | 16,019 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $1.5M | 0.45% | 5,712 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $1.4M | 0.41% | 11,429 | Common | NONE |
| 097023105 | BA | BOEING CO | $1.2M | 0.36% | 7,233 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $1.1M | 0.33% | 11,781 | Common | NONE |
| 092528843 | HIMU | BLACKROCK ETF TRUST II | $1.1M | 0.32% | 21,690 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $880,197 | 0.26% | 9,011 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $821,573 | 0.24% | 13,335 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $814,615 | 0.24% | 9,003 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $753,722 | 0.22% | 789 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $729,530 | 0.22% | 2,326 | Common | NONE |
| 816851109 | SRE | SEMPRA | $710,449 | 0.21% | 9,928 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $691,807 | 0.20% | 6,207 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $639,159 | 0.19% | 1,139 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $614,436 | 0.18% | 1,680 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $614,367 | 0.18% | 3,602 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $605,569 | 0.18% | 1,074 | Common | NONE |
| 09290C509 | LCTU | BLACKROCK ETF TRUST | $605,342 | 0.18% | 9,938 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $550,152 | 0.16% | 938 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $536,090 | 0.16% | 23,338 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $532,468 | 0.16% | 9,822 | Common | NONE |
| 46436E767 | USXF | ISHARES TR | $507,463 | 0.15% | 10,843 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $495,381 | 0.15% | 2,079 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $493,712 | 0.15% | 2,026 | Common | NONE |
| 464289859 | AOA | ISHARES TR | $489,768 | 0.14% | 6,383 | Common | NONE |
| 46435G524 | IGRO | ISHARES TR | $482,196 | 0.14% | 6,648 | Common | NONE |
| 46284V101 | IRM | IRON MTN INC DEL | $477,895 | 0.14% | 5,500 | Common | NONE |
| 931142103 | WMT | WALMART INC | $464,578 | 0.14% | 5,229 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $461,521 | 0.14% | 882 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $453,912 | 0.13% | 4,260 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $449,311 | 0.13% | 843 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $444,866 | 0.13% | 2,832 | Common | NONE |
| 46435G250 | HYDB | ISHARES TR | $405,549 | 0.12% | 8,654 | Common | NONE |
| 464288570 | DSI | ISHARES TR | $389,128 | 0.12% | 3,781 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $388,540 | 0.11% | 1,883 | Common | NONE |
| 46429B291 | QLTA | ISHARES TR | $377,914 | 0.11% | 7,954 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $375,533 | 0.11% | 6,614 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $366,105 | 0.11% | 816 | Common | NONE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $357,939 | 0.11% | 1,383 | Common | NONE |
| 00206R102 | T | AT&T INC | $354,840 | 0.10% | 12,459 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $353,000 | 0.10% | 2,965 | Common | NONE |
| 778296103 | ROST | ROSS STORES INC | $351,735 | 0.10% | 2,724 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $340,648 | 0.10% | 811 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $327,720 | 0.10% | 635 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $317,409 | 0.09% | 4,358 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $311,888 | 0.09% | 3,108 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $308,222 | 0.09% | 332 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $306,370 | 0.09% | 1,928 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $288,263 | 0.09% | 2,652 | Common | NONE |
| 46429B747 | STIP | ISHARES TR | $286,993 | 0.08% | 2,793 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $283,593 | 0.08% | 5,430 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $278,618 | 0.08% | 1,112 | Common | NONE |
| 48251W104 | KKR | KKR & CO INC | $274,362 | 0.08% | 2,328 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $273,669 | 0.08% | 578 | Common | NONE |
| 46435U713 | IFRA | ISHARES TR | $270,445 | 0.08% | 5,976 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $270,161 | 0.08% | 6,511 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $251,940 | 0.07% | 460 | Common | NONE |
| 398182303 | AHR | AMERICAN HEALTHCARE REIT INC | $251,418 | 0.07% | 8,168 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $248,026 | 0.07% | 3,151 | Common | NONE |
| 001055102 | AFL | AFLAC INC | $240,665 | 0.07% | 2,140 | Common | NONE |
| 46434V860 | TFLO | ISHARES TR | $231,161 | 0.07% | 4,578 | Common | NONE |
| 78464A359 | CWB | SPDR SER TR | $225,176 | 0.07% | 2,932 | Common | NONE |
| 126408103 | CSX | CSX CORP | $224,984 | 0.07% | 7,616 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $217,123 | 0.06% | 656 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $212,107 | 0.06% | 2,571 | Common | NONE |
| 46436E759 | DMXF | ISHARES TR | $209,539 | 0.06% | 3,122 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $208,600 | 0.06% | 2,750 | Common | NONE |
| 844741108 | LUV | SOUTHWEST AIRLS CO | $206,064 | 0.06% | 6,523 | Common | NONE |
| 185899101 | CLF | CLEVELAND-CLIFFS INC NEW | $83,981 | 0.02% | 10,368 | Common | NONE |
| 32026V104 | FFWM | FIRST FNDTN INC | $54,122 | 0.02% | 10,368 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.