HoldingsChannel.com
West Wealth Group LLC Top Holdings
As of  06/30/2022, below is a summary of the West Wealth Group LLC top holdings by largest position size, as per the latest 13f filing made by West Wealth Group LLC. In the West Wealth Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by West Wealth Group LLC in that top holding, then the share count change between reporting periods, and finally the West Wealth Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR PORTFOLIO S&P 500 ETF (SPLG) 1,121,405 +13,730 $49,723
     SPLG1,121,405+13,730$49,723
ISHARES ESG AWARE MSCI USA ETF (ESGU) 493,948 +7,058 $41,442
     ESGU493,948+7,058$41,442
ISHARES MSCI EAFE VALUE ETF (EFV) 424,669 +14,102 $18,430
     EFV424,669+14,102$18,430
ISHARES U.S. TREASURY BOND ETF (GOVT) 398,134 -100,717 $9,515
     GOVT398,134-100,717$9,515
ISHARES MSCI EAFE GROWTH ETF (EFG) 117,812 +2,226 $9,482
     EFG117,812+2,226$9,482
SCHWAB US AGGREGATE BOND ETF (SCHZ) 182,741 -45,339 $8,747
     SCHZ182,741-45,339$8,747
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (EELV) 299,258 +299,258 $6,960
     EELV299,258+299,258$6,960
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 142,253 -55,535 $6,660
     IUSB142,253-55,535$6,660
ISHARES CORE HIGH DIVIDEND ETF (HDV) 59,629 +59,629 $5,988
     HDV59,629+59,629$5,988
APPLE INC COM 40,769 +2,387 $5,573
     AAPL40,769+2,387$5,573
SCHWAB U.S. TIPS ETF (SCHP) 85,431 +7,316 $4,767
     SCHP85,431+7,316$4,767
ISHARES S&P SMALL CAP 600 VALUE ETF (IJS) 48,657 +48,657 $4,331
     IJS48,657+48,657$4,331
ENERGY SELECT SECTOR SPDR FUND (XLE) 49,046 -35,690 $3,507
     XLE49,046-35,690$3,507
ISHARES MSCI EM ESG SELECT ETF (ESGE) 96,561 +90,584 $3,119
     ESGE96,561+90,584$3,119
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) 43,806 +214 $3,075
     USMV43,806+214$3,075
ISHARES U.S. INFRASTRUCTURE ETF (IFRA) 81,197 +81,197 $2,763
     IFRA81,197+81,197$2,763
ISHARES FALLEN ANGELS USD BOND ETF (FALN) 83,276 -22,115 $2,050
     FALN83,276-22,115$2,050
ISHARES 10 20 YEAR TREASURY BOND ETF (TLH) 17,056 -3,458 $2,049
     TLH17,056-3,458$2,049
ISHARES COMMODITIES SELECT STRATEGY ETF (COMT) 47,897 -36,321 $1,960
     COMT47,897-36,321$1,960
ISHARES U.S. TECHNOLOGY ETF (IYW) 22,311 -24,800 $1,783
     IYW22,311-24,800$1,783
ISHARES MBS ETF (MBB) 17,686 -371 $1,724
     MBB17,686-371$1,724
ISHARES CONVERTIBLE BOND ETF (ICVT) 22,903 +19,926 $1,588
     ICVT22,903+19,926$1,588
ISHARES 0 5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) 35,377 +14,853 $1,434
     SHYG35,377+14,853$1,434
MICROSOFT CORP COM 5,413 +2,261 $1,390
     MSFT5,413+2,261$1,390
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY) 37,823 +13,537 $1,309
     USHY37,823+13,537$1,309
TESLA INC COM 1,796 +333 $1,209
     TSLA1,796+333$1,209
BOEING CO COM 7,573 UNCH $1,035
     BA7,573UNCH$1,035
AMAZON COM INC COM 8,813 +8,492 $936
     AMZN8,813+8,492$936
SEMPRA COM 5,223 +34 $785
     SRE5,223+34$785
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 7,571 +2,584 $770
     VYM7,571+2,584$770
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 5,205 +1,603 $746
     VIG5,205+1,603$746
SPDR ICE PREFERRED SECURITIES ETF (PSK) 18,087 +6,534 $648
     PSK18,087+6,534$648
MCDONALDS CORP COM 2,544 +337 $628
     MCD2,544+337$628
BROADCOM INC COM 948 +591 $460
     AVGO948+591$460
VANGUARD S&P 500 ETF (VOO) 1,311 +103 $454
     VOO1,311+103$454
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 6,027 +867 $433
     DSI6,027+867$433
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 4,934 +1,934 $421
     EMB4,934+1,934$421
FIRST FNDTN INC COM 19,774 +101 $404
     FFWM19,774+101$404
ISHARES MSCI USA VALUE FACTOR ETF (VLUE) 4,389 -43,196 $397
     VLUE4,389-43,196$397
HOME DEPOT INC COM 1,365 -42 $374
     HD1,365-42$374
PROCTER AND GAMBLE CO COM 2,460 +2,460 $353
     PG2,460+2,460$353
ISHARES CORE AGGRESSIVE ALLOCATION ETF (AOA) 5,708 +386 $341
     AOA5,708+386$341
ROCKWELL AUTOMATION INC COM 1,684 +9 $335
     ROK1,684+9$335
ISHARES ESG ADVANCED MSCI USA ETF (USXF) 11,052 -2,072 $330
     USXF11,052-2,072$330
DISNEY WALT CO COM 3,401 +27 $321
     DIS3,401+27$321
WELLS FARGO CO NEW COM 8,003 -820 $313
     WFC8,003-820$313
ABBVIE INC COM 1,958 +13 $299
     ABBV1,958+13$299
NVIDIA CORPORATION COM 1,802 +100 $273
     NVDA1,802+100$273
VERIZON COMMUNICATIONS INC COM 5,393 +371 $273
     VZ5,393+371$273
ALPHABET INC CAP STK CL C 122 +21 $266
     GOOG122+21$266

See Full List: All Stocks Held By West Wealth Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By West Wealth Group LLC

Size ($ in 1000's)
At 06/30/2022: $215,787
At 03/31/2022: $251,760

West Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Wealth Group LLC 13F filings. Link to 13F filings: SEC filings

West Wealth Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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