13F HOLDINGS REPORT
West Wealth Group, LLC
Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001172661-25-000297
Total Value
$335.1M
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 534,688 | $54.3M | 16.20% |
| 2 | ISHARES TR | 464287408 | 171,204 | $32.7M | 9.75% |
| 3 | SPDR SER TR | 78464A854 | 394,194 | $27.2M | 8.11% |
| 4 | BLACKROCK ETF TRUST | BLK | 483,369 | $24.8M | 7.39% |
| 5 | ISHARES TR | 464288877 | 376,523 | $19.8M | 5.89% |
| 6 | ISHARES TR | 464288885 | 195,244 | $18.9M | 5.64% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 328,078 | $18.8M | 5.61% |
| 8 | ISHARES TR | 46434V613 | 358,298 | $16.2M | 4.83% |
| 9 | APPLE INC | AAPL | 49,181 | $12.3M | 3.67% |
| 10 | ISHARES INC | 46434G764 | 221,581 | $12.3M | 3.67% |
| 11 | ISHARES TR | 464287721 | 72,940 | $11.6M | 3.47% |
| 12 | ISHARES TR | 464288356 | 191,741 | $11.0M | 3.28% |
| 13 | ISHARES TR | 46432F339 | 28,433 | $5.1M | 1.51% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q779 | 84,967 | $5.0M | 1.48% |
| 15 | NVIDIA CORPORATION | NVDA | 29,764 | $4.0M | 1.19% |
| 16 | SPDR SER TR | 78464A383 | 162,659 | $3.5M | 1.05% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 90,621 | $3.5M | 1.04% |
| 18 | ISHARES TR | 46435U713 | 74,937 | $3.5M | 1.04% |
| 19 | MICROSOFT CORP | MSFT | 7,886 | $3.3M | 0.99% |
| 20 | AMAZON COM INC | AMZN | 12,455 | $2.7M | 0.82% |
| 21 | VANGUARD WORLD FD | 921910873 | 12,579 | $2.7M | 0.80% |
| 22 | BROADCOM INC | AVGO | 11,233 | $2.6M | 0.78% |
| 23 | TESLA INC | TSLA | 6,437 | $2.6M | 0.78% |
| 24 | BLACKROCK ETF TRUST II | BLK | 41,403 | $2.2M | 0.64% |
| 25 | ISHARES TR | 464288653 | 17,312 | $1.7M | 0.51% |
| 26 | MARRIOTT INTL INC NEW | 571903202 | 5,746 | $1.6M | 0.48% |
| 27 | SPDR SER TR | 78464A664 | 58,835 | $1.5M | 0.46% |
| 28 | ISHARES TR | 46435G425 | 11,861 | $1.5M | 0.46% |
| 29 | BOEING CO | BA-PA | 7,215 | $1.3M | 0.38% |
| 30 | ISHARES TR | 464287341 | 33,134 | $1.3M | 0.38% |
| 31 | ISHARES TR | 46434V803 | 33,447 | $1.2M | 0.35% |
| 32 | SEMPRA | SREA | 10,404 | $912,687 | 0.27% |
| 33 | ISHARES GOLD TR | IAU | 17,237 | $853,404 | 0.25% |
| 34 | BLACKROCK ETF TRUST | BLK | 12,696 | $813,222 | 0.24% |
| 35 | ISHARES TR | 464288281 | 7,919 | $705,167 | 0.21% |
| 36 | ISHARES TR | 46434V621 | 11,089 | $680,236 | 0.20% |
| 37 | MCDONALDS CORP | MCD | 2,284 | $662,307 | 0.20% |
| 38 | PROLOGIS INC. | PLDGP | 6,206 | $656,016 | 0.20% |
| 39 | ISHARES TR | 46436E767 | 12,880 | $640,422 | 0.19% |
| 40 | COSTCO WHSL CORP NEW | 22160K105 | 682 | $624,987 | 0.19% |
| 41 | HOME DEPOT INC | HD | 1,592 | $619,347 | 0.18% |
| 42 | ISHARES TR | 464287200 | 1,035 | $609,838 | 0.18% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 3,504 | $587,484 | 0.18% |
| 44 | ISHARES TR | 464288570 | 5,052 | $557,074 | 0.17% |
| 45 | ISHARES INC | 46434G103 | 10,336 | $539,769 | 0.16% |
| 46 | IRON MTN INC DEL | 46284V101 | 5,000 | $525,550 | 0.16% |
| 47 | ISHARES TR | 46429B267 | 22,372 | $514,131 | 0.15% |
| 48 | ISHARES TR | 464289859 | 6,381 | $488,907 | 0.15% |
| 49 | ALPHABET INC | GOOG | 2,528 | $478,707 | 0.14% |
| 50 | META PLATFORMS INC | META | 799 | $467,898 | 0.14% |
| 51 | WALMART INC | WMT | 4,980 | $450,006 | 0.13% |
| 52 | JPMORGAN CHASE & CO. | VYLD | 1,868 | $447,914 | 0.13% |
| 53 | ISHARES TR | 46432F388 | 4,233 | $447,149 | 0.13% |
| 54 | UNITEDHEALTH GROUP INC | UNH | 855 | $432,852 | 0.13% |
| 55 | LOCKHEED MARTIN CORP | LMT | 855 | $415,633 | 0.12% |
| 56 | ISHARES TR | 46435G524 | 6,092 | $414,063 | 0.12% |
| 57 | ROSS STORES INC | ROST | 2,715 | $410,778 | 0.12% |
| 58 | ROCKWELL AUTOMATION INC | ROK | 1,376 | $393,478 | 0.12% |
| 59 | DISNEY WALT CO | 254687106 | 3,410 | $379,808 | 0.11% |
| 60 | ISHARES TR | 464288158 | 3,542 | $373,713 | 0.11% |
| 61 | ISHARES TR | 46436E759 | 5,699 | $368,284 | 0.11% |
| 62 | ISHARES TR | 46435G250 | 7,826 | $367,916 | 0.11% |
| 63 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 798 | $361,717 | 0.11% |
| 64 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 5,951 | $342,361 | 0.10% |
| 65 | KKR & CO INC | KKRT | 2,299 | $340,070 | 0.10% |
| 66 | ABBVIE INC | ABBV | 1,845 | $327,948 | 0.10% |
| 67 | BANK AMERICA CORP | 060505104 | 7,169 | $315,087 | 0.09% |
| 68 | EXXON MOBIL CORP | XOM | 2,924 | $314,566 | 0.09% |
| 69 | LAM RESEARCH CORP | LRCX | 4,348 | $314,056 | 0.09% |
| 70 | SPDR S&P 500 ETF TR | SPY | 509 | $298,625 | 0.09% |
| 71 | ALPHABET INC | GOOG | 1,565 | $298,226 | 0.09% |
| 72 | VANGUARD INDEX FDS | 922908363 | 523 | $282,144 | 0.08% |
| 73 | AT&T INC | T-PC | 12,143 | $276,498 | 0.08% |
| 74 | ISHARES TR | 464287242 | 2,572 | $274,815 | 0.08% |
| 75 | NETFLIX INC | NFLX | 300 | $267,396 | 0.08% |
| 76 | CHEVRON CORP NEW | CVX | 1,796 | $260,222 | 0.08% |
| 77 | INVESCO QQQ TR | IVZ | 492 | $252,010 | 0.08% |
| 78 | VANGUARD WORLD FD | 92204A702 | 394 | $245,064 | 0.07% |
| 79 | CSX CORP | CSX | 7,582 | $244,700 | 0.07% |
| 80 | ISHARES TR | 464288513 | 3,020 | $237,540 | 0.07% |
| 81 | SPDR SER TR | 78464A359 | 3,044 | $237,149 | 0.07% |
| 82 | WELLS FARGO CO NEW | 949746101 | 3,301 | $231,877 | 0.07% |
| 83 | ISHARES TR | 46429B291 | 4,935 | $230,936 | 0.07% |
| 84 | CATERPILLAR INC | CAT | 635 | $230,447 | 0.07% |
| 85 | AMERICAN HEALTHCARE REIT INC | AHR | 8,100 | $230,202 | 0.07% |
| 86 | BLACKSTONE INC | BX | 1,301 | $224,318 | 0.07% |
| 87 | SELECT SECTOR SPDR TR | 81369Y803 | 961 | $223,461 | 0.07% |
| 88 | AFLAC INC | AFL | 2,125 | $219,810 | 0.07% |
| 89 | SOUTHWEST AIRLS CO | 844741108 | 6,432 | $216,260 | 0.06% |
| 90 | ISHARES INC | 46434G863 | 6,137 | $204,933 | 0.06% |
| 91 | ISHARES TR | 46429B655 | 4,013 | $204,217 | 0.06% |
| 92 | CLEVELAND-CLIFFS INC NEW | CLF | 10,368 | $97,459 | 0.03% |
| 93 | FIRST FNDTN INC | 32026V104 | 10,368 | $64,387 | 0.02% |