13F HOLDINGS REPORT
West Wealth Group, LLC
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001172661-25-001576
Total Value
$338.3M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 542,892 | $50.8M | 15.00% |
| 2 | ISHARES TR | 464287408 | 204,116 | $38.8M | 11.48% |
| 3 | BLACKROCK ETF TRUST | BLK | 502,110 | $24.6M | 7.26% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 357,437 | $20.2M | 5.98% |
| 5 | SPDR SER TR | 78464A854 | 304,159 | $20.1M | 5.93% |
| 6 | ISHARES TR | 464288877 | 324,494 | $19.1M | 5.66% |
| 7 | ISHARES TR | 46434V613 | 365,568 | $16.8M | 4.98% |
| 8 | ISHARES TR | 464288885 | 132,867 | $13.3M | 3.93% |
| 9 | APPLE INC | AAPL | 55,098 | $12.3M | 3.64% |
| 10 | ISHARES TR | 464288356 | 206,136 | $11.6M | 3.43% |
| 11 | ISHARES TR | 464287721 | 76,228 | $10.8M | 3.20% |
| 12 | SPDR INDEX SHS FDS | 78463X509 | 223,912 | $8.9M | 2.62% |
| 13 | ISHARES INC | 46434G764 | 148,965 | $8.3M | 2.44% |
| 14 | VANGUARD WORLD FD | 921910873 | 40,510 | $8.2M | 2.42% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q779 | 90,494 | $5.1M | 1.52% |
| 16 | ISHARES TR | 46434V803 | 134,499 | $4.9M | 1.45% |
| 17 | ISHARES TR | 46432F339 | 27,627 | $4.7M | 1.40% |
| 18 | MICROSOFT CORP | MSFT | 8,994 | $3.4M | 1.02% |
| 19 | NVIDIA CORPORATION | NVDA | 29,642 | $3.3M | 0.97% |
| 20 | BONDBLOXX ETF TRUST | 09789C812 | 69,850 | $3.3M | 0.96% |
| 21 | BLACKROCK ETF TRUST | BLK | 100,811 | $3.2M | 0.95% |
| 22 | SPDR SER TR | 78464A383 | 132,032 | $2.9M | 0.86% |
| 23 | ISHARES GOLD TR | IAU | 49,330 | $2.9M | 0.86% |
| 24 | AMAZON COM INC | AMZN | 12,976 | $2.5M | 0.74% |
| 25 | BLACKROCK ETF TRUST II | BLK | 43,935 | $2.3M | 0.68% |
| 26 | BROADCOM INC | AVGO | 11,509 | $1.9M | 0.57% |
| 27 | ISHARES TR | 464288653 | 16,019 | $1.7M | 0.49% |
| 28 | TESLA INC | TSLA | 5,712 | $1.5M | 0.45% |
| 29 | ISHARES TR | 46435G425 | 11,429 | $1.4M | 0.41% |
| 30 | BOEING CO | BA-PA | 7,233 | $1.2M | 0.36% |
| 31 | ISHARES TR | 46429B697 | 11,781 | $1.1M | 0.33% |
| 32 | BLACKROCK ETF TRUST II | BLK | 21,690 | $1.1M | 0.32% |
| 33 | DISNEY WALT CO | 254687106 | 9,011 | $880,197 | 0.26% |
| 34 | ISHARES TR | 46434V621 | 13,335 | $821,573 | 0.24% |
| 35 | ISHARES TR | 464288281 | 9,003 | $814,615 | 0.24% |
| 36 | COSTCO WHSL CORP NEW | 22160K105 | 789 | $753,722 | 0.22% |
| 37 | MCDONALDS CORP | MCD | 2,326 | $729,530 | 0.22% |
| 38 | SEMPRA | SREA | 9,928 | $710,449 | 0.21% |
| 39 | PROLOGIS INC. | PLDGP | 6,207 | $691,807 | 0.20% |
| 40 | SPDR S&P 500 ETF TR | SPY | 1,139 | $639,159 | 0.19% |
| 41 | HOME DEPOT INC | HD | 1,680 | $614,436 | 0.18% |
| 42 | PROCTER AND GAMBLE CO | 742718109 | 3,602 | $614,367 | 0.18% |
| 43 | ISHARES TR | 464287200 | 1,074 | $605,569 | 0.18% |
| 44 | BLACKROCK ETF TRUST | BLK | 9,938 | $605,342 | 0.18% |
| 45 | META PLATFORMS INC | META | 938 | $550,152 | 0.16% |
| 46 | ISHARES TR | 46429B267 | 23,338 | $536,090 | 0.16% |
| 47 | ISHARES INC | 46434G103 | 9,822 | $532,468 | 0.16% |
| 48 | ISHARES TR | 46436E767 | 10,843 | $507,463 | 0.15% |
| 49 | MARRIOTT INTL INC NEW | 571903202 | 2,079 | $495,381 | 0.15% |
| 50 | JPMORGAN CHASE & CO. | VYLD | 2,026 | $493,712 | 0.15% |
| 51 | ISHARES TR | 464289859 | 6,383 | $489,768 | 0.14% |
| 52 | ISHARES TR | 46435G524 | 6,648 | $482,196 | 0.14% |
| 53 | IRON MTN INC DEL | 46284V101 | 5,500 | $477,895 | 0.14% |
| 54 | WALMART INC | WMT | 5,229 | $464,578 | 0.14% |
| 55 | UNITEDHEALTH GROUP INC | UNH | 882 | $461,521 | 0.14% |
| 56 | ISHARES TR | 46432F388 | 4,260 | $453,912 | 0.13% |
| 57 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 843 | $449,311 | 0.13% |
| 58 | ALPHABET INC | GOOG | 2,832 | $444,866 | 0.13% |
| 59 | ISHARES TR | 46435G250 | 8,654 | $405,549 | 0.12% |
| 60 | ISHARES TR | 464288570 | 3,781 | $389,128 | 0.12% |
| 61 | ABBVIE INC | ABBV | 1,883 | $388,540 | 0.11% |
| 62 | ISHARES TR | 46429B291 | 7,954 | $377,914 | 0.11% |
| 63 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 6,614 | $375,533 | 0.11% |
| 64 | LOCKHEED MARTIN CORP | LMT | 816 | $366,105 | 0.11% |
| 65 | ROCKWELL AUTOMATION INC | ROK | 1,383 | $357,939 | 0.11% |
| 66 | AT&T INC | T-PC | 12,459 | $354,840 | 0.10% |
| 67 | EXXON MOBIL CORP | XOM | 2,965 | $353,000 | 0.10% |
| 68 | ROSS STORES INC | ROST | 2,724 | $351,735 | 0.10% |
| 69 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 811 | $340,648 | 0.10% |
| 70 | VANGUARD INDEX FDS | 922908363 | 635 | $327,720 | 0.10% |
| 71 | LAM RESEARCH CORP | LRCX | 4,358 | $317,409 | 0.09% |
| 72 | ISHARES TR | 46436E718 | 3,108 | $311,888 | 0.09% |
| 73 | NETFLIX INC | NFLX | 332 | $308,222 | 0.09% |
| 74 | ALPHABET INC | GOOG | 1,928 | $306,370 | 0.09% |
| 75 | ISHARES TR | 464287242 | 2,652 | $288,263 | 0.09% |
| 76 | ISHARES TR | 46429B747 | 2,793 | $286,993 | 0.08% |
| 77 | ISHARES TR | 464288646 | 5,430 | $283,593 | 0.08% |
| 78 | INTERNATIONAL BUSINESS MACHS | INTR | 1,112 | $278,618 | 0.08% |
| 79 | KKR & CO INC | KKRT | 2,328 | $274,362 | 0.08% |
| 80 | INVESCO QQQ TR | IVZ | 578 | $273,669 | 0.08% |
| 81 | ISHARES TR | 46435U713 | 5,976 | $270,445 | 0.08% |
| 82 | BANK AMERICA CORP | 060505104 | 6,511 | $270,161 | 0.08% |
| 83 | VANGUARD WORLD FD | 92204A702 | 460 | $251,940 | 0.07% |
| 84 | AMERICAN HEALTHCARE REIT INC | AHR | 8,168 | $251,418 | 0.07% |
| 85 | ISHARES TR | 464288513 | 3,151 | $248,026 | 0.07% |
| 86 | AFLAC INC | AFL | 2,140 | $240,665 | 0.07% |
| 87 | ISHARES TR | 46434V860 | 4,578 | $231,161 | 0.07% |
| 88 | SPDR SER TR | 78464A359 | 2,932 | $225,176 | 0.07% |
| 89 | CSX CORP | CSX | 7,616 | $224,984 | 0.07% |
| 90 | CATERPILLAR INC | CAT | 656 | $217,123 | 0.06% |
| 91 | ISHARES TR | 464287457 | 2,571 | $212,107 | 0.06% |
| 92 | ISHARES TR | 46436E759 | 3,122 | $209,539 | 0.06% |
| 93 | ISHARES TR | 46432F842 | 2,750 | $208,600 | 0.06% |
| 94 | SOUTHWEST AIRLS CO | 844741108 | 6,523 | $206,064 | 0.06% |
| 95 | CLEVELAND-CLIFFS INC NEW | CLF | 10,368 | $83,981 | 0.02% |
| 96 | FIRST FNDTN INC | 32026V104 | 10,368 | $54,122 | 0.02% |