West Wealth Group, LLC holdings history

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119 is the total number of securities West Wealth Group, LLC has owned. The longest West Wealth Group, LLC has owned a single stock is 8 quarters.

West Wealth Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPLG SPDR SER TR8816.24%23.36%29.62%Q4 2021Q3 20238
ESGU ISHARES TR884.87%13.84%19.60%Q4 2021Q3 20238
EFV ISHARES TR885.69%7.29%8.54%Q4 2021Q3 20238
EFG ISHARES TR884.39%6.55%8.66%Q4 2021Q3 20238
GOVT ISHARES U.S. TREASURY ...880.77%3.59%6.01%Q4 2021Q3 20238
IUSB ISHARES TR882.83%3.47%5.02%Q4 2021Q3 20238
AAPL APPLE INC COM882.51%3.00%3.57%Q4 2021Q3 20238
IYW ISHARES U.S. TECHNOLOG...880.83%2.48%4.55%Q4 2021Q3 20238
USMV ISHARES TR881.34%2.05%2.80%Q4 2021Q3 20238
MBB ISHARES TR880.73%1.70%2.81%Q4 2021Q3 20238
VLUE ISHARES TR880.17%0.82%3.55%Q4 2021Q3 20238
MSFT MICROSOFT CORP COM880.39%0.75%1.10%Q4 2021Q3 20238
TSLA TESLA INC COM880.35%0.63%0.80%Q4 2021Q3 20238
BA BOEING CO COM880.48%0.63%0.78%Q4 2021Q3 20238
AMZN AMAZON COM INC COM880.37%0.57%0.74%Q4 2021Q3 20238
SRE SEMPRA COM880.26%0.35%0.41%Q4 2021Q3 20238
MCD MCDONALDS CORP COM880.22%0.29%0.33%Q4 2021Q3 20238
AVGO BROADCOM INC COM880.09%0.23%0.34%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION COM880.12%0.21%0.37%Q4 2021Q3 20238
ROK ROCKWELL AUTOMATION IN...880.16%0.21%0.24%Q4 2021Q3 20238
DSI ISHARES TR880.17%0.19%0.23%Q4 2021Q3 20238
EMB ISHARES TR880.08%0.19%0.32%Q4 2021Q3 20238
HD HOME DEPOT INC COM880.17%0.19%0.22%Q4 2021Q3 20238
AOA ISHARES TR880.14%0.18%0.34%Q4 2021Q3 20238
USXF ISHARES TR880.08%0.16%0.19%Q4 2021Q3 20238
DIS DISNEY WALT CO COM880.11%0.16%0.18%Q4 2021Q3 20238
WFC WELLS FARGO CO NEW COM880.09%0.14%0.17%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.12%0.13%0.15%Q4 2021Q3 20238
FFWM FIRST FNDTN INC COM880.03%0.13%0.19%Q4 2021Q3 20238
IRM IRON MTN INC NEW COM880.10%0.12%0.13%Q4 2021Q3 20238
IVV ISHARES TR880.10%0.11%0.11%Q4 2021Q3 20238
WMT WALMART INC COM880.09%0.11%0.12%Q4 2021Q3 20238
CLF CLEVELAND-CLIFFS INC N...880.07%0.08%0.13%Q4 2021Q3 20238
SCHZ SCHWAB US AGGREGATE BO...773.60%4.09%4.68%Q1 2022Q3 20237
XLE SELECT SECTOR SPDR TR770.10%1.14%2.57%Q4 2021Q2 20237
TLH ISHARES TR770.74%0.98%1.28%Q4 2021Q2 20237
FALN ISHARES TR770.21%0.78%2.06%Q4 2021Q2 20237
PSK SPDR SER TR770.18%0.26%0.30%Q1 2022Q3 20237
VOO VANGUARD S&P 500 ETF770.11%0.20%0.23%Q4 2021Q2 20237
ABBV ABBVIE INC COM610.10%0.12%0.16%Q4 2021Q3 20237
GOOG ALPHABET INC CAP STK CL C520.10%0.11%0.12%Q4 2021Q3 20237
LUV SOUTHWEST AIRLS CO COM770.10%0.11%0.12%Q4 2021Q2 20237
IFRA ISHARES U.S. INFRASTRU...660.94%1.04%1.28%Q2 2022Q3 20236
PG PROCTER AND GAMBLE CO COM660.16%0.21%0.24%Q2 2022Q3 20236
VZ VERIZON COMMUNICATIONS...330.08%0.10%0.13%Q4 2021Q2 20236
SCHP SCHWAB US TIPS ETF550.37%2.01%3.77%Q4 2021Q4 20225
COMT ISHARES U.S. ETF TRUST...550.74%0.96%1.34%Q4 2021Q4 20225
SHYG ISHARES TR550.36%0.77%1.89%Q1 2022Q1 20235
ESGE ISHARES MSCI EM ESG SE...550.09%0.64%1.44%Q1 2022Q1 20235
USHY ISHARES TR550.36%0.45%0.61%Q1 2022Q1 20235
VIG VANGUARD SPECIALIZED F...550.23%0.28%0.35%Q1 2022Q1 20235
VYM VANGUARD WHITEHALL FDS550.22%0.27%0.36%Q1 2022Q1 20235
ATCO ATLAS CORP SHARES550.11%0.14%0.17%Q4 2021Q4 20225
LMT LOCKHEED MARTIN CORP COM410.10%0.13%0.16%Q2 2022Q3 20235
DMXF ISHARES TR410.08%0.09%0.10%Q1 2022Q3 20235
ICVT ISHARES TR440.10%0.46%0.74%Q1 2022Q4 20224
JNK SPDR SER TR440.10%0.34%0.52%Q4 2022Q3 20234
SRLN SSGA ACTIVE ETF TR440.20%0.34%0.45%Q4 2022Q3 20234
EBND SPDR SER TR440.14%0.34%0.51%Q4 2022Q3 20234
GII SPDR INDEX SHS FDS440.11%0.23%0.34%Q4 2022Q3 20234
DWX SPDR INDEX SHS FDS440.13%0.20%0.26%Q4 2022Q3 20234
LCTU BLACKROCK ETF TRUST440.15%0.18%0.26%Q4 2022Q3 20234
ESML ISHARES TR440.10%0.11%0.12%Q1 2022Q4 20224
CSX CSX CORP440.10%0.10%0.11%Q4 2022Q3 20234
PFE PFIZER INC COM310.09%0.10%0.12%Q4 2021Q4 20224
ANNALY CAPITAL MANAGEM...440.09%0.10%0.11%Q3 2022Q2 20234
SBUX STARBUCKS CORP COM220.08%0.10%0.10%Q4 2021Q1 20234
SPY SPDR S&P 500 ETF TR220.08%0.09%0.09%Q4 2021Q3 20234
QUAL ISHARES TR338.16%10.72%12.13%Q1 2023Q3 20233
IEMG ISHARES INC333.29%4.89%5.89%Q1 2023Q3 20233
EELV INVESCO S&P EMERGING M...333.12%3.78%5.00%Q2 2022Q4 20223
SPTL SPDR SER TR330.22%0.36%0.46%Q1 2023Q3 20233
IBND SPDR SER TR330.12%0.21%0.26%Q1 2023Q3 20233
CWB SPDR SER TR330.10%0.18%0.22%Q1 2023Q3 20233
RWR SPDR SER TR330.10%0.17%0.22%Q1 2023Q3 20233
SPYD SPDR SER TR210.17%0.17%0.18%Q4 2022Q3 20233
UNH UNITEDHEALTH GROUP INC330.12%0.14%0.18%Q1 2023Q3 20233
ESGD ISHARES TR210.10%0.11%0.14%Q4 2021Q2 20233
LRCX LAM RESEARCH CORP330.10%0.11%0.12%Q1 2023Q3 20233
NLY ANNALY CAPITAL MANAGEM...330.09%0.11%0.12%Q4 2021Q2 20223
PEP PEPSICO INC330.09%0.10%0.11%Q4 2022Q2 20233
AMT AMERICAN TOWER CORP NE...330.09%0.10%0.10%Q4 2021Q2 20223
T AT&T INC330.07%0.08%0.09%Q1 2023Q3 20233
CION INVT CORP COM330.05%0.05%0.06%Q2 2022Q4 20223
SCHA SCHWAB U.S. SMALL-CAP ETF223.01%3.19%3.36%Q4 2021Q1 20222
XSOE WISDOMTREE EMERGING MA...222.71%2.95%3.18%Q4 2021Q1 20222
HDV ISHARES CORE HIGH DIVI...222.30%2.54%2.78%Q2 2022Q3 20222
IJR ISHARES TR221.48%1.77%2.07%Q3 2022Q4 20222
SCHI SCHWAB STRATEGIC TR110.25%0.48%0.72%Q3 2022Q3 20232
MAR MARRIOTT INTL INC NEW220.45%0.47%0.49%Q2 2023Q3 20232
REM ISHARES TR220.17%0.18%0.19%Q2 2023Q3 20232
SCHD SCHWAB STRATEGIC TR220.18%0.18%0.18%Q2 2023Q3 20232
TIPX SPDR SER TR220.13%0.13%0.13%Q2 2023Q3 20232
EUSB ISHARES TR110.09%0.10%0.12%Q4 2021Q4 20222
DIA SPDR DOW JONES INDUSTR...220.08%0.09%0.10%Q4 2021Q1 20222
KBWY INVESCO EXCH TRADED FD...220.09%0.09%0.09%Q2 2023Q3 20232
COST COSTCO WHSL CORP NEW COM110.08%0.09%0.09%Q1 2022Q3 20232
FS CREDIT OPPORTUNITIE...220.02%0.03%0.03%Q2 2023Q3 20232
SIENTRA INC220.02%0.02%0.02%Q2 2023Q3 20232
SCHJ SCHWAB 1-5 YEAR CORPOR...113.51%3.51%3.51%Q4 2021Q4 20211
IXG ISHARES GLOBAL FINANCI...112.10%2.10%2.10%Q4 2021Q4 20211
MTUM ISHARES TR112.10%2.10%2.10%Q4 2022Q4 20221
IVW ISHARES TR112.09%2.09%2.09%Q3 2023Q3 20231
IJS ISHARES S&P SMALL-CAP ...112.01%2.01%2.01%Q2 2022Q2 20221
TFLO ISHARES TR111.93%1.93%1.93%Q3 2023Q3 20231
IJH ISHARES TR111.28%1.28%1.28%Q3 2023Q3 20231
TLT ISHARES TR111.24%1.24%1.24%Q3 2023Q3 20231
TIP ISHARES TR110.45%0.45%0.45%Q3 2023Q3 20231
JPST JPMORGAN ULTRA-SHORT I...110.39%0.39%0.39%Q4 2021Q4 20211
PLD PROLOGIS INC.110.30%0.30%0.30%Q3 2023Q3 20231
ROST ROSS STORES INC110.13%0.13%0.13%Q3 2023Q3 20231
SPSB SPDR PORTFOLIO SHORT T...110.11%0.11%0.11%Q2 2022Q2 20221
XLU UTILITIES SELECT SECTO...110.11%0.11%0.11%Q2 2022Q2 20221
IGRO ISHARES INTERNATIONAL ...110.10%0.10%0.10%Q2 2022Q2 20221
GOOGL ALPHABET INC110.10%0.10%0.10%Q3 2023Q3 20231
EAGG ISHARES ESG AWARE U.S....110.09%0.09%0.09%Q4 2021Q4 20211
FB META PLATFORMS INC CL A110.09%0.09%0.09%Q4 2021Q4 20211
JPM JPMORGAN CHASE & CO COM110.09%0.09%0.09%Q4 2021Q4 20211
BAC BK OF AMERICA CORP COM110.08%0.08%0.08%Q4 2021Q4 20211
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The securities at the top of the list , including SPDR SER TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of West Wealth Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by West Wealth Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that West Wealth Group, LLC owns currently or has owned in the past.