$201 Million is the total value of West Wealth Group, LLC's 74 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $1,515,058 | +57.3% | 7,953 | 0.0% | 0.75% | +54.3% | |
| VLUE | ISHARES TRmsci usa value | $384,018 | +11.3% | 4,214 | 0.0% | 0.19% | +9.1% | |
| ATCO | ATLAS CORPshares | $344,767 | +10.5% | 22,475 | 0.0% | 0.17% | +8.2% | |
| IRM | IRON MTN INC DEL | $249,250 | +13.8% | 5,000 | 0.0% | 0.12% | +11.7% | |
| LUV | SOUTHWEST AIRLS CO | $225,353 | +9.4% | 6,693 | 0.0% | 0.11% | +7.7% | |
| GOOG | ALPHABET INCcap stk cl c | $216,501 | -7.5% | 2,440 | 0.0% | 0.11% | -9.2% | |
| CLF | CLEVELAND-CLIFFS INC NEW | $167,028 | +20.2% | 10,368 | 0.0% | 0.08% | +18.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q2 2024 | 31.2% |
| ISHARES TR | 11 | Q2 2024 | 19.6% |
| ISHARES TR | 11 | Q2 2024 | 8.5% |
| ISHARES TR | 11 | Q2 2024 | 8.7% |
| ISHARES TR | 11 | Q2 2024 | 5.0% |
| APPLE INC COM | 11 | Q2 2024 | 3.8% |
| ISHARES U.S. TECHNOLOGY ETF | 11 | Q2 2024 | 4.6% |
| ISHARES U.S. TREASURY BOND ETF | 11 | Q2 2024 | 6.0% |
| ISHARES TR | 11 | Q2 2024 | 2.8% |
| MICROSOFT CORP COM | 11 | Q2 2024 | 1.1% |
View West Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-06 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-27 |
View West Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.