$216 Million is the total value of West Wealth Group, LLC's 71 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $1,689,557 | +11.5% | 7,953 | 0.0% | 0.78% | +3.9% | |
| VLUE | ISHARES TRmsci usa value | $390,128 | +1.6% | 4,214 | 0.0% | 0.18% | -5.2% | |
| IRM | IRON MTN INC DEL | $264,550 | +6.1% | 5,000 | 0.0% | 0.12% | -1.6% | |
| CLF | CLEVELAND-CLIFFS INC NEW | $190,045 | +13.8% | 10,368 | 0.0% | 0.09% | +6.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 29.6% |
| ISHARES TR | 8 | Q3 2023 | 19.6% |
| ISHARES TR | 8 | Q3 2023 | 8.5% |
| ISHARES TR | 8 | Q3 2023 | 8.7% |
| ISHARES U.S. TREASURY BOND ETF | 8 | Q3 2023 | 6.0% |
| ISHARES TR | 8 | Q3 2023 | 5.0% |
| APPLE INC COM | 8 | Q3 2023 | 3.6% |
| ISHARES U.S. TECHNOLOGY ETF | 8 | Q3 2023 | 4.6% |
| ISHARES TR | 8 | Q3 2023 | 2.8% |
| ISHARES TR | 8 | Q3 2023 | 2.8% |
View West Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-05-05 |
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.