West Wealth Group, LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$338.3B
Holdings
96
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 542,892 | $50.8B | 15.00% | |
| 2 | IVEISHARES TR | 204,116 | $38.8B | 11.48% | |
| 3 | DYNFBLACKROCK ETF TRUST | 502,110 | $24.6B | 7.26% | |
| 4 | JQUAJ P MORGAN EXCHANGE TRADED F | 357,437 | $20.2B | 5.98% | |
| 5 | SPYMSPDR SER TR | 304,159 | $20.1B | 5.93% | |
| 6 | EFVISHARES TR | 324,494 | $19.1B | 5.66% | |
| 7 | IUSBISHARES TR | 365,568 | $16.8B | 4.98% | |
| 8 | EFGISHARES TR | 132,867 | $13.3B | 3.93% | |
| 9 | AAPLAPPLE INC | 55,098 | $12.3B | 3.64% | |
| 10 | CMFISHARES TR | 206,136 | $11.6B | 3.43% | |
| 11 | IYWISHARES TR | 76,228 | $10.8B | 3.20% | |
| 12 | SPEMSPDR INDEX SHS FDS | 223,912 | $8.9B | 2.62% | |
| 13 | EMXCISHARES INC | 148,965 | $8.3B | 2.44% | |
| 14 | MGCVANGUARD WORLD FD | 40,510 | $8.2B | 2.42% | |
| 15 | JMOMJ P MORGAN EXCHANGE TRADED F | 90,494 | $5.1B | 1.52% | |
| 16 | HEFAISHARES TR | 134,499 | $4.9B | 1.45% | |
| 17 | QUALISHARES TR | 27,627 | $4.7B | 1.40% | |
| 18 | MSFTMICROSOFT CORP | 8,994 | $3.4B | 1.02% | |
| 19 | NVDANVIDIA CORPORATION | 29,642 | $3.3B | 0.97% | |
| 20 | XTENBONDBLOXX ETF TRUST | 69,850 | $3.3B | 0.96% | |
| 21 | THROBLACKROCK ETF TRUST | 100,811 | $3.2B | 0.95% | |
| 22 | SPMBSPDR SER TR | 132,032 | $2.9B | 0.86% | |
| 23 | IAU*ISHARES GOLD TR | 49,330 | $2.9B | 0.86% | |
| 24 | AMZNAMAZON COM INC | 12,976 | $2.5B | 0.74% | |
| 25 | BINCBLACKROCK ETF TRUST II | 43,935 | $2.3B | 0.68% | |
| 26 | AVGOBROADCOM INC | 11,509 | $1.9B | 0.57% | |
| 27 | TLHISHARES TR | 16,019 | $1.7B | 0.49% | |
| 28 | TSLATESLA INC | 5,712 | $1.5B | 0.45% | |
| 29 | ESGUISHARES TR | 11,429 | $1.4B | 0.41% | |
| 30 | BABOEING CO | 7,233 | $1.2B | 0.36% | |
| 31 | USMVISHARES TR | 11,781 | $1.1B | 0.33% | |
| 32 | HIMUBLACKROCK ETF TRUST II | 21,690 | $1.1B | 0.32% | |
| 33 | DISDISNEY WALT CO | 9,011 | $880.2M | 0.26% | |
| 34 | DGROISHARES TR | 13,335 | $821.6M | 0.24% | |
| 35 | EMBISHARES TR | 9,003 | $814.6M | 0.24% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 789 | $753.7M | 0.22% | |
| 37 | MCDMCDONALDS CORP | 2,326 | $729.5M | 0.22% | |
| 38 | SRESEMPRA | 9,928 | $710.4M | 0.21% | |
| 39 | PLDPROLOGIS INC. | 6,207 | $691.8M | 0.20% | |
| 40 | SPYSPDR S&P 500 ETF TR | 1,139 | $639.2M | 0.19% | |
| 41 | HDHOME DEPOT INC | 1,680 | $614.4M | 0.18% | |
| 42 | PGPROCTER AND GAMBLE CO | 3,602 | $614.4M | 0.18% | |
| 43 | IVVISHARES TR | 1,074 | $605.6M | 0.18% | |
| 44 | LCTUBLACKROCK ETF TRUST | 9,938 | $605.3M | 0.18% | |
| 45 | METAMETA PLATFORMS INC | 938 | $550.2M | 0.16% | |
| 46 | AQLTISHARES TR | 23,338 | $536.1M | 0.16% | |
| 47 | IEMGISHARES INC | 9,822 | $532.5M | 0.16% | |
| 48 | USXFISHARES TR | 10,843 | $507.5M | 0.15% | |
| 49 | MARMARRIOTT INTL INC NEW | 2,079 | $495.4M | 0.15% | |
| 50 | JPMJPMORGAN CHASE & CO. | 2,026 | $493.7M | 0.15% | |
| 51 | AOAISHARES TR | 6,383 | $489.8M | 0.14% | |
| 52 | IGROISHARES TR | 6,648 | $482.2M | 0.14% | |
| 53 | IRMIRON MTN INC DEL | 5,500 | $477.9M | 0.14% | |
| 54 | WMTWALMART INC | 5,229 | $464.6M | 0.14% | |
| 55 | UNHUNITEDHEALTH GROUP INC | 882 | $461.5M | 0.14% | |
| 56 | VLUEISHARES TR | 4,260 | $453.9M | 0.13% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 843 | $449.3M | 0.13% | |
| 58 | GOOGLALPHABET INC | 2,832 | $444.9M | 0.13% | |
| 59 | HYDBISHARES TR | 8,654 | $405.5M | 0.12% | |
| 60 | DSIISHARES TR | 3,781 | $389.1M | 0.12% | |
| 61 | ABBVABBVIE INC | 1,883 | $388.5M | 0.11% | |
| 62 | QLTAISHARES TR | 7,954 | $377.9M | 0.11% | |
| 63 | JEPIJ P MORGAN EXCHANGE TRADED F | 6,614 | $375.5M | 0.11% | |
| 64 | LMTLOCKHEED MARTIN CORP | 816 | $366.1M | 0.11% | |
| 65 | ROKROCKWELL AUTOMATION INC | 1,383 | $357.9M | 0.11% | |
| 66 | TAT&T INC | 12,459 | $354.8M | 0.10% | |
| 67 | XOMEXXON MOBIL CORP | 2,965 | $353.0M | 0.10% | |
| 68 | ROSTROSS STORES INC | 2,724 | $351.7M | 0.10% | |
| 69 | DONSPDR DOW JONES INDL AVERAGE | 811 | $340.6M | 0.10% | |
| 70 | VOOVANGUARD INDEX FDS | 635 | $327.7M | 0.10% | |
| 71 | LRCXLAM RESEARCH CORP | 4,358 | $317.4M | 0.09% | |
| 72 | SGOVISHARES TR | 3,108 | $311.9M | 0.09% | |
| 73 | NFLXNETFLIX INC | 332 | $308.2M | 0.09% | |
| 74 | GOOGALPHABET INC | 1,928 | $306.4M | 0.09% | |
| 75 | LQDISHARES TR | 2,652 | $288.3M | 0.09% | |
| 76 | STIPISHARES TR | 2,793 | $287.0M | 0.08% | |
| 77 | IGSBISHARES TR | 5,430 | $283.6M | 0.08% | |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 1,112 | $278.6M | 0.08% | |
| 79 | KKRKKR & CO INC | 2,328 | $274.4M | 0.08% | |
| 80 | NDQINVESCO QQQ TR | 578 | $273.7M | 0.08% | |
| 81 | IFRAISHARES TR | 5,976 | $270.4M | 0.08% | |
| 82 | BACBANK AMERICA CORP | 6,511 | $270.2M | 0.08% | |
| 83 | VGTVANGUARD WORLD FD | 460 | $251.9M | 0.07% | |
| 84 | AHRAMERICAN HEALTHCARE REIT INC | 8,168 | $251.4M | 0.07% | |
| 85 | HYGISHARES TR | 3,151 | $248.0M | 0.07% | |
| 86 | AFLAFLAC INC | 2,140 | $240.7M | 0.07% | |
| 87 | TFLOISHARES TR | 4,578 | $231.2M | 0.07% | |
| 88 | CWBSPDR SER TR | 2,932 | $225.2M | 0.07% | |
| 89 | CSXCSX CORP | 7,616 | $225.0M | 0.07% | |
| 90 | CATCATERPILLAR INC | 656 | $217.1M | 0.06% | |
| 91 | SHYISHARES TR | 2,571 | $212.1M | 0.06% | |
| 92 | DMXFISHARES TR | 3,122 | $209.5M | 0.06% | |
| 93 | AQLTISHARES TR | 2,750 | $208.6M | 0.06% | |
| 94 | LUVSOUTHWEST AIRLS CO | 6,523 | $206.1M | 0.06% | |
| 95 | CLFCLEVELAND-CLIFFS INC NEW | 10,368 | $84.0M | 0.02% | |
| 96 | FFWMFIRST FNDTN INC | 10,368 | $54.1M | 0.02% |