Investor

West Wealth Group, LLC

Portfolio Total Value

$336,093,000.00

Number of Stocks

96

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
IVW $54,286,000.0 16.22%
Added 4.44%
534,688 $101.53 $131.45
Added 29.47%
$77.2 $106.33
IVE $32,679,000.0 9.77%
Added 6.97%
171,204 $190.88 $223.8
Added 17.25%
$172.85 $206.63
SPLG $27,175,000.0 8.12%
Reduced 9.53%
394,194 $68.94 $80.0
Added 16.04%
$56.8 $71.65
DYNF $24,772,000.0 7.4%
Added 5.93%
483,369 $51.25 $64.53
Added 25.91%
$40.4 $53.5
EFV $19,756,000.0 5.9%
Added 9.61%
376,523 $52.47 $77.03
Added 46.81%
$50.28 $58.25
EFG $18,905,000.0 5.65%
Added 14.18%
195,244 $96.83 $119.56
Added 23.47%
$94.82 $108.91
JQUA $18,789,000.0 5.62%
Added 7.72%
328,078 $57.27 $67.09
Added 17.15%
$49.08 $60.33
IUSB $16,195,000.0 4.84%
Added 3.9%
358,298 $45.2 $46.03
Added 1.84%
$44.21 $47.44
AAPL $12,316,000.0 3.68%
Added 3.52%
49,181 $250.43 $284.18
Added 13.48%
$164.08 $260.1
EMXC $12,286,000.0 3.67%
Added 14.08%
221,581 $55.45 $93.76
Added 69.09%
$53.94 $63.25
IYW $11,635,000.0 3.48%
Added 3.0%
72,940 $159.52 $225.18
Added 41.16%
$124.32 $166.47
CMF $10,982,000.0 3.28%
Added 31.11%
191,741 $57.28 $57.12
Reduced 0.28%
$56.32 $58.18
QUAL $5,063,000.0 1.51%
Added 1.8%
28,433 $178.08 $207.5
Added 16.52%
$150.47 $187.26
JMOM $4,951,000.0 1.48%
No Change
84,967 $58.27 $77.4
Added 32.83%
$47.04 $62.2
NVDA $3,997,000.0 1.19%
Added 52.0%
29,764 $134.29 $196.5
Added 46.33%
$59.94 $153.13
SPMB $3,505,000.0 1.05%
Added 9.64%
162,659 $21.55 $22.23
Added 3.16%
$20.92 $22.76
SPEM $3,477,000.0 1.04%
Added 12.12%
90,621 $38.37 $51.63
Added 34.56%
$33.94 $42.88
IFRA $3,468,000.0 1.04%
Added 5.82%
74,937 $46.29 $62.87
Added 35.82%
$38.1 $51.99
MSFT $3,324,000.0 0.99%
Added 11.29%
7,886 $421.51 $411.38
Reduced 2.4%
$385.58 $468.35
AMZN $2,732,000.0 0.82%
Reduced 2.48%
12,455 $219.39 $273.55
Added 24.69%
$151.61 $235.44
MGC $2,675,000.0 0.8%
Added 9.67%
12,579 $212.67 $264.9
Added 24.56%
$173.01 $220.49
TSLA $2,599,000.0 0.78%
Reduced 2.35%
6,437 $403.84 $389.37
Reduced 3.58%
$138.8 $488.54
AVGO $2,604,000.0 0.78%
Added 16.06%
11,233 $231.86 $427.36
Added 84.32%
$117.43 $251.88
$2,153,000.0 0.64%
Added 6.64%
41,403 $52.02 $nan
Reduced nan%
$nan $nan
TLH $1,723,000.0 0.52%
Added 37.3%
17,312 $99.54 $99.5
Reduced 0.04%
$96.95 $111.83
MAR $1,603,000.0 0.48%
Added 0.21%
5,746 $278.98 $354.52
Added 27.08%
$204.55 $295.45
SPTL $1,540,000.0 0.46%
Added 12.38%
58,835 $26.19 $25.95
Reduced 0.92%
$25.44 $29.95
ESGU $1,527,000.0 0.46%
Reduced 18.38%
11,861 $128.82 $157.75
Added 22.46%
$106.3 $134.27
BA $1,277,000.0 0.38%
Reduced 14.41%
7,215 $177.01 $224.38
Added 26.76%
$137.03 $217.59
IXC $1,265,000.0 0.38%
Added 19.46%
33,134 $38.18 $56.52
Added 48.04%
$36.79 $45.22
HEFA $1,162,000.0 0.35%
Added 22.49%
33,447 $34.75 $44.24
Added 27.31%
$31.39 $36.1
SRE $912,000.0 0.27%
Reduced 7.31%
10,404 $87.72 $94.37
Added 7.58%
$66.4 $95.77
IAU $853,000.0 0.26%
No Change
17,237 $49.51 $85.69
Added 73.08%
$37.53 $52.69
LCTU $813,000.0 0.24%
Added 9.72%
12,696 $64.05 $77.19
Added 20.52%
$53.06 $66.7
EMB $705,000.0 0.21%
Added 5.93%
7,919 $89.05 $95.52
Added 7.27%
$86.4 $93.97
DGRO $680,000.0 0.2%
Reduced 2.19%
11,089 $61.34 $73.36
Added 19.6%
$54.18 $65.08
MCD $662,000.0 0.2%
Added 2.33%
2,284 $289.98 $285.17
Reduced 1.66%
$243.53 $317.9
PLD $656,000.0 0.2%
Added 1.69%
6,206 $105.71 $140.27
Added 32.69%
$100.82 $135.76
COST $624,000.0 0.19%
Added 2.25%
682 $916.4 $1,016.42
Added 10.91%
$675.96 $1,008.25
GIGB $571,000.0 0.19%
No Change
12,079 $47.32 $45.74
Reduced 3.34%
$44.16 $47.65
HD $619,000.0 0.19%
Added 3.78%
1,592 $389.04 $315.42
Reduced 18.92%
$323.77 $439.37
USXF $640,000.0 0.19%
Added 17.42%
12,880 $49.72 $63.63
Added 27.98%
$41.0 $52.69
PG $587,000.0 0.18%
Added 2.88%
3,504 $167.66 $144.9
Reduced 13.58%
$152.06 $180.43
IVV $609,000.0 0.18%
Added 15.64%
1,035 $589.22 $726.98
Added 23.38%
$485.19 $612.09
DSI $557,000.0 0.17%
Reduced 2.6%
5,052 $110.27 $136.16
Added 23.48%
$92.7 $115.78
IRM $525,000.0 0.16%
No Change
5,000 $105.11 $131.7
Added 25.3%
$66.2 $130.24
IEMG $539,000.0 0.16%
Reduced 19.69%
10,336 $52.22 $80.15
Added 53.49%
$48.31 $59.0
GOVT $514,000.0 0.15%
Reduced 7.55%
22,372 $22.98 $22.73
Reduced 1.09%
$22.08 $23.69
AOA $488,000.0 0.15%
Added 8.12%
6,381 $76.62 $95.11
Added 24.13%
$69.0 $80.2
GOOGL $478,000.0 0.14%
Added 31.19%
2,528 $189.36 $388.43
Added 105.13%
$130.67 $202.29
FB $467,000.0 0.14%
Added 33.39%
799 $585.6 $43.91
Reduced 92.5%
$0.0 $0.0
WMT $450,000.0 0.13%
Added 6.14%
4,980 $90.36 $130.79
Added 44.74%
$53.44 $96.18
UNH $432,000.0 0.13%
Added 1.18%
855 $506.26 $363.87
Reduced 28.13%
$436.38 $630.73
VLUE $447,000.0 0.13%
Added 0.69%
4,233 $105.63 $173.91
Added 64.64%
$98.51 $115.88
JPM $447,000.0 0.13%
Added 40.77%
1,868 $239.78 $309.4
Added 29.03%
$168.86 $264.25
ROK $393,000.0 0.12%
Added 0.36%
1,376 $285.96 $435.93
Added 52.44%
$242.81 $307.71
IGRO $414,000.0 0.12%
Reduced 0.42%
6,092 $67.97 $87.44
Added 28.64%
$63.16 $78.91
LMT $415,000.0 0.12%
Added 0.59%
855 $486.12 $508.93
Added 4.69%
$413.92 $618.95
ROST $410,000.0 0.12%
Added 3.47%
2,715 $151.3 $227.42
Added 50.31%
$127.53 $163.6
HYDB $367,000.0 0.11%
No Change
7,826 $47.01 $46.8
Reduced 0.45%
$45.51 $48.1
BRK.B $361,000.0 0.11%
Reduced 3.27%
798 $453.28 $nan
Reduced nan%
$nan $nan
DIS $379,000.0 0.11%
No Change
3,410 $111.38 $100.48
Reduced 9.79%
$83.91 $123.74
DMXF $368,000.0 0.11%
Added 20.13%
5,699 $64.62 $80.55
Added 24.65%
$63.32 $73.2
SUB $373,000.0 0.11%
Added 2.28%
3,542 $105.51 $106.29
Added 0.74%
$103.53 $106.3
LRCX $354,000.0 0.11%
No Change
434 $815.96 $275.8
Reduced 66.2%
$68.87 $113.0
JEPI $342,000.0 0.1%
Reduced 1.03%
5,951 $57.53 $56.5
Reduced 1.79%
$54.77 $60.88
KKR $340,000.0 0.1%
Added 4.93%
2,299 $147.92 $102.0
Reduced 31.04%
$83.01 $163.68
ABBV $327,000.0 0.1%
Added 21.78%
1,845 $177.75 $206.11
Added 15.95%
$153.58 $207.32
SPY $298,000.0 0.09%
Added 2.62%
509 $586.69 $723.77
Added 23.36%
$482.86 $609.07
XOM $314,000.0 0.09%
Added 34.44%
2,924 $107.58 $154.88
Added 43.97%
$97.74 $126.34
BAC $315,000.0 0.09%
Added 10.0%
7,169 $43.95 $53.12
Added 20.86%
$32.35 $48.08
GOOG $298,000.0 0.09%
Reduced 19.91%
1,565 $190.56 $384.27
Added 101.65%
$131.55 $203.84
VOO $282,000.0 0.08%
Added 2.55%
523 $539.47 $665.3
Added 23.32%
$443.75 $559.96
CVX $260,000.0 0.08%
Added 1.47%
1,796 $144.89 $192.64
Added 32.96%
$135.37 $167.11
QQQ $252,000.0 0.08%
No Change
492 $512.22 $681.61
Added 33.07%
$413.07 $539.15
LQD $274,000.0 0.08%
Reduced 1.61%
2,572 $106.85 $108.65
Added 1.68%
$104.14 $114.07
NFLX $267,000.0 0.08%
No Change
300 $891.32 $87.89
Reduced 90.14%
$537.07 $941.75
T $276,000.0 0.08%
Reduced 9.36%
12,143 $22.77 $25.9
Added 13.75%
$15.94 $24.03
AFL $219,000.0 0.07%
No Change
2,125 $103.44 $114.46
Added 10.65%
$75.08 $115.5
CSX $244,000.0 0.07%
Added 0.33%
7,582 $32.27 $45.03
Added 39.54%
$31.43 $40.12
TJX $206,000.0 0.07%
No Change
1,757 $117.51 $154.96
Added 31.87%
$92.35 $128.0
VGT $245,000.0 0.07%
No Change
394 $621.99 $106.81
Reduced 82.83%
$478.25 $648.66
PEP $203,000.0 0.07%
No Change
1,197 $170.08 $155.04
Reduced 8.84%
$141.51 $183.41
CWB $237,000.0 0.07%
Added 6.4%
3,044 $77.91 $103.9
Added 33.36%
$69.45 $82.24
AMT $204,000.0 0.07%
No Change
880 $232.65 $178.12
Reduced 23.44%
$170.46 $243.56
BX $224,000.0 0.07%
No Change
1,301 $172.42 $122.72
Reduced 28.82%
$115.82 $200.96
CAT $230,000.0 0.07%
No Change
635 $362.91 $904.59
Added 149.26%
$288.34 $418.5
HYG $237,000.0 0.07%
Reduced 0.49%
3,020 $78.66 $79.92
Added 1.6%
$75.59 $80.37
WFC $231,000.0 0.07%
No Change
3,301 $70.24 $79.89
Added 13.74%
$47.45 $78.29
XLK $223,000.0 0.07%
No Change
961 $232.53 $165.63
Reduced 28.77%
$190.75 $241.88
QLTA $230,000.0 0.07%
Added 0.18%
4,935 $46.8 $47.4
Added 1.28%
$45.81 $49.53
ESGE $204,000.0 0.06%
No Change
6,137 $33.39 $52.24
Added 56.45%
$30.4 $37.72
LUV $216,000.0 0.06%
Reduced 6.84%
6,432 $33.62 $39.71
Added 18.11%
$23.58 $36.12
FLOT $204,000.0 0.06%
Reduced 13.34%
4,013 $50.89 $50.87
Reduced 0.04%
$50.28 $51.16
CLF $97,000.0 0.03%
No Change
10,368 $9.4 $10.65
Added 13.3%
$8.99 $22.97
FFWM $64,000.0 0.02%
No Change
10,368 $6.21 $5.9
Reduced 4.99%
$4.84 $11.47