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 $136.72
Added 34.66%
$77.2 $106.33
IVE $32,679,000.0 9.77%
Added 6.97%
171,204 $190.88 $223.45
Added 17.06%
$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 $66.28
Added 29.33%
$40.4 $53.5
EFV $19,756,000.0 5.9%
Added 9.61%
376,523 $52.47 $77.27
Added 47.27%
$50.28 $58.25
EFG $18,905,000.0 5.65%
Added 14.18%
195,244 $96.83 $118.19
Added 22.06%
$94.82 $108.91
JQUA $18,789,000.0 5.62%
Added 7.72%
328,078 $57.27 $68.07
Added 18.86%
$49.08 $60.33
IUSB $16,195,000.0 4.84%
Added 3.9%
358,298 $45.2 $45.7
Added 1.11%
$44.21 $47.44
AAPL $12,316,000.0 3.68%
Added 3.52%
49,181 $250.43 $300.23
Added 19.89%
$164.08 $260.1
EMXC $12,286,000.0 3.67%
Added 14.08%
221,581 $55.45 $93.6
Added 68.8%
$53.94 $63.25
IYW $11,635,000.0 3.48%
Added 3.0%
72,940 $159.52 $238.8
Added 49.7%
$124.32 $166.47
CMF $10,982,000.0 3.28%
Added 31.11%
191,741 $57.28 $56.79
Reduced 0.86%
$56.32 $58.18
QUAL $5,063,000.0 1.51%
Added 1.8%
28,433 $178.08 $210.45
Added 18.18%
$150.47 $187.26
JMOM $4,951,000.0 1.48%
No Change
84,967 $58.27 $78.8
Added 35.23%
$47.04 $62.2
NVDA $3,997,000.0 1.19%
Added 52.0%
29,764 $134.29 $225.32
Added 67.79%
$59.94 $153.13
SPMB $3,505,000.0 1.05%
Added 9.64%
162,659 $21.55 $22.06
Added 2.37%
$20.92 $22.76
SPEM $3,477,000.0 1.04%
Added 12.12%
90,621 $38.37 $50.84
Added 32.5%
$33.94 $42.88
IFRA $3,468,000.0 1.04%
Added 5.82%
74,937 $46.29 $60.59
Added 30.89%
$38.1 $51.99
MSFT $3,324,000.0 0.99%
Added 11.29%
7,886 $421.51 $421.92
Added 0.1%
$385.58 $468.35
AMZN $2,732,000.0 0.82%
Reduced 2.48%
12,455 $219.39 $264.14
Added 20.4%
$151.61 $235.44
MGC $2,675,000.0 0.8%
Added 9.67%
12,579 $212.67 $272.16
Added 27.97%
$173.01 $220.49
TSLA $2,599,000.0 0.78%
Reduced 2.35%
6,437 $403.84 $422.24
Added 4.56%
$138.8 $488.54
AVGO $2,604,000.0 0.78%
Added 16.06%
11,233 $231.86 $425.19
Added 83.38%
$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 $97.82
Reduced 1.73%
$96.95 $111.83
MAR $1,603,000.0 0.48%
Added 0.21%
5,746 $278.98 $353.17
Added 26.59%
$204.55 $295.45
SPTL $1,540,000.0 0.46%
Added 12.38%
58,835 $26.19 $25.45
Reduced 2.83%
$25.44 $29.95
ESGU $1,527,000.0 0.46%
Reduced 18.38%
11,861 $128.82 $160.8
Added 24.83%
$106.3 $134.27
BA $1,277,000.0 0.38%
Reduced 14.41%
7,215 $177.01 $220.49
Added 24.56%
$137.03 $217.59
IXC $1,265,000.0 0.38%
Added 19.46%
33,134 $38.18 $56.08
Added 46.88%
$36.79 $45.22
HEFA $1,162,000.0 0.35%
Added 22.49%
33,447 $34.75 $44.34
Added 27.6%
$31.39 $36.1
SRE $912,000.0 0.27%
Reduced 7.31%
10,404 $87.72 $90.43
Added 3.09%
$66.4 $95.77
IAU $853,000.0 0.26%
No Change
17,237 $49.51 $85.51
Added 72.71%
$37.53 $52.69
LCTU $813,000.0 0.24%
Added 9.72%
12,696 $64.05 $78.65
Added 22.79%
$53.06 $66.7
EMB $705,000.0 0.21%
Added 5.93%
7,919 $89.05 $94.71
Added 6.36%
$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 $276.39
Reduced 4.69%
$243.53 $317.9
PLD $656,000.0 0.2%
Added 1.69%
6,206 $105.71 $140.53
Added 32.94%
$100.82 $135.76
COST $624,000.0 0.19%
Added 2.25%
682 $916.4 $1,048.95
Added 14.46%
$675.96 $1,008.25
GIGB $571,000.0 0.19%
No Change
12,079 $47.32 $45.43
Reduced 3.99%
$44.16 $47.65
HD $619,000.0 0.19%
Added 3.78%
1,592 $389.04 $297.51
Reduced 23.53%
$323.77 $439.37
USXF $640,000.0 0.19%
Added 17.42%
12,880 $49.72 $65.8
Added 32.34%
$41.0 $52.69
PG $587,000.0 0.18%
Added 2.88%
3,504 $167.66 $141.57
Reduced 15.56%
$152.06 $180.43
IVV $609,000.0 0.18%
Added 15.64%
1,035 $589.22 $742.45
Added 26.01%
$485.19 $612.09
DSI $557,000.0 0.17%
Reduced 2.6%
5,052 $110.27 $140.76
Added 27.65%
$92.7 $115.78
IRM $525,000.0 0.16%
No Change
5,000 $105.11 $125.07
Added 18.99%
$66.2 $130.24
IEMG $539,000.0 0.16%
Reduced 19.69%
10,336 $52.22 $79.49
Added 52.22%
$48.31 $59.0
GOVT $514,000.0 0.15%
Reduced 7.55%
22,372 $22.98 $22.57
Reduced 1.78%
$22.08 $23.69
AOA $488,000.0 0.15%
Added 8.12%
6,381 $76.62 $95.71
Added 24.92%
$69.0 $80.2
GOOGL $478,000.0 0.14%
Added 31.19%
2,528 $189.36 $396.78
Added 109.54%
$130.67 $202.29
FB $467,000.0 0.14%
Added 33.39%
799 $585.6 $44.58
Reduced 92.39%
$0.0 $0.0
WMT $450,000.0 0.13%
Added 6.14%
4,980 $90.36 $131.45
Added 45.47%
$53.44 $96.18
UNH $432,000.0 0.13%
Added 1.18%
855 $506.26 $393.85
Reduced 22.2%
$436.38 $630.73
VLUE $447,000.0 0.13%
Added 0.69%
4,233 $105.63 $179.78
Added 70.2%
$98.51 $115.88
JPM $447,000.0 0.13%
Added 40.77%
1,868 $239.78 $297.81
Added 24.2%
$168.86 $264.25
ROK $393,000.0 0.12%
Added 0.36%
1,376 $285.96 $448.74
Added 56.92%
$242.81 $307.71
IGRO $414,000.0 0.12%
Reduced 0.42%
6,092 $67.97 $87.17
Added 28.25%
$63.16 $78.91
LMT $415,000.0 0.12%
Added 0.59%
855 $486.12 $516.01
Added 6.15%
$413.92 $618.95
ROST $410,000.0 0.12%
Added 3.47%
2,715 $151.3 $212.75
Added 40.61%
$127.53 $163.6
HYDB $367,000.0 0.11%
No Change
7,826 $47.01 $46.52
Reduced 1.04%
$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 $102.72
Reduced 7.78%
$83.91 $123.74
DMXF $368,000.0 0.11%
Added 20.13%
5,699 $64.62 $80.65
Added 24.81%
$63.32 $73.2
SUB $373,000.0 0.11%
Added 2.28%
3,542 $105.51 $106.14
Added 0.6%
$103.53 $106.3
LRCX $354,000.0 0.11%
No Change
434 $815.96 $284.72
Reduced 65.11%
$68.87 $113.0
JEPI $342,000.0 0.1%
Reduced 1.03%
5,951 $57.53 $55.89
Reduced 2.85%
$54.77 $60.88
KKR $340,000.0 0.1%
Added 4.93%
2,299 $147.92 $96.97
Reduced 34.44%
$83.01 $163.68
ABBV $327,000.0 0.1%
Added 21.78%
1,845 $177.75 $210.39
Added 18.36%
$153.58 $207.32
SPY $298,000.0 0.09%
Added 2.62%
509 $586.69 $739.17
Added 25.99%
$482.86 $609.07
XOM $314,000.0 0.09%
Added 34.44%
2,924 $107.58 $157.92
Added 46.79%
$97.74 $126.34
BAC $315,000.0 0.09%
Added 10.0%
7,169 $43.95 $49.77
Added 13.24%
$32.35 $48.08
GOOG $298,000.0 0.09%
Reduced 19.91%
1,565 $190.56 $393.32
Added 106.4%
$131.55 $203.84
VOO $282,000.0 0.08%
Added 2.55%
523 $539.47 $679.44
Added 25.95%
$443.75 $559.96
CVX $260,000.0 0.08%
Added 1.47%
1,796 $144.89 $191.1
Added 31.89%
$135.37 $167.11
QQQ $252,000.0 0.08%
No Change
492 $512.22 $708.93
Added 38.4%
$413.07 $539.15
LQD $274,000.0 0.08%
Reduced 1.61%
2,572 $106.85 $107.86
Added 0.95%
$104.14 $114.07
NFLX $267,000.0 0.08%
No Change
300 $891.32 $87.02
Reduced 90.24%
$537.07 $941.75
T $276,000.0 0.08%
Reduced 9.36%
12,143 $22.77 $24.03
Added 5.53%
$15.94 $24.03
AFL $219,000.0 0.07%
No Change
2,125 $103.44 $116.81
Added 12.93%
$75.08 $115.5
CSX $244,000.0 0.07%
Added 0.33%
7,582 $32.27 $45.66
Added 41.49%
$31.43 $40.12
TJX $206,000.0 0.07%
No Change
1,757 $117.51 $147.43
Added 25.46%
$92.35 $128.0
VGT $245,000.0 0.07%
No Change
394 $621.99 $113.31
Reduced 81.78%
$478.25 $648.66
PEP $203,000.0 0.07%
No Change
1,197 $170.08 $149.12
Reduced 12.32%
$141.51 $183.41
CWB $237,000.0 0.07%
Added 6.4%
3,044 $77.91 $104.5
Added 34.13%
$69.45 $82.24
AMT $204,000.0 0.07%
No Change
880 $232.65 $170.63
Reduced 26.66%
$170.46 $243.56
BX $224,000.0 0.07%
No Change
1,301 $172.42 $117.89
Reduced 31.63%
$115.82 $200.96
CAT $230,000.0 0.07%
No Change
635 $362.91 $888.31
Added 144.77%
$288.34 $418.5
HYG $237,000.0 0.07%
Reduced 0.49%
3,020 $78.66 $79.46
Added 1.02%
$75.59 $80.37
WFC $231,000.0 0.07%
No Change
3,301 $70.24 $73.42
Added 4.53%
$47.45 $78.29
XLK $223,000.0 0.07%
No Change
961 $232.53 $176.26
Reduced 24.2%
$190.75 $241.88
QLTA $230,000.0 0.07%
Added 0.18%
4,935 $46.8 $47.08
Added 0.6%
$45.81 $49.53
ESGE $204,000.0 0.06%
No Change
6,137 $33.39 $51.88
Added 55.38%
$30.4 $37.72
LUV $216,000.0 0.06%
Reduced 6.84%
6,432 $33.62 $38.5
Added 14.52%
$23.58 $36.12
FLOT $204,000.0 0.06%
Reduced 13.34%
4,013 $50.89 $50.95
Added 0.12%
$50.28 $51.16
CLF $97,000.0 0.03%
No Change
10,368 $9.4 $10.31
Added 9.68%
$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