West Wealth Group, LLC Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About West Wealth Group, LLCInvestment ActivityWest Wealth Group, LLC has $253.63 million in total holdings as of December 31, 2023.West Wealth Group, LLC owns shares of 83 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.38% of the portfolio was purchased this quarter.About 7.75% of the portfolio was sold this quarter.This quarter, West Wealth Group, LLC has purchased 76 new stocks and bought additional shares in 28 stocks.West Wealth Group, LLC sold shares of 39 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $79,082,224iShares MSCI USA Quality Factor ETF $20,456,643iShares MSCI EAFE Value ETF $18,843,803iShares ESG Aware MSCI USA ETF $12,467,317iShares MSCI EAFE Growth ETF $10,747,532 Largest New Holdings this Quarter iShares S&P 100 ETF $6,310,321 HoldingiShares MSCI Emerging Markets ex China ETF $3,220,374 HoldingiShares Global Energy ETF $1,742,431 HoldingSPDR Portfolio High Yield Bond ETF $576,808 HoldingSPDR Bloomberg Emerging Markets USD Bond ETF $432,425 Holding Largest Purchases this Quarter iShares S&P 100 ETF 28,248 shares (about $6.31M)SPDR Portfolio S&P 500 ETF 64,323 shares (about $3.60M)iShares MSCI Emerging Markets ex China ETF 58,119 shares (about $3.22M)iShares Global Energy ETF 44,552 shares (about $1.74M)iShares U.S. Technology ETF 13,881 shares (about $1.70M) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 70,751 shares (about $6.85M)iShares MSCI USA Min Vol Factor ETF 26,984 shares (about $2.11M)iShares MSCI EAFE Value ETF 24,215 shares (about $1.26M)iShares U.S. Treasury Bond ETF 40,793 shares (about $939.87K)Schwab U.S. Aggregate Bond ETF 18,357 shares (about $855.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$79,082,224$3,595,655 ▲4.8%1,414,70931.2%ETFQUALiShares MSCI USA Quality Factor ETF$20,456,643$407,873 ▼-2.0%139,0288.1%ETFEFViShares MSCI EAFE Value ETF$18,843,803$1,261,602 ▼-6.3%361,6857.4%ETFESGUiShares ESG Aware MSCI USA ETF$12,467,317$3,882 ▼0.0%118,8274.9%ManufacturingEFGiShares MSCI EAFE Growth ETF$10,747,532$6,852,228 ▼-38.9%110,9714.2%ETFAAPLApple$9,625,500$1,058,141 ▲12.4%49,9953.8%Computer and TechnologyIYWiShares U.S. Technology ETF$7,896,387$1,703,893 ▲27.5%64,3293.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$7,859,956$158,163 ▼-2.0%155,3973.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$7,836,765$855,802 ▼-9.8%168,0993.1%ETFIUSBiShares Core Total USD Bond Market ETF$6,752,221$84,400 ▼-1.2%146,5642.7%ManufacturingOEFiShares S&P 100 ETF$6,310,321$6,310,321 ▲New Holding28,2482.5%ETFIVWiShares S&P 500 Growth ETF$5,483,694$231,156 ▲4.4%73,0192.2%ETFMBBiShares MBS ETF$4,833,607$49,768 ▼-1.0%51,3781.9%ETFTFLOiShares Treasury Floating Rate Bond ETF$4,390,770$303 ▼0.0%86,9981.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,518,753$2,105,556 ▼-37.4%45,0951.4%ETFTLTiShares 20+ Year Treasury Bond ETF$3,269,865$99,572 ▲3.1%33,0691.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,220,374$3,220,374 ▲New Holding58,1191.3%ManufacturingMSFTMicrosoft$2,604,451$57,158 ▼-2.1%6,9261.0%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$2,481,397$97,091 ▲4.1%61,6191.0%ETFBABoeing$2,038,9950.0%7,8220.8%AerospaceAMZNAmazon.com$1,991,326$47,557 ▼-2.3%13,1060.8%Retail/WholesaleSCHISchwab 5-10 Year Corporate Bond ETF$1,799,587$35,952 ▲2.0%40,0440.7%ETFIXCiShares Global Energy ETF$1,742,431$1,742,431 ▲New Holding44,5520.7%ETFTSLATesla$1,735,384$51,932 ▼-2.9%6,9840.7%Auto/Tires/TrucksMARMarriott International$1,280,830$2,255 ▼-0.2%5,6800.5%Consumer DiscretionaryTIPiShares TIPS Bond ETF$1,065,850$860 ▼-0.1%9,9160.4%ETFAVGOBroadcom$1,024,211$1,116 ▼-0.1%9180.4%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$996,219$48,637 ▼-4.7%34,3290.4%ETFNVDANVIDIA$909,346$15,849 ▲1.8%1,8360.4%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$907,500$939,871 ▼-50.9%39,3880.4%ETFSRESempra$818,067$6,875 ▲0.8%10,9470.3%UtilitiesPLDPrologis$813,593$6,266 ▲0.8%6,1030.3%FinanceLCTUBlackRock U.S. Carbon Transition Readiness ETF$760,662$107,298 ▲16.4%14,5330.3%ETFGIISPDR S&P Global Infrastructure ETF$657,448$111,901 ▼-14.5%12,2910.3%ETFMCDMcDonald's$649,165$93,119 ▼-12.5%2,1890.3%Retail/WholesaleEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$610,908$559,061 ▼-47.8%28,7620.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$582,162$802 ▲0.1%6,5370.2%ETFSRLNSPDR Blackstone Senior Loan ETF$578,352$409,077 ▼-41.4%13,7930.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$576,808$576,808 ▲New Holding24,6710.2%ETFPSKSPDR ICE Preferred Securities ETF$538,844$88,327 ▼-14.1%16,0750.2%ETFROKRockwell Automation$534,158$311 ▲0.1%1,7200.2%Industrial ProductsHDHome Depot$532,925$7,277 ▲1.4%1,5380.2%Retail/WholesaleDSIiShares MSCI KLD 400 Social ETF$525,536$93,599 ▲21.7%5,7720.2%ETFIBNDSPDR Bloomberg International Corporate Bond ETF$513,560$102,748 ▼-16.7%17,1590.2%ETFPGProcter & Gamble$488,068$2,491 ▼-0.5%3,3310.2%Consumer StaplesUSXFiShares ESG Advanced MSCI USA ETF$469,937$11,109 ▲2.4%11,8020.2%ManufacturingRWRSPDR Dow Jones REIT ETF$443,405$85,688 ▼-16.2%4,6520.2%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$432,425$432,425 ▲New Holding17,7520.2%ETFUNHUnitedHealth Group$427,696$3,160 ▼-0.7%8120.2%MedicalVLUEiShares MSCI USA Value Factor ETF$425,2770.0%4,2040.2%ETFAOAiShares Core Aggressive Allocation ETF$410,771$3,660 ▲0.9%5,9490.2%ETFDWXSPDR S&P International Dividend ETF$388,522$231,428 ▼-37.3%10,9290.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$367,343$142,435 ▼-27.9%5,0910.1%ETFROSTRoss Stores$363,135$1,799 ▼-0.5%2,6240.1%Retail/WholesaleSPTSSPDR Portfolio Short Term Treasury ETF$360,481$360,481 ▲New Holding12,4090.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$360,084$360,084 ▲New Holding12,6080.1%ETFIVViShares Core S&P 500 ETF$359,783$73,103 ▲25.5%7530.1%ETFLMTLockheed Martin$353,021$8,610 ▲2.5%7790.1%AerospaceSPYDSPDR Portfolio S&P 500 High Dividend ETF$350,076$85,863 ▼-19.7%8,9330.1%ETFIRMIron Mountain$349,9000.0%5,0000.1%FinanceSCHDSchwab US Dividend Equity ETF$348,298$99,351 ▼-22.2%4,5750.1%ETFLRCXLam Research$338,148$1,566 ▼-0.5%4320.1%Computer and TechnologyCOSTCostco Wholesale$300,257$52,133 ▲21.0%4550.1%Consumer DefensiveBRK.BBerkshire Hathaway$296,741$9,630 ▲3.4%8320.1%FinanceIRBOiShares Robotics and Artificial Intelligence Multisector ETF$293,457$293,457 ▲New Holding8,5060.1%ManufacturingGOOGAlphabet$273,404$18,885 ▲7.4%1,9400.1%Computer and TechnologyGOOGLAlphabet$267,506$30,173 ▲12.7%1,9150.1%Computer and TechnologyCSXCSX$253,824$797 ▲0.3%7,3210.1%TransportationDMXFiShares ESG Advanced MSCI EAFE ETF$252,262$6,580 ▲2.7%3,9490.1%ManufacturingTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$251,970$59,135 ▼-19.0%13,5540.1%ETFWFCWells Fargo & Company$247,363$1,181 ▲0.5%5,0260.1%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$240,238$240,238 ▲New Holding8,0670.1%ETFWMTWalmart$232,904$35,795 ▼-13.3%1,4770.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$232,890$1,901 ▲0.8%4900.1%FinanceABBVAbbVie$230,565$310 ▼-0.1%1,4880.1%MedicalJPMJPMorgan Chase & Co.$216,320$216,320 ▲New Holding1,2720.1%FinanceBACBank of America$215,835$215,835 ▲New Holding6,4100.1%FinanceDISWalt Disney$213,186$76,570 ▼-26.4%2,3610.1%Consumer DiscretionaryCLFCleveland-Cliffs$211,7150.0%10,3680.1%Basic MaterialsREMiShares Mortgage Real Estate ETF$210,291$204,771 ▼-49.3%8,9140.1%ETFTAT&T$181,757$4,195 ▼-2.3%10,8320.1%Computer and TechnologyFFWMFirst Foundation$100,067$165 ▲0.2%10,3370.0%FinanceSIENSientra$9,1500.0%15,0000.0%MedicalIJHiShares Core S&P Mid-Cap ETF$0$2,923,130 ▼-100.0%00.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$0$1,146,276 ▼-100.0%00.0%FinanceKBWYInvesco KBW Premium Yield Equity REIT ETF$0$203,055 ▼-100.0%00.0%ETFFSCOFS Credit Opportunities$0$64,692 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. 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