West-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  "HD",
  "MCD",
  null,
  "FFWM",
  null,
  "EMXC",
  null,
  "META",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  null,
  "LRCX",
  "MSFT",
  "EFG",
  "KKR",
  null,
  "IRM",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "LMT",
  "PG",
  null,
  "ROK",
  "IEFA",
  null,
  "SRE",
  "ROST",
  null,
  "SPLG",
  null,
  "IBM",
  null,
  null,
  null,
  "AHR",
  "MGC",
  null,
  "AFL",
  "AMZN",
  null,
  "CLF",
  null,
  "IVE",
  "LUV",
  null,
  null,
  null,
  "VGT",
  "VOO",
  "WMT",
  null,
  null,
  "DIA",
  null,
  null,
  "DGRO",
  null,
  "ESGU",
  null,
  "BAC",
  "BRK-B",
  null,
  null,
  "BA",
  "COST",
  "CSX",
  "USMV",
  "MAR",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  null,
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 96
Total Value: 338303229
Accession Number: 0001172661-25-001576
Form Type: 13F-HR
CIK: west-wealth-group
Manager Name: West-Wealth-Group

Data Enrichment

63% identified

60 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $338.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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09290C806

Shares:100.8K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$338.3M)

78464A383

Shares:132.0K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$338.3M)

464285204

Shares:49.3K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$338.3M)

AMAZON COM INC

AMZN|023135106

Shares:13.0K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$338.3M)

092528603

Shares:43.9K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$338.3M)

Broadcom Inc.

AVGO|11135F101

Shares:11.5K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$338.3M)

464288653

Shares:16.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$338.3M)

Tesla, Inc.

TSLA|88160R101

Shares:5.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$338.3M)

46435G425

ESGU|46435G425

Shares:11.4K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$338.3M)

BOEING CO

BA|097023105

Shares:7.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$338.3M)

46429B697

USMV|46429B697

Shares:11.8K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$338.3M)

092528843

Shares:21.7K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$338.3M)

Walt Disney Co

DIS|254687106

Shares:9.0K

Value:$880.2K

% of Portfolio:0.3% ($880.2K/$338.3M)

46434V621

DGRO|46434V621

Shares:13.3K

Value:$821.6K

% of Portfolio:0.2% ($821.6K/$338.3M)

464288281

Shares:9.0K

Value:$814.6K

% of Portfolio:0.2% ($814.6K/$338.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:789

Value:$753.7K

% of Portfolio:0.2% ($753.7K/$338.3M)

MCDONALDS CORP

MCD|580135101

Shares:2.3K

Value:$729.5K

% of Portfolio:0.2% ($729.5K/$338.3M)

SEMPRA

SRE|816851109

Shares:9.9K

Value:$710.4K

% of Portfolio:0.2% ($710.4K/$338.3M)

Prologis, Inc.

PLD|74340W103

Shares:6.2K

Value:$691.8K

% of Portfolio:0.2% ($691.8K/$338.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.1K

Value:$639.2K

% of Portfolio:0.2% ($639.2K/$338.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip09290C806)✕	100.8K	QoQ NEW(+100.8K) YoY NEW(+100.8K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$338.3M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(cusip78464A383)✕	132.0K	QoQ -18.82% (-30.6K) YoY NEW(+132.0K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$338.3M)	QoQ -16.79% (-$588.7K) YoY NEW(+$2.9M)
(cusip464285204)✕	49.3K	QoQ +186.18% (+32.1K) YoY NEW(+49.3K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$338.3M)	QoQ +240.23% (+$2.1M) YoY NEW(+$2.9M)
AMAZON COM INC(AMZNcusip023135106)	13.0K	QoQ +4.18% (-521) YoY -0.84% (-111)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$338.3M)	QoQ -8.74% (-$238.9K) YoY +5.63% (-$133.0K)
(cusip092528603)✕	43.9K	QoQ +6.11% (+2.5K) YoY +27.92% (+9.6K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$338.3M)	QoQ +6.50% (+$140.0K) YoY +27.31% (+$492.1K)
Broadcom Inc.(AVGOcusip11135F101)	11.5K	QoQ +2.45% (-276) YoY +1149.61% (+10.6K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$338.3M)	QoQ -25.53% (-$664.9K) YoY +58.97% (+$719.5K)
(cusip464288653)✕	16.0K	QoQ -7.46% (-1.3K) YoY +22.77% (+3.0K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$338.3M)	QoQ -3.27% (-$56.5K) YoY +21.63% (+$296.5K)
Tesla, Inc.(TSLAcusip88160R101)	5.7K	QoQ -11.26% (-725) YoY -14.22% (-947)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$338.3M)	QoQ -41.01% (-$1.1M) YoY +30.99% (-$362.9K)
(ESGUcusip46435G425)	11.4K	QoQ -3.64% (-432) YoY -44.46% (-9.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$338.3M)	QoQ -8.42% (-$128.7K) YoY -40.84% (-$966.3K)
BOEING CO(BAcusip097023105)	7.2K	QoQ +0.24% (-18) YoY -7.53% (-589)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$338.3M)	QoQ -4.75% (-$60.7K) YoY -19.42% (-$293.2K)
(USMVcusip46429B697)	11.8K	QoQ NEW(+11.8K) YoY -12.08% (-1.6K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$338.3M)	QoQ NEW(+$1.1M) YoY -1.55% (-$17.4K)
(cusip092528843)✕	21.7K	QoQ NEW(+21.7K) YoY NEW(+21.7K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$338.3M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
Walt Disney Co(DIScusip254687106)	9.0K	QoQ +164.25% (+5.6K) YoY +294.00% (+6.7K)	All Managers (Combined)	$880.2K	0.3% ($880.2K/$338.3M)	QoQ +131.74% (+$500.4K) YoY +214.59% (+$600.4K)
(DGROcusip46434V621)	13.3K	QoQ +20.25% (+2.2K) YoY +1.68% (+221)	All Managers (Combined)	$821.6K	0.2% ($821.6K/$338.3M)	QoQ +20.77% (+$141.3K) YoY +7.90% (+$60.2K)
(cusip464288281)✕	9.0K	QoQ +13.68% (+1.1K) YoY +3.13% (+274)	All Managers (Combined)	$814.6K	0.2% ($814.6K/$338.3M)	QoQ +15.52% (+$109.4K) YoY +4.06% (+$31.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	789	QoQ +15.68% (+107) YoY +68.95% (+322)	All Managers (Combined)	$753.7K	0.2% ($753.7K/$338.3M)	QoQ +20.59% (+$128.7K) YoY +120.31% (+$411.6K)
MCDONALDS CORP(MCDcusip580135101)	2.3K	QoQ +1.83% (+42) YoY +5.96% (+131)	All Managers (Combined)	$729.5K	0.2% ($729.5K/$338.3M)	QoQ +10.14% (+$67.2K) YoY +17.87% (+$110.6K)
SEMPRA(SREcusip816851109)	9.9K	QoQ -4.57% (-476) YoY -10.02% (-1.1K)	All Managers (Combined)	$710.4K	0.2% ($710.4K/$338.3M)	QoQ -22.15% (-$202.2K) YoY -10.36% (-$82.1K)
Prologis, Inc.(PLDcusip74340W103)	6.2K	QoQ +0.01% (+1) YoY +1.70% (-104)	All Managers (Combined)	$691.8K	0.2% ($691.8K/$338.3M)	QoQ +5.45% (+$35.8K) YoY -12.95% (-$103.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.1K	QoQ +123.77% (+630) YoY +131.03% (+646)	All Managers (Combined)	$639.2K	0.2% ($639.2K/$338.3M)	QoQ +114.03% (+$340.5K) YoY +147.90% (+$381.3K)