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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HOME DEPOT, INC.

HD|437076102

Shares:1.7K

Value:$614.4K

% of Portfolio:0.2% ($614.4K/$338.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.6K

Value:$614.4K

% of Portfolio:0.2% ($614.4K/$338.3M)

464287200

IVV|464287200

Shares:1.1K

Value:$605.6K

% of Portfolio:0.2% ($605.6K/$338.3M)

09290C509

Shares:9.9K

Value:$605.3K

% of Portfolio:0.2% ($605.3K/$338.3M)

Meta Platforms, Inc.

META|30303M102

Shares:938

Value:$550.2K

% of Portfolio:0.2% ($550.2K/$338.3M)

46429B267

Shares:23.3K

Value:$536.1K

% of Portfolio:0.2% ($536.1K/$338.3M)

46434G103

IEMG|46434G103

Shares:9.8K

Value:$532.5K

% of Portfolio:0.2% ($532.5K/$338.3M)

46436E767

Shares:10.8K

Value:$507.5K

% of Portfolio:0.2% ($507.5K/$338.3M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.1K

Value:$495.4K

% of Portfolio:0.1% ($495.4K/$338.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.0K

Value:$493.7K

% of Portfolio:0.1% ($493.7K/$338.3M)

464289859

Shares:6.4K

Value:$489.8K

% of Portfolio:0.1% ($489.8K/$338.3M)

46435G524

Shares:6.6K

Value:$482.2K

% of Portfolio:0.1% ($482.2K/$338.3M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:5.5K

Value:$477.9K

% of Portfolio:0.1% ($477.9K/$338.3M)

Walmart Inc.

WMT|931142103

Shares:5.2K

Value:$464.6K

% of Portfolio:0.1% ($464.6K/$338.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:882

Value:$461.5K

% of Portfolio:0.1% ($461.5K/$338.3M)

46432F388

Shares:4.3K

Value:$453.9K

% of Portfolio:0.1% ($453.9K/$338.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:843

Value:$449.3K

% of Portfolio:0.1% ($449.3K/$338.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.8K

Value:$444.9K

% of Portfolio:0.1% ($444.9K/$338.3M)

46435G250

Shares:8.7K

Value:$405.5K

% of Portfolio:0.1% ($405.5K/$338.3M)

464288570

Shares:3.8K

Value:$389.1K

% of Portfolio:0.1% ($389.1K/$338.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	1.7K	QoQ +5.52% (-88) YoY -7.64% (-139)	All Managers (Combined)	$614.4K	0.2% ($614.4K/$338.3M)	QoQ -0.79% (-$4.9K) YoY -11.95% (-$83.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.6K	QoQ +2.79% (+98) YoY +7.55% (+253)	All Managers (Combined)	$614.4K	0.2% ($614.4K/$338.3M)	QoQ +4.57% (+$26.9K) YoY +13.07% (+$71.0K)
(IVVcusip464287200)	1.1K	QoQ +3.76% (-39) YoY +36.64% (+288)	All Managers (Combined)	$605.6K	0.2% ($605.6K/$338.3M)	QoQ -0.70% (-$4.3K) YoY +46.48% (+$192.2K)
(cusip09290C509)✕	9.9K	QoQ -21.72% (-2.8K) YoY -30.79% (-4.4K)	All Managers (Combined)	$605.3K	0.2% ($605.3K/$338.3M)	QoQ -25.56% (-$207.9K) YoY -26.57% (-$219.1K)
Meta Platforms, Inc.(METAcusip30303M102)	938	QoQ +17.39% (+139) YoY +84.28% (+429)	All Managers (Combined)	$550.2K	0.2% ($550.2K/$338.3M)	QoQ +17.57% (+$82.3K) YoY +122.39% (+$302.8K)
(cusip46429B267)✕	23.3K	QoQ +4.31% (+966) YoY -6.82% (-1.7K)	All Managers (Combined)	$536.1K	0.2% ($536.1K/$338.3M)	QoQ +4.27% (+$22.0K) YoY -6.00% (-$34.3K)
(IEMGcusip46434G103)	9.8K	QoQ -4.97% (-514) YoY -48.27% (-9.2K)	All Managers (Combined)	$532.5K	0.2% ($532.5K/$338.3M)	QoQ -1.35% (-$7.3K) YoY -45.66% (-$447.4K)
(cusip46436E767)✕	10.8K	QoQ -15.81% (-2.0K) YoY -6.76% (-787)	All Managers (Combined)	$507.5K	0.2% ($507.5K/$338.3M)	QoQ -20.76% (-$133.0K) YoY -3.35% (-$17.6K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	2.1K	QoQ -63.81% (-3.7K) YoY -63.48% (-3.6K)	All Managers (Combined)	$495.4K	0.1% ($495.4K/$338.3M)	QoQ -69.09% (-$1.1M) YoY -65.51% (-$941.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.0K	QoQ +8.45% (+158) YoY +58.77% (+750)	All Managers (Combined)	$493.7K	0.1% ($493.7K/$338.3M)	QoQ +10.22% (+$45.8K) YoY +93.10% (+$238.0K)
(cusip464289859)✕	6.4K	QoQ +0.03% (+2) YoY +8.27% (+488)	All Managers (Combined)	$489.8K	0.1% ($489.8K/$338.3M)	QoQ +0.17% (+$861) YoY +13.10% (+$56.8K)
(cusip46435G524)✕	6.6K	QoQ +9.12% (+556) YoY -0.67% (-45)	All Managers (Combined)	$482.2K	0.1% ($482.2K/$338.3M)	QoQ +16.45% (+$68.1K) YoY +6.95% (-$31.4K)
IRON MOUNTAIN INC(IRMcusip46284V101)	5.5K	QoQ +10.00% (-500) YoY +10.00% (+500)	All Managers (Combined)	$477.9K	0.1% ($477.9K/$338.3M)	QoQ -9.06% (-$47.7K) YoY +19.16% (+$76.8K)
Walmart Inc.(WMTcusip931142103)	5.2K	QoQ +5.00% (+249) YoY +17.77% (+789)	All Managers (Combined)	$464.6K	0.1% ($464.6K/$338.3M)	QoQ +3.23% (+$14.6K) YoY +73.89% (+$197.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	882	QoQ +3.15% (+27) YoY +8.35% (+68)	All Managers (Combined)	$461.5K	0.1% ($461.5K/$338.3M)	QoQ +6.62% (+$28.7K) YoY +14.58% (+$58.7K)
(cusip46432F388)✕	4.3K	QoQ +0.63% (+27) YoY +1.33% (-56)	All Managers (Combined)	$453.9K	0.1% ($453.9K/$338.3M)	QoQ +1.51% (+$6.8K) YoY -0.31% (-$1.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	843	QoQ +5.63% (+45) YoY +4.46% (+36)	All Managers (Combined)	$449.3K	0.1% ($449.3K/$338.3M)	QoQ +24.21% (+$87.6K) YoY +32.39% (+$110.0K)
Alphabet Inc.(GOOGLcusip02079K305)	2.8K	QoQ +12.02% (-304) YoY +47.88% (+917)	All Managers (Combined)	$444.9K	0.1% ($444.9K/$338.3M)	QoQ -7.06% (-$33.8K) YoY +53.91% (+$155.8K)
(cusip46435G250)✕	8.7K	QoQ +10.58% (+828) YoY NEW(+8.7K)	All Managers (Combined)	$405.5K	0.1% ($405.5K/$338.3M)	QoQ +10.22% (+$37.6K) YoY NEW(+$405.5K)
(cusip464288570)✕	3.8K	QoQ -25.15% (-1.3K) YoY -31.22% (-1.7K)	All Managers (Combined)	$389.1K	0.1% ($389.1K/$338.3M)	QoQ -30.14% (-$167.9K) YoY -29.78% (-$165.1K)