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  Name: West Wealth Group LLC
  City: Irvine
  State: CA
  Zip: 92614
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $269,915,000
  Total Value Change : $16,283,000
  Securities Held Change : -4
   
All Securities Held : 79
  New Positions : 18
  Closed Positions : 22
  Increased Positions : 30
  Unchanged Positions : 9
  Decreased Positions : 22

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BA)1 Year Chart         BA Boeing Co 26 - $184.78 $1,510,000 7,822 0.56% -529,000 0 0.001    Aerospace/Defense - M...
   (PLD)1 Year Chart         PLD ProLogis Inc 36 - $110.60 $795,000 6,103 0.29% -19,000 0 0.001    REIT - Industrial
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 47 - $0.00 $455,000 4,204 0.17% 30,000 0 0    N/A
   (IRM)1 Year Chart         IRM Iron Mountain Inc 54 - $82.85 $401,000 5,000 0.15% 51,000 0 0.002    Business Services
   (ROST)1 Year Chart         ROST Ross Stores Inc 55 - $132.30 $385,000 2,624 0.14% 22,000 0 0.001    Apparel Stores
   (GOOG)1 Year Chart         GOOG Alphabet Inc 60 - $179.54 $295,000 1,940 0.11% 22,000 0 0    Search Engines & Info...
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... 61 - $0.00 $292,000 8,506 0.11% -1,000 0 0.137    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 62 - $177.85 $289,000 1,915 0.11% 21,000 0 0    Search Engines & Info...
   (CLF)1 Year Chart         CLF Cleveland-Cliffs Inc 74 - $17.51 $236,000 10,368 0.09% 24,000 0 0.003    Steel & Iron

      9 Records Found
  1    
Page 1 of 1
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