0001304762-14-000006.txt : 20140724 0001304762-14-000006.hdr.sgml : 20140724 20140723174728 ACCESSION NUMBER: 0001304762-14-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140724 DATE AS OF CHANGE: 20140723 EFFECTIVENESS DATE: 20140724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PacWest Financial Management Inc CENTRAL INDEX KEY: 0001304762 IRS NUMBER: 860859834 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11444 FILM NUMBER: 14989575 BUSINESS ADDRESS: STREET 1: 1643 E BETHANY HOME RD CITY: PHOENIX STATE: AZ ZIP: 85016 BUSINESS PHONE: 602-997-8882 MAIL ADDRESS: STREET 1: 1643 E BETHANY HOME RD CITY: PHOENIX STATE: AZ ZIP: 85016 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001304762 XXXXXXXX 06-30-2014 06-30-2014 PacWest Financial Management Inc
1643 E BETHANY HOME RD PHOENIX AZ 85016
13F HOLDINGS REPORT 028-11444 N
Elliot Kauffman Chief Compliance Officer 602-997-8882 Elliot Kauffman Phoenix AZ 07-23-2014 0 88 134716 false
INFORMATION TABLE 2 q2201413f-final.xml Q2 2014 GOOGLE INC CL C 38259P706 666 1157 SH SOLE 1157 0 0 GOOGLE INC CL A 38259P508 690 1180 SH SOLE 1180 0 0 KIMBERLY CLARK CORP COM 494368103 214 1922 SH SOLE 1922 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 233 2275 SH SOLE 2275 0 0 MOHAWK INDS INC COM 608190104 419 3030 SH SOLE 3030 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 264 3200 SH SOLE 3200 0 0 ASTRAZENECA PLC SPONSORED ADR 46353108 253 3400 SH SOLE 3400 0 0 COLGATE PALMOLIVE CO COM 194162103 290 4250 SH SOLE 4250 0 0 NEXTERA ENERGY INC COM 65339F101 443 4322 SH SOLE 4322 0 0 BLACKROCK INC COM 09247X101 1438 4499 SH SOLE 4499 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 231 4755 SH SOLE 4755 0 0 WASTE MGMT INC DEL COM 94106L109 220 4910 SH SOLE 4910 0 0 MEDTRONIC INC COM 585055106 317 4971 SH SOLE 4971 0 0 DARDEN RESTAURANTS INC COM 237194105 235 5085 SH SOLE 5085 0 0 PRECISION CASTPARTS CORP COM 740189105 1458 5778 SH SOLE 5778 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 310 6030 SH SOLE 6030 0 0 BECTON DICKINSON & CO COM 75887109 786 6640 SH SOLE 6640 0 0 NOVARTIS A G SPONSORED ADR 66987V109 632 6985 SH SOLE 6985 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1175 7018 SH SOLE 7018 0 0 CLAYMORE EXCHANGE TRD FD TR GUG BLT2016 HY 18383M415 230 8400 SH SOLE 8400 0 0 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 224 9200 SH SOLE 9200 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 628 9465 SH SOLE 9465 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 789 10127 SH SOLE 10127 0 0 AMGEN INC COM 31162100 1283 10838 SH SOLE 10838 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 1373 10885 SH SOLE 10885 0 0 PRAXAIR INC COM 74005P104 1507 11342 SH SOLE 11342 0 0 COSTCO WHSL CORP NEW COM 22160K105 1465 12720 SH SOLE 12720 0 0 GENERAL MLS INC COM 370334104 716 13635 SH SOLE 13635 0 0 STRYKER CORP COM 863667101 1183 14030 SH SOLE 14030 0 0 BHP BILLITON LTD SPONSORED ADR 88606108 1035 15117 SH SOLE 15117 0 0 3M CO COM 88579Y101 2184 15249 SH SOLE 15249 0 0 ISHARES 1-3 YR CR BD ETF 464288646 1618 15315 SH SOLE 15315 0 0 COCA COLA CO COM 191216100 649 15317 SH SOLE 15317 0 0 AMPHENOL CORP NEW CL A 32095101 1519 15765 SH SOLE 15765 0 0 AMERICAN EXPRESS CO COM 25816109 1522 16038 SH SOLE 16038 0 0 MCDONALDS CORP COM 580135101 1678 16654 SH SOLE 16654 0 0 MASTERCARD INC CL A 57636Q104 1265 17220 SH SOLE 17220 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 1248 17465 SH SOLE 17465 0 0 QUALCOMM INC COM 747525103 1397 17645 SH SOLE 17645 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 1279 18443 SH SOLE 18443 0 0 APPLE INC COM 37833100 1718 18484 SH SOLE 18484 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1533 18962 SH SOLE 18962 0 0 STARBUCKS CORP COM 855244109 1470 19001 SH SOLE 19001 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 3540 19527 SH SOLE 19527 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1277 20024 SH SOLE 20024 0 0 HOME DEPOT INC COM 437076102 1663 20535 SH SOLE 20535 0 0 PEPSICO INC COM 713448108 1835 20545 SH SOLE 20545 0 0 ABBOTT LABS COM 2824100 847 20720 SH SOLE 20720 0 0 EXXON MOBIL CORP COM 30231G102 2089 20745 SH SOLE 20745 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2399 20778 SH SOLE 20778 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 84670702 2665 21059 SH SOLE 21059 0 0 ORACLE CORP COM 68389X105 855 21106 SH SOLE 21106 0 0 CHEVRON CORP NEW COM 166764100 2790 21368 SH SOLE 21368 0 0 PROCTER & GAMBLE CO COM 742718109 1710 21754 SH SOLE 21754 0 0 SCHLUMBERGER LTD COM 806857108 2634 22335 SH SOLE 22335 0 0 ABBVIE INC COM 00287Y109 1279 22661 SH SOLE 22661 0 0 DOLLAR TREE INC COM 256746108 1305 23970 SH SOLE 23970 0 0 JOHNSON & JOHNSON COM 478160104 2538 24257 SH SOLE 24257 0 0 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 1211 24910 SH SOLE 24910 0 0 CERNER CORP COM 156782104 1332 25815 SH SOLE 25815 0 0 WAL-MART STORES INC COM 931142103 1942 25868 SH SOLE 25868 0 0 EMERSON ELEC CO COM 291011104 1767 26625 SH SOLE 26625 0 0 ISHARES US HOME CONS ETF 464288752 675 27215 SH SOLE 27215 0 0 BCE INC COM NEW 05534B760 1244 27415 SH SOLE 27415 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2279 28360 SH SOLE 28360 0 0 MERCK & CO INC NEW COM 58933Y105 1741 30101 SH SOLE 30101 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1480 30253 SH SOLE 30253 0 0 CHURCH & DWIGHT INC COM 171340102 2154 30787 SH SOLE 30787 0 0 BANK NEW YORK MELLON CORP COM 64058100 1171 31244 SH SOLE 31244 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 1614 31767 SH SOLE 31767 0 0 WELLS FARGO & CO NEW COM 949746101 1996 37981 SH SOLE 37981 0 0 NOVO-NORDISK A S ADR 670100205 1982 42917 SH SOLE 42917 0 0 NOBLE ENERGY INC COM 655044105 1531 45630 SH SOLE 45630 0 0 US BANCORP DEL COM NEW 902973304 2012 46436 SH SOLE 46436 0 0 ISHARES CORE S&P SCP ETF 464287804 5536 49385 SH SOLE 49385 0 0 LKQ CORP COM 501889208 1340 50219 SH SOLE 50219 0 0 TJX COS INC NEW COM 872540109 2763 51994 SH SOLE 51994 0 0 V F CORP COM 918204108 3318 52662 SH SOLE 52662 0 0 CORNING INC COM 219350105 1188 54125 SH SOLE 54125 0 0 PFIZER INC COM 717081103 1800 60660 SH SOLE 60660 0 0 CISCO SYS INC COM 17275R102 1860 74865 SH SOLE 74865 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 18383M548 1727 75391 SH SOLE 75391 0 0 MICROSOFT CORP COM 594918104 3446 82633 SH SOLE 82633 0 0 INTEL CORP COM 458140100 2775 89822 SH SOLE 89822 0 0 GENERAL ELECTRIC CO COM 369604103 2813 107046 SH SOLE 107046 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 18383M555 2470 110371 SH SOLE 110371 0 0 SPDR SERIES TRUST BARC SHT TR CP 78464A474 4287 139155 SH SOLE 139155 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2015 18383M423 4049 150408 SH SOLE 150408 0 0