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