0001304762-15-000003.txt : 20150716 0001304762-15-000003.hdr.sgml : 20150716 20150716123822 ACCESSION NUMBER: 0001304762-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150716 DATE AS OF CHANGE: 20150716 EFFECTIVENESS DATE: 20150716 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: 15991053 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 06-30-2015 06-30-2015 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 07-16-2015 0 90 142062 false
INFORMATION TABLE 2 13Fq2-2015.xml 3M CO COM 88579Y101 2473 16024 SH SOLE 15529 0 0 ABBOTT LABS COM 002824100 978 19920 SH SOLE 19535 0 0 ABBVIE INC COM 00287Y109 1744 25956 SH SOLE 25426 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1972 20372 SH SOLE 20502 0 0 AMERICAN EXPRESS CO COM 025816109 1360 17493 SH SOLE 17253 0 0 AMGEN INC COM 031162100 1771 11533 SH SOLE 11343 0 0 AMPHENOL CORP NEW CL A 032095101 1909 32925 SH SOLE 32115 0 0 APPLE INC COM 037833100 3342 26643 SH SOLE 26148 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 218 3190 SH SOLE 3190 0 0 AT&T, Inc. COM 00206R102 209 6413 SH SOLE 6413 0 0 BANK NEW YORK MELLON CORP COM 064058100 1094 26055 SH SOLE 25930 0 0 BCE INC COM NEW 05534B760 1345 31640 SH SOLE 30305 0 0 BECTON DICKINSON & CO COM 075887109 774 5390 SH SOLE 5390 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2772 20369 SH SOLE 20389 0 0 BLACKROCK INC COM 09247X101 1561 4268 SH SOLE 4268 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 349 5415 SH SOLE 5415 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1221 19574 SH SOLE 18789 0 0 CERNER CORP COM 156782104 1815 26280 SH SOLE 25950 0 0 CHEVRON CORP NEW COM 166764100 1963 20352 SH SOLE 20352 0 0 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 1711 26700 SH SOLE 25885 0 0 CHURCH & DWIGHT INC COM 171340102 1484 18292 SH SOLE 34682 0 0 CISCO SYS INC COM 17275R102 2062 75106 SH SOLE 76341 0 0 COCA COLA CO COM 191216100 560 14272 SH SOLE 15572 0 0 COLGATE PALMOLIVE CO COM 194162103 295 4250 SH SOLE 4250 0 0 CORNING INC COM 219350105 1709 86595 SH SOLE 87470 0 0 COSTCO WHSL CORP NEW COM 22160K105 1689 12505 SH SOLE 12290 0 0 DOLLAR TREE INC COM 256746108 1698 21495 SH SOLE 22110 0 0 EMERSON ELEC CO COM 291011104 1621 29250 SH SOLE 27885 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 1602 18007 SH SOLE 18647 0 0 EXXON MOBIL CORP COM 30231G102 2133 25637 SH SOLE 24110 0 0 FASTENAL CO COM 311900104 1467 34770 SH SOLE 34770 0 0 GENERAL ELECTRIC CO COM 369604103 2822 106205 SH SOLE 110166 0 0 GENERAL MLS INC COM 370334104 805 14455 SH SOLE 14295 0 0 GILEAD SCIENCES INC COM 375558103 1583 13520 SH SOLE 13515 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1317 7008 SH SOLE 7008 0 0 GOOGLE INC CL A 38259P508 630 1136 SH SOLE 1136 0 0 GOOGLE INC CL C 38259P706 677 1236 SH SOLE 1236 0 0 HERSHEY CO COM 427866108 1258 14165 SH SOLE 13110 0 0 HOME DEPOT INC COM 437076102 2181 19630 SH SOLE 20055 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 1369 30547 SH SOLE 31212 0 0 INTEL CORP COM 458140100 2621 86167 SH SOLE 86052 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2252 13843 SH SOLE 13888 0 0 ISHARES 1-3 YR CR BD ETF 464288646 1416 13445 SH SOLE 13605 0 0 ISHARES CORE S&P SCP ETF 464287804 6062 51422 SH SOLE 50374 0 0 ISHARES CORE S&P500 ETF 464287200 1179 5675 SH SOLE 5675 0 0 JOHNSON & JOHNSON COM 478160104 3151 32327 SH SOLE 31977 0 0 KIMBERLY CLARK CORP COM 494368103 212 1982 SH SOLE 1982 0 0 MASTERCARD INC CL A 57636Q104 1597 17085 SH SOLE 17210 0 0 MCDONALDS CORP COM 580135101 1516 15944 SH SOLE 16709 0 0 MEDTRONIC INC COM 585055106 733 9405 SH SOLE 9405 0 0 MERCK & CO INC NEW COM 58933Y105 1863 32731 SH SOLE 31531 0 0 MICROSOFT CORP COM 594918104 3913 88630 SH SOLE 87540 0 0 MOHAWK INDS INC COM 608190104 436 2347 SH SOLE 2347 0 0 NEXTERA ENERGY INC COM 65339F101 484 4647 SH SOLE 4647 0 0 NOVARTIS A G SPONSORED ADR 66987V109 732 7430 SH SOLE 7430 0 0 NOVO-NORDISK A S ADR 670100205 2382 43502 SH SOLE 43402 0 0 ORACLE CORP COM 68389X105 973 24146 SH SOLE 24206 0 0 PEPSICO INC COM 713448108 1999 21415 SH SOLE 21510 0 0 PFIZER INC COM 717081103 2067 61659 SH SOLE 61839 0 0 PRAXAIR INC COM 74005P104 1623 13577 SH SOLE 12902 0 0 PRECISION CASTPARTS CORP COM 740189105 1811 8625 SH SOLE 8625 0 0 PROCTER & GAMBLE CO COM 742718109 1829 23373 SH SOLE 22265 0 0 QUALCOMM INC COM 747525103 1212 19357 SH SOLE 20052 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 1892 30945 SH SOLE 28930 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 214 3600 SH SOLE 3600 0 0 SCHLUMBERGER LTD COM 806857108 1970 22860 SH SOLE 24000 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 207 2860 SH SOLE 2860 0 0 SELECT SECTOR SPDR TR SBI INT -INDS 81369Y704 233 4180 SH SOLE 4180 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 205 8520 SH SOLE 8520 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 327 6695 SH SOLE 6695 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 350 8455 SH SOLE 8455 0 0 SPDR SERIES TRUST BARC SHT TR CP 78464A474 4872 159200 SH SOLE 154165 0 0 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 248 10200 SH SOLE 10200 0 0 STARBUCKS CORP COM 855244109 2134 39802 SH SOLE 19726 0 0 STRYKER CORP COM 863667101 1438 15040 SH SOLE 15065 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1356 10453 SH SOLE 10308 0 0 TJX COS INC NEW COM 872540109 3492 52779 SH SOLE 52154 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 306 7150 SH SOLE 7150 0 0 TRAVELCENTERS AMER LLC COM 894174101 0 40000 SH SOLE 40000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2400 21639 SH SOLE 21534 0 0 US BANCORP DEL COM NEW 902973304 2069 47676 SH SOLE 47196 0 0 V F CORP COM 918204108 3703 53097 SH SOLE 52602 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2418 30385 SH SOLE 26910 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 916 11657 SH SOLE 10452 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 892 13250 SH SOLE 11525 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2149 46115 SH SOLE 41865 0 0 WAL-MART STORES INC COM 931142103 338 4105 SH SOLE 4105 0 0 WASTE MGMT INC DEL COM 94106L109 277 5110 SH SOLE 5110 0 0 WELLS FARGO & CO NEW COM 949746101 1861 33099 SH SOLE 32579 0 0 WISDOMTREE EUROPE HEDGED EQ 97717X701 4189 68010 SH SOLE 62160 0 0