0001304762-14-000005.txt : 20140422 0001304762-14-000005.hdr.sgml : 20140422 20140422165858 ACCESSION NUMBER: 0001304762-14-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140422 DATE AS OF CHANGE: 20140422 EFFECTIVENESS DATE: 20140422 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: 14776777 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 03-31-2014 03-31-2014 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 04-22-2014 0 89 129110 false
INFORMATION TABLE 2 q1201413f-final.xml 13F LACLEDE GROUP INC COM 505597104 236 5000 SH SOLE 236 0 0 DOLLAR TREE INC COM 256746108 1181 22625 SH SOLE 1181 0 0 DARDEN RESTAURANTS INC COM 237194105 248 4885 SH SOLE 248 0 0 HOME DEPOT INC COM 437076102 1526 19290 SH SOLE 1526 0 0 ISHARES US HOME CONS ETF 464288752 557 22980 SH SOLE 557 0 0 LKQ CORP COM 501889208 1116 42354 SH SOLE 1116 0 0 MCDONALDS CORP COM 580135101 1632 16643 SH SOLE 1632 0 0 MOHAWK INDS INC COM 608190104 451 3320 SH SOLE 451 0 0 STARBUCKS CORP COM 855244109 1344 18321 SH SOLE 1344 0 0 TJX COS INC NEW COM 872540109 3016 49734 SH SOLE 3016 0 0 V F CORP COM 918204108 3319 53637 SH SOLE 3319 0 0 CHURCH & DWIGHT INC COM 171340102 2135 30917 SH SOLE 2135 0 0 COLGATE PALMOLIVE CO COM 194162103 276 4250 SH SOLE 276 0 0 COSTCO WHSL CORP NEW COM 22160K105 1373 12290 SH SOLE 1373 0 0 GENERAL MLS INC COM 370334104 705 13600 SH SOLE 705 0 0 KIMBERLY CLARK CORP COM 494368103 207 1882 SH SOLE 207 0 0 COCA COLA CO COM 191216100 545 14087 SH SOLE 545 0 0 PEPSICO INC COM 713448108 1754 21000 SH SOLE 1754 0 0 PROCTER & GAMBLE CO COM 742718109 1719 21324 SH SOLE 1719 0 0 WAL-MART STORES INC COM 931142103 1862 24363 SH SOLE 1862 0 0 CHEVRON CORP NEW COM 166764100 2176 18303 SH SOLE 2176 0 0 NOBLE ENERGY INC COM 655044105 755 23060 SH SOLE 755 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 223 2340 SH SOLE 223 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 225 3075 SH SOLE 225 0 0 SCHLUMBERGER LTD COM 806857108 2223 22800 SH SOLE 2223 0 0 EXXON MOBIL CORP COM 30231G102 2108 21583 SH SOLE 2108 0 0 AMERICAN EXPRESS CO COM 025816109 1411 15678 SH SOLE 1411 0 0 BANK NEW YORK MELLON CORP COM 064058100 1164 32970 SH SOLE 1164 0 0 BLACKROCK INC COM 09247X101 1295 4117 SH SOLE 1295 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2663 21309 SH SOLE 2663 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1105 6743 SH SOLE 1105 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 1540 30297 SH SOLE 1540 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 1057 16020 SH SOLE 1057 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 283 6030 SH SOLE 283 0 0 US BANCORP DEL COM NEW 902973304 1930 45031 SH SOLE 1930 0 0 WELLS FARGO & CO NEW COM 949746101 1844 37066 SH SOLE 1844 0 0 ABBVIE INC COM 00287Y109 1102 21430 SH SOLE 1102 0 0 ABBOTT LABS COM 002824100 804 20865 SH SOLE 804 0 0 ALLERGAN INC COM 018490102 1242 10010 SH SOLE 1242 0 0 AMGEN INC COM 031162100 1204 9763 SH SOLE 1204 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 221 3400 SH SOLE 221 0 0 BECTON DICKINSON & CO COM 075887109 806 6880 SH SOLE 806 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 237 4555 SH SOLE 237 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 1315 17518 SH SOLE 1315 0 0 JOHNSON & JOHNSON COM 478160104 2486 25312 SH SOLE 2486 0 0 MEDTRONIC INC COM 585055106 321 5224 SH SOLE 321 0 0 MERCK & CO INC NEW COM 58933Y105 1688 29741 SH SOLE 1688 0 0 NOVO-NORDISK A S ADR 670100205 1969 43125 SH SOLE 1969 0 0 NOVARTIS A G SPONSORED ADR 66987V109 585 6885 SH SOLE 585 0 0 PFIZER INC COM 717081103 1785 55584 SH SOLE 1785 0 0 STRYKER CORP COM 863667101 1117 13705 SH SOLE 1117 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 1435 10885 SH SOLE 1435 0 0 CATERPILLAR INC DEL COM 149123101 1002 10080 SH SOLE 1002 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1080 20619 SH SOLE 1080 0 0 EMERSON ELEC CO COM 291011104 1765 26425 SH SOLE 1765 0 0 GENERAL ELECTRIC CO COM 369604103 2646 102186 SH SOLE 2646 0 0 3M CO COM 88579Y101 2092 15419 SH SOLE 2092 0 0 PRECISION CASTPARTS CORP COM 740189105 1275 5046 SH SOLE 1275 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2343 20056 SH SOLE 2343 0 0 APPLE INC COM 037833100 1406 2620 SH SOLE 1406 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1472 18460 SH SOLE 1472 0 0 AMPHENOL CORP NEW CL A 032095101 1495 16315 SH SOLE 1495 0 0 CISCO SYS INC COM 17275R102 1710 76295 SH SOLE 1710 0 0 CORNING INC COM 219350105 1153 55380 SH SOLE 1153 0 0 GOOGLE INC CL A 38259P508 1317 1182 SH SOLE 1317 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 3429 17812 SH SOLE 3429 0 0 INTEL CORP COM 458140100 2378 92117 SH SOLE 2378 0 0 MASTERCARD INC CL A 57636Q104 312 4175 SH SOLE 312 0 0 MICROSOFT CORP COM 594918104 3261 79545 SH SOLE 3261 0 0 ORACLE CORP COM 68389X105 850 20781 SH SOLE 850 0 0 QUALCOMM INC COM 747525103 1375 17440 SH SOLE 1375 0 0 NEXTERA ENERGY INC COM 65339F101 394 4125 SH SOLE 394 0 0 BCE INC COM NEW 05534B760 1103 25575 SH SOLE 1103 0 0 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 1006 22065 SH SOLE 1006 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1392 29258 SH SOLE 1392 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 1009 14887 SH SOLE 1009 0 0 PRAXAIR INC COM 74005P104 1366 10427 SH SOLE 1366 0 0 ISHARES CORE S&P SCP ETF 464287804 5484 49795 SH SOLE 5484 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 18383M555 2321 103736 SH SOLE 2321 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 18383M548 1565 68614 SH SOLE 1565 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2015 18383M423 4390 162403 SH SOLE 4390 0 0 CLAYMORE EXCHANGE TRD FD TR GUG BLT2016 HY 18383M415 227 8305 SH SOLE 227 0 0 ISHARES 1-3 YR CR BD ETF 464288646 1671 15845 SH SOLE 1671 0 0 SPDR SERIES TRUST BARC SHT TR CP 78464A474 4260 138477 SH SOLE 4260 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3199 39998 SH SOLE 3199 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 691 9187 SH SOLE 691 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 524 8305 SH SOLE 524 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 404 4148 SH SOLE 404 0 0 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 223 9200 SH SOLE 223 0 0