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