0001304762-15-000001.txt : 20150225
0001304762-15-000001.hdr.sgml : 20150225
20150225135408
ACCESSION NUMBER: 0001304762-15-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150225
DATE AS OF CHANGE: 20150225
EFFECTIVENESS DATE: 20150225
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: 15646946
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
12-31-2014
12-31-2014
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
02-25-2015
0
87
141141
false
INFORMATION TABLE
2
q4201413f-final2.xml
3M CO
COM
88579Y101
2546
15494
SH
SOLE
15494
0
0
ABBOTT LABS
COM
2824100
859
19070
SH
SOLE
19070
0
0
ABBVIE INC
COM
00287Y109
1411
21561
SH
SOLE
21561
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1804
20197
SH
SOLE
20197
0
0
AMERICAN EXPRESS CO
COM
025816109
1544
16598
SH
SOLE
16598
0
0
AMGEN INC
COM
031162100
1714
10758
SH
SOLE
10758
0
0
AMPHENOL CORP NEW
CL A
032095101
1750
32520
SH
SOLE
32520
0
0
APPLE INC
COM
037833100
2293
20774
SH
SOLE
20774
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
232
3290
SH
SOLE
3290
0
0
AT&T, Inc.
COM
00206R102
208
6181
SH
SOLE
6181
0
0
BANK NEW YORK MELLON CORP
COM
064058100
1153
28420
SH
SOLE
28420
0
0
BCE INC
COM NEW
05534B760
1291
28160
SH
SOLE
28160
0
0
BECTON DICKINSON & CO
COM
075887109
790
5680
SH
SOLE
5680
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3030
20179
SH
SOLE
20179
0
0
BHP BILLITON LTD
SPONSORED ADR
088606108
684
14457
SH
SOLE
14457
0
0
BLACKROCK INC
COM
09247X101
1508
4217
SH
SOLE
4217
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
308
5215
SH
SOLE
5215
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
1402
18719
SH
SOLE
18719
0
0
CERNER CORP
COM
156782104
1666
25770
SH
SOLE
25770
0
0
CHEVRON CORP NEW
COM
166764100
2626
23413
SH
SOLE
23413
0
0
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
1511
25695
SH
SOLE
25695
0
0
CHURCH & DWIGHT INC
COM
171340102
2704
34307
SH
SOLE
34307
0
0
CISCO SYS INC
COM
17275R102
2153
77421
SH
SOLE
77421
0
0
CLAYMORE EXCHANGE TRD FD TR
GUG BLT2016 HY
18383M415
254
9800
SH
SOLE
9800
0
0
CLAYMORE EXCHANGE TRD FD TR
GUGG CRP BD 2017
18383M548
1994
87784
SH
SOLE
87784
0
0
CLAYMORE EXCHANGE TRD FD TR
GUGG CRP BD 2016
18383M555
2488
112596
SH
SOLE
112596
0
0
COCA COLA CO
COM
191216100
657
15572
SH
SOLE
15572
0
0
COLGATE PALMOLIVE CO
COM
194162103
294
4250
SH
SOLE
4250
0
0
CORNING INC
COM
219350105
1958
85390
SH
SOLE
85390
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1770
12485
SH
SOLE
12485
0
0
DOLLAR TREE INC
COM
256746108
1637
23265
SH
SOLE
23265
0
0
EMERSON ELEC CO
COM
291011104
1658
26865
SH
SOLE
26865
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
1575
18598
SH
SOLE
18598
0
0
EXXON MOBIL CORP
COM
30231G102
1989
21510
SH
SOLE
21510
0
0
GENERAL ELECTRIC CO
COM
369604103
2797
110676
SH
SOLE
110676
0
0
GENERAL MLS INC
COM
370334104
762
14295
SH
SOLE
14295
0
0
GILEAD SCIENCES INC
COM
375558103
1167
12385
SH
SOLE
12385
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1369
7063
SH
SOLE
7063
0
0
GOOGLE INC
CL C
38259P706
626
1190
SH
SOLE
1190
0
0
GOOGLE INC
CL A
38259P508
603
1136
SH
SOLE
1136
0
0
HERSHEY CO
COM
427866108
664
6390
SH
SOLE
6390
0
0
HOME DEPOT INC
COM
437076102
2143
20415
SH
SOLE
20415
0
0
HSBC HLDGS PLC
SPON ADR NEW
404280406
1509
31952
SH
SOLE
31952
0
0
INTEL CORP
COM
458140100
3092
85202
SH
SOLE
85202
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
3074
19157
SH
SOLE
19157
0
0
ISHARES
1-3 YR CR BD ETF
464288646
1526
14505
SH
SOLE
14505
0
0
ISHARES
CORE S&P SCP ETF
464287804
5465
47914
SH
SOLE
47914
0
0
ISHARES
CORE S&P500 ETF
464287200
499
2410
SH
SOLE
2410
0
0
JOHNSON & JOHNSON
COM
478160104
3297
31530
SH
SOLE
31530
0
0
KIMBERLY CLARK CORP
COM
494368103
229
1982
SH
SOLE
1982
0
0
LKQ CORP
COM
501889208
1379
49034
SH
SOLE
49034
0
0
MASTERCARD INC
CL A
57636Q104
1479
17170
SH
SOLE
17170
0
0
MCDONALDS CORP
COM
580135101
1677
17894
SH
SOLE
17894
0
0
MEDTRONIC INC
COM
585055106
639
8850
SH
SOLE
8850
0
0
MERCK & CO INC NEW
COM
58933Y105
1752
30846
SH
SOLE
30846
0
0
MICROSOFT CORP
COM
594918104
3953
85100
SH
SOLE
85100
0
0
MOHAWK INDS INC
COM
608190104
420
2705
SH
SOLE
2705
0
0
NEXTERA ENERGY INC
COM
65339F101
494
4647
SH
SOLE
4647
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
676
7300
SH
SOLE
7300
0
0
NOVO-NORDISK A S
ADR
670100205
1792
42352
SH
SOLE
42352
0
0
ORACLE CORP
COM
68389X105
1046
23271
SH
SOLE
23271
0
0
PEPSICO INC
COM
713448108
2029
21455
SH
SOLE
21455
0
0
PFIZER INC
COM
717081103
1909
61289
SH
SOLE
61289
0
0
PRAXAIR INC
COM
74005P104
1641
12662
SH
SOLE
12662
0
0
PRECISION CASTPARTS CORP
COM
740189105
1751
7270
SH
SOLE
7270
0
0
PROCTER & GAMBLE CO
COM
742718109
1979
21730
SH
SOLE
21730
0
0
QUALCOMM INC
COM
747525103
1518
20422
SH
SOLE
20422
0
0
ROYAL BK CDA MONTREAL QUE
COM
780087102
1713
24805
SH
SOLE
24805
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
251
3750
SH
SOLE
3750
0
0
SCHLUMBERGER LTD
COM
806857108
2149
25160
SH
SOLE
25160
0
0
SPDR SERIES TRUST
NUVN BR SHT MUNI
78464A425
248
10200
SH
SOLE
10200
0
0
SPDR SERIES TRUST
BARC SHT TR CP
78464A474
4545
148660
SH
SOLE
148660
0
0
STARBUCKS CORP
COM
855244109
1621
19756
SH
SOLE
19756
0
0
STRYKER CORP
COM
863667101
1306
13845
SH
SOLE
13845
0
0
TJX COS INC NEW
COM
872540109
3649
53214
SH
SOLE
53214
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1282
10233
SH
SOLE
10233
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
336
7025
SH
SOLE
7025
0
0
US BANCORP DEL
COM NEW
902973304
2081
46306
SH
SOLE
46306
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
2563
22283
SH
SOLE
22283
0
0
V F CORP
COM
918204108
3856
51487
SH
SOLE
51487
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2067
25960
SH
SOLE
25960
0
0
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
768
9457
SH
SOLE
9457
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
679
9875
SH
SOLE
9875
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1618
34590
SH
SOLE
34590
0
0
WAL-MART STORES INC
COM
931142103
1827
21275
SH
SOLE
21275
0
0
WASTE MGMT INC DEL
COM
94106L109
262
5110
SH
SOLE
5110
0
0
WELLS FARGO & CO NEW
COM
949746101
1903
34711
SH
SOLE
34711
0
0