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