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