0001304762-15-000004.txt : 20151009
0001304762-15-000004.hdr.sgml : 20151009
20151009160501
ACCESSION NUMBER: 0001304762-15-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151009
DATE AS OF CHANGE: 20151009
EFFECTIVENESS DATE: 20151009
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: 151153208
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
09-30-2015
09-30-2015
PacWest Financial Management Inc
1643 E BETHANY HOME RD
PHOENIX
AZ
85016
13F HOLDINGS REPORT
028-11444
N
Lucy Lee
Office Manager
602-997-8882
Lucy Lee
Phoenix
AZ
10-09-2015
0
83
135296
false
INFORMATION TABLE
2
13Fq3_2015.xml
13F HOLDINGS FOR Q3 -2015
3M CO
COM
88579Y101
2305
16265
SH
SOLE
16265
0
0
ABBOTT LABS
COM
002824100
947
23550
SH
SOLE
23550
0
0
ABBVIE INC
COM
00287Y109
1604
29481
SH
SOLE
29481
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2048
20847
SH
SOLE
20847
0
0
AMERICAN EXPRESS CO
COM
025816109
1316
17753
SH
SOLE
17753
0
0
AMGEN INC
COM
031162100
1633
11805
SH
SOLE
11805
0
0
AMPHENOL CORP NEW
CL A
032095101
1819
35700
SH
SOLE
35700
0
0
APPLE INC
COM
037833100
3099
28093
SH
SOLE
28093
0
0
BANK NEW YORK MELLON CORP
COM
064058100
1221
31195
SH
SOLE
31195
0
0
BCE INC
COM NEW
05534B760
1424
34755
SH
SOLE
34755
0
0
BECTON DICKINSON & CO
COM
075887109
1494
11260
SH
SOLE
11260
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2700
20704
SH
SOLE
20704
0
0
BLACKROCK INC
COM
09247X101
1601
5382
SH
SOLE
5382
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
314
5315
SH
SOLE
5315
0
0
CLAYMORE EXCHANGE TRD FD TR
GUGG CRP BD 2016
18383M555
448
20170
SH
SOLE
20170
0
0
CLAYMORE EXCHANGE TRD FD TR
GUGG CRP BD 2017
18383M548
575
25325
SH
SOLE
25325
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
1345
19839
SH
SOLE
19839
0
0
CERNER CORP
COM
156782104
1658
27645
SH
SOLE
27645
0
0
CHEVRON CORP NEW
COM
166764100
1586
20110
SH
SOLE
20110
0
0
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
1600
26885
SH
SOLE
26885
0
0
CHURCH & DWIGHT INC
COM
171340102
1570
18712
SH
SOLE
18712
0
0
CISCO SYS INC
COM
17275R102
2097
79894
SH
SOLE
79894
0
0
COCA COLA CO
COM
191216100
521
12992
SH
SOLE
12992
0
0
COLGATE PALMOLIVE CO
COM
194162103
254
4010
SH
SOLE
4010
0
0
CORNING INC
COM
219350105
1459
85245
SH
SOLE
85245
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1918
13265
SH
SOLE
13265
0
0
DOLLAR TREE INC
COM
256746108
1475
22120
SH
SOLE
22120
0
0
EMERSON ELEC CO
COM
291011104
1301
29460
SH
SOLE
29460
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
1476
18232
SH
SOLE
18232
0
0
EXXON MOBIL CORP
COM
30231G102
1888
25394
SH
SOLE
25394
0
0
FASTENAL CO
COM
311900104
1315
35920
SH
SOLE
35920
0
0
GENERAL ELECTRIC CO
COM
369604103
2389
94716
SH
SOLE
94716
0
0
GENERAL MLS INC
COM
370334104
780
13905
SH
SOLE
13905
0
0
GILEAD SCIENCES INC
COM
375558103
1425
14515
SH
SOLE
14515
0
0
GOOGLE INC
CL A
38259P508
678
1062
SH
SOLE
1062
0
0
GOOGLE INC
CL C
38259P706
888
1460
SH
SOLE
1460
0
0
HERSHEY CO
COM
427866108
1335
14525
SH
SOLE
14525
0
0
HOME DEPOT INC
COM
437076102
2327
20147
SH
SOLE
20147
0
0
HSBC HLDGS PLC
SPON ADR NEW
404280406
1073
28322
SH
SOLE
28322
0
0
INTEL CORP
COM
458140100
2635
87422
SH
SOLE
87422
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
2013
13883
SH
SOLE
13883
0
0
ISHARES
1-3 YR CR BD ETF
464288646
1156
10995
SH
SOLE
10995
0
0
ISHARES
CORE S&P SCP ETF
464287804
5596
52506
SH
SOLE
52506
0
0
ISHARES
CORE S&P500 ETF
464287200
2028
10523
SH
SOLE
10523
0
0
JOHNSON & JOHNSON
COM
478160104
2912
31196
SH
SOLE
31196
0
0
KIMBERLY CLARK CORP
COM
494368103
222
2032
SH
SOLE
2032
0
0
MASTERCARD INC
CL A
57636Q104
1567
17385
SH
SOLE
17385
0
0
MEDTRONIC INC
COM
585055106
850
12695
SH
SOLE
12695
0
0
MERCK & CO INC NEW
COM
58933Y105
1657
33554
SH
SOLE
33554
0
0
MICROSOFT CORP
COM
594918104
4076
92097
SH
SOLE
92097
0
0
MOHAWK INDS INC
COM
608190104
389
2142
SH
SOLE
2142
0
0
NEXTERA ENERGY INC
COM
65339F101
1566
16052
SH
SOLE
16052
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
687
7475
SH
SOLE
7475
0
0
NOVO-NORDISK A S
ADR
670100205
2348
43297
SH
SOLE
43297
0
0
ORACLE CORP
COM
68389X105
900
24906
SH
SOLE
24906
0
0
PEPSICO INC
COM
713448108
293
3102
SH
SOLE
3102
0
0
PFIZER INC
COM
717081103
1955
62230
SH
SOLE
62230
0
0
PRAXAIR INC
COM
74005P104
1399
13737
SH
SOLE
13737
0
0
PROCTER & GAMBLE CO
COM
742718109
1673
23260
SH
SOLE
23260
0
0
QUALCOMM INC
COM
747525103
1035
19267
SH
SOLE
19267
0
0
ROYAL BK CDA MONTREAL QUE
COM
780087102
1854
33560
SH
SOLE
33560
0
0
SCHLUMBERGER LTD
COM
806857108
1569
22755
SH
SOLE
22755
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
244
6110
SH
SOLE
6110
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
281
7105
SH
SOLE
7105
0
0
SPDR SERIES TRUST
BARC SHT TR CP
78464A474
5099
167057
SH
SOLE
167057
0
0
SPDR SERIES TRUST
NUVN BR SHT MUNI
78464A425
351
14390
SH
SOLE
14390
0
0
STARBUCKS CORP
COM
855244109
2323
40872
SH
SOLE
40872
0
0
STRYKER CORP
COM
863667101
1470
15620
SH
SOLE
15620
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1292
10568
SH
SOLE
10568
0
0
TJX COS INC NEW
COM
872540109
3825
53554
SH
SOLE
53554
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
291
7370
SH
SOLE
7370
0
0
TRAVELCENTERS AMER LLC
COM
894174101
0
40000
SH
SOLE
40000
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
1930
21684
SH
SOLE
21684
0
0
US BANCORP DEL
COM NEW
902973304
1958
47736
SH
SOLE
47736
0
0
V F CORP
COM
918204108
3660
53657
SH
SOLE
53657
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2899
36355
SH
SOLE
36355
0
0
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
854
11582
SH
SOLE
11582
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
836
13345
SH
SOLE
13345
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2543
58438
SH
SOLE
58438
0
0
WAL-MART STORES INC
COM
931142103
260
4005
SH
SOLE
4005
0
0
WASTE MGMT INC DEL
COM
94106L109
255
5110
SH
SOLE
5110
0
0
WELLS FARGO & CO NEW
COM
949746101
1790
34855
SH
SOLE
34855
0
0
WISDOMTREE
EUROPE HEDGED EQ
97717X701
5849
107025
SH
SOLE
107025
0
0