Western Wealth Management, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.27 Billion distributed in 645 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $64.6M, Apple Inc. with a value of $45.9M, Berkshire Hathaway Inc Class B with a value of $41M, Microsoft Corp with a value of $30.8M, and Invesco Exchange Traded Fd Tr with a value of $25.4M.

Examining the 13F form we can see an decrease of $102M in the current position value, from $1.38B to 1.27B.

Below you can find more details about Western Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Billion
ETFs: $782 Million
Technology: $146 Million
Financial Services: $97.9 Million
Consumer Cyclical: $60.8 Million
Healthcare: $45.7 Million
Communication Services: $35.6 Million
Industrials: $34.4 Million
Consumer Defensive: $30.9 Million
Other: $36.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 645
  • Current Value $1.27 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 41 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
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