Western Wealth Management, LLC Portfolio Holdings

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025

Western Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 678 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 $60.8M, Apple Inc. with a value of $57.3M, Berkshire Hathaway Inc Class B with a value of $49.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $40.1M, and Invesco Exchange Traded Fd Tr with a value of $39M.

Examining the 13F form we can see an decrease of $29.8M in the current position value, from $1.49B to 1.46B.

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

Portfolio value $1.46 Billion
ETFs: $909 Million
Technology: $172 Million
Financial Services: $116 Million
Consumer Cyclical: $64.5 Million
Healthcare: $43.6 Million
Communication Services: $42.1 Million
Consumer Defensive: $35.7 Million
Industrials: $35.6 Million
Other: $37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.8 Million 4.15% of portfolio
129,584
Q1 2025 Reduced 6.74%
$3.36T
$57.3 Million 3.91% of portfolio
257,805
Q1 2025 Reduced 0.47%
$685B
$49.6 Million 3.39% of portfolio
93,198
Q1 2025 Added 1.14%
$0
$40.1 Million 2.74% of portfolio
609,470
Q1 2025 Added 10.63%
$0
$39 Million 2.67% of portfolio
202,093
Q1 2025 Added 1.26%
$2.92T
$29.8 Million 2.04% of portfolio
79,365
Q1 2025 Reduced 1.81%
$277B
$28.7 Million 1.96% of portfolio
265,068
Q1 2025 Added 0.55%
$0
$27.4 Million 1.87% of portfolio
536,053
Q1 2025 Added 6.56%
$0
$26.8 Million 1.83% of portfolio
333,401
Q1 2025 Added 11.33%
$1.93T
$26.7 Million 1.82% of portfolio
140,122
Q1 2025 Added 0.93%
$0
$22.5 Million 1.54% of portfolio
40,264
Q1 2025 Reduced 15.45%
$0
$21.6 Million 1.48% of portfolio
645,713
Q1 2025 Added 6.69%
$0
$20.9 Million 1.43% of portfolio
224,622
Q1 2025 Added 0.76%
$0
$19 Million 1.3% of portfolio
324,386
Q1 2025 Added 0.99%
$0
$19 Million 1.3% of portfolio
33,826
Q1 2025 Reduced 2.01%
$0
$18.8 Million 1.29% of portfolio
103,394
Q1 2025 Reduced 1.6%
$432B
$14.2 Million 0.97% of portfolio
14,975
Q1 2025 Added 1.98%
$0
$13.4 Million 0.91% of portfolio
375,378
Q1 2025 Reduced 8.25%
$967B
$13.2 Million 0.9% of portfolio
85,326
Q1 2025 Reduced 0.34%
$0
$12.8 Million 0.87% of portfolio
24,886
Q1 2025 Added 1.32%
$0
$12.4 Million 0.85% of portfolio
212,821
Q1 2025 Reduced 2.22%
$77.9B
$12.3 Million 0.84% of portfolio
73,367
Q1 2025 Reduced 0.62%
$0
$12.2 Million 0.83% of portfolio
44,283
Q1 2025 Reduced 1.33%
$0
$11.4 Million 0.78% of portfolio
55,129
Q1 2025 Added 3.56%
$1.23T
$11.3 Million 0.77% of portfolio
19,623
Q1 2025 Added 8.23%
$548B
$10.5 Million 0.72% of portfolio
30,041
Q1 2025 Added 2.04%
$0
$10.3 Million 0.7% of portfolio
114,822
Q1 2025 Reduced 19.42%
$0
$9.85 Million 0.67% of portfolio
195,727
Q1 2025 Added 126.55%
$0
$9.78 Million 0.67% of portfolio
191,098
Q1 2025 Reduced 16.9%
$0
$9.67 Million 0.66% of portfolio
50,731
Q1 2025 Added 4.88%
$0
$9.45 Million 0.65% of portfolio
381,810
Q1 2025 Added 2.6%
$0
$9.25 Million 0.63% of portfolio
227,015
Q1 2025 Reduced 18.91%
$0
$9.22 Million 0.63% of portfolio
115,451
Q1 2025 Added 4.25%
$714B
$8.9 Million 0.61% of portfolio
36,278
Q1 2025 Added 3.11%
$0
$8.29 Million 0.57% of portfolio
121,967
Q1 2025 Added 7.38%
$0
$7.92 Million 0.54% of portfolio
21,920
Q1 2025 Reduced 33.66%
$0
$7.83 Million 0.54% of portfolio
14,444
Q1 2025 Added 1.06%
$0
$7.79 Million 0.53% of portfolio
53,331
Q1 2025 Added 0.78%
$900B
$7.31 Million 0.5% of portfolio
28,207
Q1 2025 Reduced 12.32%
$452B
$7.06 Million 0.48% of portfolio
59,384
Q1 2025 Added 5.11%
$0
$6.83 Million 0.47% of portfolio
137,146
Q1 2025 Added 11.03%
$840B
$6.87 Million 0.47% of portfolio
8,315
Q1 2025 Reduced 0.2%
$105B
$6.8 Million 0.46% of portfolio
23,604
Q1 2025 Added 1.2%
$0
$6.64 Million 0.45% of portfolio
66,818
Q1 2025 Added 1.52%
$0
$5.99 Million 0.41% of portfolio
118,126
Q1 2025 Added 7.82%
$0
$5.94 Million 0.41% of portfolio
45,309
Q1 2025 Added 6.09%
$997B
$5.79 Million 0.4% of portfolio
37,061
Q1 2025 Reduced 0.71%
$233B
$5.65 Million 0.39% of portfolio
18,082
Q1 2025 Reduced 0.08%
$509B
$5.68 Million 0.39% of portfolio
10,359
Q1 2025 Added 0.86%

Summary

  • Portfolio
  • No. of Stocks 678
  • Current Value $1.46 Billion
  • Prior Value $1.49 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 306 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 284 stocks
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