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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$57.3 Million 3.91% of portfolio
257,805
Q1 2025 Reduced 0.47%
$631B
$49.6 Million 3.39% of portfolio
93,198
Q1 2025 Added 1.14%
$3.75T
$29.8 Million 2.04% of portfolio
79,365
Q1 2025 Reduced 1.81%
$406B
$28.7 Million 1.96% of portfolio
265,068
Q1 2025 Added 0.55%
$2.27T
$26.7 Million 1.82% of portfolio
140,122
Q1 2025 Added 0.93%
$435B
$14.2 Million 0.97% of portfolio
14,975
Q1 2025 Added 1.98%
$1.07T
$13.2 Million 0.9% of portfolio
85,326
Q1 2025 Reduced 0.34%
$113B
$12.3 Million 0.84% of portfolio
73,367
Q1 2025 Reduced 0.62%
$1.62T
$11.3 Million 0.77% of portfolio
19,623
Q1 2025 Added 8.23%
$585B
$10.5 Million 0.72% of portfolio
30,041
Q1 2025 Added 2.04%
$831B
$8.9 Million 0.61% of portfolio
36,278
Q1 2025 Added 3.11%
$934B
$7.31 Million 0.5% of portfolio
28,207
Q1 2025 Reduced 12.32%
$474B
$7.06 Million 0.48% of portfolio
59,384
Q1 2025 Added 5.11%
$748B
$6.87 Million 0.47% of portfolio
8,315
Q1 2025 Reduced 0.2%
$1.08T
$5.79 Million 0.4% of portfolio
37,061
Q1 2025 Reduced 0.71%
$216B
$5.65 Million 0.39% of portfolio
18,082
Q1 2025 Reduced 0.08%
$373B
$5.54 Million 0.38% of portfolio
32,518
Q1 2025 Reduced 0.73%
$263B
$5.51 Million 0.38% of portfolio
62,774
Q1 2025 Added 4.68%
$5.81B
$5.31 Million 0.36% of portfolio
3,706
Q1 2025 Reduced 7.12%
$22B
$5.18 Million 0.35% of portfolio
25,216
Q1 2025 Reduced 1.33%
$380B
$4.71 Million 0.32% of portfolio
12,855
Q1 2025 Reduced 0.79%
$573B
$4.73 Million 0.32% of portfolio
5,074
Q1 2025 Added 9.99%
$337B
$4.5 Million 0.31% of portfolio
21,492
Q1 2025 Added 0.64%
$283B
$4.48 Million 0.31% of portfolio
8,556
Q1 2025 Added 1.29%
$110B
$3.46 Million 0.24% of portfolio
9,812
Q1 2025 Reduced 8.71%
$376B
$3.55 Million 0.24% of portfolio
85,123
Q1 2025 Added 2.77%
$3.88B
$3.3 Million 0.23% of portfolio
11,446
Q1 2025 Added 22.57%
$271B
$3.23 Million 0.22% of portfolio
12,050
Q1 2025 Added 6.51%
$1.2T
$3.29 Million 0.22% of portfolio
19,801
Q1 2025 Added 2.75%
$300B
$3.02 Million 0.21% of portfolio
42,200
Q1 2025 Reduced 4.17%
$281B
$3.11 Million 0.21% of portfolio
36,900
Q1 2025 Reduced 10.17%
$798M
$2.97 Million 0.2% of portfolio
84,964
Q4 2024 New
$300B
$2.84 Million 0.19% of portfolio
16,984
Q1 2025 Reduced 2.17%
$146B
$2.64 Million 0.18% of portfolio
21,699
Q1 2025 Reduced 8.09%
$200B
$2.69 Million 0.18% of portfolio
95,143
Q1 2025 Reduced 2.38%
$205B
$2.62 Million 0.18% of portfolio
3,294
Q1 2025 Added 3.72%
$274B
$2.67 Million 0.18% of portfolio
13,357
Q1 2025 Added 3.99%
$409B
$2.44 Million 0.17% of portfolio
14,732
Q1 2025 Reduced 12.13%
$284B
$2.36 Million 0.16% of portfolio
38,171
Q1 2025 Reduced 1.88%
$172B
$2.31 Million 0.16% of portfolio
4,541
Q1 2025 Added 11.35%
$179B
$2.13 Million 0.15% of portfolio
13,890
Q1 2025 Reduced 0.44%
$237B
$2.17 Million 0.15% of portfolio
8,068
Q1 2025 Reduced 0.15%
$120B
$2.23 Million 0.15% of portfolio
21,215
Q1 2025 Reduced 1.25%
$187B
$2.14 Million 0.15% of portfolio
4,314
Q1 2025 Added 23.12%
$61.7B
$2.22 Million 0.15% of portfolio
12,984
Q1 2025 Added 4.34%
$223B
$2.16 Million 0.15% of portfolio
21,008
Q1 2025 Reduced 26.86%
$145B
$2.25 Million 0.15% of portfolio
31,706
Q1 2025 Reduced 4.83%
$147B
$2.04 Million 0.14% of portfolio
20,252
Q1 2025 Reduced 0.04%
$179B
$2.08 Million 0.14% of portfolio
45,921
Q1 2025 Reduced 0.7%

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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