Western Wealth Management, LLC Portfolio Holdings

Western Wealth Management, LLC

  • $1.62 Billion
  • Q2 2025

Western Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.62 Billion distributed in 723 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 $71.5M, Apple Inc. with a value of $53.2M, Invesco Exchange Traded Fd Tr with a value of $47.4M, Berkshire Hathaway Inc Class B with a value of $45.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $44.9M.

Examining the 13F form we can see an increase of $159M in the current position value, from $1.46B to 1.62B.

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

Portfolio value $1.62 Billion
ETFs: $996 Million
Technology: $216 Million
Financial Services: $119 Million
Consumer Cyclical: $72 Million
Communication Services: $52.6 Million
Healthcare: $43.2 Million
Industrials: $41.9 Million
Consumer Defensive: $37.2 Million
Other: $36.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$53.2 Million 3.28% of portfolio
259,165
Q2 2025 Added 0.53%
$644B
$45.2 Million 2.79% of portfolio
93,066
Q2 2025 Reduced 0.14%
$424B
$44.3 Million 2.73% of portfolio
280,359
Q2 2025 Added 5.77%
$3.8T
$39.9 Million 2.46% of portfolio
80,211
Q2 2025 Added 1.07%
$2.36T
$31.5 Million 1.94% of portfolio
143,399
Q2 2025 Added 2.34%
$140B
$20.2 Million 1.24% of portfolio
73,110
Q2 2025 Reduced 0.35%
$1.75T
$15.7 Million 0.97% of portfolio
21,258
Q2 2025 Added 8.33%
$1.5T
$15.3 Million 0.95% of portfolio
87,031
Q2 2025 Added 2.0%
$426B
$14.9 Million 0.92% of portfolio
15,088
Q2 2025 Added 0.75%
$914B
$11.2 Million 0.69% of portfolio
38,535
Q2 2025 Added 6.22%
$566B
$10.9 Million 0.67% of portfolio
30,713
Q2 2025 Added 2.24%
$1.34T
$8.57 Million 0.53% of portfolio
26,994
Q2 2025 Reduced 4.3%
$722B
$6.75 Million 0.42% of portfolio
8,664
Q2 2025 Added 4.2%
$547B
$6.82 Million 0.42% of portfolio
5,095
Q2 2025 Added 0.41%
$283B
$6.62 Million 0.41% of portfolio
67,652
Q2 2025 Added 7.77%
$1.52T
$6.73 Million 0.41% of portfolio
37,912
Q2 2025 Added 2.3%
$571B
$5.7 Million 0.35% of portfolio
10,147
Q2 2025 Reduced 2.05%
$331B
$5.46 Million 0.34% of portfolio
40,067
Q2 2025 Added 8.58%
$20.3B
$5.4 Million 0.33% of portfolio
24,239
Q2 2025 Reduced 3.87%
$224B
$5.32 Million 0.33% of portfolio
18,225
Q2 2025 Added 0.79%
$380B
$5.3 Million 0.33% of portfolio
33,237
Q2 2025 Added 2.21%
$95.7B
$4.9 Million 0.3% of portfolio
9,620
Q2 2025 Reduced 1.96%
$6.57B
$4.92 Million 0.3% of portfolio
54,548
Q2 2025 Added 1,371.88%
$427B
$4.66 Million 0.29% of portfolio
12,701
Q2 2025 Reduced 1.2%
$3.08B
$4.63 Million 0.29% of portfolio
11,455
Q2 2025 Added 0.08%
$1.36T
$4.61 Million 0.28% of portfolio
20,370
Q2 2025 Added 2.87%
$412B
$4.27 Million 0.26% of portfolio
90,319
Q2 2025 Added 6.1%
$390B
$4.04 Million 0.25% of portfolio
21,744
Q2 2025 Added 1.17%
$316B
$3.61 Million 0.22% of portfolio
14,041
Q2 2025 Added 5.12%
$192B
$3.46 Million 0.21% of portfolio
3,363
Q2 2025 Added 2.09%
$242B
$3.17 Million 0.2% of portfolio
11,643
Q2 2025 Reduced 3.38%
$806M
$3.19 Million 0.2% of portfolio
84,964
Q4 2024 New
$153B
$3.12 Million 0.19% of portfolio
5,738
Q2 2025 Added 33.01%
$211B
$2.93 Million 0.18% of portfolio
101,278
Q2 2025 Added 6.45%
$290B
$2.97 Million 0.18% of portfolio
41,915
Q2 2025 Reduced 0.68%
$320B
$2.76 Million 0.17% of portfolio
8,855
Q2 2025 Added 3.49%
$163B
$2.74 Million 0.17% of portfolio
22,161
Q2 2025 Added 2.13%
$251B
$2.7 Million 0.17% of portfolio
8,473
Q2 2025 Added 5.02%
$813B
$2.84 Million 0.17% of portfolio
12,985
Q2 2025 Added 4.18%
$60.8B
$2.66 Million 0.16% of portfolio
12,998
Q2 2025 Added 0.11%
$177B
$2.59 Million 0.16% of portfolio
4,914
Q2 2025 Added 8.21%
$141B
$2.53 Million 0.16% of portfolio
23,590
Q2 2025 Added 16.48%
$184B
$2.38 Million 0.15% of portfolio
25,516
Q2 2025 Added 74.03%
$278B
$2.49 Million 0.15% of portfolio
35,852
Q2 2025 Reduced 6.08%
$186B
$2.43 Million 0.15% of portfolio
15,235
Q2 2025 Added 9.68%
$313B
$2.5 Million 0.15% of portfolio
17,426
Q2 2025 Added 2.6%
$130B
$2.24 Million 0.14% of portfolio
14,943
Q2 2025 Added 2.09%
$463B
$2.33 Million 0.14% of portfolio
15,282
Q2 2025 Added 3.73%
$94.9B
$2.26 Million 0.14% of portfolio
3,235
Q2 2025 Added 4.22%

Summary

  • Portfolio
  • No. of Stocks 723
  • Current Value $1.62 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 72 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 270 stocks
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