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%
$3.7B
$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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email