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
$94.2B
$2.05 Million 0.14% of portfolio
14,637
Q1 2025 Added 1.8%
$99.9B
$1.85 Million 0.13% of portfolio
2,751
Q1 2025 Added 0.11%
$76.8B
$1.89 Million 0.13% of portfolio
3,104
Q1 2025 Added 1.84%
$75.9B
$1.85 Million 0.13% of portfolio
12,601
Q1 2025 Reduced 2.76%
$210B
$1.84 Million 0.13% of portfolio
20,548
Q1 2025 Reduced 4.06%
$125B
$1.95 Million 0.13% of portfolio
4,355
Q1 2025 Added 20.8%
$137B
$1.95 Million 0.13% of portfolio
8,380
Q1 2025 Reduced 0.32%
$24.4B
$1.95 Million 0.13% of portfolio
9,387
Q1 2025 Reduced 0.46%
$226B
$1.76 Million 0.12% of portfolio
13,261
Q1 2025 Added 4.34%
$39.2B
$1.78 Million 0.12% of portfolio
16,101
Q1 2025 Added 0.73%
$155B
$1.77 Million 0.12% of portfolio
6,248
Q1 2025 Reduced 2.05%
$93.7B
$1.71 Million 0.12% of portfolio
7,402
Q1 2025 Added 7.42%
$184B
$1.73 Million 0.12% of portfolio
13,092
Q1 2025 Added 4.26%
$104B
$1.77 Million 0.12% of portfolio
29,465
Q1 2025 Reduced 0.06%
$373B
$1.74 Million 0.12% of portfolio
12,464
Q1 2025 Added 19.62%
$59.3B
$1.66 Million 0.11% of portfolio
39,263
Q1 2025 Added 3.83%
$208B
$1.64 Million 0.11% of portfolio
6,584
Q1 2025 Added 7.99%
$184B
$1.65 Million 0.11% of portfolio
11,011
Q1 2025 Added 0.11%
$165B
$1.4 Million 0.1% of portfolio
14,205
Q1 2025 Reduced 15.87%
$0
$1.47 Million 0.1% of portfolio
74,258
Q1 2025 Added 2.83%
$162B
$1.48 Million 0.1% of portfolio
4,500
Q1 2025 Added 2.83%
$166B
$1.46 Million 0.1% of portfolio
2,926
Q1 2025 Added 6.28%
$106B
$1.3 Million 0.09% of portfolio
7,650
Q1 2025 Reduced 0.98%
$0
$1.25 Million 0.09% of portfolio
56,212
Q1 2025 Added 13.95%
$53.9B
$1.3 Million 0.09% of portfolio
70,072
Q1 2025 Added 2.25%
$150B
$1.19 Million 0.08% of portfolio
3,817
Q1 2025 Added 8.56%
$96.2B
$1.18 Million 0.08% of portfolio
12,005
Q1 2025 Reduced 4.71%
$68.5B
$1.12 Million 0.08% of portfolio
293
Q1 2025 Reduced 17.7%
$33.3B
$1.23 Million 0.08% of portfolio
20,588
Q4 2024 New
$94.1B
$1.19 Million 0.08% of portfolio
3,454
Q1 2025 Reduced 3.25%
$134B
$1.21 Million 0.08% of portfolio
5,696
Q1 2025 Added 0.33%
$98.4B
$1.21 Million 0.08% of portfolio
13,129
Q1 2025 Reduced 3.33%
$33.5B
$1.21 Million 0.08% of portfolio
6,690
Q1 2025 Reduced 1.56%
$144B
$1.19 Million 0.08% of portfolio
5,812
Q1 2025 Reduced 3.71%
$138B
$1.1 Million 0.08% of portfolio
2,959
Q1 2025 Added 64.85%
$97.7B
$1.2 Million 0.08% of portfolio
10,385
Q1 2025 Added 0.39%
$102B
$1.2 Million 0.08% of portfolio
19,750
Q1 2025 Reduced 1.18%
$265B
$988,000 0.07% of portfolio
13,775
Q1 2025 Added 13.47%
$92.3B
$1.05 Million 0.07% of portfolio
8,601
Q1 2025 Reduced 5.6%
$46.2B
$1.05 Million 0.07% of portfolio
13,492
Q1 2025 Reduced 1.3%
$37.4B
$969,000 0.07% of portfolio
21,186
Q1 2025 Reduced 2.08%
$37.7B
$1 Million 0.07% of portfolio
14,171
Q1 2025 Reduced 4.87%
$115B
$983,000 0.07% of portfolio
3,617
Q1 2025 Added 0.03%
$129B
$964,000 0.07% of portfolio
38,045
Q1 2025 Added 7.74%
$58.5B
$962,000 0.07% of portfolio
32,705
Q1 2025 Reduced 8.15%
$109B
$997,000 0.07% of portfolio
4,089
Q1 2025 Reduced 4.13%
$42.8B
$980,000 0.07% of portfolio
20,301
Q1 2025 Reduced 0.44%
$154B
$1.07 Million 0.07% of portfolio
14,662
Q1 2025 Added 103.61%
$71.4B
$969,000 0.07% of portfolio
8,815
Q1 2025 Reduced 3.89%

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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