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
$99.5B
$2.13 Million 0.13% of portfolio
2,908
Q2 2025 Added 5.71%
$138B
$2.16 Million 0.13% of portfolio
31,065
Q2 2025 Reduced 2.02%
$232B
$2.13 Million 0.13% of portfolio
7,232
Q2 2025 Added 9.84%
$186B
$2.11 Million 0.13% of portfolio
48,704
Q2 2025 Added 6.06%
$25.6B
$2.05 Million 0.13% of portfolio
9,386
Q2 2025 Reduced 0.01%
$85.8B
$1.9 Million 0.12% of portfolio
12,468
Q2 2025 Reduced 1.06%
$233B
$1.94 Million 0.12% of portfolio
13,307
Q2 2025 Added 1.64%
$124B
$2.01 Million 0.12% of portfolio
4,340
Q2 2025 Reduced 0.34%
$212B
$1.88 Million 0.12% of portfolio
15,186
Q2 2025 Added 6.91%
$166B
$1.83 Million 0.11% of portfolio
8,227
Q2 2025 Reduced 1.83%
$119B
$1.83 Million 0.11% of portfolio
20,403
Q2 2025 Reduced 3.83%
$235B
$1.83 Million 0.11% of portfolio
13,490
Q2 2025 Added 1.73%
$73.7B
$1.77 Million 0.11% of portfolio
39,224
Q2 2025 Reduced 0.1%
$60.5B
$1.76 Million 0.11% of portfolio
9,003
Q2 2025 Added 32.89%
$88.5B
$1.71 Million 0.11% of portfolio
7,476
Q2 2025 Added 1.0%
$28.2B
$1.74 Million 0.11% of portfolio
887
Q1 2025 New
$128B
$1.75 Million 0.11% of portfolio
8,362
Q2 2025 Added 9.31%
$117B
$1.72 Million 0.11% of portfolio
29,323
Q2 2025 Reduced 0.48%
$257B
$1.7 Million 0.1% of portfolio
11,986
Q2 2025 Reduced 42.95%
$206B
$1.54 Million 0.1% of portfolio
19,517
Q2 2025 Reduced 5.02%
$143B
$1.65 Million 0.1% of portfolio
6,191
Q2 2025 Reduced 0.91%
$34.2B
$1.57 Million 0.1% of portfolio
15,684
Q2 2025 Reduced 2.59%
$195B
$1.61 Million 0.1% of portfolio
12,159
Q2 2025 Added 10.43%
$238B
$1.62 Million 0.1% of portfolio
4,166
Q2 2025 Reduced 7.42%
$86.6B
$1.47 Million 0.09% of portfolio
6,915
Q2 2025 Added 66.71%
$145B
$1.38 Million 0.09% of portfolio
3,877
Q2 2025 Added 7.19%
$115B
$1.39 Million 0.09% of portfolio
3,633
Q2 2025 Added 5.18%
$0
$1.38 Million 0.09% of portfolio
72,888
Q2 2025 Reduced 1.84%
$33.8B
$1.51 Million 0.09% of portfolio
7,204
Q2 2025 Added 7.68%
$124B
$1.4 Million 0.09% of portfolio
10,516
Q2 2025 Added 1.26%
$32.6B
$1.42 Million 0.09% of portfolio
17,352
Q2 2025 Added 136.6%
$142B
$1.29 Million 0.08% of portfolio
5,520
Q2 2025 Reduced 3.09%
$65B
$1.31 Million 0.08% of portfolio
24,922
Q2 2025 Added 17.63%
$70.9B
$1.24 Million 0.08% of portfolio
1,562
Q2 2025 Added 70.34%
$140B
$1.26 Million 0.08% of portfolio
6,368
Q2 2025 Added 9.57%
$54.1B
$1.33 Million 0.08% of portfolio
73,112
Q2 2025 Added 4.34%
$29.4B
$1.27 Million 0.08% of portfolio
2,365
Q2 2025 New
$62.5B
$1.18 Million 0.07% of portfolio
20,298
Q2 2025 Reduced 0.01%
$61.4B
$1.07 Million 0.07% of portfolio
10,601
Q2 2025 Added 20.26%
$267B
$1.11 Million 0.07% of portfolio
7,855
Q2 2025 Added 36.16%
$91.1B
$1.11 Million 0.07% of portfolio
15,619
Q2 2025 Added 19.45%
$185B
$1.09 Million 0.07% of portfolio
2,692
Q2 2025 Reduced 8.0%
$29.2B
$1.07 Million 0.07% of portfolio
20,653
Q2 2025 Added 0.32%
$27B
$1.09 Million 0.07% of portfolio
25,864
Q2 2025 Added 91.7%
$147B
$1.15 Million 0.07% of portfolio
4,123
Q2 2025 Added 8.02%
$135B
$1.14 Million 0.07% of portfolio
47,071
Q2 2025 Added 23.72%
$0
$1.21 Million 0.07% of portfolio
55,062
Q2 2025 Reduced 2.05%
$68.9B
$1.2 Million 0.07% of portfolio
36,710
Q2 2025 Added 12.25%
$99.8B
$1.14 Million 0.07% of portfolio
12,370
Q2 2025 Reduced 5.78%

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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