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
$1.2B
$882,000 0.06% of portfolio
87,050
Q1 2025 Added 9.59%
$63.6B
$805,000 0.06% of portfolio
9,603
Q1 2025 Reduced 3.46%
$72.6B
$830,000 0.06% of portfolio
13,076
Q1 2025 Added 17.07%
$186B
$942,000 0.06% of portfolio
1,725
Q1 2025 Added 18.8%
$121B
$859,000 0.06% of portfolio
2,814
Q1 2025 Added 0.36%
$71.8B
$818,000 0.06% of portfolio
4,971
Q1 2025 Reduced 13.41%
$131B
$929,000 0.06% of portfolio
3,933
Q1 2025 Reduced 10.06%
$28.7B
$744,000 0.05% of portfolio
2,880
Q1 2025 Reduced 1.47%
$133B
$741,000 0.05% of portfolio
10,440
Q1 2025 Added 12.31%
$54.8B
$744,000 0.05% of portfolio
6,816
Q1 2025 Added 6.23%
$70.1B
$743,000 0.05% of portfolio
4,148
Q1 2025 Reduced 2.45%
$477B
$798,000 0.05% of portfolio
1
Q1 2025 New
$76.3B
$747,000 0.05% of portfolio
917
Q1 2025 New
$58.2B
$786,000 0.05% of portfolio
3,398
Q1 2025 Reduced 40.32%
$197B
$673,000 0.05% of portfolio
5,769
Q1 2025 Reduced 9.01%
$116B
$687,000 0.05% of portfolio
2,275
Q1 2025 Reduced 0.61%
$36.4B
$754,000 0.05% of portfolio
1,797
Q4 2024 New
$264B
$705,000 0.05% of portfolio
4,446
Q1 2025 Added 1.46%
$34.2B
$763,000 0.05% of portfolio
6,775
Q1 2025 New
$52.2B
$695,000 0.05% of portfolio
10,668
Q1 2025 Reduced 20.67%
$8.84B
$669,000 0.05% of portfolio
17,579
Q1 2025 Reduced 1.54%
$185B
$732,000 0.05% of portfolio
2,349
Q1 2025 Added 185.07%
$192B
$760,000 0.05% of portfolio
165
Q1 2025 Added 0.61%
$831M
$665,000 0.05% of portfolio
13,691
Q1 2025 Added 32.6%
$46B
$684,000 0.05% of portfolio
4,780
Q1 2025 Added 27.43%
$38.6B
$727,000 0.05% of portfolio
7,334
Q1 2025 Reduced 3.51%
$149B
$586,000 0.04% of portfolio
15,891
Q1 2025 Reduced 8.56%
$43.9B
$515,000 0.04% of portfolio
3,900
Q1 2025 Reduced 0.03%
$98.2B
$632,000 0.04% of portfolio
2,908
Q1 2025 Reduced 10.74%
$28.9B
$584,000 0.04% of portfolio
3,270
Q1 2025 Added 3.19%
$2.64B
$519,000 0.04% of portfolio
23,029
Q1 2025 Added 24.66%
$177B
$623,000 0.04% of portfolio
3,206
Q1 2025 Reduced 0.93%
$1.44B
$584,000 0.04% of portfolio
11,650
Q1 2025 Reduced 44.88%
$0
$618,000 0.04% of portfolio
38,856
Q1 2025 Reduced 1.61%
$7B
$578,000 0.04% of portfolio
9,762
Q4 2024 New
$89.5B
$611,000 0.04% of portfolio
18,099
Q1 2025 Reduced 1.65%
$73.6B
$520,000 0.04% of portfolio
2,099
Q1 2025 Reduced 11.88%
$145B
$613,000 0.04% of portfolio
7,839
Q1 2025 Reduced 12.83%
$17.2B
$514,000 0.04% of portfolio
12,641
Q1 2025 Added 33.61%
$325B
$557,000 0.04% of portfolio
2,076
Q1 2025 Reduced 5.94%
$50B
$525,000 0.04% of portfolio
4,259
Q1 2025 Reduced 5.31%
$40.5M
$574,000 0.04% of portfolio
161,500
Q4 2024 New
$38.3B
$555,000 0.04% of portfolio
4,972
Q1 2025 Reduced 5.99%
$9.52B
$642,000 0.04% of portfolio
57,500
Q4 2024 New
$94.4B
$534,000 0.04% of portfolio
4,781
Q1 2025 Reduced 5.03%
$62.3B
$585,000 0.04% of portfolio
5,340
Q1 2025 Reduced 2.04%
$18.9B
$531,000 0.04% of portfolio
24,445
Q1 2025 Reduced 4.82%
$0
$556,000 0.04% of portfolio
35,711
Q1 2025 Reduced 0.3%
$67.8B
$520,000 0.04% of portfolio
1,507
Q1 2025 Reduced 1.44%

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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