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
$39.4B
$942,000 0.06% of portfolio
13,845
Q2 2025 Reduced 2.3%
$80.3B
$1.02 Million 0.06% of portfolio
276
Q2 2025 Reduced 5.8%
$221B
$1 Million 0.06% of portfolio
173
Q2 2025 Added 4.85%
$98.1B
$1.05 Million 0.06% of portfolio
22,673
Q2 2025 Added 14.8%
$120B
$1.01 Million 0.06% of portfolio
3,262
Q2 2025 Added 15.92%
$313B
$1.04 Million 0.06% of portfolio
12,952
Q2 2025 Reduced 5.97%
$97.9B
$956,000 0.06% of portfolio
4,376
Q2 2025 Added 7.02%
$1.58B
$1.02 Million 0.06% of portfolio
91,511
Q2 2025 Added 5.12%
$152B
$986,000 0.06% of portfolio
3,301
Q2 2025 Added 40.53%
$88.8B
$934,000 0.06% of portfolio
1,869
Q2 2025 Added 25.18%
$63.5B
$904,000 0.06% of portfolio
10,668
Q1 2025 Reduced 20.67%
$197B
$1.02 Million 0.06% of portfolio
11,952
Q2 2025 Added 14.48%
$258B
$907,000 0.06% of portfolio
4,982
Q2 2025 Added 12.06%
$96.8B
$1.02 Million 0.06% of portfolio
11,167
Q2 2025 Reduced 6.98%
$93.2B
$1.05 Million 0.06% of portfolio
8,912
Q2 2025 Added 3.62%
$53.4B
$963,000 0.06% of portfolio
1,797
Q4 2024 New
$153B
$776,000 0.05% of portfolio
4,243
Q2 2025 Added 13.6%
$55.3B
$758,000 0.05% of portfolio
7,310
Q2 2025 Added 7.25%
$39.8B
$881,000 0.05% of portfolio
2,653
Q2 2025 Reduced 7.88%
$49.2B
$749,000 0.05% of portfolio
4,301
Q2 2025 Reduced 10.02%
$134B
$868,000 0.05% of portfolio
3,774
Q2 2025 Reduced 4.04%
$271B
$785,000 0.05% of portfolio
1,110
Q2 2025 Reduced 35.65%
$113B
$745,000 0.05% of portfolio
2,574
Q2 2025 Added 13.14%
$58.8B
$837,000 0.05% of portfolio
3,438
Q2 2025 Added 1.18%
$15.4B
$798,000 0.05% of portfolio
5,544
Q2 2025 Added 131.87%
$86.5B
$875,000 0.05% of portfolio
9,605
Q2 2025 Added 0.02%
$34.3B
$634,000 0.04% of portfolio
3,270
Q1 2025 Added 3.19%
$8.58B
$693,000 0.04% of portfolio
9,662
Q2 2025 Reduced 1.02%
$21.6B
$577,000 0.04% of portfolio
11,023
Q2 2025 Reduced 12.8%
$167B
$713,000 0.04% of portfolio
7,819
Q2 2025 Reduced 0.26%
$38.3B
$655,000 0.04% of portfolio
6,104
Q2 2025 Added 22.77%
$10.4B
$660,000 0.04% of portfolio
57,500
Q4 2024 New
$25.2B
$689,000 0.04% of portfolio
29,306
Q2 2025 Added 19.89%
$177B
$580,000 0.04% of portfolio
2,985
Q2 2025 Reduced 6.89%
$68.8B
$648,000 0.04% of portfolio
4,159
Q2 2025 Reduced 16.33%
$9.75B
$644,000 0.04% of portfolio
17,579
Q1 2025 Reduced 1.54%
$306B
$650,000 0.04% of portfolio
2,140
Q2 2025 Added 3.08%
$1.1B
$652,000 0.04% of portfolio
11,612
Q2 2025 Reduced 0.33%
$0
$579,000 0.04% of portfolio
35,579
Q2 2025 Reduced 8.43%
$70.4B
$589,000 0.04% of portfolio
5,970
Q2 2025 Added 14.41%
$142B
$594,000 0.04% of portfolio
1,169
Q2 2025 Added 5.22%
$3.15B
$672,000 0.04% of portfolio
6,525
Q2 2025 New
$45.5B
$584,000 0.04% of portfolio
1,669
Q2 2025 Added 6.04%
$91.8B
$615,000 0.04% of portfolio
2,785
Q2 2025 Reduced 4.23%
$53.4B
$584,000 0.04% of portfolio
706
Q2 2025 Added 5.37%
$77.5B
$696,000 0.04% of portfolio
5,224
Q2 2025 Reduced 2.17%
$72.1B
$626,000 0.04% of portfolio
2,352
Q2 2025 Added 10.27%
$444B
$728,000 0.04% of portfolio
1
Q1 2025 New
$126B
$410,000 0.03% of portfolio
4,713
Q2 2025 Reduced 16.26%

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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