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
$154B
$521,000 0.04% of portfolio
1,111
Q1 2025 Added 25.25%
$168B
$542,000 0.04% of portfolio
3,735
Q1 2025 Added 3.01%
$118B
$505,000 0.03% of portfolio
5,628
Q1 2025 Added 14.9%
$51.4B
$385,000 0.03% of portfolio
9,225
Q1 2025 Added 23.59%
$54.7B
$453,000 0.03% of portfolio
1,786
Q1 2025 Added 3.96%
$62.5B
$455,000 0.03% of portfolio
15,960
Q1 2025 Added 2.27%
$92B
$376,000 0.03% of portfolio
808
Q1 2025 Reduced 1.7%
$61.6B
$382,000 0.03% of portfolio
6,218
Q1 2025 Added 10.92%
$768M
$376,000 0.03% of portfolio
45,351
Q1 2025 Added 19.64%
$90.6B
$419,000 0.03% of portfolio
1,760
Q1 2025 Reduced 0.56%
$2.88B
$439,000 0.03% of portfolio
20,877
Q1 2025 Added 24.81%
$50.3B
$492,000 0.03% of portfolio
7,270
Q1 2025 Reduced 8.7%
$0
$486,000 0.03% of portfolio
33,620
Q1 2025 Reduced 2.43%
$53.1B
$446,000 0.03% of portfolio
1,817
Q1 2025 Added 128.84%
$83.5B
$399,000 0.03% of portfolio
918
Q1 2025 Reduced 1.5%
$16B
$479,000 0.03% of portfolio
5,887
Q1 2025 Reduced 1.85%
$0
$435,000 0.03% of portfolio
20,811
Q1 2025 Reduced 10.39%
$21B
$497,000 0.03% of portfolio
14,259
Q1 2025 Added 27.71%
$32.7B
$447,000 0.03% of portfolio
5,162
Q1 2025 New
$73.7B
$485,000 0.03% of portfolio
2,133
Q1 2025 Added 1.72%
$174B
$490,000 0.03% of portfolio
1,278
Q1 2025 Reduced 4.91%
$2.86B
$389,000 0.03% of portfolio
42,957
Q1 2025 Reduced 2.75%
$142B
$430,000 0.03% of portfolio
3,840
Q1 2025 Added 0.79%
$96.2B
$481,000 0.03% of portfolio
21,207
Q1 2025 Added 57.59%
$102B
$423,000 0.03% of portfolio
2,453
Q1 2025 Reduced 1.05%
$82.4B
$466,000 0.03% of portfolio
1,712
Q1 2025 Reduced 1.5%
$14.5B
$381,000 0.03% of portfolio
11,498
Q1 2025 New
$61.5B
$433,000 0.03% of portfolio
1,777
Q1 2025 Reduced 0.45%
$20B
$367,000 0.03% of portfolio
3,249
Q1 2025 Added 1.4%
$0
$443,000 0.03% of portfolio
31,147
Q1 2025 Reduced 6.13%
$16.7B
$357,000 0.02% of portfolio
1,598
Q1 2025 Reduced 0.31%
$82B
$226,000 0.02% of portfolio
1,930
Q1 2025 Reduced 2.62%
$32.9B
$346,000 0.02% of portfolio
3,175
Q1 2025 Added 4.79%
$18.5B
$304,000 0.02% of portfolio
5,843
Q1 2025 Reduced 5.58%
$12.8B
$344,000 0.02% of portfolio
5,461
Q1 2025 Reduced 7.11%
$57.3B
$352,000 0.02% of portfolio
670
Q1 2025 Reduced 13.55%
$70.5B
$258,000 0.02% of portfolio
1,689
Q1 2025 Reduced 29.12%
$123B
$335,000 0.02% of portfolio
691
Q1 2025 New
$0
$222,000 0.02% of portfolio
7,823
Q1 2025 Reduced 13.07%
$289B
$262,000 0.02% of portfolio
985
Q1 2025 Added 1.76%
$2.65B
$231,000 0.02% of portfolio
11,450
Q1 2025 Reduced 7.29%
$125B
$345,000 0.02% of portfolio
1,712
Q1 2025 Reduced 4.99%
$47.1B
$262,000 0.02% of portfolio
2,511
Q1 2025 Reduced 3.61%
$55.7B
$292,000 0.02% of portfolio
467
Q1 2025 Added 10.93%
$13.8B
$234,000 0.02% of portfolio
2,221
Q1 2025 New
$3.88B
$309,000 0.02% of portfolio
45,930
Q1 2025 Added 3.38%
$64.4B
$239,000 0.02% of portfolio
2,156
Q1 2025 Reduced 21.69%
$65.3B
$335,000 0.02% of portfolio
1,138
Q1 2025 Added 13.57%
$318B
$331,000 0.02% of portfolio
500
Q1 2025 Reduced 5.66%

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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