Western Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.33 Billion distributed in 653 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 $56M, Berkshire Hathaway Inc Class B with a value of $38.1M, Microsoft Corp with a value of $34M, and Nvidia Corp with a value of $30.9M.

Examining the 13F form we can see an increase of $58.1M in the current position value, from $1.27B to 1.33B.

Below you can find more details about Western Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.33 Billion
ETFs: $816 Million
Technology: $171 Million
Financial Services: $94.2 Million
Consumer Cyclical: $61.5 Million
Healthcare: $42.9 Million
Communication Services: $41.4 Million
Consumer Defensive: $33.5 Million
Industrials: $31.6 Million
Other: $34.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 653
  • Current Value $1.33 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 36 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 278 stocks
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.