Western Wealth Management, LLC Portfolio Holdings
Western Wealth Management, LLC
- $1.33 Billion
- Q2 2024
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 Market Cap. of $10 Billions to $200 Billions
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