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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.3B
$231,000 0.02% of portfolio
739
Q1 2025 New
$24.6B
$221,000 0.02% of portfolio
2,426
Q1 2025 Reduced 12.86%
$85.8B
$226,000 0.02% of portfolio
3,338
Q1 2025 New
$29.7B
$271,000 0.02% of portfolio
1,574
Q1 2025 Added 13.24%
$23.9B
$364,000 0.02% of portfolio
309
Q1 2025 Added 0.32%
$24.2B
$243,000 0.02% of portfolio
6,203
Q1 2025 Reduced 7.47%
$64B
$351,000 0.02% of portfolio
1,999
Q1 2025 Reduced 7.8%
$94.3B
$349,000 0.02% of portfolio
8,448
Q1 2025 Added 0.01%
$32.3B
$223,000 0.02% of portfolio
1,794
Q1 2025 New
$66.3B
$302,000 0.02% of portfolio
2,359
Q1 2025 Reduced 13.24%
$67.9B
$285,000 0.02% of portfolio
8,366
Q1 2025 Added 0.44%
$93.5B
$285,000 0.02% of portfolio
6,445
Q1 2025 Added 5.57%
$35.1B
$254,000 0.02% of portfolio
4,394
Q1 2025 Added 14.4%
$30.3B
$242,000 0.02% of portfolio
4,245
Q1 2025 Reduced 5.12%
$79.5B
$276,000 0.02% of portfolio
2,210
Q1 2025 Added 4.69%
$140B
$315,000 0.02% of portfolio
4,539
Q1 2025 Reduced 1.2%
$37.8B
$227,000 0.02% of portfolio
1,841
Q1 2025 Reduced 2.33%
$67.9B
$282,000 0.02% of portfolio
1,116
Q1 2025 Added 0.81%
$20.9B
$267,000 0.02% of portfolio
17,356
Q1 2025 Reduced 9.82%
$29.7B
$312,000 0.02% of portfolio
2,598
Q1 2025 Added 0.12%
$39.7B
$258,000 0.02% of portfolio
25,734
Q1 2025 Reduced 18.69%
$26.1B
$219,000 0.01% of portfolio
7,910
Q1 2025 Added 6.82%
$24.3B
$214,000 0.01% of portfolio
1,339
Q1 2025 New
$71.9B
$217,000 0.01% of portfolio
3,644
Q1 2025 New
$16.5B
$211,000 0.01% of portfolio
1,775
Q1 2025 Added 0.68%
$68.3B
$218,000 0.01% of portfolio
510
Q1 2025 Reduced 7.27%
$42.8B
$152,000 0.01% of portfolio
14,898
Q1 2025 New
$75.6B
$206,000 0.01% of portfolio
3,160
Q1 2025 New
$86.7B
$208,000 0.01% of portfolio
2,399
Q1 2025 New
$89.9B
$202,000 0.01% of portfolio
2,979
Q1 2025 Reduced 30.05%
$51.1B
$219,000 0.01% of portfolio
733
Q1 2025 Reduced 1.87%
$116B
$209,000 0.01% of portfolio
2,199
Q1 2025 Reduced 1.74%
$11.1B
$124,000 0.01% of portfolio
10,008
Q1 2025 Reduced 2.93%
$95.7B
$213,000 0.01% of portfolio
804
Q1 2025 New

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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