Western Wealth Management, LLC Portfolio Holdings
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
Western Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.72 Billion distributed in 745 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.4M, Invesco Qqq Trust, Series 1 with a value of $69.7M, Berkshire Hathaway Inc Class B with a value of $44.6M, Microsoft Corp with a value of $40.8M, and Invesco Exchange Traded Fd Tr with a value of $38.5M.
Examining the 13F form we can see an increase of $391M in the current position value, from $1.33B to 1.72B.
Below you can find more details about Western Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.72 Billion
ETFs: $1 Billion
Technology: $228 Million
Financial Services: $140 Million
Consumer Cyclical: $82.2 Million
Healthcare: $63.7 Million
Communication Services: $52.8 Million
Industrials: $46.7 Million
Consumer Defensive: $46 Million
Other: $54.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 745
- Current Value $1.72 Billion
- Prior Value $1.33 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 116 stocks
- Additional Purchases 396 stocks
- Sold out of 0 stocks
- Reduced holdings in 194 stocks