Western Wealth Management, LLC Portfolio Holdings
Western Wealth Management, LLC
- $321 Million
- Q4 2024
Western Wealth Management, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $321 Million distributed in 277 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.6M, Berkshire Hathaway Inc with a value of $12.3M, Microsoft Corp with a value of $8.36M, Schwab Strategic Tr Us Large C with a value of $7.98M, and Nvidia Corp with a value of $6.91M.
Examining the 13F form we can see an decrease of $1.4B in the current position value, from $1.72B to 321M.
Below you can find more details about Western Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$321 Million
ETFs: $140 Million
Technology: $56.1 Million
Financial Services: $36.3 Million
Consumer Cyclical: $18.3 Million
Healthcare: $17.5 Million
Communication Services: $14.6 Million
Consumer Defensive: $11.1 Million
Industrials: $10.9 Million
Other: $15.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 277
- Current Value $321 Million
- Prior Value $1.72 Billion
- Filing
- Period Q4 2024
- Filing Date February 18, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 24 stocks
- Additional Purchases 36 stocks
- Sold out of 0 stocks
- Reduced holdings in 215 stocks