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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.13 Million 0.21% of portfolio
44,038
Q1 2025 Added 3.36%
$264B
$3.11 Million 0.21% of portfolio
36,900
Q1 2025 Reduced 10.17%
$812M
$2.97 Million 0.2% of portfolio
84,964
Q4 2024 New
$0
$2.97 Million 0.2% of portfolio
15,759
Q1 2025 Reduced 0.65%
$0
$2.8 Million 0.19% of portfolio
16,186
Q1 2025 Reduced 2.69%
$0
$2.77 Million 0.19% of portfolio
20,430
Q1 2025 Reduced 1.24%
$0
$2.8 Million 0.19% of portfolio
60,804
Q1 2025 Added 15.23%
$290B
$2.84 Million 0.19% of portfolio
16,984
Q1 2025 Reduced 2.17%
$0
$2.78 Million 0.19% of portfolio
11,056
Q1 2025 Reduced 0.75%
$146B
$2.64 Million 0.18% of portfolio
21,699
Q1 2025 Reduced 8.09%
$202B
$2.69 Million 0.18% of portfolio
95,143
Q1 2025 Reduced 2.38%
$0
$2.57 Million 0.18% of portfolio
25,875
Q1 2025 Added 12.16%
$211B
$2.62 Million 0.18% of portfolio
3,294
Q1 2025 Added 3.72%
$0
$2.59 Million 0.18% of portfolio
12,225
Q1 2025 Reduced 0.93%
$0
$2.69 Million 0.18% of portfolio
121,849
Q1 2025 Reduced 3.01%
$0
$2.7 Million 0.18% of portfolio
43,706
Q1 2025 Added 5.79%
$0
$2.44 Million 0.17% of portfolio
27,038
Q1 2025 Added 2.11%
$0
$2.43 Million 0.17% of portfolio
12,011
Q1 2025 Added 0.68%
$408B
$2.44 Million 0.17% of portfolio
14,732
Q1 2025 Reduced 12.13%
$0
$2.42 Million 0.17% of portfolio
38,081
Q1 2025 New
$0
$2.47 Million 0.17% of portfolio
49,059
Q1 2025 Reduced 4.01%
$0
$2.37 Million 0.16% of portfolio
90,337
Q1 2025 Reduced 13.82%
$0
$2.33 Million 0.16% of portfolio
20,864
Q1 2025 Reduced 8.85%
$0
$2.32 Million 0.16% of portfolio
24,958
Q1 2025 Added 68.34%
$285B
$2.36 Million 0.16% of portfolio
38,171
Q1 2025 Reduced 1.88%
$0
$2.3 Million 0.16% of portfolio
11,523
Q1 2025 Reduced 3.61%
$173B
$2.31 Million 0.16% of portfolio
4,541
Q1 2025 Added 11.35%
$0
$2.19 Million 0.15% of portfolio
55,569
Q1 2025 Added 2.2%
$0
$2.2 Million 0.15% of portfolio
9,126
Q1 2025 Reduced 0.02%
$182B
$2.13 Million 0.15% of portfolio
13,890
Q1 2025 Reduced 0.44%
$245B
$2.17 Million 0.15% of portfolio
8,068
Q1 2025 Reduced 0.15%
$0
$2.14 Million 0.15% of portfolio
51,177
Q1 2025 Reduced 13.41%
$0
$2.26 Million 0.15% of portfolio
105,291
Q1 2025 Reduced 17.24%
$119B
$2.23 Million 0.15% of portfolio
21,215
Q1 2025 Reduced 1.25%
$192B
$2.14 Million 0.15% of portfolio
4,314
Q1 2025 Added 23.12%
$60.4B
$2.22 Million 0.15% of portfolio
12,984
Q1 2025 Added 4.34%
$223B
$2.16 Million 0.15% of portfolio
21,008
Q1 2025 Reduced 26.86%
$0
$2.17 Million 0.15% of portfolio
28,588
Q1 2025 Reduced 6.62%
$0
$2.26 Million 0.15% of portfolio
41,305
Q1 2025 Reduced 5.58%
$145B
$2.25 Million 0.15% of portfolio
31,706
Q1 2025 Reduced 4.83%
$0
$2.24 Million 0.15% of portfolio
32,887
Q1 2025 Added 9.96%
$149B
$2.04 Million 0.14% of portfolio
20,252
Q1 2025 Reduced 0.04%
$183B
$2.08 Million 0.14% of portfolio
45,921
Q1 2025 Reduced 0.7%
$0
$1.98 Million 0.14% of portfolio
39,200
Q1 2025 Added 2.77%
$0
$2.05 Million 0.14% of portfolio
38,652
Q1 2025 Reduced 5.91%
$110B
$2.05 Million 0.14% of portfolio
14,637
Q1 2025 Added 1.8%
$0
$2.1 Million 0.14% of portfolio
22,733
Q1 2025 Reduced 1.53%
$0
$2.01 Million 0.14% of portfolio
16,633
Q1 2025 Reduced 0.08%
$0
$2.05 Million 0.14% of portfolio
26,932
Q1 2025 Added 2.96%

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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