Western Wealth Management, LLC Portfolio Holdings

Western Wealth Management, LLC

  • $1.62 Billion
  • Q2 2025

Western Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.62 Billion distributed in 723 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 $53.2M, Invesco Exchange Traded Fd Tr with a value of $47.4M, Berkshire Hathaway Inc Class B with a value of $45.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $44.9M.

Examining the 13F form we can see an increase of $159M in the current position value, from $1.46B to 1.62B.

Below you can find more details about Western Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.62 Billion
ETFs: $996 Million
Technology: $216 Million
Financial Services: $119 Million
Consumer Cyclical: $72 Million
Communication Services: $52.6 Million
Healthcare: $43.2 Million
Industrials: $41.9 Million
Consumer Defensive: $37.2 Million
Other: $36.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$806M
$3.19 Million 0.2% of portfolio
84,964
Q4 2024 New
$153B
$3.12 Million 0.19% of portfolio
5,738
Q2 2025 Added 33.01%
$0
$3.02 Million 0.19% of portfolio
15,538
Q2 2025 Reduced 1.4%
$0
$3.01 Million 0.19% of portfolio
10,878
Q2 2025 Reduced 1.61%
$0
$3.12 Million 0.19% of portfolio
23,470
Q2 2025 Reduced 10.64%
$0
$2.84 Million 0.18% of portfolio
61,510
Q2 2025 Added 1.16%
$0
$2.97 Million 0.18% of portfolio
40,820
Q2 2025 Reduced 4.51%
$0
$2.95 Million 0.18% of portfolio
51,828
Q2 2025 Added 42.71%
$211B
$2.93 Million 0.18% of portfolio
101,278
Q2 2025 Added 6.45%
$0
$2.98 Million 0.18% of portfolio
122,113
Q2 2025 Added 0.22%
$0
$2.92 Million 0.18% of portfolio
35,884
Q2 2025 Added 9.11%
$290B
$2.97 Million 0.18% of portfolio
41,915
Q2 2025 Reduced 0.68%
$0
$2.98 Million 0.18% of portfolio
20,569
Q2 2025 Reduced 1.41%
$0
$2.73 Million 0.17% of portfolio
20,128
Q2 2025 Reduced 1.48%
$0
$2.77 Million 0.17% of portfolio
43,353
Q2 2025 Reduced 0.81%
$0
$2.75 Million 0.17% of portfolio
122,245
Q2 2025 Reduced 10.2%
$0
$2.73 Million 0.17% of portfolio
15,442
Q2 2025 Reduced 4.6%
$0
$2.74 Million 0.17% of portfolio
25,130
Q2 2025 Added 0.69%
$0
$2.79 Million 0.17% of portfolio
65,278
Q2 2025 Added 17.47%
$163B
$2.74 Million 0.17% of portfolio
22,161
Q2 2025 Added 2.13%
$251B
$2.7 Million 0.17% of portfolio
8,473
Q2 2025 Added 5.02%
$0
$2.82 Million 0.17% of portfolio
11,743
Q2 2025 Reduced 2.23%
$0
$2.7 Million 0.17% of portfolio
27,752
Q2 2025 Added 2.64%
$813B
$2.84 Million 0.17% of portfolio
12,985
Q2 2025 Added 4.18%
$0
$2.69 Million 0.17% of portfolio
37,729
Q2 2025 Reduced 14.33%
$0
$2.77 Million 0.17% of portfolio
27,895
Q2 2025 Added 7.81%
$0
$2.52 Million 0.16% of portfolio
27,267
Q2 2025 Reduced 4.62%
$0
$2.55 Million 0.16% of portfolio
86,891
Q2 2025 Reduced 3.81%
$60.8B
$2.66 Million 0.16% of portfolio
12,998
Q2 2025 Added 0.11%
$177B
$2.59 Million 0.16% of portfolio
4,914
Q2 2025 Added 8.21%
$141B
$2.53 Million 0.16% of portfolio
23,590
Q2 2025 Added 16.48%
$0
$2.49 Million 0.15% of portfolio
37,959
Q2 2025 Reduced 0.32%
$184B
$2.38 Million 0.15% of portfolio
25,516
Q2 2025 Added 74.03%
$278B
$2.49 Million 0.15% of portfolio
35,852
Q2 2025 Reduced 6.08%
$186B
$2.43 Million 0.15% of portfolio
15,235
Q2 2025 Added 9.68%
$313B
$2.5 Million 0.15% of portfolio
17,426
Q2 2025 Added 2.6%
$0
$2.49 Million 0.15% of portfolio
11,523
Q1 2025 Reduced 3.61%
$130B
$2.24 Million 0.14% of portfolio
14,943
Q2 2025 Added 2.09%
$0
$2.28 Million 0.14% of portfolio
45,850
Q2 2025 Reduced 6.54%
$463B
$2.33 Million 0.14% of portfolio
15,282
Q2 2025 Added 3.73%
$0
$2.2 Million 0.14% of portfolio
43,316
Q2 2025 Added 10.5%
$0
$2.27 Million 0.14% of portfolio
8,527
Q2 2025 Reduced 6.56%
$94.9B
$2.26 Million 0.14% of portfolio
3,235
Q2 2025 Added 4.22%
$0
$2.26 Million 0.14% of portfolio
31,960
Q2 2025 Added 4.43%
$0
$2.32 Million 0.14% of portfolio
56,115
Q2 2025 Added 9.65%
$99.5B
$2.13 Million 0.13% of portfolio
2,908
Q2 2025 Added 5.71%
$58.5B
$2.15 Million 0.13% of portfolio
34,422
Q2 2025 Added 8.66%
$138B
$2.16 Million 0.13% of portfolio
31,065
Q2 2025 Reduced 2.02%
$0
$2.03 Million 0.13% of portfolio
27,160
Q2 2025 Added 13.26%

Summary

  • Portfolio
  • No. of Stocks 723
  • Current Value $1.62 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 72 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 270 stocks
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