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
$1.87 Million 0.13% of portfolio
10,768
Q1 2025 Added 16.52%
$52.9B
$1.87 Million 0.13% of portfolio
31,678
Q1 2025 Added 13.35%
$0
$1.85 Million 0.13% of portfolio
25,213
Q1 2025 Reduced 1.23%
$99.9B
$1.85 Million 0.13% of portfolio
2,751
Q1 2025 Added 0.11%
$76.8B
$1.89 Million 0.13% of portfolio
3,104
Q1 2025 Added 1.84%
$75.9B
$1.85 Million 0.13% of portfolio
12,601
Q1 2025 Reduced 2.76%
$210B
$1.84 Million 0.13% of portfolio
20,548
Q1 2025 Reduced 4.06%
$0
$1.85 Million 0.13% of portfolio
36,318
Q1 2025 Reduced 9.91%
$125B
$1.95 Million 0.13% of portfolio
4,355
Q1 2025 Added 20.8%
$137B
$1.95 Million 0.13% of portfolio
8,380
Q1 2025 Reduced 0.32%
$0
$1.95 Million 0.13% of portfolio
30,604
Q1 2025 Added 491.5%
$0
$1.86 Million 0.13% of portfolio
49,336
Q1 2025 Reduced 2.47%
$24.4B
$1.95 Million 0.13% of portfolio
9,387
Q1 2025 Reduced 0.46%
$226B
$1.76 Million 0.12% of portfolio
13,261
Q1 2025 Added 4.34%
$39.2B
$1.78 Million 0.12% of portfolio
16,101
Q1 2025 Added 0.73%
$0
$1.69 Million 0.12% of portfolio
90,197
Q1 2025 Added 1.23%
$93.7B
$1.71 Million 0.12% of portfolio
7,402
Q1 2025 Added 7.42%
$184B
$1.73 Million 0.12% of portfolio
13,092
Q1 2025 Added 4.26%
$104B
$1.77 Million 0.12% of portfolio
29,465
Q1 2025 Reduced 0.06%
$0
$1.75 Million 0.12% of portfolio
34,468
Q1 2025 Reduced 2.1%
$0
$1.73 Million 0.12% of portfolio
39,022
Q1 2025 Reduced 6.47%
$373B
$1.74 Million 0.12% of portfolio
12,464
Q1 2025 Added 19.62%
$0
$1.71 Million 0.12% of portfolio
31,990
Q1 2025 Reduced 7.09%
$0
$1.68 Million 0.12% of portfolio
68,765
Q1 2025 Added 68.62%
$0
$1.79 Million 0.12% of portfolio
23,981
Q1 2025 Reduced 5.99%
$0
$1.63 Million 0.11% of portfolio
15,109
Q1 2025 Reduced 0.36%
$59.3B
$1.66 Million 0.11% of portfolio
39,263
Q1 2025 Added 3.83%
$26.7B
$1.64 Million 0.11% of portfolio
887
Q1 2025 New
$0
$1.54 Million 0.11% of portfolio
7,817
Q1 2025 Added 2.16%
$208B
$1.64 Million 0.11% of portfolio
6,584
Q1 2025 Added 7.99%
$0
$1.64 Million 0.11% of portfolio
14,000
Q1 2025 Reduced 3.09%
$0
$1.67 Million 0.11% of portfolio
7,912
Q1 2025 Added 0.94%
$184B
$1.65 Million 0.11% of portfolio
11,011
Q1 2025 Added 0.11%
$0
$1.66 Million 0.11% of portfolio
17,703
Q1 2025 Reduced 2.98%
$0
$1.59 Million 0.11% of portfolio
36,222
Q1 2025 Added 11.46%
$0
$1.42 Million 0.1% of portfolio
32,726
Q1 2025 Added 62.78%
$165B
$1.4 Million 0.1% of portfolio
14,205
Q1 2025 Reduced 15.87%
$0
$1.47 Million 0.1% of portfolio
74,258
Q1 2025 Added 2.83%
$0
$1.45 Million 0.1% of portfolio
18,426
Q1 2025 Added 3.43%
$162B
$1.48 Million 0.1% of portfolio
4,500
Q1 2025 Added 2.83%
$0
$1.49 Million 0.1% of portfolio
9,756
Q1 2025 Reduced 0.94%
$0
$1.41 Million 0.1% of portfolio
26,280
Q1 2025 Added 7.54%
$166B
$1.46 Million 0.1% of portfolio
2,926
Q1 2025 Added 6.28%
$0
$1.39 Million 0.1% of portfolio
32,100
Q1 2025 Added 13.88%
$0
$1.4 Million 0.1% of portfolio
65,058
Q1 2025 Reduced 2.52%
$0
$1.48 Million 0.1% of portfolio
6,652
Q1 2025 Reduced 6.22%
$106B
$1.3 Million 0.09% of portfolio
7,650
Q1 2025 Reduced 0.98%
$0
$1.26 Million 0.09% of portfolio
15,303
Q1 2025 Added 383.51%
$0
$1.34 Million 0.09% of portfolio
12,708
Q1 2025 Reduced 7.35%

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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