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
$0
$2.08 Million 0.13% of portfolio
27,382
Q2 2025 Added 1.67%
$232B
$2.13 Million 0.13% of portfolio
7,232
Q2 2025 Added 9.84%
$186B
$2.11 Million 0.13% of portfolio
48,704
Q2 2025 Added 6.06%
$25.6B
$2.05 Million 0.13% of portfolio
9,386
Q2 2025 Reduced 0.01%
$0
$2.17 Million 0.13% of portfolio
39,385
Q2 2025 Reduced 4.65%
$0
$2.13 Million 0.13% of portfolio
37,991
Q2 2025 Reduced 1.71%
$0
$1.87 Million 0.12% of portfolio
19,753
Q2 2025 Reduced 13.11%
$0
$1.99 Million 0.12% of portfolio
16,951
Q2 2025 Added 1.91%
$85.8B
$1.9 Million 0.12% of portfolio
12,468
Q2 2025 Reduced 1.06%
$233B
$1.94 Million 0.12% of portfolio
13,307
Q2 2025 Added 1.64%
$0
$1.89 Million 0.12% of portfolio
10,016
Q2 2025 Added 2.67%
$0
$1.91 Million 0.12% of portfolio
70,261
Q2 2025 Added 2.18%
$124B
$2.01 Million 0.12% of portfolio
4,340
Q2 2025 Reduced 0.34%
$0
$1.94 Million 0.12% of portfolio
14,003
Q2 2025 Added 0.02%
$0
$1.93 Million 0.12% of portfolio
7,817
Q2 2025 Reduced 1.2%
$212B
$1.88 Million 0.12% of portfolio
15,186
Q2 2025 Added 6.91%
$166B
$1.83 Million 0.11% of portfolio
8,227
Q2 2025 Reduced 1.83%
$0
$1.83 Million 0.11% of portfolio
31,749
Q2 2025 Reduced 0.75%
$0
$1.83 Million 0.11% of portfolio
6,788
Q2 2025 Added 2.04%
$0
$1.79 Million 0.11% of portfolio
15,292
Q2 2025 Added 1.21%
$0
$1.73 Million 0.11% of portfolio
21,243
Q2 2025 Added 15.29%
$119B
$1.83 Million 0.11% of portfolio
20,403
Q2 2025 Reduced 3.83%
$235B
$1.83 Million 0.11% of portfolio
13,490
Q2 2025 Added 1.73%
$0
$1.83 Million 0.11% of portfolio
43,236
Q2 2025 Added 10.8%
$73.7B
$1.77 Million 0.11% of portfolio
39,224
Q2 2025 Reduced 0.1%
$60.5B
$1.76 Million 0.11% of portfolio
9,003
Q2 2025 Added 32.89%
$88.5B
$1.71 Million 0.11% of portfolio
7,476
Q2 2025 Added 1.0%
$0
$1.83 Million 0.11% of portfolio
40,534
Q2 2025 Added 23.86%
$0
$1.74 Million 0.11% of portfolio
23,573
Q2 2025 Reduced 6.5%
$28.2B
$1.74 Million 0.11% of portfolio
887
Q1 2025 New
$143B
$1.82 Million 0.11% of portfolio
4,592
Q2 2025 Added 55.19%
$128B
$1.75 Million 0.11% of portfolio
8,362
Q2 2025 Added 9.31%
$117B
$1.72 Million 0.11% of portfolio
29,323
Q2 2025 Reduced 0.48%
$0
$1.55 Million 0.1% of portfolio
65,158
Q2 2025 Added 0.15%
$0
$1.66 Million 0.1% of portfolio
7,618
Q2 2025 Reduced 2.55%
$257B
$1.7 Million 0.1% of portfolio
11,986
Q2 2025 Reduced 42.95%
$0
$1.67 Million 0.1% of portfolio
38,350
Q2 2025 Reduced 22.27%
$206B
$1.54 Million 0.1% of portfolio
19,517
Q2 2025 Reduced 5.02%
$0
$1.65 Million 0.1% of portfolio
17,600
Q2 2025 Reduced 0.58%
$143B
$1.65 Million 0.1% of portfolio
6,191
Q2 2025 Reduced 0.91%
$34.2B
$1.57 Million 0.1% of portfolio
15,684
Q2 2025 Reduced 2.59%
$195B
$1.61 Million 0.1% of portfolio
12,159
Q2 2025 Added 10.43%
$238B
$1.62 Million 0.1% of portfolio
4,166
Q2 2025 Reduced 7.42%
$86.6B
$1.47 Million 0.09% of portfolio
6,915
Q2 2025 Added 66.71%
$145B
$1.38 Million 0.09% of portfolio
3,877
Q2 2025 Added 7.19%
$115B
$1.39 Million 0.09% of portfolio
3,633
Q2 2025 Added 5.18%
$0
$1.42 Million 0.09% of portfolio
11,059
Q2 2025 Added 0.09%
$0
$1.38 Million 0.09% of portfolio
72,888
Q2 2025 Reduced 1.84%
$33.8B
$1.51 Million 0.09% of portfolio
7,204
Q2 2025 Added 7.68%

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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