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
$1.25 Million 0.09% of portfolio
56,212
Q1 2025 Added 13.95%
$0
$1.25 Million 0.09% of portfolio
30,803
Q1 2025 Added 0.3%
$0
$1.26 Million 0.09% of portfolio
11,049
Q1 2025 Added 0.56%
$0
$1.25 Million 0.09% of portfolio
42,581
Q1 2025 Added 24.94%
$0
$1.26 Million 0.09% of portfolio
49,563
Q1 2025 Added 3.0%
$0
$1.27 Million 0.09% of portfolio
42,187
Q1 2025 Added 19.22%
$53.9B
$1.3 Million 0.09% of portfolio
70,072
Q1 2025 Added 2.25%
$0
$1.2 Million 0.08% of portfolio
15,676
Q1 2025 Reduced 6.58%
$0
$1.13 Million 0.08% of portfolio
4,381
Q1 2025 Reduced 7.1%
$150B
$1.19 Million 0.08% of portfolio
3,817
Q1 2025 Added 8.56%
$96.2B
$1.18 Million 0.08% of portfolio
12,005
Q1 2025 Reduced 4.71%
$68.5B
$1.12 Million 0.08% of portfolio
293
Q1 2025 Reduced 17.7%
$33.3B
$1.23 Million 0.08% of portfolio
20,588
Q4 2024 New
$94.1B
$1.19 Million 0.08% of portfolio
3,454
Q1 2025 Reduced 3.25%
$0
$1.2 Million 0.08% of portfolio
21,875
Q1 2025 Reduced 1.23%
$134B
$1.21 Million 0.08% of portfolio
5,696
Q1 2025 Added 0.33%
$98.4B
$1.21 Million 0.08% of portfolio
13,129
Q1 2025 Reduced 3.33%
$0
$1.13 Million 0.08% of portfolio
30,265
Q1 2025 Added 11.91%
$33.5B
$1.21 Million 0.08% of portfolio
6,690
Q1 2025 Reduced 1.56%
$144B
$1.19 Million 0.08% of portfolio
5,812
Q1 2025 Reduced 3.71%
$138B
$1.1 Million 0.08% of portfolio
2,959
Q1 2025 Added 64.85%
$97.7B
$1.2 Million 0.08% of portfolio
10,385
Q1 2025 Added 0.39%
$102B
$1.2 Million 0.08% of portfolio
19,750
Q1 2025 Reduced 1.18%
$265B
$988,000 0.07% of portfolio
13,775
Q1 2025 Added 13.47%
$92.3B
$1.05 Million 0.07% of portfolio
8,601
Q1 2025 Reduced 5.6%
$46.2B
$1.05 Million 0.07% of portfolio
13,492
Q1 2025 Reduced 1.3%
$37.4B
$969,000 0.07% of portfolio
21,186
Q1 2025 Reduced 2.08%
$37.7B
$1 Million 0.07% of portfolio
14,171
Q1 2025 Reduced 4.87%
$0
$1.05 Million 0.07% of portfolio
40,945
Q1 2025 Added 1.56%
$115B
$983,000 0.07% of portfolio
3,617
Q1 2025 Added 0.03%
$0
$998,000 0.07% of portfolio
8,354
Q1 2025 Reduced 2.42%
$0
$977,000 0.07% of portfolio
16,418
Q1 2025 Added 1.04%
$129B
$964,000 0.07% of portfolio
38,045
Q1 2025 Added 7.74%
$58.5B
$962,000 0.07% of portfolio
32,705
Q1 2025 Reduced 8.15%
$0
$961,000 0.07% of portfolio
18,832
Q1 2025 Added 0.26%
$109B
$997,000 0.07% of portfolio
4,089
Q1 2025 Reduced 4.13%
$0
$1.06 Million 0.07% of portfolio
48,275
Q1 2025 Reduced 24.89%
$0
$1.01 Million 0.07% of portfolio
12,376
Q1 2025 Reduced 9.87%
$0
$956,000 0.07% of portfolio
19,775
Q1 2025 Reduced 0.12%
$42.8B
$980,000 0.07% of portfolio
20,301
Q1 2025 Reduced 0.44%
$154B
$1.07 Million 0.07% of portfolio
14,662
Q1 2025 Added 103.61%
$0
$1.02 Million 0.07% of portfolio
19,620
Q1 2025 Reduced 1.02%
$0
$1.06 Million 0.07% of portfolio
41,622
Q1 2025 Reduced 11.11%
$0
$1.02 Million 0.07% of portfolio
4,171
Q1 2025 Reduced 0.86%
$0
$980,000 0.07% of portfolio
16,214
Q1 2025 Added 1.31%
$0
$1.09 Million 0.07% of portfolio
15,611
Q1 2025 Reduced 12.53%
$0
$1.09 Million 0.07% of portfolio
11,009
Q1 2025 Reduced 21.05%
$0
$972,000 0.07% of portfolio
16,318
Q1 2025 Reduced 0.58%
$0
$1.05 Million 0.07% of portfolio
10,311
Q1 2025 Reduced 1.12%

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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