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
$124B
$1.4 Million 0.09% of portfolio
10,516
Q2 2025 Added 1.26%
$32.6B
$1.42 Million 0.09% of portfolio
17,352
Q2 2025 Added 136.6%
$0
$1.5 Million 0.09% of portfolio
34,236
Q2 2025 Reduced 5.48%
$0
$1.5 Million 0.09% of portfolio
28,043
Q2 2025 Added 6.71%
$10.7B
$1.3 Million 0.08% of portfolio
19,892
Q2 2025 Added 132.74%
$0
$1.35 Million 0.08% of portfolio
26,904
Q2 2025 Added 41.99%
$142B
$1.29 Million 0.08% of portfolio
5,520
Q2 2025 Reduced 3.09%
$0
$1.27 Million 0.08% of portfolio
23,956
Q2 2025 New
$65B
$1.31 Million 0.08% of portfolio
24,922
Q2 2025 Added 17.63%
$70.9B
$1.24 Million 0.08% of portfolio
1,562
Q2 2025 Added 70.34%
$0
$1.3 Million 0.08% of portfolio
5,485
Q2 2025 Added 6.65%
$0
$1.38 Million 0.08% of portfolio
16,147
Q2 2025 Added 5.52%
$0
$1.35 Million 0.08% of portfolio
31,289
Q2 2025 Added 1.58%
$140B
$1.26 Million 0.08% of portfolio
6,368
Q2 2025 Added 9.57%
$54.1B
$1.33 Million 0.08% of portfolio
73,112
Q2 2025 Added 4.34%
$0
$1.38 Million 0.08% of portfolio
54,045
Q2 2025 Added 9.04%
$0
$1.24 Million 0.08% of portfolio
10,226
Q2 2025 Reduced 0.82%
$0
$1.27 Million 0.08% of portfolio
21,429
Q2 2025 Reduced 2.04%
$0
$1.27 Million 0.08% of portfolio
30,423
Q2 2025 Reduced 5.22%
$0
$1.28 Million 0.08% of portfolio
43,581
Q2 2025 Added 2.35%
$0
$1.24 Million 0.08% of portfolio
4,437
Q2 2025 Added 1.28%
$29.4B
$1.27 Million 0.08% of portfolio
2,365
Q2 2025 New
$0
$1.26 Million 0.08% of portfolio
22,028
Q2 2025 Added 36.4%
$62.5B
$1.18 Million 0.07% of portfolio
20,298
Q2 2025 Reduced 0.01%
$61.4B
$1.07 Million 0.07% of portfolio
10,601
Q2 2025 Added 20.26%
$267B
$1.11 Million 0.07% of portfolio
7,855
Q2 2025 Added 36.16%
$0
$1.06 Million 0.07% of portfolio
41,563
Q2 2025 Added 1.51%
$0
$1.12 Million 0.07% of portfolio
7,911
Q2 2025 Reduced 2.2%
$0
$1.2 Million 0.07% of portfolio
18,639
Q2 2025 New
$91.1B
$1.11 Million 0.07% of portfolio
15,619
Q2 2025 Added 19.45%
$185B
$1.09 Million 0.07% of portfolio
2,692
Q2 2025 Reduced 8.0%
$29.2B
$1.07 Million 0.07% of portfolio
20,653
Q2 2025 Added 0.32%
$0
$1.21 Million 0.07% of portfolio
11,605
Q2 2025 Reduced 8.68%
$27B
$1.09 Million 0.07% of portfolio
25,864
Q2 2025 Added 91.7%
$0
$1.16 Million 0.07% of portfolio
14,943
Q2 2025 Reduced 4.28%
$0
$1.06 Million 0.07% of portfolio
14,029
Q2 2025 Added 1.59%
$147B
$1.15 Million 0.07% of portfolio
4,123
Q2 2025 Added 8.02%
$135B
$1.14 Million 0.07% of portfolio
47,071
Q2 2025 Added 23.72%
$0
$1.21 Million 0.07% of portfolio
55,062
Q2 2025 Reduced 2.05%
$0
$1.15 Million 0.07% of portfolio
11,546
Q2 2025 Added 4.88%
$68.9B
$1.2 Million 0.07% of portfolio
36,710
Q2 2025 Added 12.25%
$99.8B
$1.14 Million 0.07% of portfolio
12,370
Q2 2025 Reduced 5.78%
$0
$1.15 Million 0.07% of portfolio
28,890
Q2 2025 Reduced 4.54%
$0
$1.06 Million 0.07% of portfolio
15,769
Q2 2025 Reduced 2.74%
$0
$1.18 Million 0.07% of portfolio
15,003
Q2 2025 Reduced 4.29%
$39.4B
$942,000 0.06% of portfolio
13,845
Q2 2025 Reduced 2.3%
$0
$1.04 Million 0.06% of portfolio
3,715
Q4 2024 New
$80.3B
$1.02 Million 0.06% of portfolio
276
Q2 2025 Reduced 5.8%
$221B
$1 Million 0.06% of portfolio
173
Q2 2025 Added 4.85%

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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