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
$98.1B
$1.05 Million 0.06% of portfolio
22,673
Q2 2025 Added 14.8%
$0
$957,000 0.06% of portfolio
19,681
Q2 2025 Reduced 0.48%
$0
$949,000 0.06% of portfolio
48,634
Q1 2025 Reduced 6.85%
$0
$988,000 0.06% of portfolio
11,924
Q2 2025 Reduced 3.65%
$0
$1.02 Million 0.06% of portfolio
16,368
Q2 2025 Reduced 0.3%
$120B
$1.01 Million 0.06% of portfolio
3,262
Q2 2025 Added 15.92%
$0
$949,000 0.06% of portfolio
10,437
Q2 2025 Added 5.88%
$0
$1.03 Million 0.06% of portfolio
3,632
Q2 2025 Reduced 12.92%
$0
$1.05 Million 0.06% of portfolio
4,402
Q2 2025 Reduced 10.62%
$313B
$1.04 Million 0.06% of portfolio
12,952
Q2 2025 Reduced 5.97%
$0
$1.01 Million 0.06% of portfolio
20,139
Q4 2024 New
$97.9B
$956,000 0.06% of portfolio
4,376
Q2 2025 Added 7.02%
$1.58B
$1.02 Million 0.06% of portfolio
91,511
Q2 2025 Added 5.12%
$0
$915,000 0.06% of portfolio
16,815
Q2 2025 Added 10.52%
$152B
$986,000 0.06% of portfolio
3,301
Q2 2025 Added 40.53%
$0
$965,000 0.06% of portfolio
18,917
Q2 2025 Added 0.45%
$88.8B
$934,000 0.06% of portfolio
1,869
Q2 2025 Added 25.18%
$63.5B
$904,000 0.06% of portfolio
10,668
Q1 2025 Reduced 20.67%
$197B
$1.02 Million 0.06% of portfolio
11,952
Q2 2025 Added 14.48%
$0
$982,000 0.06% of portfolio
39,831
Q2 2025 Reduced 4.3%
$258B
$907,000 0.06% of portfolio
4,982
Q2 2025 Added 12.06%
$0
$1.02 Million 0.06% of portfolio
53,912
Q2 2025 Reduced 40.23%
$96.8B
$1.02 Million 0.06% of portfolio
11,167
Q2 2025 Reduced 6.98%
$93.2B
$1.05 Million 0.06% of portfolio
8,912
Q2 2025 Added 3.62%
$53.4B
$963,000 0.06% of portfolio
1,797
Q4 2024 New
$0
$950,000 0.06% of portfolio
35,556
Q2 2025 New
$0
$915,000 0.06% of portfolio
12,362
Q2 2025 Added 0.02%
$0
$928,000 0.06% of portfolio
30,105
Q2 2025 Added 0.02%
$0
$751,000 0.05% of portfolio
11,832
Q2 2025 Added 38.68%
$831M
$817,000 0.05% of portfolio
16,826
Q2 2025 Added 22.9%
$0
$783,000 0.05% of portfolio
17,123
Q2 2025 Reduced 4.63%
$0
$828,000 0.05% of portfolio
17,422
Q2 2025 Reduced 0.17%
$0
$891,000 0.05% of portfolio
13,104
Q2 2025 Reduced 1.93%
$0
$843,000 0.05% of portfolio
8,388
Q2 2025 Reduced 1.76%
$153B
$776,000 0.05% of portfolio
4,243
Q2 2025 Added 13.6%
$0
$888,000 0.05% of portfolio
21,371
Q2 2025 Added 31.42%
$55.3B
$758,000 0.05% of portfolio
7,310
Q2 2025 Added 7.25%
$39.8B
$881,000 0.05% of portfolio
2,653
Q2 2025 Reduced 7.88%
$0
$831,000 0.05% of portfolio
7,698
Q2 2025 Added 6.92%
$0
$799,000 0.05% of portfolio
17,414
Q2 2025 Added 11.04%
$0
$856,000 0.05% of portfolio
13,867
Q2 2025 Reduced 15.02%
$0
$889,000 0.05% of portfolio
10,297
Q2 2025 Added 34.37%
$0
$764,000 0.05% of portfolio
19,454
Q2 2025 Added 3.25%
$49.2B
$749,000 0.05% of portfolio
4,301
Q2 2025 Reduced 10.02%
$0
$743,000 0.05% of portfolio
9,318
Q2 2025 Reduced 13.39%
$0
$738,000 0.05% of portfolio
14,498
Q2 2025 Added 2.46%
$0
$837,000 0.05% of portfolio
9,439
Q2 2025 Added 54.94%
$134B
$868,000 0.05% of portfolio
3,774
Q2 2025 Reduced 4.04%
$271B
$785,000 0.05% of portfolio
1,110
Q2 2025 Reduced 35.65%

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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