Western-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 678
Total Value: 1511157520
Accession Number: 0001767902-25-000006
Form Type: 13F-HR
CIK: western-wealth-management
Manager Name: Western-Wealth-Management

Data Enrichment

57% identified

387 identified291 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

678 positions • $1,511,157.52K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:129.6K

Value:$60.8M

Apple Inc.

AAPL|037833100

Shares:257.8K

Value:$57.3M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:93.2K

Value:$49.6M

78464A854

SPLG|78464A854

Shares:609.5K

Value:$40.1M

46138G649

Shares:202.1K

Value:$39.0M

MICROSOFT CORP

MSFT|594918104

Shares:79.4K

Value:$29.8M

NVIDIA CORP

NVDA|67066G104

Shares:265.1K

Value:$28.7M

78464A508

SPYV|78464A508

Shares:536.1K

Value:$27.4M

78464A409

SPYG|78464A409

Shares:333.4K

Value:$26.8M

AMAZON COM INC

AMZN|023135106

Shares:140.1K

Value:$26.7M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:40.3K

Value:$22.5M

33741X102

Shares:645.7K

Value:$21.6M

464287309

IVW|464287309

Shares:224.6K

Value:$20.9M

921908844

VIG|921908844

Shares:103.4K

Value:$20.1M

464287200

IVV|464287200

Shares:33.8K

Value:$19.0M

33738R506

Shares:324.4K

Value:$19.0M

33739Q408

Shares:301.9K

Value:$18.1M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:15.0K

Value:$14.2M

14020W106

Shares:375.4K

Value:$13.4M

Alphabet Inc.

GOOGL|02079K305

Shares:85.3K

Value:$13.2M

Instrument	Shares		Other Manager	Value
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	129.6K	QoQ -6.73% (-9.4K) YoY -10.86% (-15.8K)	All Managers (Combined)	$60.8M	QoQ -14.45% (-$10.3M) YoY -5.86% (-$3.8M)
Apple Inc.(AAPLcusip037833100)	257.8K	QoQ -0.46% (-1.2K) YoY -3.65% (-9.8K)	All Managers (Combined)	$57.3M	QoQ -11.71% (-$7.6M) YoY +24.79% (-$11.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	93.2K	QoQ +1.14% (+1.1K) YoY -4.49% (-4.4K)	All Managers (Combined)	$49.6M	QoQ +18.83% (+$7.9M) YoY +20.95% (-$8.6M)
(SPLGcusip78464A854)	609.5K	QoQ +10.63% (+58.6K) YoY +53.91% (+213.5K)	All Managers (Combined)	$40.1M	QoQ +5.52% (+$2.1M) YoY +64.49% (+$15.7M)
(cusip46138G649)✕	202.1K	QoQ +1.26% (-2.5K) YoY +45.46% (+63.2K)	All Managers (Combined)	$39.0M	QoQ -7.12% (-$3.0M) YoY +53.69% (+$13.6M)
MICROSOFT CORP(MSFTcusip594918104)	79.4K	QoQ -1.80% (-1.5K) YoY +8.53% (-6.2K)	All Managers (Combined)	$29.8M	QoQ -12.54% (-$4.3M) YoY -3.15% (-$971.2K)
NVIDIA CORP(NVDAcusip67066G104)	265.1K	QoQ +0.55% (-1.4K) YoY +997.09% (+240.9K)	All Managers (Combined)	$28.7M	QoQ -18.85% (-$6.7M) YoY +31.59% (+$6.9M)
(SPYVcusip78464A508)	536.1K	QoQ +6.55% (+33.0K) YoY +20.00% (+89.3K)	All Managers (Combined)	$27.4M	QoQ +6.41% (+$1.6M) YoY +22.32% (+$5.0M)
(SPYGcusip78464A409)	333.4K	QoQ +11.32% (+33.9K) YoY +10.45% (+31.6K)	All Managers (Combined)	$26.8M	QoQ +1.78% (+$470.8K) YoY +21.35% (+$4.7M)
AMAZON COM INC(AMZNcusip023135106)	140.1K	QoQ +0.93% (-1.3K) YoY +9.00% (+11.6K)	All Managers (Combined)	$26.7M	QoQ -12.46% (-$3.8M) YoY +14.97% (+$3.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	40.3K	QoQ -15.44% (-7.4K) YoY -1.24% (-507)	All Managers (Combined)	$22.5M	QoQ -19.29% (-$5.4M) YoY +5.61% (-$1.2M)
(cusip33741X102)✕	645.7K	QoQ +6.68% (-40.5K) YoY +87.82% (+301.9K)	All Managers (Combined)	$21.6M	QoQ -0.30% (-$66.0K) YoY +80.70% (+$9.7M)
(IVWcusip464287309)	224.6K	QoQ +0.75% (-1.7K) YoY -2.23% (-5.1K)	All Managers (Combined)	$20.9M	QoQ -7.87% (-$1.8M) YoY +7.47% (-$1.5M)
(VIGcusip921908844)	103.4K	QoQ -1.60% (-1.7K) YoY -10.74% (-12.4K)	All Managers (Combined)	$20.1M	QoQ -2.52% (-$520.1K) YoY -5.17% (-$1.1M)
(IVVcusip464287200)	33.8K	QoQ -2.00% (-693) YoY +5.48% (+1.8K)	All Managers (Combined)	$19.0M	QoQ -6.46% (-$1.3M) YoY +12.74% (+$2.1M)
(cusip33738R506)✕	324.4K	QoQ +0.98% (-3.2K) YoY -9.70% (-34.9K)	All Managers (Combined)	$19.0M	QoQ -0.03% (-$7.4K) YoY -5.89% (-$1.2M)
(cusip33739Q408)✕	301.9K	QoQ +1.23% (+3.7K) YoY +57.91% (+110.7K)	All Managers (Combined)	$18.1M	QoQ +1.35% (+$241.3K) YoY +58.49% (+$6.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	15.0K	QoQ +1.98% (+291) YoY +3.98% (+574)	All Managers (Combined)	$14.2M	QoQ +5.26% (+$708.8K) YoY +34.24% (+$3.6M)
(cusip14020W106)✕	375.4K	QoQ -8.25% (-33.8K) YoY +206.00% (+252.7K)	All Managers (Combined)	$13.4M	QoQ -7.26% (-$1.0M) YoY +235.56% (+$9.4M)
Alphabet Inc.(GOOGLcusip02079K305)	85.3K	QoQ -0.33% (-291) YoY -7.09% (-6.5K)	All Managers (Combined)	$13.2M	QoQ -18.58% (-$3.0M) YoY -4.80% (-$666.3K)