Western-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, "GDX", null, "NLY", "AAL", null, "RF", "MU", null, "JXN", null, null, "ACN", null, "MMM", "ABT", null, "ABBV", "ADBE", "APD", "BABA", null, null, null, null, "VONG", null, "GOOGL", "VDE", null, "AXP", null, "GDXJ", "SCHH", null, "ASML", "T", "BLK", "AMRN", "CAT", "AVGO", null, "LOW", null, "BRO", "ARCC", "BIT", "BBDC", "BITF", null, null, null, "BSX", null, null, "CSQ", null, null, null, null, null, null, null, "VTLE", "DBEF", null, "COF", "CMI", null, null, "DUK", "ISD", null, null, "MARA", "ETJ", null, "PTY", null, null, "PDI", null, "EOG", null, null, null, "FFIN", "AUPH", "PFL", null, "CION", "FITB", "SLRN", null, null, null, null, "GD", null, "GILD", "GIS", "HLT", "HON", "HD", "HPQ", null, null, null, null, null, null, "AZN", null, null, null, null, null, null, null, "MCD", "INTU", null, null, null, null, null, "FFC", "UNP", null, "QCOM", null, "FSCO", null, null, null, null, "ISRG", null, null, null, "EMXC", null, "GOF", null, "ITW", "AMAT", "IIPR", "RIVN", "EMR", "BKNG", "ICE", null, "MUB", null, "META", null, null, "HEFA", "NFE", null, null, "IVW", null, null, "IJH", null, null, null, null, null, null, "SLDP", null, null, null, "SUP", null, null, null, null, null, null, "NAC", null, null, null, null, null, null, null, null, null, null, "KMI", "LRCX", "IWS", "LIN", "RCAT", null, null, null, null, null, "RRGB", "MPC", null, "SYM", "MMC", "PWR", "MRVL", null, null, "MA", null, "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EQIX", "FCNCA", null, null, "GE", "GPC", "HIG", "NVS", "NU", null, "ORLY", null, "ADM", "DLN", "BX", "FAST", "IJR", "EFG", "ANET", "KKR", "IWD", "KR", "ORCL", "KHC", "NOC", "OKE", null, null, null, null, "VHT", null, null, null, null, null, null, "IWF", null, null, null, null, "PANW", "PYPL", null, "PEP", "PNC", null, null, null, "PGR", "IEMG", "IJK", null, "IVV", null, null, null, null, "DOW", "UNH", "AAPL", "SPY", "EFAV", null, "ECL", "NVDA", "GS", "HPE", "ENB", "INTC", "GEHC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "KVUE", null, "MSTR", null, "FNDX", "ROK", null, null, "IEFA", "SPGI", null, null, "SCHX", null, null, null, "NOW", "SHOP", "SLB", "O", "RTX", "SPDW", "GLD", null, "SAP", null, null, null, null, "SPYG", null, "BP", "AMT", null, null, "SPLG", null, null, null, null, null, "IBM", null, "SYK", "SBUX", "SNPS", "TXN", "TGT", "TMO", "TJX", "UBER", "UPS", "BIV", "VNQ", "VO", "NEM", "MET", "VXF", "VV", "ATEC", "VOE", "OGE", "SCHW", "AGAE", "AB", null, null, "ACWV", "VWO", null, null, "SIVR", null, "ACHR", null, null, null, null, null, null, null, null, "PRF", null, null, null, null, "VCIT", "VIG", null, null, null, null, null, null, "TOST", null, null, null, "MTD", "IWN", "IEF", null, "TSM", null, "OHI", null, null, null, "CHPT", null, "ETR", "FSK", "VYM", null, "VRTX", null, "VRT", null, "PSN", "ADSK", "TOL", "AFL", "AXON", "APH", "AMD", "SDY", "FI", "DRI", "WAB", "F", "WEC", "AJG", "WM", "IWP", "IWR", null, "NCLH", null, "GSLC", "AEP", "SGOL", "FMBH", "IAUX", "ILPT", null, "IDXX", null, "NVO", "AMZN", "SCHB", null, null, null, "IVE", "HCA", null, null, null, null, null, "ESGD", null, null, null, null, null, null, "CEF", null, null, null, "VEU", null, "VGT", null, "USB", "VUG", "VLO", "VFH", "VEA", null, "MGK", "VOOV", null, "VXUS", "VOOG", "VBK", "BNDX", "MGV", "VTEB", "BND", "VBR", "VOT", "BSV", "VB", "VOO", null, "VTV", "V", null, "VST", "WMT", "WBA", "WFC", "WST", "WELL", null, "WMB", null, null, null, null, null, null, null, null, null, null, "WPC", "XEL", null, "IUSG", null, null, null, null, null, "MTB", null, "SCHD", "ET", "DVY", null, "SCHA", null, "IEP", null, "SO", null, "ON", null, null, "PSX", "CRM", null, "DIA", null, null, null, null, null, null, "IXUS", "MTUM", null, "IUSV", null, null, "GEV", "MELI", "ZBH", "DGRO", "MCK", null, "SPYV", null, null, "ESGU", null, null, "PSA", null, "NUE", null, "FDX", null, "KMB", "AUR", "ADP", "AZO", "BALL", "BAC", "BK", "BRK-A", "BRK-B", null, "BA", null, "BMY", "BTI", "BWXT", "AI", "CARR", "CCL", "CNC", "CVX", "LNG", "CB", "CMG", "CTAS", "CSCO", "NET", "C", "CME", "KO", "COHR", "COIN", "CMCSA", "COP", "CEG", "CPRT", "ED", "COST", "GLW", "CRWD", "CVS", "CSX", "DHR", "DELL", "DE", "DVN", "FANG", null, null, "DFAX", "DFAC", "DFS", "DLR", "DOCU", "RSP", null, "IJT", null, "IJJ", "EFA", "J", "ADI", "MCO", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Western-Wealth-Management
Data Enrichment
57% identified387 identified291 unidentified
Holdings
678 positions • $1.5B total value
Manager:
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Page 11 of 34
97717X594
Shares:32.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.5B)
336917109
Shares:32.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.5B)
78464A474
Shares:42.2K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.5B)
92206C714
Shares:15.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.5B)
46137V464
Shares:11.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.5B)
46138G664
Shares:30.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.5B)
78468R101
Shares:42.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
41151J406
Shares:49.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
Shares:6.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip97717X594)✕ | 32.7K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.5B) | ||
| 26.3K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.5B) | |||
Walt Disney Co(DIScusip254687106) | 14.2K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.5B) | ||
| 65.1K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.5B) | |||
(cusip336917109)✕ | 32.1K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.5B) | ||
| 12.7K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | |||
| 7.7K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | |||
| 70.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | |||
(cusip78464A474)✕ | 42.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | ||
(cusip92206C714)✕ | 15.3K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | ||
(cusip46137V464)✕ | 11.0K | QoQ +0.56% (-62)YoY +8.21% (+839) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | |
(cusip46138G664)✕ | 30.8K | QoQ +0.29% (-92) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | |
| 56.2K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | |||
(cusip78468R101)✕ | 42.6K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
| 20.6K | QoQ 0.00% (-0) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
(cusip41151J406)✕ | 49.6K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
| 6.7K | QoQ -1.55% (-106)YoY -2.35% (-161) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
SOUTHERN CO(SOcusip842587107) | 13.1K | QoQ -3.32% (-452)YoY +2.27% (+292) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | |
| 5.7K | QoQ +0.33% (-19)YoY -7.62% (-470) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
| 19.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) |