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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97717X594

Shares:32.7K

Value:$1.4M

46434G103

IEMG|46434G103

Shares:26.3K

Value:$1.4M

Walt Disney Co

DIS|254687106

Shares:14.2K

Value:$1.4M

808524102

SCHB|808524102

Shares:65.1K

Value:$1.4M

336917109

Shares:32.1K

Value:$1.4M

464288414

MUB|464288414

Shares:12.7K

Value:$1.3M

BOEING CO

BA|097023105

Shares:7.7K

Value:$1.3M

Energy Transfer LP

ET|29273V100

Shares:70.1K

Value:$1.3M

78464A474

Shares:42.2K

Value:$1.3M

92206C714

Shares:15.3K

Value:$1.3M

46137V464

Shares:11.0K

Value:$1.3M

46138G664

Shares:30.8K

Value:$1.3M

ARES CAPITAL CORP

ARCC|04010L103

Shares:56.2K

Value:$1.2M

78468R101

Shares:42.6K

Value:$1.2M

GENERAL MILLS INC

GIS|370334104

Shares:20.6K

Value:$1.2M

41151J406

Shares:49.6K

Value:$1.2M

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:6.7K

Value:$1.2M

SOUTHERN CO

SO|842587107

Shares:13.1K

Value:$1.2M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:5.7K

Value:$1.2M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:19.8K

Value:$1.2M

Instrument	Shares		Other Manager	Value
(cusip97717X594)✕	32.7K	QoQ +62.78% (+12.6K) YoY +113.90% (+17.4K)	All Managers (Combined)	$1.4M	QoQ +62.51% (+$546.4K) YoY +102.07% (+$717.4K)
(IEMGcusip46434G103)	26.3K	QoQ +7.54% (+1.8K) YoY +1.69% (+439)	All Managers (Combined)	$1.4M	QoQ +11.14% (+$142.2K) YoY +6.36% (+$84.9K)
Walt Disney Co(DIScusip254687106)	14.2K	QoQ -15.86% (-2.7K) YoY -4.30% (-639)	All Managers (Combined)	$1.4M	QoQ -25.42% (-$478.0K) YoY -22.81% (-$414.3K)
(SCHBcusip808524102)	65.1K	QoQ -2.52% (-1.7K) YoY +133.66% (-37.2K)	All Managers (Combined)	$1.4M	QoQ -7.54% (-$114.4K) YoY -17.59% (-$299.1K)
(cusip336917109)✕	32.1K	QoQ +13.88% (+3.9K) YoY +12.07% (+3.5K)	All Managers (Combined)	$1.4M	QoQ +22.87% (+$259.6K) YoY +26.52% (+$292.3K)
(MUBcusip464288414)	12.7K	QoQ -7.34% (-1.0K) YoY +34.53% (+3.3K)	All Managers (Combined)	$1.3M	QoQ -8.31% (-$121.6K) YoY +31.83% (+$323.5K)
BOEING CO(BAcusip097023105)	7.7K	QoQ -0.98% (-76) YoY -23.16% (-2.3K)	All Managers (Combined)	$1.3M	QoQ -4.59% (-$62.8K) YoY -32.10% (-$616.8K)
Energy Transfer LP(ETcusip29273V100)	70.1K	QoQ +2.24% (-1.5K) YoY +3.17% (+2.2K)	All Managers (Combined)	$1.3M	QoQ -2.97% (-$39.9K) YoY +21.93% (+$234.3K)
(cusip78464A474)✕	42.2K	QoQ +19.21% (+6.8K) YoY +78.87% (+18.6K)	All Managers (Combined)	$1.3M	QoQ +20.17% (+$213.2K) YoY +80.86% (+$567.7K)
(cusip92206C714)✕	15.3K	QoQ +383.50% (+12.1K) YoY +372.46% (+12.1K)	All Managers (Combined)	$1.3M	QoQ +391.11% (+$1.0M) YoY +395.83% (+$1.0M)
(cusip46137V464)✕	11.0K	QoQ +0.56% (-62) YoY +8.21% (+839)	All Managers (Combined)	$1.3M	QoQ -7.38% (-$100.2K) YoY +7.18% (+$84.2K)
(cusip46138G664)✕	30.8K	QoQ +0.29% (-92) YoY +4.23% (-1.3K)	All Managers (Combined)	$1.3M	QoQ -10.79% (-$151.7K) YoY -0.90% (-$11.4K)
ARES CAPITAL CORP(ARCCcusip04010L103)	56.2K	QoQ +13.94% (+6.9K) YoY +59.36% (+20.9K)	All Managers (Combined)	$1.2M	QoQ +15.35% (+$165.8K) YoY +69.62% (+$511.3K)
(cusip78468R101)✕	42.6K	QoQ +24.94% (+8.5K) YoY +55.40% (+15.2K)	All Managers (Combined)	$1.2M	QoQ +25.93% (+$256.4K) YoY +57.12% (+$452.7K)
GENERAL MILLS INC(GIScusip370334104)	20.6K	QoQ 0.00% (-0) YoY -37.68% (-12.4K)	All Managers (Combined)	$1.2M	QoQ -6.23% (-$81.9K) YoY -46.75% (-$1.1M)
(cusip41151J406)✕	49.6K	QoQ +3.00% (-1.4K) YoY +297.23% (+37.1K)	All Managers (Combined)	$1.2M	QoQ -7.25% (-$95.0K) YoY +314.66% (+$921.5K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	6.7K	QoQ -1.55% (-106) YoY -2.35% (-161)	All Managers (Combined)	$1.2M	QoQ -5.83% (-$75.2K) YoY +21.56% (-$215.3K)
SOUTHERN CO(SOcusip842587107)	13.1K	QoQ -3.32% (-452) YoY +2.27% (+292)	All Managers (Combined)	$1.2M	QoQ +7.98% (-$89.3K) YoY +31.08% (+$286.3K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.7K	QoQ +0.33% (-19) YoY -7.62% (-470)	All Managers (Combined)	$1.2M	QoQ -5.94% (-$76.2K) YoY -4.70% (-$59.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	19.8K	QoQ -1.18% (-236) YoY -24.91% (-6.6K)	All Managers (Combined)	$1.2M	QoQ +6.56% (-$74.2K) YoY -15.55% (-$221.9K)