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

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

Search and click to pin securities to the top

Page 12 of 34

Sort by:

33735J101

Shares:15.7K

Value:$1.2M

KKR & Co. Inc.

KKR|48251W104

Shares:10.4K

Value:$1.2M

33738R605

Shares:21.9K

Value:$1.2M

88160R901

Shares:120

Value:$1.2M

HCA Healthcare, Inc.

HCA|40412C101

Shares:3.5K

Value:$1.2M

092528603

Shares:22.8K

Value:$1.2M

DANAHER CORP /DE/

DHR|235851102

Shares:5.8K

Value:$1.2M

AMGEN INC

AMGN|031162100

Shares:3.8K

Value:$1.2M

STARBUCKS CORP

SBUX|855244109

Shares:12.0K

Value:$1.2M

922908751

VB|922908751

Shares:5.1K

Value:$1.1M

69374H857

Shares:30.3K

Value:$1.1M

922908629

VO|922908629

Shares:4.4K

Value:$1.1M

14020Y409

Shares:43.6K

Value:$1.1M

AUTOZONE INC

AZO|053332102

Shares:293

Value:$1.1M

STRYKER CORP

SYK|863667101

Shares:3.0K

Value:$1.1M

GE Vernova Inc.

GEV|36828A101

Shares:3.6K

Value:$1.1M

46432F834

IXUS|46432F834

Shares:15.6K

Value:$1.1M

464287226

Shares:11.0K

Value:$1.1M

Uber Technologies, Inc

UBER|90353T100

Shares:14.7K

Value:$1.1M

33739H101

Shares:41.6K

Value:$1.1M

Instrument	Shares		Other Manager	Value
(cusip33735J101)✕	15.7K	QoQ -6.58% (-1.1K) YoY -14.07% (-2.6K)	All Managers (Combined)	$1.2M	QoQ -6.26% (-$80.4K) YoY -13.69% (-$190.8K)
KKR & Co. Inc.(KKRcusip48251W104)	10.4K	QoQ +0.38% (-40) YoY +0.43% (+45)	All Managers (Combined)	$1.2M	QoQ -21.53% (-$329.5K) YoY +15.44% (+$160.6K)
(cusip33738R605)✕	21.9K	QoQ -1.23% (-273) YoY +12.53% (+2.4K)	All Managers (Combined)	$1.2M	QoQ -8.25% (-$108.0K) YoY +7.87% (+$87.6K)
(cusip88160R901)✕	120	QoQ +328.57% (+92) YoY NEW(+120)	All Managers (Combined)	$1.2M	QoQ +149.80% (+$718.7K) YoY NEW(+$1.2M)
HCA Healthcare, Inc.(HCAcusip40412C101)	3.5K	QoQ -3.24% (-116) YoY -10.19% (-392)	All Managers (Combined)	$1.2M	QoQ +11.40% (-$122.2K) YoY -6.95% (-$89.3K)
(cusip092528603)✕	22.8K	QoQ +9.25% (+1.9K) YoY +211.15% (+15.5K)	All Managers (Combined)	$1.2M	QoQ +10.00% (+$108.6K) YoY +210.68% (+$809.3K)
DANAHER CORP /DE/(DHRcusip235851102)	5.8K	QoQ -3.71% (-224) YoY -0.95% (-56)	All Managers (Combined)	$1.2M	QoQ -13.99% (-$193.9K) YoY -18.68% (-$273.8K)
AMGEN INC(AMGNcusip031162100)	3.8K	QoQ +8.56% (+301) YoY -26.63% (-1.4K)	All Managers (Combined)	$1.2M	QoQ +29.76% (+$272.8K) YoY -19.61% (-$290.2K)
STARBUCKS CORP(SBUXcusip855244109)	12.0K	QoQ -4.71% (-594) YoY -34.04% (-6.2K)	All Managers (Combined)	$1.2M	QoQ +2.43% (-$27.9K) YoY -29.21% (-$485.9K)
(VBcusip922908751)	5.1K	QoQ -2.42% (-128) YoY +0.62% (-32)	All Managers (Combined)	$1.1M	QoQ -9.94% (-$126.0K) YoY -2.38% (-$27.9K)
(cusip69374H857)✕	30.3K	QoQ +11.91% (-3.2K) YoY +25.21% (-6.1K)	All Managers (Combined)	$1.1M	QoQ -4.64% (-$55.2K) YoY -4.48% (-$53.3K)
(VOcusip922908629)	4.4K	QoQ -7.10% (-335) YoY -13.72% (-697)	All Managers (Combined)	$1.1M	QoQ -9.02% (-$112.5K) YoY -10.69% (-$135.7K)
(cusip14020Y409)✕	43.6K	QoQ +4.36% (+1.8K) YoY +92.26% (+20.9K)	All Managers (Combined)	$1.1M	QoQ +5.05% (+$54.2K) YoY +95.41% (+$549.8K)
AUTOZONE INC(AZOcusip053332102)	293	QoQ -17.69% (-63) YoY -18.61% (-67)	All Managers (Combined)	$1.1M	QoQ -1.99% (-$22.8K) YoY -1.53% (-$17.4K)
STRYKER CORP(SYKcusip863667101)	3.0K	QoQ +64.84% (+1.2K) YoY +81.98% (+1.3K)	All Managers (Combined)	$1.1M	QoQ +70.46% (+$455.3K) YoY +89.31% (+$519.7K)
GE Vernova Inc.(GEVcusip36828A101)	3.6K	QoQ +26.46% (+754) YoY NEW(+3.6K)	All Managers (Combined)	$1.1M	QoQ +17.38% (+$162.9K) YoY NEW(+$1.1M)
(IXUScusip46432F834)	15.6K	QoQ -12.52% (-2.2K) YoY -14.32% (-2.6K)	All Managers (Combined)	$1.1M	QoQ -7.67% (-$90.6K) YoY -11.86% (-$146.8K)
(cusip464287226)✕	11.0K	QoQ -21.04% (-2.9K) YoY -27.47% (-4.2K)	All Managers (Combined)	$1.1M	QoQ -19.39% (-$262.1K) YoY -26.74% (-$397.7K)
Uber Technologies, Inc(UBERcusip90353T100)	14.7K	QoQ +103.61% (+7.5K) YoY -29.79% (-6.2K)	All Managers (Combined)	$1.1M	QoQ +145.93% (+$633.9K) YoY -33.56% (-$539.7K)
(cusip33739H101)✕	41.6K	QoQ -11.11% (-5.2K) YoY -30.58% (-18.3K)	All Managers (Combined)	$1.1M	QoQ -5.20% (-$58.3K) YoY -25.31% (-$360.0K)