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 13 of 34

Sort by:

33738D879

Shares:44.7K

Value:$1.1M

33738R308

Shares:48.3K

Value:$1.1M

33734X192

Shares:10.3K

Value:$1.1M

Duke Energy CORP

DUK|26441C204

Shares:8.6K

Value:$1.0M

FASTENAL CO

FAST|311900104

Shares:13.5K

Value:$1.0M

92189F486

Shares:40.9K

Value:$1.0M

922908538

VOT|922908538

Shares:4.2K

Value:$1.0M

46654Q203

Shares:19.6K

Value:$1.0M

92206C870

VCIT|92206C870

Shares:12.4K

Value:$1.0M

46431W838

Shares:20.1K

Value:$1.0M

XCEL ENERGY INC

XEL|98389B100

Shares:14.2K

Value:$1.0M

92204A405

VFH|92204A405

Shares:8.4K

Value:$998.0K

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:4.1K

Value:$997.9K

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:13.8K

Value:$988.9K

Eaton Corp plc

ETN|G29183103

Shares:3.6K

Value:$983.1K

25434V401

Shares:16.2K

Value:$980.6K

NEWMONT Corp /DE/

NEM|651639106

Shares:20.3K

Value:$980.1K

46137V738

Shares:16.4K

Value:$977.0K

97717W570

Shares:16.3K

Value:$972.6K

CORNING INC /NY

GLW|219350105

Shares:21.2K

Value:$969.9K

Instrument	Shares		Other Manager	Value
(cusip33738D879)✕	44.7K	QoQ -4.29% (-2.0K) YoY +149.77% (+26.8K)	All Managers (Combined)	$1.1M	QoQ -6.34% (-$71.8K) YoY +142.01% (+$622.3K)
(cusip33738R308)✕	48.3K	QoQ -24.89% (-16.0K) YoY -11.42% (-6.2K)	All Managers (Combined)	$1.1M	QoQ -29.44% (-$440.4K) YoY -13.82% (-$169.3K)
(cusip33734X192)✕	10.3K	QoQ -1.12% (-117) YoY -21.14% (-2.8K)	All Managers (Combined)	$1.1M	QoQ -15.13% (-$188.1K) YoY -15.67% (-$196.0K)
Duke Energy CORP(DUKcusip26441C204)	8.6K	QoQ -5.59% (-510) YoY -1.09% (-95)	All Managers (Combined)	$1.0M	QoQ +6.86% (-$67.4K) YoY +24.74% (-$208.1K)
FASTENAL CO(FASTcusip311900104)	13.5K	QoQ -1.30% (-178) YoY +1.35% (+180)	All Managers (Combined)	$1.0M	QoQ +6.43% (-$63.3K) YoY +1.88% (+$19.4K)
(cusip92189F486)✕	40.9K	QoQ +1.56% (+630) YoY +252.94% (+29.3K)	All Managers (Combined)	$1.0M	QoQ +1.95% (+$20.1K) YoY +253.49% (+$750.2K)
(VOTcusip922908538)	4.2K	QoQ -0.85% (-36) YoY -4.44% (-194)	All Managers (Combined)	$1.0M	QoQ -4.41% (-$47.2K) YoY -0.85% (-$8.8K)
(cusip46654Q203)✕	19.6K	QoQ -1.01% (-202) YoY +57.04% (+7.1K)	All Managers (Combined)	$1.0M	QoQ -9.09% (-$101.6K) YoY +49.92% (+$338.3K)
(VCITcusip92206C870)	12.4K	QoQ -9.87% (-1.4K) YoY -37.97% (-7.6K)	All Managers (Combined)	$1.0M	QoQ -8.20% (-$90.4K) YoY -37.00% (-$594.5K)
(cusip46431W838)✕	20.1K	QoQ 0.00% (+0) YoY NEW(+20.1K)	All Managers (Combined)	$1.0M	QoQ +0.58% (+$5.8K) YoY NEW(+$1.0M)
XCEL ENERGY INC(XELcusip98389B100)	14.2K	QoQ -4.86% (-725) YoY -17.50% (-3.0K)	All Managers (Combined)	$1.0M	QoQ -0.26% (-$2.6K) YoY +8.64% (-$79.8K)
(VFHcusip92204A405)	8.4K	QoQ -2.41% (-207) YoY -12.43% (-1.2K)	All Managers (Combined)	$998.0K	QoQ -1.26% (-$12.8K) YoY +2.17% (-$21.2K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	4.1K	QoQ -4.12% (-176) YoY -2.15% (-90)	All Managers (Combined)	$997.9K	QoQ +10.16% (-$92.1K) YoY +15.93% (-$137.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	13.8K	QoQ +13.46% (+1.6K) YoY +11.24% (+1.4K)	All Managers (Combined)	$988.9K	QoQ +15.97% (+$136.3K) YoY +37.79% (+$271.2K)
Eaton Corp plc(ETNcusipG29183103)	3.6K	QoQ +0.02% (-1) YoY -38.30% (-2.2K)	All Managers (Combined)	$983.1K	QoQ -18.08% (-$217.0K) YoY -46.37% (-$850.2K)
(cusip25434V401)✕	16.2K	QoQ +1.31% (-210) YoY +11.33% (+1.7K)	All Managers (Combined)	$980.6K	QoQ -3.88% (-$39.7K) YoY +18.17% (+$150.8K)
NEWMONT Corp /DE/(NEMcusip651639106)	20.3K	QoQ -0.44% (-90) YoY -32.37% (-9.7K)	All Managers (Combined)	$980.1K	QoQ +29.14% (-$221.2K) YoY -8.90% (-$95.8K)
(cusip46137V738)✕	16.4K	QoQ +1.04% (+169) YoY -2.19% (-368)	All Managers (Combined)	$977.0K	QoQ +5.71% (+$52.9K) YoY +2.69% (-$25.6K)
(cusip97717W570)✕	16.3K	QoQ -0.58% (-96) YoY -2.30% (-385)	All Managers (Combined)	$972.6K	QoQ -5.21% (-$53.5K) YoY -4.57% (-$46.6K)
CORNING INC /NY(GLWcusip219350105)	21.2K	QoQ -2.07% (-449) YoY +4.47% (+908)	All Managers (Combined)	$969.9K	QoQ -5.66% (-$58.2K) YoY +45.11% (+$301.5K)