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 13 of 34
33738D879
Shares:44.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.5B)
33738R308
Shares:48.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.5B)
33734X192
Shares:10.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.5B)
92189F486
Shares:40.9K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.5B)
46654Q203
Shares:19.6K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.5B)
46431W838
Shares:20.1K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.5B)
Shares:4.1K
Value:$997.9K
% of Portfolio:0.1% ($997.9K/$1.5B)
25434V401
Shares:16.2K
Value:$980.6K
% of Portfolio:0.1% ($980.6K/$1.5B)
46137V738
Shares:16.4K
Value:$977.0K
% of Portfolio:0.1% ($977.0K/$1.5B)
97717W570
Shares:16.3K
Value:$972.6K
% of Portfolio:0.1% ($972.6K/$1.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33738D879)✕ | 44.7K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.5B) | ||
(cusip33738R308)✕ | 48.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.5B) | ||
(cusip33734X192)✕ | 10.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.5B) | ||
Duke Energy CORP(DUKcusip26441C204) | 8.6K | QoQ -5.59% (-510)YoY -1.09% (-95) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | |
FASTENAL CO(FASTcusip311900104) | 13.5K | QoQ -1.30% (-178)YoY +1.35% (+180) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | |
(cusip92189F486)✕ | 40.9K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | ||
| 4.2K | QoQ -0.85% (-36)YoY -4.44% (-194) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | ||
(cusip46654Q203)✕ | 19.6K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | ||
| 12.4K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | |||
(cusip46431W838)✕ | 20.1K | QoQ 0.00% (+0)YoY NEW(+20.1K) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | YoY NEW(+$1.0M) |
XCEL ENERGY INC(XELcusip98389B100) | 14.2K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.5B) | ||
| 8.4K | All Managers (Combined) | $998.0K | 0.1% ($998.0K/$1.5B) | |||
| 4.1K | QoQ -4.12% (-176)YoY -2.15% (-90) | All Managers (Combined) | $997.9K | 0.1% ($997.9K/$1.5B) | ||
| 13.8K | All Managers (Combined) | $988.9K | 0.1% ($988.9K/$1.5B) | |||
Eaton Corp plc(ETNcusipG29183103) | 3.6K | QoQ +0.02% (-1) | All Managers (Combined) | $983.1K | 0.1% ($983.1K/$1.5B) | |
(cusip25434V401)✕ | 16.2K | All Managers (Combined) | $980.6K | 0.1% ($980.6K/$1.5B) | ||
| 20.3K | All Managers (Combined) | $980.1K | 0.1% ($980.1K/$1.5B) | |||
(cusip46137V738)✕ | 16.4K | QoQ +1.04% (+169)YoY -2.19% (-368) | All Managers (Combined) | $977.0K | 0.1% ($977.0K/$1.5B) | |
(cusip97717W570)✕ | 16.3K | QoQ -0.58% (-96)YoY -2.30% (-385) | All Managers (Combined) | $972.6K | 0.1% ($972.6K/$1.5B) | |
CORNING INC /NY(GLWcusip219350105) | 21.2K | QoQ -2.07% (-449)YoY +4.47% (+908) | All Managers (Combined) | $969.9K | 0.1% ($969.9K/$1.5B) |