Western-Wealth-Management

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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 • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A300

Shares:10.8K

Value:$843.5K

% of Portfolio:0.1% ($843.5K/$1.5B)

46137V498

Shares:13.4K

Value:$838.5K

% of Portfolio:0.1% ($838.5K/$1.5B)

464287101

Shares:3.1K

Value:$836.1K

% of Portfolio:0.1% ($836.1K/$1.5B)

NIKE, Inc.

NKE|654106103

Shares:13.1K

Value:$830.1K

% of Portfolio:0.1% ($830.1K/$1.5B)

464287606

IJK|464287606

Shares:9.9K

Value:$820.9K

% of Portfolio:0.1% ($820.9K/$1.5B)

Zoetis Inc.

ZTS|98978V103

Shares:5.0K

Value:$818.5K

% of Portfolio:0.1% ($818.5K/$1.5B)

Bank of New York Mellon Corp

BK|064058100

Shares:9.6K

Value:$805.4K

% of Portfolio:0.1% ($805.4K/$1.5B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$1.5B)

92206C409

Shares:10.1K

Value:$793.4K

% of Portfolio:0.1% ($793.4K/$1.5B)

464287341

Shares:18.8K

Value:$792.7K

% of Portfolio:0.1% ($792.7K/$1.5B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:3.4K

Value:$786.4K

% of Portfolio:0.1% ($786.4K/$1.5B)

921937827

BSV|921937827

Shares:9.9K

Value:$774.9K

% of Portfolio:0.1% ($774.9K/$1.5B)

69374H360

Shares:24.9K

Value:$767.5K

% of Portfolio:0.1% ($767.5K/$1.5B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.5K

Value:$764.6K

% of Portfolio:0.1% ($764.6K/$1.5B)

69374H105

Shares:14.8K

Value:$763.9K

% of Portfolio:0.1% ($763.9K/$1.5B)

Cloudflare, Inc.

NET|18915M107

Shares:6.8K

Value:$763.5K

% of Portfolio:0.1% ($763.5K/$1.5B)

Booking Holdings Inc.

BKNG|09857L108

Shares:165

Value:$761.1K

% of Portfolio:0.1% ($761.1K/$1.5B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:1.8K

Value:$754.7K

% of Portfolio:0.0% ($754.7K/$1.5B)

EQUINIX INC

EQIX|29444U700

Shares:917

Value:$748.0K

% of Portfolio:0.0% ($748.0K/$1.5B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:6.8K

Value:$744.8K

% of Portfolio:0.0% ($744.8K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A300)✕	10.8K	QoQ -1.85% (-203) YoY -15.82% (-2.0K)	All Managers (Combined)	$843.5K	0.1% ($843.5K/$1.5B)	QoQ -11.80% (-$112.9K) YoY -20.45% (-$217.0K)
(cusip46137V498)✕	13.4K	QoQ +1.01% (-134) YoY +6.78% (+849)	All Managers (Combined)	$838.5K	0.1% ($838.5K/$1.5B)	QoQ -4.12% (-$36.0K) YoY +11.09% (+$83.7K)
(cusip464287101)✕	3.1K	QoQ -0.03% (-1) YoY -6.25% (-206)	All Managers (Combined)	$836.1K	0.1% ($836.1K/$1.5B)	QoQ -6.26% (-$55.9K) YoY +2.63% (-$21.5K)
NIKE, Inc.(NKEcusip654106103)	13.1K	QoQ +17.07% (-1.9K) YoY +47.36% (-4.2K)	All Managers (Combined)	$830.1K	0.1% ($830.1K/$1.5B)	QoQ -1.78% (-$15.1K) YoY -0.45% (-$3.8K)
(IJKcusip464287606)	9.9K	QoQ +177.81% (+6.3K) YoY +179.47% (+6.3K)	All Managers (Combined)	$820.9K	0.1% ($820.9K/$1.5B)	QoQ +154.43% (+$498.2K) YoY +155.08% (+$499.1K)
Zoetis Inc.(ZTScusip98978V103)	5.0K	QoQ -13.41% (-770) YoY -26.97% (-1.8K)	All Managers (Combined)	$818.5K	0.1% ($818.5K/$1.5B)	QoQ -12.49% (-$116.8K) YoY -28.93% (-$333.3K)
Bank of New York Mellon Corp(BKcusip064058100)	9.6K	QoQ -3.45% (-344) YoY -22.72% (-2.8K)	All Managers (Combined)	$805.4K	0.1% ($805.4K/$1.5B)	QoQ +5.38% (-$41.2K) YoY +12.48% (-$89.4K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$1.5B)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(cusip92206C409)✕	10.1K	QoQ -1.67% (-171) YoY -0.93% (-95)	All Managers (Combined)	$793.4K	0.1% ($793.4K/$1.5B)	QoQ -0.50% (-$4.0K) YoY +1.14% (-$9.0K)
(cusip464287341)✕	18.8K	QoQ -0.55% (-105) YoY -1.61% (-310)	All Managers (Combined)	$792.7K	0.1% ($792.7K/$1.5B)	QoQ +9.57% (-$69.3K) YoY -3.63% (-$29.9K)
Cheniere Energy, Inc.(LNGcusip16411R208)	3.4K	QoQ -40.32% (-2.3K) YoY -46.27% (-2.9K)	All Managers (Combined)	$786.4K	0.1% ($786.4K/$1.5B)	QoQ -35.73% (-$437.2K) YoY -22.91% (-$233.8K)
(BSVcusip921937827)	9.9K	QoQ -18.50% (-2.2K) YoY -26.80% (-3.6K)	All Managers (Combined)	$774.9K	0.1% ($774.9K/$1.5B)	QoQ -17.44% (-$163.7K) YoY -25.26% (-$262.0K)
(cusip69374H360)✕	24.9K	QoQ NEW(+24.9K) YoY NEW(+24.9K)	All Managers (Combined)	$767.5K	0.1% ($767.5K/$1.5B)	QoQ NEW(+$767.5K) YoY NEW(+$767.5K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.5K	QoQ +58.82% (+553) YoY +60.36% (+562)	All Managers (Combined)	$764.6K	0.1% ($764.6K/$1.5B)	QoQ +73.41% (+$323.7K) YoY +71.52% (+$318.8K)
(cusip69374H105)✕	14.8K	QoQ +6.17% (+863) YoY -19.84% (-3.7K)	All Managers (Combined)	$763.9K	0.1% ($763.9K/$1.5B)	QoQ +2.21% (+$16.5K) YoY -13.58% (-$120.1K)
Cloudflare, Inc.(NETcusip18915M107)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$763.5K	0.1% ($763.5K/$1.5B)	QoQ NEW(+$763.5K) YoY NEW(+$763.5K)
Booking Holdings Inc.(BKNGcusip09857L108)	165	QoQ +0.60% (-1) YoY +83.33% (+75)	All Managers (Combined)	$761.1K	0.1% ($761.1K/$1.5B)	QoQ -6.68% (-$54.5K) YoY +132.97% (+$434.4K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	1.8K	QoQ 0.00% (+0) YoY -20.87% (-474)	All Managers (Combined)	$754.7K	0.0% ($754.7K/$1.5B)	QoQ +1.57% (+$11.7K) YoY -38.45% (-$471.5K)
EQUINIX INC(EQIXcusip29444U700)	917	QoQ NEW(+917) YoY NEW(+917)	All Managers (Combined)	$748.0K	0.0% ($748.0K/$1.5B)	QoQ NEW(+$748.0K) YoY NEW(+$748.0K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	6.8K	QoQ +6.23% (+400) YoY +6.88% (+439)	All Managers (Combined)	$744.8K	0.0% ($744.8K/$1.5B)	QoQ +25.85% (+$153.0K) YoY +35.65% (+$195.8K)