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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ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:2.9K

Value:$744.0K

% of Portfolio:0.0% ($744.0K/$1.5B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:4.1K

Value:$743.7K

% of Portfolio:0.0% ($743.7K/$1.5B)

09290C103

Shares:15.2K

Value:$741.8K

% of Portfolio:0.0% ($741.8K/$1.5B)

CITIGROUP INC

C|172967424

Shares:10.4K

Value:$741.2K

% of Portfolio:0.0% ($741.2K/$1.5B)

Accenture plc

ACN|G1151C101

Shares:2.3K

Value:$733.0K

% of Portfolio:0.0% ($733.0K/$1.5B)

ONEOK INC /NEW/

OKE|682680103

Shares:7.3K

Value:$727.7K

% of Portfolio:0.0% ($727.7K/$1.5B)

78467V707

Shares:17.8K

Value:$725.3K

% of Portfolio:0.0% ($725.3K/$1.5B)

33733B100

Shares:7.2K

Value:$725.1K

% of Portfolio:0.0% ($725.1K/$1.5B)

78467V848

Shares:17.9K

Value:$721.6K

% of Portfolio:0.0% ($721.6K/$1.5B)

33738D309

Shares:15.7K

Value:$715.9K

% of Portfolio:0.0% ($715.9K/$1.5B)

92189F106

GDX|92189F106

Shares:15.4K

Value:$709.6K

% of Portfolio:0.0% ($709.6K/$1.5B)

46435G516

ESGD|46435G516

Shares:8.7K

Value:$709.4K

% of Portfolio:0.0% ($709.4K/$1.5B)

922907746

VTEB|922907746

Shares:14.3K

Value:$707.9K

% of Portfolio:0.0% ($707.9K/$1.5B)

Philip Morris International Inc.

PM|718172109

Shares:4.4K

Value:$705.7K

% of Portfolio:0.0% ($705.7K/$1.5B)

389637109

Shares:10.7K

Value:$695.2K

% of Portfolio:0.0% ($695.2K/$1.5B)

Arista Networks, Inc.

ANET|040413205

Shares:8.9K

Value:$693.0K

% of Portfolio:0.0% ($693.0K/$1.5B)

Chubb Ltd

CB|H1467J104

Shares:2.3K

Value:$686.9K

% of Portfolio:0.0% ($686.9K/$1.5B)

46137V266

Shares:18.0K

Value:$686.8K

% of Portfolio:0.0% ($686.8K/$1.5B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:4.8K

Value:$684.9K

% of Portfolio:0.0% ($684.9K/$1.5B)

MORGAN STANLEY

MS|617446448

Shares:5.8K

Value:$673.0K

% of Portfolio:0.0% ($673.0K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	2.9K	QoQ -1.47% (-43) YoY +10.93% (-284)	All Managers (Combined)	$744.0K	0.0% ($744.0K/$1.5B)	QoQ -10.92% (-$91.3K) YoY -1.63% (-$12.4K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	4.1K	QoQ -2.44% (-104) YoY +1.86% (+76)	All Managers (Combined)	$743.7K	0.0% ($743.7K/$1.5B)	QoQ -1.92% (-$14.6K) YoY +22.66% (+$137.4K)
(cusip09290C103)✕	15.2K	QoQ +15.26% (+2.0K) YoY NEW(+15.2K)	All Managers (Combined)	$741.8K	0.0% ($741.8K/$1.5B)	QoQ +9.66% (+$65.4K) YoY NEW(+$741.8K)
CITIGROUP INC(Ccusip172967424)	10.4K	QoQ +12.30% (+1.1K) YoY +8.86% (+850)	All Managers (Combined)	$741.2K	0.0% ($741.2K/$1.5B)	QoQ +13.26% (+$86.8K) YoY +22.20% (+$134.7K)
Accenture plc(ACNcusipG1151C101)	2.3K	QoQ +185.07% (+1.5K) YoY +126.95% (+1.3K)	All Managers (Combined)	$733.0K	0.0% ($733.0K/$1.5B)	QoQ +152.91% (+$443.2K) YoY +104.32% (+$374.3K)
ONEOK INC /NEW/(OKEcusip682680103)	7.3K	QoQ -3.51% (-267) YoY -4.05% (-310)	All Managers (Combined)	$727.7K	0.0% ($727.7K/$1.5B)	QoQ -4.64% (-$35.5K) YoY +18.74% (-$114.9K)
(cusip78467V707)✕	17.8K	QoQ +7.87% (+1.3K) YoY +0.83% (+147)	All Managers (Combined)	$725.3K	0.0% ($725.3K/$1.5B)	QoQ +8.51% (+$56.9K) YoY +1.20% (+$8.6K)
(cusip33733B100)✕	7.2K	QoQ -5.62% (-429) YoY +0.81% (-58)	All Managers (Combined)	$725.1K	0.0% ($725.1K/$1.5B)	QoQ -6.86% (-$53.5K) YoY -0.56% (-$4.1K)
(cusip78467V848)✕	17.9K	QoQ +19.12% (+2.9K) YoY +41.03% (+5.2K)	All Managers (Combined)	$721.6K	0.0% ($721.6K/$1.5B)	QoQ +21.84% (+$129.4K) YoY +41.88% (+$213.0K)
(cusip33738D309)✕	15.7K	QoQ +1.71% (+265) YoY -12.44% (-2.2K)	All Managers (Combined)	$715.9K	0.0% ($715.9K/$1.5B)	QoQ +0.42% (+$3.0K) YoY -13.50% (-$111.7K)
(GDXcusip92189F106)	15.4K	QoQ -4.83% (-785) YoY +3.69% (+550)	All Managers (Combined)	$709.6K	0.0% ($709.6K/$1.5B)	QoQ +28.99% (-$159.5K) YoY +50.74% (+$238.9K)
(ESGDcusip46435G516)	8.7K	QoQ +3.75% (+314) YoY +7.56% (+611)	All Managers (Combined)	$709.4K	0.0% ($709.4K/$1.5B)	QoQ +11.30% (+$72.1K) YoY +9.96% (+$64.3K)
(VTEBcusip922907746)	14.3K	QoQ -11.87% (-1.9K) YoY +62.87% (+5.5K)	All Managers (Combined)	$707.9K	0.0% ($707.9K/$1.5B)	QoQ -12.77% (-$103.6K) YoY +59.71% (+$264.7K)
Philip Morris International Inc.(PMcusip718172109)	4.4K	QoQ +1.46% (+64) YoY -13.98% (-723)	All Managers (Combined)	$705.7K	0.0% ($705.7K/$1.5B)	QoQ +33.80% (+$178.3K) YoY +49.01% (-$232.1K)
(cusip389637109)✕	10.7K	QoQ -20.67% (-2.8K) YoY +6.27% (+630)	All Managers (Combined)	$695.2K	0.0% ($695.2K/$1.5B)	QoQ -30.15% (-$300.2K) YoY +9.64% (+$61.1K)
Arista Networks, Inc.(ANETcusip040413205)	8.9K	QoQ +76.61% (+3.9K) YoY NEW(+8.9K)	All Managers (Combined)	$693.0K	0.0% ($693.0K/$1.5B)	QoQ +23.80% (+$133.3K) YoY NEW(+$693.0K)
Chubb Ltd(CBcusipH1467J104)	2.3K	QoQ -0.61% (-14) YoY +3.64% (+80)	All Managers (Combined)	$686.9K	0.0% ($686.9K/$1.5B)	QoQ +8.62% (-$54.5K) YoY +20.76% (+$118.1K)
(cusip46137V266)✕	18.0K	QoQ 0.00% (-1) YoY -9.51% (-1.9K)	All Managers (Combined)	$686.8K	0.0% ($686.8K/$1.5B)	QoQ -7.28% (-$54.0K) YoY -5.74% (-$41.9K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	4.8K	QoQ +27.43% (+1.0K) YoY +33.63% (+1.2K)	All Managers (Combined)	$684.9K	0.0% ($684.9K/$1.5B)	QoQ +2.97% (+$19.8K) YoY +32.92% (+$169.6K)
MORGAN STANLEY(MScusip617446448)	5.8K	QoQ -9.00% (-571) YoY -9.76% (-624)	All Managers (Combined)	$673.0K	0.0% ($673.0K/$1.5B)	QoQ -15.56% (-$124.1K) YoY +11.80% (-$71.1K)