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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PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:5.0K

Value:$555.3K

% of Portfolio:0.0% ($555.3K/$1.5B)

464287887

IJT|464287887

Shares:4.4K

Value:$550.6K

% of Portfolio:0.0% ($550.6K/$1.5B)

46641Q118

Shares:9.7K

Value:$543.2K

% of Portfolio:0.0% ($543.2K/$1.5B)

97717Y790

Shares:12.0K

Value:$542.5K

% of Portfolio:0.0% ($542.5K/$1.5B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.7K

Value:$542.1K

% of Portfolio:0.0% ($542.1K/$1.5B)

97717X511

Shares:12.4K

Value:$539.9K

% of Portfolio:0.0% ($539.9K/$1.5B)

46428Q109

Shares:17.4K

Value:$538.7K

% of Portfolio:0.0% ($538.7K/$1.5B)

92204A306

VDE|92204A306

Shares:4.1K

Value:$537.7K

% of Portfolio:0.0% ($537.7K/$1.5B)

33737M300

Shares:7.8K

Value:$537.1K

% of Portfolio:0.0% ($537.1K/$1.5B)

25434V849

Shares:11.3K

Value:$535.9K

% of Portfolio:0.0% ($535.9K/$1.5B)

Prologis, Inc.

PLD|74340W103

Shares:4.8K

Value:$534.5K

% of Portfolio:0.0% ($534.5K/$1.5B)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:24.4K

Value:$531.2K

% of Portfolio:0.0% ($531.2K/$1.5B)

464288570

Shares:5.2K

Value:$530.0K

% of Portfolio:0.0% ($530.0K/$1.5B)

464287788

Shares:4.7K

Value:$529.9K

% of Portfolio:0.0% ($529.9K/$1.5B)

98149E303

Shares:8.5K

Value:$529.0K

% of Portfolio:0.0% ($529.0K/$1.5B)

Phillips 66

PSX|718546104

Shares:4.3K

Value:$525.9K

% of Portfolio:0.0% ($525.9K/$1.5B)

464288679

Shares:4.7K

Value:$522.7K

% of Portfolio:0.0% ($522.7K/$1.5B)

DEERE & CO

DE|244199105

Shares:1.1K

Value:$521.2K

% of Portfolio:0.0% ($521.2K/$1.5B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.1K

Value:$520.5K

% of Portfolio:0.0% ($520.5K/$1.5B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.5K

Value:$520.3K

% of Portfolio:0.0% ($520.3K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	5.0K	QoQ -5.99% (-317) YoY +7.13% (+331)	All Managers (Combined)	$555.3K	0.0% ($555.3K/$1.5B)	QoQ -11.42% (-$71.6K) YoY +1.91% (+$10.4K)
(IJTcusip464287887)	4.4K	QoQ -1.44% (-65) YoY -66.06% (-8.6K)	All Managers (Combined)	$550.6K	0.0% ($550.6K/$1.5B)	QoQ -9.36% (-$56.9K) YoY -67.68% (-$1.2M)
(cusip46641Q118)✕	9.7K	QoQ +12.23% (+1.1K) YoY NEW(+9.7K)	All Managers (Combined)	$543.2K	0.0% ($543.2K/$1.5B)	QoQ +3.90% (+$20.4K) YoY NEW(+$543.2K)
(cusip97717Y790)✕	12.0K	QoQ -1.45% (-177) YoY -14.77% (-2.1K)	All Managers (Combined)	$542.5K	0.0% ($542.5K/$1.5B)	QoQ -4.36% (-$24.8K) YoY -8.55% (-$50.7K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.7K	QoQ +3.00% (-109) YoY +7.82% (-271)	All Managers (Combined)	$542.1K	0.0% ($542.1K/$1.5B)	QoQ -8.06% (-$47.6K) YoY -24.12% (-$172.4K)
(cusip97717X511)✕	12.4K	QoQ -1.20% (-151) YoY -8.96% (-1.2K)	All Managers (Combined)	$539.9K	0.0% ($539.9K/$1.5B)	QoQ -0.02% (-$135) YoY -8.90% (-$52.8K)
(cusip46428Q109)✕	17.4K	QoQ +1.16% (+200) YoY +7.89% (+1.3K)	All Managers (Combined)	$538.7K	0.0% ($538.7K/$1.5B)	QoQ +19.06% (+$86.3K) YoY +46.97% (+$172.2K)
(VDEcusip92204A306)	4.1K	QoQ +0.16% (+7) YoY -1.77% (-75)	All Managers (Combined)	$537.7K	0.0% ($537.7K/$1.5B)	QoQ +7.09% (+$35.6K) YoY -3.26% (-$18.1K)
(cusip33737M300)✕	7.8K	QoQ +0.29% (-23) YoY NEW(+7.8K)	All Managers (Combined)	$537.1K	0.0% ($537.1K/$1.5B)	QoQ -10.88% (-$65.6K) YoY NEW(+$537.1K)
(cusip25434V849)✕	11.3K	QoQ -4.53% (-535) YoY -13.27% (-1.7K)	All Managers (Combined)	$535.9K	0.0% ($535.9K/$1.5B)	QoQ -4.93% (-$27.8K) YoY -14.21% (-$88.8K)
Prologis, Inc.(PLDcusip74340W103)	4.8K	QoQ -5.02% (-253) YoY -65.95% (-9.3K)	All Managers (Combined)	$534.5K	0.0% ($534.5K/$1.5B)	QoQ +0.44% (-$2.4K) YoY -70.77% (-$1.3M)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	24.4K	QoQ -4.82% (-1.2K) YoY -5.28% (-1.4K)	All Managers (Combined)	$531.2K	0.0% ($531.2K/$1.5B)	QoQ -12.06% (-$72.9K) YoY -2.17% (-$11.8K)
(cusip464288570)✕	5.2K	QoQ +13.38% (+611) YoY -10.37% (-599)	All Managers (Combined)	$530.0K	0.0% ($530.0K/$1.5B)	QoQ +5.33% (+$26.8K) YoY -8.94% (-$52.1K)
(cusip464287788)✕	4.7K	QoQ +90.27% (+2.2K) YoY NEW(+4.7K)	All Managers (Combined)	$529.9K	0.0% ($529.9K/$1.5B)	QoQ +94.21% (+$257.1K) YoY NEW(+$529.9K)
(cusip98149E303)✕	8.5K	QoQ +33.77% (+2.2K) YoY NEW(+8.5K)	All Managers (Combined)	$529.0K	0.0% ($529.0K/$1.5B)	QoQ +59.25% (+$196.8K) YoY NEW(+$529.0K)
Phillips 66(PSXcusip718546104)	4.3K	QoQ -5.31% (-239) YoY +5.70% (-230)	All Managers (Combined)	$525.9K	0.0% ($525.9K/$1.5B)	QoQ +2.63% (-$13.5K) YoY -20.08% (-$132.1K)
(cusip464288679)✕	4.7K	QoQ +27.78% (+1.0K) YoY -19.59% (-1.2K)	All Managers (Combined)	$522.7K	0.0% ($522.7K/$1.5B)	QoQ +28.19% (+$115.0K) YoY -19.66% (-$127.9K)
DEERE & CO(DEcusip244199105)	1.1K	QoQ +25.25% (+224) YoY +27.26% (+238)	All Managers (Combined)	$521.2K	0.0% ($521.2K/$1.5B)	QoQ +38.63% (+$145.3K) YoY +45.37% (+$162.7K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.1K	QoQ -11.88% (-283) YoY -14.15% (-346)	All Managers (Combined)	$520.5K	0.0% ($520.5K/$1.5B)	QoQ -13.82% (-$83.5K) YoY -20.67% (-$135.6K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.5K	QoQ -1.43% (-22) YoY +15.21% (+199)	All Managers (Combined)	$520.3K	0.0% ($520.3K/$1.5B)	QoQ +19.85% (-$86.2K) YoY +59.06% (+$193.2K)