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 • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 34

Sort by:

922908363

VOO|922908363

Shares:24.9K

Value:$12.8M

% of Portfolio:0.8% ($12.8M/$1.5B)

464287507

IJH|464287507

Shares:212.8K

Value:$12.4M

% of Portfolio:0.8% ($12.4M/$1.5B)

Broadcom Inc.

AVGO|11135F101

Shares:73.4K

Value:$12.3M

% of Portfolio:0.8% ($12.3M/$1.5B)

922908769

VTI|922908769

Shares:44.3K

Value:$12.2M

% of Portfolio:0.8% ($12.2M/$1.5B)

81369Y803

XLK|81369Y803

Shares:55.1K

Value:$11.4M

% of Portfolio:0.8% ($11.4M/$1.5B)

Meta Platforms, Inc.

META|30303M102

Shares:19.6K

Value:$11.3M

% of Portfolio:0.7% ($11.3M/$1.5B)

VISA INC.

V|92826C839

Shares:30.0K

Value:$10.5M

% of Portfolio:0.7% ($10.5M/$1.5B)

33733E104

Shares:114.8K

Value:$10.3M

% of Portfolio:0.7% ($10.3M/$1.5B)

61774R841

Shares:196.0K

Value:$9.9M

% of Portfolio:0.7% ($9.9M/$1.5B)

97717Y527

Shares:195.7K

Value:$9.9M

% of Portfolio:0.7% ($9.9M/$1.5B)

78464A847

Shares:191.1K

Value:$9.8M

% of Portfolio:0.6% ($9.8M/$1.5B)

464287408

IVE|464287408

Shares:50.7K

Value:$9.7M

% of Portfolio:0.6% ($9.7M/$1.5B)

33740F888

Shares:381.8K

Value:$9.4M

% of Portfolio:0.6% ($9.4M/$1.5B)

78468R853

Shares:227.0K

Value:$9.3M

% of Portfolio:0.6% ($9.3M/$1.5B)

97717X669

Shares:115.5K

Value:$9.2M

% of Portfolio:0.6% ($9.2M/$1.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:36.3K

Value:$8.9M

% of Portfolio:0.6% ($8.9M/$1.5B)

78464A805

Shares:122.0K

Value:$8.3M

% of Portfolio:0.5% ($8.3M/$1.5B)

92647X830

Shares:231.1K

Value:$7.9M

% of Portfolio:0.5% ($7.9M/$1.5B)

464287614

IWF|464287614

Shares:21.9K

Value:$7.9M

% of Portfolio:0.5% ($7.9M/$1.5B)

92204A702

VGT|92204A702

Shares:14.4K

Value:$7.8M

% of Portfolio:0.5% ($7.8M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	24.9K	QoQ +1.32% (-325) YoY +69.68% (+10.2K)	All Managers (Combined)	$12.8M	0.8% ($12.8M/$1.5B)	QoQ -3.36% (-$444.9K) YoY +81.40% (+$5.7M)
(IJHcusip464287507)	212.8K	QoQ -2.22% (-4.8K) YoY +2.12% (-4.4K)	All Managers (Combined)	$12.4M	0.8% ($12.4M/$1.5B)	QoQ -8.43% (-$1.1M) YoY -1.89% (-$239.5K)
Broadcom Inc.(AVGOcusip11135F101)	73.4K	QoQ -0.61% (-457) YoY +862.56% (+65.7K)	All Managers (Combined)	$12.3M	0.8% ($12.3M/$1.5B)	QoQ -28.22% (-$4.8M) YoY +21.59% (+$2.2M)
(VTIcusip922908769)	44.3K	QoQ -1.32% (-595) YoY -2.62% (-1.2K)	All Managers (Combined)	$12.2M	0.8% ($12.2M/$1.5B)	QoQ -6.42% (-$835.4K) YoY +2.97% (-$351.6K)
(XLKcusip81369Y803)	55.1K	QoQ +3.55% (-1.9K) YoY +13.99% (+6.8K)	All Managers (Combined)	$11.4M	0.8% ($11.4M/$1.5B)	QoQ -8.03% (-$994.9K) YoY +13.00% (+$1.3M)
Meta Platforms, Inc.(METAcusip30303M102)	19.6K	QoQ +8.22% (+1.5K) YoY +26.29% (+4.1K)	All Managers (Combined)	$11.3M	0.7% ($11.3M/$1.5B)	QoQ +6.53% (+$693.9K) YoY +49.90% (+$3.8M)
VISA INC.(Vcusip92826C839)	30.0K	QoQ +2.03% (+600) YoY +3.26% (+949)	All Managers (Combined)	$10.5M	0.7% ($10.5M/$1.5B)	QoQ +13.15% (+$1.2M) YoY +29.67% (+$2.4M)
(cusip33733E104)✕	114.8K	QoQ -19.42% (-27.7K) YoY -42.95% (-86.5K)	All Managers (Combined)	$10.3M	0.7% ($10.3M/$1.5B)	QoQ -17.75% (-$2.2M) YoY -40.30% (-$6.9M)
(cusip61774R841)✕	196.0K	QoQ +9.76% (+17.4K) YoY +1702.45% (+185.2K)	All Managers (Combined)	$9.9M	0.7% ($9.9M/$1.5B)	QoQ +11.46% (+$1.0M) YoY +1734.33% (+$9.4M)
(cusip97717Y527)✕	195.7K	QoQ +126.54% (+109.3K) YoY +200.03% (+130.5K)	All Managers (Combined)	$9.9M	0.7% ($9.9M/$1.5B)	QoQ +126.59% (+$5.5M) YoY +200.26% (+$6.6M)
(cusip78464A847)✕	191.1K	QoQ -16.89% (-38.9K) YoY -3.02% (-6.0K)	All Managers (Combined)	$9.8M	0.6% ($9.8M/$1.5B)	QoQ -22.22% (-$2.8M) YoY -6.94% (-$730.3K)
(IVEcusip464287408)	50.7K	QoQ +4.88% (+2.4K) YoY +6.93% (+3.3K)	All Managers (Combined)	$9.7M	0.6% ($9.7M/$1.5B)	QoQ +4.71% (+$435.5K) YoY +9.09% (+$806.1K)
(cusip33740F888)✕	381.8K	QoQ +2.59% (+9.7K) YoY +40.89% (+110.8K)	All Managers (Combined)	$9.4M	0.6% ($9.4M/$1.5B)	QoQ +3.01% (+$276.6K) YoY +41.75% (+$2.8M)
(cusip78468R853)✕	227.0K	QoQ -18.90% (-52.9K) YoY -12.68% (-33.0K)	All Managers (Combined)	$9.3M	0.6% ($9.3M/$1.5B)	QoQ -26.41% (-$3.3M) YoY -17.31% (-$1.9M)
(cusip97717X669)✕	115.5K	QoQ +4.24% (+4.7K) YoY +8.84% (+9.4K)	All Managers (Combined)	$9.2M	0.6% ($9.2M/$1.5B)	QoQ +2.86% (+$257.2K) YoY +14.09% (+$1.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	36.3K	QoQ +3.11% (+1.1K) YoY +14.77% (+4.7K)	All Managers (Combined)	$8.9M	0.6% ($8.9M/$1.5B)	QoQ +5.51% (+$465.2K) YoY +40.55% (+$2.6M)
(cusip78464A805)✕	122.0K	QoQ +7.38% (+8.4K) YoY +22.46% (+22.4K)	All Managers (Combined)	$8.3M	0.5% ($8.3M/$1.5B)	QoQ +2.24% (+$181.7K) YoY +29.83% (+$1.9M)
(cusip92647X830)✕	231.1K	QoQ +4.23% (+9.4K) YoY NEW(+231.1K)	All Managers (Combined)	$7.9M	0.5% ($7.9M/$1.5B)	QoQ +4.81% (+$364.3K) YoY NEW(+$7.9M)
(IWFcusip464287614)	21.9K	QoQ -33.66% (-11.1K) YoY +10.89% (+2.2K)	All Managers (Combined)	$7.9M	0.5% ($7.9M/$1.5B)	QoQ -40.35% (-$5.4M) YoY +18.80% (+$1.3M)
(VGTcusip92204A702)	14.4K	QoQ +1.05% (-151) YoY +20.58% (+2.5K)	All Managers (Combined)	$7.8M	0.5% ($7.8M/$1.5B)	QoQ -11.85% (-$1.1M) YoY +24.74% (+$1.6M)