Western-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 • $1,511,157.52K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908363

VOO|922908363

Shares:24.9K

Value:$12.8M

464287507

IJH|464287507

Shares:212.8K

Value:$12.4M

Broadcom Inc.

AVGO|11135F101

Shares:73.4K

Value:$12.3M

922908769

VTI|922908769

Shares:44.3K

Value:$12.2M

81369Y803

XLK|81369Y803

Shares:55.1K

Value:$11.4M

Meta Platforms, Inc.

META|30303M102

Shares:19.6K

Value:$11.3M

VISA INC.

V|92826C839

Shares:30.0K

Value:$10.5M

33733E104

Shares:114.8K

Value:$10.3M

61774R841

Shares:196.0K

Value:$9.9M

97717Y527

Shares:195.7K

Value:$9.9M

78464A847

Shares:191.1K

Value:$9.8M

464287408

IVE|464287408

Shares:50.7K

Value:$9.7M

33740F888

Shares:381.8K

Value:$9.4M

78468R853

Shares:227.0K

Value:$9.3M

97717X669

Shares:115.5K

Value:$9.2M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:36.3K

Value:$8.9M

78464A805

Shares:122.0K

Value:$8.3M

92647X830

Shares:231.1K

Value:$7.9M

464287614

IWF|464287614

Shares:21.9K

Value:$7.9M

92204A702

VGT|92204A702

Shares:14.4K

Value:$7.8M

Instrument	Shares		Other Manager	Value
(VOOcusip922908363)	24.9K	QoQ +1.32% (-325) YoY +69.68% (+10.2K)	All Managers (Combined)	$12.8M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -11.85% (-$1.1M) YoY +24.74% (+$1.6M)