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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464287630

IWN|464287630

Shares:3.4K

Value:$519.3K

46138J825

Shares:25.0K

Value:$516.8K

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:3.9K

Value:$515.0K

ON SEMICONDUCTOR CORP

ON|682189105

Shares:12.6K

Value:$514.4K

33734X143

Shares:4.9K

Value:$512.6K

46438F101

Shares:10.9K

Value:$512.6K

97717W851

Shares:4.6K

Value:$506.7K

Medtronic plc

MDT|G5960L103

Shares:5.6K

Value:$505.7K

78464A201

Shares:6.1K

Value:$505.6K

14021N105

Shares:20.1K

Value:$505.0K

921910816

MGK|921910816

Shares:1.6K

Value:$503.2K

464288877

Shares:8.5K

Value:$502.9K

DOW INC.

DOW|260557103

Shares:14.3K

Value:$497.9K

KROGER CO

KR|501044101

Shares:7.3K

Value:$492.1K

ADOBE INC.

ADBE|00724F101

Shares:1.3K

Value:$490.2K

46137V597

Shares:12.9K

Value:$489.7K

464288885

EFG|464288885

Shares:4.9K

Value:$488.7K

33738D408

Shares:11.9K

Value:$488.4K

FISERV INC

FI|337738108

Shares:2.2K

Value:$488.0K

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:33.6K

Value:$486.1K

Instrument	Shares		Other Manager	Value
(IWNcusip464287630)	3.4K	QoQ -9.57% (-364) YoY +15.36% (+458)	All Managers (Combined)	$519.3K	QoQ -16.82% (-$105.0K) YoY +9.66% (+$45.8K)
(cusip46138J825)✕	25.0K	QoQ -13.07% (-3.8K) YoY -14.26% (-4.2K)	All Managers (Combined)	$516.8K	QoQ -12.94% (-$76.8K) YoY -13.21% (-$78.7K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	3.9K	QoQ -0.02% (-1) YoY -4.20% (-171)	All Managers (Combined)	$515.0K	QoQ +7.69% (-$36.8K) YoY -25.87% (-$179.8K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	12.6K	QoQ +33.61% (-3.2K) YoY NEW(+12.6K)	All Managers (Combined)	$514.4K	QoQ -13.77% (-$82.2K) YoY NEW(+$514.4K)
(cusip33734X143)✕	4.9K	QoQ -6.69% (-355) YoY -16.20% (-957)	All Managers (Combined)	$512.6K	QoQ -7.17% (-$39.6K) YoY -20.78% (-$134.5K)
(cusip46438F101)✕	10.9K	QoQ +35.23% (+2.9K) YoY NEW(+10.9K)	All Managers (Combined)	$512.6K	QoQ +19.32% (+$83.0K) YoY NEW(+$512.6K)
(cusip97717W851)✕	4.6K	QoQ +17.05% (+670) YoY +83.66% (+2.1K)	All Managers (Combined)	$506.7K	QoQ +16.93% (+$73.4K) YoY +86.53% (+$235.1K)
Medtronic plc(MDTcusipG5960L103)	5.6K	QoQ +14.90% (+730) YoY -54.38% (-6.7K)	All Managers (Combined)	$505.7K	QoQ +29.24% (+$114.4K) YoY -52.97% (-$569.7K)
(cusip78464A201)✕	6.1K	QoQ +2.78% (-165) YoY +0.41% (-25)	All Managers (Combined)	$505.6K	QoQ -5.58% (-$29.9K) YoY -4.46% (-$23.6K)
(cusip14021N105)✕	20.1K	QoQ +51.88% (+6.9K) YoY NEW(+20.1K)	All Managers (Combined)	$505.0K	QoQ +54.27% (+$177.7K) YoY NEW(+$505.0K)
(MGKcusip921910816)	1.6K	QoQ +7.31% (-111) YoY -9.24% (-166)	All Managers (Combined)	$503.2K	QoQ -3.48% (-$18.2K) YoY -2.19% (-$11.3K)
(cusip464288877)✕	8.5K	QoQ +8.09% (+639) YoY +73.62% (+3.6K)	All Managers (Combined)	$502.9K	QoQ +21.42% (+$88.7K) YoY +88.11% (+$235.6K)
DOW INC.(DOWcusip260557103)	14.3K	QoQ +27.71% (+3.1K) YoY +84.96% (+6.5K)	All Managers (Combined)	$497.9K	QoQ +11.13% (+$49.9K) YoY +11.50% (+$51.4K)
KROGER CO(KRcusip501044101)	7.3K	QoQ -8.70% (-693) YoY -5.62% (-433)	All Managers (Combined)	$492.1K	QoQ +1.05% (-$5.2K) YoY +11.82% (-$52.0K)
ADOBE INC.(ADBEcusip00724F101)	1.3K	QoQ -4.91% (-66) YoY -70.68% (-3.1K)	All Managers (Combined)	$490.2K	QoQ -17.98% (-$107.5K) YoY -77.71% (-$1.7M)
(cusip46137V597)✕	12.9K	QoQ -1.36% (-179) YoY +1.64% (-209)	All Managers (Combined)	$489.7K	QoQ -10.25% (-$55.9K) YoY -2.03% (-$10.2K)
(EFGcusip464288885)	4.9K	QoQ -13.99% (-795) YoY +43.27% (+1.5K)	All Managers (Combined)	$488.7K	QoQ -11.17% (-$61.5K) YoY +38.05% (+$134.7K)
(cusip33738D408)✕	11.9K	QoQ +14.84% (+1.5K) YoY +11.91% (+1.3K)	All Managers (Combined)	$488.4K	QoQ +14.03% (+$60.1K) YoY +11.40% (+$50.0K)
FISERV INC(FIcusip337738108)	2.2K	QoQ +4.68% (+99) YoY +9.56% (+193)	All Managers (Combined)	$488.0K	QoQ +12.54% (+$54.4K) YoY +51.39% (+$165.7K)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	33.6K	QoQ -2.43% (-839) YoY -12.34% (-4.7K)	All Managers (Combined)	$486.1K	QoQ -1.82% (-$9.0K) YoY -14.75% (-$84.2K)