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 • $1,511,157.52K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

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Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:2.1K

Value:$485.4K

464287515

Shares:5.4K

Value:$484.2K

46138J817

Shares:21.0K

Value:$483.6K

INTEL CORP

INTC|458140100

Shares:21.2K

Value:$481.6K

DOCUSIGN, INC.

DOCU|256163106

Shares:5.9K

Value:$479.2K

464287473

IWS|464287473

Shares:3.8K

Value:$479.0K

33739P103

Shares:7.5K

Value:$478.4K

25434V500

Shares:8.0K

Value:$478.4K

Autodesk, Inc.

ADSK|052769106

Shares:1.8K

Value:$475.7K

92189F437

Shares:16.5K

Value:$475.3K

78468R606

Shares:20.1K

Value:$471.3K

464287242

Shares:4.3K

Value:$470.9K

97717W505

Shares:9.4K

Value:$467.9K

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.7K

Value:$466.5K

46435U713

Shares:10.3K

Value:$462.8K

381430503

GSLC|381430503

Shares:4.2K

Value:$460.7K

464287622

IWB|464287622

Shares:1.5K

Value:$457.4K

KINDER MORGAN, INC.

KMI|49456B101

Shares:16.0K

Value:$455.4K

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.8K

Value:$454.0K

00214Q104

Shares:9.5K

Value:$452.9K

Instrument	Shares		Other Manager	Value
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	2.1K	QoQ +1.71% (-36) YoY +34.31% (+545)	All Managers (Combined)	$485.4K	QoQ -6.34% (-$32.9K) YoY +43.25% (+$146.5K)
(cusip464287515)✕	5.4K	QoQ +6.47% (-331) YoY +122.53% (+3.0K)	All Managers (Combined)	$484.2K	QoQ -5.35% (-$27.4K) YoY +132.22% (+$275.7K)
(cusip46138J817)✕	21.0K	QoQ -19.70% (-5.2K) YoY -67.88% (-44.4K)	All Managers (Combined)	$483.6K	QoQ -19.77% (-$119.2K) YoY -67.74% (-$1.0M)
INTEL CORP(INTCcusip458140100)	21.2K	QoQ +57.59% (+7.8K) YoY +14.45% (-2.7K)	All Managers (Combined)	$481.6K	QoQ +78.49% (+$211.8K) YoY -41.15% (-$336.8K)
DOCUSIGN, INC.(DOCUcusip256163106)	5.9K	QoQ -1.85% (-111) YoY +2.47% (+142)	All Managers (Combined)	$479.2K	QoQ -11.17% (-$60.3K) YoY +40.06% (+$137.1K)
(IWScusip464287473)	3.8K	QoQ +10.10% (+349) YoY +58.65% (+1.4K)	All Managers (Combined)	$479.0K	QoQ +7.22% (+$32.3K) YoY +59.47% (+$178.6K)
(cusip33739P103)✕	7.5K	QoQ +23.42% (+1.4K) YoY +81.36% (+3.3K)	All Managers (Combined)	$478.4K	QoQ +20.18% (+$80.4K) YoY +88.48% (+$224.6K)
(cusip25434V500)✕	8.0K	QoQ +12.58% (+895) YoY +14.35% (+1.0K)	All Managers (Combined)	$478.4K	QoQ +3.36% (+$15.6K) YoY +9.60% (+$41.9K)
Autodesk, Inc.(ADSKcusip052769106)	1.8K	QoQ +128.84% (+1.0K) YoY NEW(+1.8K)	All Managers (Combined)	$475.7K	QoQ +102.69% (+$241.0K) YoY NEW(+$475.7K)
(cusip92189F437)✕	16.5K	QoQ -7.90% (-1.4K) YoY +64.63% (+6.5K)	All Managers (Combined)	$475.3K	QoQ -7.29% (-$37.4K) YoY +63.71% (+$185.0K)
(cusip78468R606)✕	20.1K	QoQ -2.84% (-589) YoY -7.94% (-1.7K)	All Managers (Combined)	$471.3K	QoQ -3.04% (-$14.8K) YoY -8.10% (-$41.6K)
(cusip464287242)✕	4.3K	QoQ +2.41% (+102) YoY -74.98% (-13.0K)	All Managers (Combined)	$470.9K	QoQ +4.18% (+$18.9K) YoY -75.03% (-$1.4M)
(cusip97717W505)✕	9.4K	QoQ +3.08% (+283) YoY -5.50% (-550)	All Managers (Combined)	$467.9K	QoQ +0.15% (+$726) YoY -4.04% (-$19.7K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.7K	QoQ -1.49% (-26) YoY +11.67% (+179)	All Managers (Combined)	$466.5K	QoQ +1.87% (-$8.6K) YoY +7.70% (+$33.4K)
(cusip46435U713)✕	10.3K	QoQ +1.58% (-160) YoY +110.25% (+5.4K)	All Managers (Combined)	$462.8K	QoQ -1.10% (-$5.2K) YoY +118.53% (+$251.0K)
(GSLCcusip381430503)	4.2K	QoQ +6.81% (+267) YoY +32.06% (+1.0K)	All Managers (Combined)	$460.7K	QoQ +2.08% (+$9.4K) YoY +40.05% (+$131.8K)
(IWBcusip464287622)	1.5K	QoQ -0.53% (-8) YoY -52.13% (-1.6K)	All Managers (Combined)	$457.4K	QoQ -5.28% (-$25.5K) YoY -49.01% (-$439.7K)
KINDER MORGAN, INC.(KMIcusip49456B101)	16.0K	QoQ +2.27% (+355) YoY +18.61% (+2.5K)	All Managers (Combined)	$455.4K	QoQ +6.49% (+$27.8K) YoY +84.52% (+$208.6K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.8K	QoQ +3.95% (-68) YoY +8.11% (+134)	All Managers (Combined)	$454.0K	QoQ -16.39% (-$89.0K) YoY +5.77% (+$24.8K)
(cusip00214Q104)✕	9.5K	QoQ -11.17% (-1.2K) YoY -29.73% (-4.0K)	All Managers (Combined)	$452.9K	QoQ -25.54% (-$155.4K) YoY -33.23% (-$225.4K)