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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PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.0K

Value:$351.4K

% of Portfolio:0.0% ($351.4K/$1.5B)

922908512

VOE|922908512

Shares:2.2K

Value:$351.2K

% of Portfolio:0.0% ($351.2K/$1.5B)

46138J577

Shares:18.9K

Value:$350.2K

% of Portfolio:0.0% ($350.2K/$1.5B)

British American Tobacco p.l.c.

BTI|110448107

Shares:8.4K

Value:$349.5K

% of Portfolio:0.0% ($349.5K/$1.5B)

74348A467

Shares:3.4K

Value:$347.3K

% of Portfolio:0.0% ($347.3K/$1.5B)

Discover Financial Services

DFS|254709108

Shares:2.0K

Value:$346.9K

% of Portfolio:0.0% ($346.9K/$1.5B)

46429B747

Shares:3.3K

Value:$346.4K

% of Portfolio:0.0% ($346.4K/$1.5B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.2K

Value:$346.0K

% of Portfolio:0.0% ($346.0K/$1.5B)

00214Q401

Shares:3.7K

Value:$346.0K

% of Portfolio:0.0% ($346.0K/$1.5B)

67092P201

Shares:4.4K

Value:$346.0K

% of Portfolio:0.0% ($346.0K/$1.5B)

ANALOG DEVICES INC

ADI|032654105

Shares:1.7K

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$1.5B)

W. P. Carey Inc.

WPC|92936U109

Shares:5.5K

Value:$344.6K

% of Portfolio:0.0% ($344.6K/$1.5B)

78464A649

Shares:13.4K

Value:$342.9K

% of Portfolio:0.0% ($342.9K/$1.5B)

AMPHENOL CORP /DE/

APH|032095101

Shares:5.2K

Value:$342.2K

% of Portfolio:0.0% ($342.2K/$1.5B)

46641Q654

Shares:6.7K

Value:$339.0K

% of Portfolio:0.0% ($339.0K/$1.5B)

464288638

Shares:6.5K

Value:$338.9K

% of Portfolio:0.0% ($338.9K/$1.5B)

92647N865

Shares:4.9K

Value:$336.7K

% of Portfolio:0.0% ($336.7K/$1.5B)

92647N576

Shares:4.2K

Value:$336.5K

% of Portfolio:0.0% ($336.5K/$1.5B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.1K

Value:$335.5K

% of Portfolio:0.0% ($335.5K/$1.5B)

92647N873

Shares:5.8K

Value:$335.2K

% of Portfolio:0.0% ($335.2K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.0K	QoQ -7.79% (-169) YoY +15.61% (+270)	All Managers (Combined)	$351.4K	0.0% ($351.4K/$1.5B)	QoQ -15.93% (-$66.6K) YoY +25.78% (+$72.0K)
(VOEcusip922908512)	2.2K	QoQ +18.21% (+337) YoY -4.58% (-105)	All Managers (Combined)	$351.2K	0.0% ($351.2K/$1.5B)	QoQ +17.34% (+$51.9K) YoY -1.72% (-$6.2K)
(cusip46138J577)✕	18.9K	QoQ 0.00% (+0) YoY NEW(+18.9K)	All Managers (Combined)	$350.2K	0.0% ($350.2K/$1.5B)	QoQ +1.03% (+$3.6K) YoY NEW(+$350.2K)
British American Tobacco p.l.c.(BTIcusip110448107)	8.4K	QoQ +0.01% (+1) YoY -2.57% (-223)	All Managers (Combined)	$349.5K	0.0% ($349.5K/$1.5B)	QoQ +13.91% (+$42.7K) YoY +32.14% (-$85.0K)
(cusip74348A467)✕	3.4K	QoQ -0.78% (-27) YoY -57.12% (-4.5K)	All Managers (Combined)	$347.3K	0.0% ($347.3K/$1.5B)	QoQ +1.83% (-$6.3K) YoY -56.80% (-$456.7K)
Discover Financial Services(DFScusip254709108)	2.0K	QoQ +15.12% (+267) YoY -11.14% (-255)	All Managers (Combined)	$346.9K	0.0% ($346.9K/$1.5B)	QoQ +13.44% (+$41.1K) YoY +15.70% (-$47.1K)
(cusip46429B747)✕	3.3K	QoQ +48.33% (+1.1K) YoY -36.39% (-1.9K)	All Managers (Combined)	$346.4K	0.0% ($346.4K/$1.5B)	QoQ +52.56% (+$119.4K) YoY -33.80% (-$176.9K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.2K	QoQ +4.78% (+145) YoY +14.00% (+390)	All Managers (Combined)	$346.0K	0.0% ($346.0K/$1.5B)	QoQ +21.43% (+$61.1K) YoY +51.30% (+$117.3K)
(cusip00214Q401)✕	3.7K	QoQ -6.33% (-247) YoY -33.71% (-1.9K)	All Managers (Combined)	$346.0K	0.0% ($346.0K/$1.5B)	QoQ -17.87% (-$75.3K) YoY -24.66% (-$113.3K)
(cusip67092P201)✕	4.4K	QoQ +80.85% (+2.0K) YoY NEW(+4.4K)	All Managers (Combined)	$346.0K	0.0% ($346.0K/$1.5B)	QoQ +64.93% (+$136.2K) YoY NEW(+$346.0K)
ANALOG DEVICES INC(ADIcusip032654105)	1.7K	QoQ -4.99% (-90) YoY -7.30% (-135)	All Managers (Combined)	$345.3K	0.0% ($345.3K/$1.5B)	QoQ -9.78% (-$37.5K) YoY -5.48% (-$20.1K)
W. P. Carey Inc.(WPCcusip92936U109)	5.5K	QoQ -7.11% (-418) YoY -17.44% (-1.2K)	All Managers (Combined)	$344.6K	0.0% ($344.6K/$1.5B)	QoQ +7.60% (-$24.4K) YoY -7.69% (-$28.7K)
(cusip78464A649)✕	13.4K	QoQ -50.40% (-13.6K) YoY -36.55% (-7.7K)	All Managers (Combined)	$342.9K	0.0% ($342.9K/$1.5B)	QoQ -49.31% (-$333.6K) YoY -35.90% (-$192.1K)
AMPHENOL CORP /DE/(APHcusip032095101)	5.2K	QoQ +9.07% (+434) YoY NEW(+5.2K)	All Managers (Combined)	$342.2K	0.0% ($342.2K/$1.5B)	QoQ +3.01% (+$10.0K) YoY NEW(+$342.2K)
(cusip46641Q654)✕	6.7K	QoQ +0.95% (+63) YoY NEW(+6.7K)	All Managers (Combined)	$339.0K	0.0% ($339.0K/$1.5B)	QoQ +1.22% (+$4.1K) YoY NEW(+$339.0K)
(cusip464288638)✕	6.5K	QoQ -1.23% (-81) YoY -8.36% (-589)	All Managers (Combined)	$338.9K	0.0% ($338.9K/$1.5B)	QoQ +0.70% (-$2.4K) YoY -6.71% (-$24.4K)
(cusip92647N865)✕	4.9K	QoQ +4.59% (+216) YoY NEW(+4.9K)	All Managers (Combined)	$336.7K	0.0% ($336.7K/$1.5B)	QoQ +9.65% (+$29.6K) YoY NEW(+$336.7K)
(cusip92647N576)✕	4.2K	QoQ 0.00% (-0) YoY -11.03% (-520)	All Managers (Combined)	$336.5K	0.0% ($336.5K/$1.5B)	QoQ -0.16% (-$540) YoY -6.09% (-$21.8K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.1K	QoQ +13.57% (+136) YoY +4.78% (+52)	All Managers (Combined)	$335.5K	0.0% ($335.5K/$1.5B)	QoQ +15.40% (+$44.8K) YoY +27.57% (+$72.5K)
(cusip92647N873)✕	5.8K	QoQ +0.05% (-3) YoY -10.05% (-653)	All Managers (Combined)	$335.2K	0.0% ($335.2K/$1.5B)	QoQ -3.30% (-$11.5K) YoY -7.85% (-$28.6K)