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 • $1,511,157.52K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 26 of 34

Sort by:

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:691

Value:$335.0K

025072307

Shares:3.6K

Value:$333.9K

38748G101

Shares:10.8K

Value:$333.8K

316092600

Shares:4.9K

Value:$333.4K

abrdn Gold ETF Trust

SGOL|00326A104

Shares:11.2K

Value:$332.7K

ASML HOLDING NV

ASML|N07059210

Shares:500

Value:$331.2K

35473P884

Shares:6.2K

Value:$331.1K

92206C771

Shares:7.1K

Value:$331.0K

14020X104

Shares:11.7K

Value:$330.4K

922042858

VWO|922042858

Shares:7.3K

Value:$328.2K

92204A108

Shares:1.0K

Value:$326.4K

921932505

VOOG|921932505

Shares:967

Value:$323.5K

37954Y483

Shares:19.3K

Value:$320.5K

46090F100

Shares:23.5K

Value:$319.7K

Marathon Petroleum Corp

MPC|56585A102

Shares:2.2K

Value:$319.5K

46137V472

Shares:3.5K

Value:$319.0K

921937819

BIV|921937819

Shares:4.1K

Value:$316.9K

46138E222

Shares:7.2K

Value:$316.8K

Jackson Financial Inc.

JXN|46817M107

Shares:3.8K

Value:$316.5K

NOVO NORDISK A S

NVO|670100205

Shares:4.5K

Value:$315.2K

Instrument	Shares		Other Manager	Value
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	691	QoQ NEW(+691) YoY NEW(+691)	All Managers (Combined)	$335.0K	QoQ NEW(+$335.0K) YoY NEW(+$335.0K)
(cusip025072307)✕	3.6K	QoQ +2.88% (-100) YoY +38.44% (+990)	All Managers (Combined)	$333.9K	QoQ -3.33% (-$11.5K) YoY +52.67% (+$115.2K)
(cusip38748G101)✕	10.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$333.8K	QoQ +19.11% (+$53.6K) YoY +40.43% (+$96.1K)
(cusip316092600)✕	4.9K	QoQ +0.16% (+8) YoY +25.03% (+977)	All Managers (Combined)	$333.4K	QoQ +4.71% (+$15.0K) YoY +22.44% (+$61.1K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	11.2K	QoQ +19.04% (+1.8K) YoY NEW(+11.2K)	All Managers (Combined)	$332.7K	QoQ +41.71% (+$97.9K) YoY NEW(+$332.7K)
ASML HOLDING NV(ASMLcusipN07059210)	500	QoQ -5.66% (-30) YoY -28.16% (-196)	All Managers (Combined)	$331.2K	QoQ -9.79% (-$35.9K) YoY -50.96% (-$344.3K)
(cusip35473P884)✕	6.2K	QoQ -0.15% (-10) YoY +11.63% (+651)	All Managers (Combined)	$331.1K	QoQ -2.55% (-$8.7K) YoY +10.69% (+$32.0K)
(cusip92206C771)✕	7.1K	QoQ -3.49% (-259) YoY -17.54% (-1.5K)	All Managers (Combined)	$331.0K	QoQ -1.42% (-$4.8K) YoY -16.27% (-$64.3K)
(cusip14020X104)✕	11.7K	QoQ +2.64% (-301) YoY NEW(+11.7K)	All Managers (Combined)	$330.4K	QoQ -0.47% (-$1.6K) YoY NEW(+$330.4K)
(VWOcusip922042858)	7.3K	QoQ -26.51% (-2.6K) YoY -32.82% (-3.5K)	All Managers (Combined)	$328.2K	QoQ -24.46% (-$106.3K) YoY -27.20% (-$122.7K)
(cusip92204A108)✕	1.0K	QoQ +6.13% (-58) YoY +6.47% (+61)	All Managers (Combined)	$326.4K	QoQ -8.02% (-$28.5K) YoY +9.08% (+$27.2K)
(VOOGcusip921932505)	967	QoQ -4.44% (-45) YoY -10.21% (-110)	All Managers (Combined)	$323.5K	QoQ -12.62% (-$46.8K) YoY -1.43% (-$4.7K)
(cusip37954Y483)✕	19.3K	QoQ +6.64% (-1.2K) YoY -21.94% (-5.4K)	All Managers (Combined)	$320.5K	QoQ -2.66% (-$8.8K) YoY -27.51% (-$121.7K)
(cusip46090F100)✕	23.5K	QoQ +1.09% (+254) YoY -31.86% (-11.0K)	All Managers (Combined)	$319.7K	QoQ +6.07% (+$18.3K) YoY -33.04% (-$157.8K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.2K	QoQ -3.94% (-90) YoY -2.22% (-50)	All Managers (Combined)	$319.5K	QoQ +0.30% (-$971) YoY -29.32% (-$132.6K)
(cusip46137V472)✕	3.5K	QoQ -90.08% (-31.7K) YoY -90.43% (-32.9K)	All Managers (Combined)	$319.0K	QoQ -90.78% (-$3.1M) YoY -92.04% (-$3.7M)
(BIVcusip921937819)	4.1K	QoQ -35.12% (-2.2K) YoY -34.23% (-2.2K)	All Managers (Combined)	$316.9K	QoQ -33.52% (-$159.8K) YoY -33.21% (-$157.6K)
(cusip46138E222)✕	7.2K	QoQ +0.11% (+8) YoY +1.60% (+113)	All Managers (Combined)	$316.8K	QoQ +8.77% (+$25.6K) YoY +6.69% (+$19.9K)
Jackson Financial Inc.(JXNcusip46817M107)	3.8K	QoQ -18.63% (-865) YoY -17.70% (-813)	All Managers (Combined)	$316.5K	QoQ -21.71% (-$87.8K) YoY +4.23% (-$12.8K)
NOVO NORDISK A S(NVOcusip670100205)	4.5K	QoQ -1.19% (-55) YoY +55.55% (-1.6K)	All Managers (Combined)	$315.2K	QoQ -20.23% (-$79.9K) YoY -15.86% (-$59.5K)