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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Page 27 of 34

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97717X131

Shares:8.8K

Value:$315.0K

NUCOR CORP

NUE|670346105

Shares:2.6K

Value:$312.7K

82889N764

Shares:10.9K

Value:$311.8K

78468R556

Shares:2.4K

Value:$310.7K

33738D101

Shares:8.2K

Value:$309.0K

Aurora Innovation, Inc.

AUR|051774107

Shares:45.9K

Value:$308.9K

OGE ENERGY CORP.

OGE|670837103

Shares:6.7K

Value:$308.3K

CENTENE CORP

CNC|15135B101

Shares:5.1K

Value:$308.0K

78468R770

Shares:2.8K

Value:$306.3K

922908652

VXF|922908652

Shares:1.8K

Value:$304.7K

BALL Corp

BALL|058498106

Shares:5.8K

Value:$304.2K

829658301

Shares:4.7K

Value:$303.4K

EOG RESOURCES INC

EOG|26875P101

Shares:2.4K

Value:$302.5K

COHERENT CORP.

COHR|19247G107

Shares:4.6K

Value:$298.9K

74347B565

Shares:5.0K

Value:$298.3K

464288448

Shares:9.6K

Value:$298.0K

46654Q609

Shares:4.0K

Value:$292.4K

UNITED RENTALS, INC.

URI|911363109

Shares:467

Value:$292.4K

46137Y401

Shares:2.8K

Value:$290.9K

Vital Energy, Inc.

VTLE|516806205

Shares:13.7K

Value:$290.5K

Instrument	Shares		Other Manager	Value
(cusip97717X131)✕	8.8K	QoQ -20.84% (-2.3K) YoY -14.86% (-1.5K)	All Managers (Combined)	$315.0K	QoQ -17.43% (-$66.5K) YoY -20.18% (-$79.6K)
NUCOR CORP(NUEcusip670346105)	2.6K	QoQ +0.11% (+3) YoY -13.19% (-395)	All Managers (Combined)	$312.7K	QoQ +3.23% (+$9.8K) YoY -47.21% (-$279.6K)
(cusip82889N764)✕	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$311.8K	QoQ NEW(+$311.8K) YoY NEW(+$311.8K)
(cusip78468R556)✕	2.4K	QoQ +11.90% (+251) YoY NEW(+2.4K)	All Managers (Combined)	$310.7K	QoQ +11.30% (+$31.6K) YoY NEW(+$310.7K)
(cusip33738D101)✕	8.2K	QoQ +0.53% (+44) YoY -5.47% (-477)	All Managers (Combined)	$309.0K	QoQ +5.72% (+$16.7K) YoY +20.02% (-$51.6K)
Aurora Innovation, Inc.(AURcusip051774107)	45.9K	QoQ +3.37% (+1.5K) YoY NEW(+45.9K)	All Managers (Combined)	$308.9K	QoQ +10.35% (+$29.0K) YoY NEW(+$308.9K)
OGE ENERGY CORP.(OGEcusip670837103)	6.7K	QoQ +0.41% (+28) YoY -18.04% (-1.5K)	All Managers (Combined)	$308.3K	QoQ +11.89% (+$32.8K) YoY +9.81% (-$27.6K)
CENTENE CORP(CNCcusip15135B101)	5.1K	QoQ 0.00% (+0) YoY +77.25% (+2.2K)	All Managers (Combined)	$308.0K	QoQ +0.21% (+$657) YoY +37.11% (+$83.4K)
(cusip78468R770)✕	2.8K	QoQ -1.40% (-40) YoY -1.40% (-40)	All Managers (Combined)	$306.3K	QoQ -1.06% (-$3.3K) YoY -0.88% (-$2.7K)
(VXFcusip922908652)	1.8K	QoQ -6.74% (-128) YoY -16.94% (-361)	All Managers (Combined)	$304.7K	QoQ -15.45% (-$55.7K) YoY -18.37% (-$68.6K)
BALL Corp(BALLcusip058498106)	5.8K	QoQ -5.57% (-345) YoY +14.56% (-743)	All Managers (Combined)	$304.2K	QoQ -10.81% (-$36.9K) YoY -11.43% (-$39.3K)
(cusip829658301)✕	4.7K	QoQ +0.04% (-2) YoY -0.08% (-4)	All Managers (Combined)	$303.4K	QoQ -2.50% (-$7.8K) YoY -2.02% (-$6.3K)
EOG RESOURCES INC(EOGcusip26875P101)	2.4K	QoQ -13.24% (-360) YoY -22.40% (-681)	All Managers (Combined)	$302.5K	QoQ -9.25% (-$30.9K) YoY -22.17% (-$86.2K)
COHERENT CORP.(COHRcusip19247G107)	4.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$298.9K	QoQ -31.44% (-$137.1K) YoY +7.12% (+$19.9K)
(cusip74347B565)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$298.3K	QoQ NEW(+$298.3K) YoY NEW(+$298.3K)
(cusip464288448)✕	9.6K	QoQ +1.87% (+177) YoY +2.68% (+251)	All Managers (Combined)	$298.0K	QoQ +15.41% (+$39.8K) YoY +13.59% (+$35.7K)
(cusip46654Q609)✕	4.0K	QoQ +10.85% (+388) YoY NEW(+4.0K)	All Managers (Combined)	$292.4K	QoQ +0.95% (+$2.8K) YoY NEW(+$292.4K)
UNITED RENTALS, INC.(URIcusip911363109)	467	QoQ +10.92% (-46) YoY NEW(+467)	All Managers (Combined)	$292.4K	QoQ -1.50% (-$4.5K) YoY NEW(+$292.4K)
(cusip46137Y401)✕	2.8K	QoQ -14.78% (-486) YoY -17.81% (-607)	All Managers (Combined)	$290.9K	QoQ -14.78% (-$50.5K) YoY -16.04% (-$55.6K)
Vital Energy, Inc.(VTLEcusip516806205)	13.7K	QoQ +32.60% (-3.4K) YoY NEW(+13.7K)	All Managers (Combined)	$290.5K	QoQ -8.99% (-$28.7K) YoY NEW(+$290.5K)