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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464287432

Shares:3.2K

Value:$288.9K

% of Portfolio:0.0% ($288.9K/$1.5B)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:7.7K

Value:$288.4K

% of Portfolio:0.0% ($288.4K/$1.5B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:8.4K

Value:$285.6K

% of Portfolio:0.0% ($285.6K/$1.5B)

ENBRIDGE INC

ENB|29250N105

Shares:6.4K

Value:$285.6K

% of Portfolio:0.0% ($285.6K/$1.5B)

ECOLAB INC.

ECL|278865100

Shares:1.1K

Value:$283.0K

% of Portfolio:0.0% ($283.0K/$1.5B)

COPART INC

CPRT|217204106

Shares:5.0K

Value:$282.1K

% of Portfolio:0.0% ($282.1K/$1.5B)

33734X119

Shares:4.3K

Value:$281.3K

% of Portfolio:0.0% ($281.3K/$1.5B)

464287325

Shares:3.1K

Value:$279.9K

% of Portfolio:0.0% ($279.9K/$1.5B)

921909768

VXUS|921909768

Shares:4.5K

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$1.5B)

92204A884

Shares:1.9K

Value:$278.1K

% of Portfolio:0.0% ($278.1K/$1.5B)

233051200

DBEF|233051200

Shares:6.4K

Value:$277.7K

% of Portfolio:0.0% ($277.7K/$1.5B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:3.2K

Value:$277.3K

% of Portfolio:0.0% ($277.3K/$1.5B)

INTUIT INC.

INTU|461202103

Shares:450

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$1.5B)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:13.6K

Value:$275.9K

% of Portfolio:0.0% ($275.9K/$1.5B)

Archer-Daniels-Midland Co

ADM|039483102

Shares:5.7K

Value:$275.1K

% of Portfolio:0.0% ($275.1K/$1.5B)

74347B698

Shares:4.2K

Value:$273.7K

% of Portfolio:0.0% ($273.7K/$1.5B)

Kenvue Inc.

KVUE|49177J102

Shares:11.4K

Value:$273.4K

% of Portfolio:0.0% ($273.4K/$1.5B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:1.6K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$1.5B)

33738R746

Shares:9.9K

Value:$270.5K

% of Portfolio:0.0% ($270.5K/$1.5B)

464286525

ACWV|464286525

Shares:2.3K

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	3.2K	QoQ -9.00% (-314) YoY -75.14% (-9.6K)	All Managers (Combined)	$288.9K	0.0% ($288.9K/$1.5B)	QoQ -5.15% (-$15.7K) YoY -76.08% (-$919.4K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	7.7K	QoQ +3.90% (+290) YoY -10.40% (-896)	All Managers (Combined)	$288.4K	0.0% ($288.4K/$1.5B)	QoQ +18.73% (+$45.5K) YoY -33.22% (-$143.5K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	8.4K	QoQ +0.44% (+37) YoY +1.92% (+158)	All Managers (Combined)	$285.6K	0.0% ($285.6K/$1.5B)	QoQ +9.35% (+$24.4K) YoY +19.25% (+$46.1K)
ENBRIDGE INC(ENBcusip29250N105)	6.4K	QoQ +5.56% (+340) YoY +4.25% (+263)	All Managers (Combined)	$285.6K	0.0% ($285.6K/$1.5B)	QoQ +10.25% (+$26.6K) YoY +27.67% (+$61.9K)
ECOLAB INC.(ECLcusip278865100)	1.1K	QoQ +0.81% (+9) YoY -18.48% (-253)	All Managers (Combined)	$283.0K	0.0% ($283.0K/$1.5B)	QoQ +9.11% (+$23.7K) YoY -10.46% (-$33.1K)
COPART INC(CPRTcusip217204106)	5.0K	QoQ +4.00% (+192) YoY NEW(+5.0K)	All Managers (Combined)	$282.1K	0.0% ($282.1K/$1.5B)	QoQ +2.55% (+$7.0K) YoY NEW(+$282.1K)
(cusip33734X119)✕	4.3K	QoQ -29.37% (-1.8K) YoY -31.77% (-2.0K)	All Managers (Combined)	$281.3K	0.0% ($281.3K/$1.5B)	QoQ -27.97% (-$109.2K) YoY -34.91% (-$150.9K)
(cusip464287325)✕	3.1K	QoQ 0.00% (+0) YoY -22.30% (-881)	All Managers (Combined)	$279.9K	0.0% ($279.9K/$1.5B)	QoQ +6.08% (+$16.1K) YoY -23.91% (-$88.0K)
(VXUScusip921909768)	4.5K	QoQ -0.57% (-26) YoY -23.65% (-1.4K)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$1.5B)	QoQ +4.77% (-$12.7K) YoY -21.37% (-$75.9K)
(cusip92204A884)✕	1.9K	QoQ +0.05% (-1) YoY +10.17% (+173)	All Managers (Combined)	$278.1K	0.0% ($278.1K/$1.5B)	QoQ -4.16% (-$12.1K) YoY +24.56% (+$54.9K)
(DBEFcusip233051200)	6.4K	QoQ +1.47% (+93) YoY -26.77% (-2.3K)	All Managers (Combined)	$277.7K	0.0% ($277.7K/$1.5B)	QoQ +6.12% (+$16.0K) YoY -22.53% (-$80.8K)
ENTERGY CORP /DE/(ETRcusip29364G103)	3.2K	QoQ +1.66% (+53) YoY NEW(+3.2K)	All Managers (Combined)	$277.3K	0.0% ($277.3K/$1.5B)	QoQ +14.62% (+$35.4K) YoY NEW(+$277.3K)
INTUIT INC.(INTUcusip461202103)	450	QoQ -38.94% (-287) YoY -18.03% (-99)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$1.5B)	QoQ -40.31% (-$186.8K) YoY -22.42% (-$80.0K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	13.6K	QoQ +0.28% (+39) YoY +1.13% (+153)	All Managers (Combined)	$275.9K	0.0% ($275.9K/$1.5B)	QoQ +11.30% (+$28.0K) YoY +4.32% (+$11.4K)
Archer-Daniels-Midland Co(ADMcusip039483102)	5.7K	QoQ -3.25% (-193) YoY -10.17% (-649)	All Managers (Combined)	$275.1K	0.0% ($275.1K/$1.5B)	QoQ -8.05% (-$24.1K) YoY -31.34% (-$125.6K)
(cusip74347B698)✕	4.2K	QoQ 0.00% (-0) YoY -3.60% (-156)	All Managers (Combined)	$273.7K	0.0% ($273.7K/$1.5B)	QoQ -3.07% (-$8.7K) YoY -1.23% (-$3.4K)
Kenvue Inc.(KVUEcusip49177J102)	11.4K	QoQ -0.71% (-82) YoY NEW(+11.4K)	All Managers (Combined)	$273.4K	0.0% ($273.4K/$1.5B)	QoQ +11.52% (-$28.3K) YoY NEW(+$273.4K)
Coinbase Global, Inc.(COINcusip19260Q107)	1.6K	QoQ +13.23% (-184) YoY +43.74% (-479)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$1.5B)	QoQ -21.45% (-$74.1K) YoY -6.61% (-$19.2K)
(cusip33738R746)✕	9.9K	QoQ 0.00% (-0) YoY -2.41% (-245)	All Managers (Combined)	$270.5K	0.0% ($270.5K/$1.5B)	QoQ -7.99% (-$23.5K) YoY -7.62% (-$22.3K)
(ACWVcusip464286525)	2.3K	QoQ +0.60% (+14) YoY +0.82% (+19)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$1.5B)	QoQ +7.21% (+$18.2K) YoY +11.46% (+$27.8K)