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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464288661

Shares:2.3K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$1.5B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:17.4K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$1.5B)

92204A876

Shares:1.6K

Value:$265.7K

% of Portfolio:0.0% ($265.7K/$1.5B)

MARA Holdings, Inc.

MARA|565788106

Shares:23.0K

Value:$264.8K

% of Portfolio:0.0% ($264.8K/$1.5B)

78464A573

Shares:2.7K

Value:$264.6K

% of Portfolio:0.0% ($264.6K/$1.5B)

abrdn Silver ETF Trust

SIVR|003264108

Shares:8.1K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$1.5B)

T-Mobile US, Inc.

TMUS|872590104

Shares:985

Value:$262.8K

% of Portfolio:0.0% ($262.8K/$1.5B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.8K

Value:$262.3K

% of Portfolio:0.0% ($262.3K/$1.5B)

TARGET CORP

TGT|87612E106

Shares:2.5K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$1.5B)

Constellation Energy Corp

CEG|21037T109

Shares:1.3K

Value:$261.0K

% of Portfolio:0.0% ($261.0K/$1.5B)

78470P200

Shares:5.5K

Value:$260.2K

% of Portfolio:0.0% ($260.2K/$1.5B)

Kraft Heinz Co

KHC|500754106

Shares:8.5K

Value:$259.8K

% of Portfolio:0.0% ($259.8K/$1.5B)

46435G243

Shares:10.4K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$1.5B)

WELLTOWER INC.

WELL|95040Q104

Shares:1.7K

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$1.5B)

FORD MOTOR CO

F|345370860

Shares:25.7K

Value:$258.1K

% of Portfolio:0.0% ($258.1K/$1.5B)

808524607

SCHA|808524607

Shares:11.0K

Value:$256.7K

% of Portfolio:0.0% ($256.7K/$1.5B)

19762B707

Shares:4.3K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$1.5B)

REALTY INCOME CORP

O|756109104

Shares:4.4K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$1.5B)

316092808

Shares:1.6K

Value:$254.8K

% of Portfolio:0.0% ($254.8K/$1.5B)

97717X578

Shares:8.2K

Value:$252.9K

% of Portfolio:0.0% ($252.9K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288661)✕	2.3K	QoQ -34.55% (-1.2K) YoY -41.62% (-1.6K)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$1.5B)	QoQ -33.09% (-$133.2K) YoY -40.46% (-$183.0K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	17.4K	QoQ -9.82% (-1.9K) YoY -17.72% (-3.7K)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$1.5B)	QoQ -34.82% (-$143.1K) YoY -28.39% (-$106.2K)
(cusip92204A876)✕	1.6K	QoQ +6.94% (+101) YoY +7.83% (+113)	All Managers (Combined)	$265.7K	0.0% ($265.7K/$1.5B)	QoQ +11.81% (+$28.1K) YoY +29.18% (+$60.0K)
MARA Holdings, Inc.(MARAcusip565788106)	23.0K	QoQ +24.65% (-4.6K) YoY +59.50% (-8.6K)	All Managers (Combined)	$264.8K	0.0% ($264.8K/$1.5B)	QoQ -14.51% (-$45.0K) YoY -18.76% (-$61.2K)
(cusip78464A573)✕	2.7K	QoQ 0.00% (+0) YoY -25.22% (-910)	All Managers (Combined)	$264.6K	0.0% ($264.6K/$1.5B)	QoQ +8.80% (+$21.4K) YoY -22.65% (-$77.5K)
abrdn Silver ETF Trust(SIVRcusip003264108)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$1.5B)	QoQ NEW(+$263.2K) YoY NEW(+$263.2K)
T-Mobile US, Inc.(TMUScusip872590104)	985	QoQ +1.75% (+17) YoY NEW(+985)	All Managers (Combined)	$262.8K	0.0% ($262.8K/$1.5B)	QoQ +23.00% (+$49.1K) YoY NEW(+$262.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.8K	QoQ -0.37% (-7) YoY -5.33% (-104)	All Managers (Combined)	$262.3K	0.0% ($262.3K/$1.5B)	QoQ +8.15% (-$19.8K) YoY +4.10% (-$10.3K)
TARGET CORP(TGTcusip87612E106)	2.5K	QoQ -3.60% (-94) YoY -4.45% (-117)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$1.5B)	QoQ -25.60% (-$90.2K) YoY -43.73% (-$203.7K)
Constellation Energy Corp(CEGcusip21037T109)	1.3K	QoQ +13.70% (+156) YoY NEW(+1.3K)	All Managers (Combined)	$261.0K	0.0% ($261.0K/$1.5B)	QoQ +2.53% (+$6.4K) YoY NEW(+$261.0K)
(cusip78470P200)✕	5.5K	QoQ +0.27% (+15) YoY NEW(+5.5K)	All Managers (Combined)	$260.2K	0.0% ($260.2K/$1.5B)	QoQ +1.11% (+$2.9K) YoY NEW(+$260.2K)
Kraft Heinz Co(KHCcusip500754106)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$259.8K	0.0% ($259.8K/$1.5B)	QoQ NEW(+$259.8K) YoY NEW(+$259.8K)
(cusip46435G243)✕	10.4K	QoQ +17.72% (+1.6K) YoY +6.69% (+652)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$1.5B)	QoQ +19.10% (+$41.6K) YoY +8.91% (+$21.3K)
WELLTOWER INC.(WELLcusip95040Q104)	1.7K	QoQ -29.12% (-694) YoY NEW(+1.7K)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$1.5B)	QoQ -13.82% (-$41.5K) YoY NEW(+$258.8K)
FORD MOTOR CO(Fcusip345370860)	25.7K	QoQ -18.68% (-5.9K) YoY -37.09% (-15.2K)	All Managers (Combined)	$258.1K	0.0% ($258.1K/$1.5B)	QoQ -17.61% (-$55.2K) YoY -52.49% (-$285.2K)
(SCHAcusip808524607)	11.0K	QoQ -8.27% (-989) YoY +11.40% (-1.1K)	All Managers (Combined)	$256.7K	0.0% ($256.7K/$1.5B)	QoQ -16.90% (-$52.2K) YoY -46.98% (-$227.5K)
(cusip19762B707)✕	4.3K	QoQ -0.64% (-28) YoY NEW(+4.3K)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$1.5B)	QoQ -8.20% (-$22.8K) YoY NEW(+$254.9K)
REALTY INCOME CORP(Ocusip756109104)	4.4K	QoQ +14.39% (+553) YoY -33.46% (-2.2K)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$1.5B)	QoQ +24.26% (+$49.8K) YoY -28.64% (-$102.3K)
(cusip316092808)✕	1.6K	QoQ 0.00% (-0) YoY +12.93% (+181)	All Managers (Combined)	$254.8K	0.0% ($254.8K/$1.5B)	QoQ -12.76% (-$37.3K) YoY +16.90% (+$36.9K)
(cusip97717X578)✕	8.2K	QoQ -9.31% (-842) YoY -21.93% (-2.3K)	All Managers (Combined)	$252.9K	0.0% ($252.9K/$1.5B)	QoQ -8.16% (-$22.5K) YoY -18.20% (-$56.3K)