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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Page 30 of 34

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301505889

Shares:6.5K

Value:$249.4K

% of Portfolio:0.0% ($249.4K/$1.5B)

92189H821

Shares:27.5K

Value:$248.5K

% of Portfolio:0.0% ($248.5K/$1.5B)

78468R887

Shares:2.0K

Value:$247.5K

% of Portfolio:0.0% ($247.5K/$1.5B)

67092P300

Shares:6.1K

Value:$247.2K

% of Portfolio:0.0% ($247.2K/$1.5B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:3.1K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$1.5B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.9K

Value:$246.4K

% of Portfolio:0.0% ($246.4K/$1.5B)

35473P850

Shares:10.5K

Value:$246.2K

% of Portfolio:0.0% ($246.2K/$1.5B)

33740F789

Shares:9.0K

Value:$245.1K

% of Portfolio:0.0% ($245.1K/$1.5B)

CARNIVAL CORP

CCL|143658300

Shares:12.5K

Value:$244.7K

% of Portfolio:0.0% ($244.7K/$1.5B)

33740U729

Shares:10.4K

Value:$244.0K

% of Portfolio:0.0% ($244.0K/$1.5B)

MERCADOLIBRE INC

MELI|58733R102

Shares:125

Value:$243.9K

% of Portfolio:0.0% ($243.9K/$1.5B)

78468R622

Shares:2.6K

Value:$243.8K

% of Portfolio:0.0% ($243.8K/$1.5B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:6.2K

Value:$243.2K

% of Portfolio:0.0% ($243.2K/$1.5B)

46137V548

Shares:12.7K

Value:$242.4K

% of Portfolio:0.0% ($242.4K/$1.5B)

464287705

IJJ|464287705

Shares:2.0K

Value:$242.0K

% of Portfolio:0.0% ($242.0K/$1.5B)

464288810

Shares:4.0K

Value:$240.8K

% of Portfolio:0.0% ($240.8K/$1.5B)

69374H709

Shares:6.5K

Value:$240.7K

% of Portfolio:0.0% ($240.7K/$1.5B)

AFLAC INC

AFL|001055102

Shares:2.2K

Value:$239.7K

% of Portfolio:0.0% ($239.7K/$1.5B)

46137V845

Shares:1.7K

Value:$237.8K

% of Portfolio:0.0% ($237.8K/$1.5B)

921932844

Shares:2.6K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip301505889)✕	6.5K	QoQ -0.68% (-45) YoY -4.10% (-280)	All Managers (Combined)	$249.4K	0.0% ($249.4K/$1.5B)	QoQ +9.91% (-$22.5K) YoY +16.86% (-$36.0K)
(cusip92189H821)✕	27.5K	QoQ +5.54% (-1.4K) YoY +31.12% (+6.5K)	All Managers (Combined)	$248.5K	0.0% ($248.5K/$1.5B)	QoQ -33.67% (-$126.2K) YoY +1.63% (+$4.0K)
(cusip78468R887)✕	2.0K	QoQ +2.49% (-49) YoY NEW(+2.0K)	All Managers (Combined)	$247.5K	0.0% ($247.5K/$1.5B)	QoQ -1.31% (-$3.3K) YoY NEW(+$247.5K)
(cusip67092P300)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$247.2K	0.0% ($247.2K/$1.5B)	QoQ NEW(+$247.2K) YoY NEW(+$247.2K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	3.1K	QoQ +3.41% (+101) YoY -6.11% (-199)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$1.5B)	QoQ +6.76% (+$15.6K) YoY -16.65% (-$49.3K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.9K	QoQ NEW(+1.9K) YoY -40.35% (-1.3K)	All Managers (Combined)	$246.4K	0.0% ($246.4K/$1.5B)	QoQ NEW(+$246.4K) YoY +8.96% (-$20.3K)
(cusip35473P850)✕	10.5K	QoQ +0.29% (-31) YoY -44.10% (-8.3K)	All Managers (Combined)	$246.2K	0.0% ($246.2K/$1.5B)	QoQ -1.02% (-$2.5K) YoY -45.10% (-$202.3K)
(cusip33740F789)✕	9.0K	QoQ -80.75% (-37.6K) YoY -85.57% (-53.3K)	All Managers (Combined)	$245.1K	0.0% ($245.1K/$1.5B)	QoQ -82.59% (-$1.2M) YoY -85.67% (-$1.5M)
CARNIVAL CORP(CCLcusip143658300)	12.5K	QoQ +8.70% (-1.0K) YoY NEW(+12.5K)	All Managers (Combined)	$244.7K	0.0% ($244.7K/$1.5B)	QoQ -14.81% (-$42.5K) YoY NEW(+$244.7K)
(cusip33740U729)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$244.0K	0.0% ($244.0K/$1.5B)	QoQ NEW(+$244.0K) YoY NEW(+$244.0K)
MERCADOLIBRE INC(MELIcusip58733R102)	125	QoQ 0.00% (+0) YoY -16.66% (-25)	All Managers (Combined)	$243.9K	0.0% ($243.9K/$1.5B)	QoQ +14.73% (+$31.3K) YoY +7.52% (-$17.1K)
(cusip78468R622)✕	2.6K	QoQ +3.14% (+78) YoY -9.89% (-281)	All Managers (Combined)	$243.8K	0.0% ($243.8K/$1.5B)	QoQ +2.97% (+$7.0K) YoY -9.79% (-$26.5K)
FIFTH THIRD BANCORP(FITBcusip316773100)	6.2K	QoQ -7.47% (-501) YoY -7.80% (-525)	All Managers (Combined)	$243.2K	0.0% ($243.2K/$1.5B)	QoQ -14.20% (-$40.3K) YoY -2.85% (-$7.2K)
(cusip46137V548)✕	12.7K	QoQ -2.29% (-298) YoY -30.32% (-5.5K)	All Managers (Combined)	$242.4K	0.0% ($242.4K/$1.5B)	QoQ +1.76% (-$4.2K) YoY -28.33% (-$95.8K)
(IJJcusip464287705)	2.0K	QoQ -0.14% (-3) YoY -1.07% (-22)	All Managers (Combined)	$242.0K	0.0% ($242.0K/$1.5B)	QoQ -4.33% (-$11.0K) YoY +0.12% (-$307)
(cusip464288810)✕	4.0K	QoQ NEW(+4.0K) YoY +1.11% (+44)	All Managers (Combined)	$240.8K	0.0% ($240.8K/$1.5B)	QoQ NEW(+$240.8K) YoY +3.88% (+$9.0K)
(cusip69374H709)✕	6.5K	QoQ NEW(+6.5K) YoY -0.13% (-9)	All Managers (Combined)	$240.7K	0.0% ($240.7K/$1.5B)	QoQ NEW(+$240.7K) YoY +6.41% (-$14.5K)
AFLAC INC(AFLcusip001055102)	2.2K	QoQ -21.68% (-597) YoY NEW(+2.2K)	All Managers (Combined)	$239.7K	0.0% ($239.7K/$1.5B)	QoQ -15.82% (-$45.1K) YoY NEW(+$239.7K)
(cusip46137V845)✕	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$237.8K	0.0% ($237.8K/$1.5B)	QoQ NEW(+$237.8K) YoY NEW(+$237.8K)
(cusip921932844)✕	2.6K	QoQ 0.00% (-0) YoY -8.60% (-243)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$1.5B)	QoQ -3.67% (-$9.1K) YoY -7.35% (-$18.9K)