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 • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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Page 31 of 34

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BWX Technologies, Inc.

BWXT|05605H100

Shares:2.4K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$1.5B)

Toll Brothers, Inc.

TOL|889478103

Shares:2.2K

Value:$234.5K

% of Portfolio:0.0% ($234.5K/$1.5B)

78468R804

Shares:1.3K

Value:$233.4K

% of Portfolio:0.0% ($233.4K/$1.5B)

464289867

Shares:4.0K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$1.5B)

CUMMINS INC

CMI|231021106

Shares:739

Value:$231.6K

% of Portfolio:0.0% ($231.6K/$1.5B)

Symbotic Inc.

SYM|87151X101

Shares:11.4K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$1.5B)

33737A108

Shares:2.0K

Value:$230.8K

% of Portfolio:0.0% ($230.8K/$1.5B)

852234103

Shares:4.2K

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$1.5B)

92203J407

BNDX|92203J407

Shares:4.7K

Value:$229.7K

% of Portfolio:0.0% ($229.7K/$1.5B)

33739Q200

Shares:4.6K

Value:$228.0K

% of Portfolio:0.0% ($228.0K/$1.5B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:1.8K

Value:$227.7K

% of Portfolio:0.0% ($227.7K/$1.5B)

46431W507

Shares:4.5K

Value:$227.7K

% of Portfolio:0.0% ($227.7K/$1.5B)

464288653

Shares:2.2K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$1.5B)

46137V142

Shares:3.5K

Value:$227.1K

% of Portfolio:0.0% ($227.1K/$1.5B)

Vistra Corp.

VST|92840M102

Shares:1.9K

Value:$226.7K

% of Portfolio:0.0% ($226.7K/$1.5B)

CVS HEALTH Corp

CVS|126650100

Shares:3.3K

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$1.5B)

26922A842

Shares:10.8K

Value:$225.2K

% of Portfolio:0.0% ($225.2K/$1.5B)

BROWN & BROWN, INC.

BRO|115236101

Shares:1.8K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$1.5B)

97717W109

Shares:2.9K

Value:$222.4K

% of Portfolio:0.0% ($222.4K/$1.5B)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:7.8K

Value:$222.3K

% of Portfolio:0.0% ($222.3K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BWX Technologies, Inc.(BWXTcusip05605H100)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$1.5B)	QoQ NEW(+$235.9K) YoY NEW(+$235.9K)
Toll Brothers, Inc.(TOLcusip889478103)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$234.5K	0.0% ($234.5K/$1.5B)	QoQ NEW(+$234.5K) YoY NEW(+$234.5K)
(cusip78468R804)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$233.4K	0.0% ($233.4K/$1.5B)	QoQ NEW(+$233.4K) YoY NEW(+$233.4K)
(cusip464289867)✕	4.0K	QoQ -11.03% (-502) YoY -44.94% (-3.3K)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$1.5B)	QoQ -10.63% (-$27.7K) YoY -43.06% (-$176.3K)
CUMMINS INC(CMIcusip231021106)	739	QoQ NEW(+739) YoY NEW(+739)	All Managers (Combined)	$231.6K	0.0% ($231.6K/$1.5B)	QoQ NEW(+$231.6K) YoY NEW(+$231.6K)
Symbotic Inc.(SYMcusip87151X101)	11.4K	QoQ -7.28% (-900) YoY -33.23% (-5.7K)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$1.5B)	QoQ -20.97% (-$61.4K) YoY -70.01% (-$540.3K)
(cusip33737A108)✕	2.0K	QoQ +0.04% (-1) YoY +2.10% (+42)	All Managers (Combined)	$230.8K	0.0% ($230.8K/$1.5B)	QoQ -5.15% (-$12.5K) YoY +0.79% (+$1.8K)
(cusip852234103)✕	4.2K	QoQ -5.11% (-229) YoY -14.17% (-701)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$1.5B)	QoQ -39.34% (-$149.6K) YoY -44.86% (-$187.7K)
(BNDXcusip92203J407)	4.7K	QoQ +0.12% (-6) YoY -47.15% (-4.2K)	All Managers (Combined)	$229.7K	0.0% ($229.7K/$1.5B)	QoQ -0.34% (-$784) YoY -47.55% (-$208.2K)
(cusip33739Q200)✕	4.6K	QoQ -1.98% (-94) YoY -29.33% (-1.9K)	All Managers (Combined)	$228.0K	0.0% ($228.0K/$1.5B)	QoQ -1.01% (-$2.3K) YoY -27.99% (-$88.7K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	1.8K	QoQ -2.33% (-44) YoY NEW(+1.8K)	All Managers (Combined)	$227.7K	0.0% ($227.7K/$1.5B)	QoQ +10.41% (-$21.5K) YoY NEW(+$227.7K)
(cusip46431W507)✕	4.5K	QoQ +0.42% (+19) YoY -0.48% (-22)	All Managers (Combined)	$227.7K	0.0% ($227.7K/$1.5B)	QoQ +1.16% (+$2.6K) YoY +0.33% (-$754)
(cusip464288653)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$1.5B)	QoQ NEW(+$227.3K) YoY NEW(+$227.3K)
(cusip46137V142)✕	3.5K	QoQ -0.22% (-8) YoY -5.52% (-206)	All Managers (Combined)	$227.1K	0.0% ($227.1K/$1.5B)	QoQ -2.15% (-$5.0K) YoY -8.42% (-$20.9K)
Vistra Corp.(VSTcusip92840M102)	1.9K	QoQ -2.62% (-52) YoY NEW(+1.9K)	All Managers (Combined)	$226.7K	0.0% ($226.7K/$1.5B)	QoQ -17.04% (-$46.6K) YoY NEW(+$226.7K)
CVS HEALTH Corp(CVScusip126650100)	3.3K	QoQ NEW(+3.3K) YoY -80.75% (-14.0K)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$1.5B)	QoQ NEW(+$226.1K) YoY -83.65% (-$1.2M)
(cusip26922A842)✕	10.8K	QoQ -3.43% (-386) YoY -27.03% (-4.0K)	All Managers (Combined)	$225.2K	0.0% ($225.2K/$1.5B)	QoQ -20.88% (-$59.5K) YoY -27.86% (-$87.0K)
BROWN & BROWN, INC.(BROcusip115236101)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$1.5B)	QoQ NEW(+$223.2K) YoY NEW(+$223.2K)
(cusip97717W109)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$222.4K	0.0% ($222.4K/$1.5B)	QoQ NEW(+$222.4K) YoY NEW(+$222.4K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	7.8K	QoQ -13.06% (-1.2K) YoY NEW(+7.8K)	All Managers (Combined)	$222.3K	0.0% ($222.3K/$1.5B)	QoQ +3.94% (-$8.4K) YoY NEW(+$222.3K)