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 32 of 34

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Dell Technologies Inc.

DELL|24703L202

Shares:2.4K

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$1.5B)

46138E511

Shares:19.6K

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$1.5B)

Public Storage

PSA|74460D109

Shares:733

Value:$219.4K

% of Portfolio:0.0% ($219.4K/$1.5B)

HP INC

HPQ|40434L105

Shares:7.9K

Value:$219.0K

% of Portfolio:0.0% ($219.0K/$1.5B)

032108656

Shares:4.1K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$1.5B)

SYNOPSYS INC

SNPS|871607107

Shares:510

Value:$218.6K

% of Portfolio:0.0% ($218.6K/$1.5B)

464288372

Shares:4.0K

Value:$217.9K

% of Portfolio:0.0% ($217.9K/$1.5B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:3.6K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$1.5B)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:11.4K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$1.5B)

NOVARTIS AG

NVS|66987V109

Shares:1.9K

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$1.5B)

Diamondback Energy, Inc.

FANG|25278X109

Shares:1.3K

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$1.5B)

33738R720

Shares:5.3K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$1.5B)

87283Q404

Shares:5.3K

Value:$213.7K

% of Portfolio:0.0% ($213.7K/$1.5B)

LAM RESEARCH CORP

LRCX|512807306

Shares:2.9K

Value:$213.7K

% of Portfolio:0.0% ($213.7K/$1.5B)

CME GROUP INC.

CME|12572Q105

Shares:804

Value:$213.4K

% of Portfolio:0.0% ($213.4K/$1.5B)

ASTRAZENECA PLC

AZN|046353108

Shares:2.9K

Value:$212.1K

% of Portfolio:0.0% ($212.1K/$1.5B)

464287762

Shares:3.5K

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$1.5B)

GENUINE PARTS CO

GPC|372460105

Shares:1.8K

Value:$211.4K

% of Portfolio:0.0% ($211.4K/$1.5B)

464288208

Shares:2.9K

Value:$211.1K

% of Portfolio:0.0% ($211.1K/$1.5B)

46138G508

Shares:10.2K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Dell Technologies Inc.(DELLcusip24703L202)	2.4K	QoQ -12.85% (-358) YoY NEW(+2.4K)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$1.5B)	QoQ -31.07% (-$99.7K) YoY NEW(+$221.1K)
(cusip46138E511)✕	19.6K	QoQ -23.17% (-5.9K) YoY -33.81% (-10.0K)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$1.5B)	QoQ -25.24% (-$74.4K) YoY -37.48% (-$132.2K)
Public Storage(PSAcusip74460D109)	733	QoQ -1.87% (-14) YoY NEW(+733)	All Managers (Combined)	$219.4K	0.0% ($219.4K/$1.5B)	QoQ -1.89% (-$4.2K) YoY NEW(+$219.4K)
HP INC(HPQcusip40434L105)	7.9K	QoQ +6.81% (-505) YoY +18.67% (+1.2K)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$1.5B)	QoQ -9.35% (-$22.6K) YoY +8.73% (+$17.6K)
(cusip032108656)✕	4.1K	QoQ 0.00% (-0) YoY -19.42% (-991)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$1.5B)	QoQ -8.22% (-$19.6K) YoY -18.54% (-$49.8K)
SYNOPSYS INC(SNPScusip871607107)	510	QoQ -7.27% (-40) YoY -0.19% (-1)	All Managers (Combined)	$218.6K	0.0% ($218.6K/$1.5B)	QoQ -18.09% (-$48.3K) YoY -25.13% (-$73.4K)
(cusip464288372)✕	4.0K	QoQ +2.46% (+96) YoY NEW(+4.0K)	All Managers (Combined)	$217.9K	0.0% ($217.9K/$1.5B)	QoQ +7.17% (+$14.6K) YoY NEW(+$217.9K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$1.5B)	QoQ NEW(+$217.8K) YoY NEW(+$217.8K)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	11.4K	QoQ 0.00% (-0) YoY -2.55% (-300)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$1.5B)	QoQ -26.31% (-$77.4K) YoY -11.72% (-$28.8K)
NOVARTIS AG(NVScusip66987V109)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$215.7K	0.0% ($215.7K/$1.5B)	QoQ NEW(+$215.7K) YoY NEW(+$215.7K)
Diamondback Energy, Inc.(FANGcusip25278X109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$1.5B)	QoQ NEW(+$214.1K) YoY NEW(+$214.1K)
(cusip33738R720)✕	5.3K	QoQ -13.45% (-817) YoY -12.76% (-769)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$1.5B)	QoQ -21.85% (-$59.8K) YoY -21.57% (-$58.8K)
(cusip87283Q404)✕	5.3K	QoQ -3.34% (-183) YoY -4.77% (-265)	All Managers (Combined)	$213.7K	0.0% ($213.7K/$1.5B)	QoQ -1.36% (-$3.0K) YoY +1.24% (-$2.6K)
LAM RESEARCH CORP(LRCXcusip512807306)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$213.7K	0.0% ($213.7K/$1.5B)	QoQ NEW(+$213.7K) YoY NEW(+$213.7K)
CME GROUP INC.(CMEcusip12572Q105)	804	QoQ NEW(+804) YoY NEW(+804)	All Managers (Combined)	$213.4K	0.0% ($213.4K/$1.5B)	QoQ NEW(+$213.4K) YoY NEW(+$213.4K)
ASTRAZENECA PLC(AZNcusip046353108)	2.9K	QoQ -7.79% (-244) YoY -17.78% (-624)	All Managers (Combined)	$212.1K	0.0% ($212.1K/$1.5B)	QoQ +3.42% (-$7.0K) YoY -10.78% (-$25.6K)
(cusip464287762)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$1.5B)	QoQ NEW(+$211.8K) YoY NEW(+$211.8K)
GENUINE PARTS CO(GPCcusip372460105)	1.8K	QoQ +0.68% (+12) YoY +5.34% (-90)	All Managers (Combined)	$211.4K	0.0% ($211.4K/$1.5B)	QoQ +2.70% (+$5.6K) YoY -18.98% (-$49.5K)
(cusip464288208)✕	2.9K	QoQ -3.38% (-100) YoY -13.63% (-450)	All Managers (Combined)	$211.1K	0.0% ($211.1K/$1.5B)	QoQ -6.01% (-$13.5K) YoY -12.14% (-$29.2K)
(cusip46138G508)✕	10.2K	QoQ 0.00% (-0) YoY NEW(+10.2K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$1.5B)	QoQ -1.75% (-$3.8K) YoY NEW(+$210.1K)