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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922908736

VUG|922908736

Shares:14.0K

Value:$5.2M

% of Portfolio:0.3% ($5.2M/$1.5B)

CINTAS CORP

CTAS|172908105

Shares:25.2K

Value:$5.2M

% of Portfolio:0.3% ($5.2M/$1.5B)

33739E108

Shares:294.3K

Value:$5.2M

% of Portfolio:0.3% ($5.2M/$1.5B)

464287804

IJR|464287804

Shares:48.4K

Value:$5.1M

% of Portfolio:0.3% ($5.1M/$1.5B)

33740F755

Shares:169.3K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.5B)

33734H106

Shares:111.0K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.5B)

81369Y506

Shares:51.9K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.5B)

NETFLIX INC

NFLX|64110L106

Shares:5.1K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.5B)

HOME DEPOT, INC.

HD|437076102

Shares:12.9K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.5B)

14020G101

Shares:135.2K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.5B)

00768Y412

Shares:258.4K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.5B)

808524797

SCHD|808524797

Shares:161.6K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.5B)

AbbVie Inc.

ABBV|00287Y109

Shares:21.5K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:8.6K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.5B)

132061862

Shares:376.9K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.5B)

14020V108

Shares:126.7K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.5B)

464287150

ITOT|464287150

Shares:34.6K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.5B)

46137V241

Shares:63.6K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.5B)

78464A375

Shares:126.1K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.5B)

464287465

EFA|464287465

Shares:48.8K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	14.0K	QoQ +8.22% (-1.1K) YoY +16.17% (+2.0K)	All Managers (Combined)	$5.2M	0.3% ($5.2M/$1.5B)	QoQ -2.22% (-$118.5K) YoY +25.16% (+$1.0M)
CINTAS CORP(CTAScusip172908105)	25.2K	QoQ -1.33% (-340) YoY +218.18% (-17.3K)	All Managers (Combined)	$5.2M	0.3% ($5.2M/$1.5B)	QoQ +11.00% (-$513.6K) YoY -4.81% (-$262.2K)
(cusip33739E108)✕	294.3K	QoQ -1.66% (-5.0K) YoY +5.57% (+15.6K)	All Managers (Combined)	$5.2M	0.3% ($5.2M/$1.5B)	QoQ -2.27% (-$120.5K) YoY +7.22% (+$348.9K)
(IJRcusip464287804)	48.4K	QoQ -4.29% (-2.2K) YoY +5.00% (-2.3K)	All Managers (Combined)	$5.1M	0.3% ($5.1M/$1.5B)	QoQ -13.14% (-$765.0K) YoY -0.65% (-$33.1K)
(cusip33740F755)✕	169.3K	QoQ +74.07% (+72.0K) YoY +688.31% (+147.8K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.5B)	QoQ +69.62% (+$2.1M) YoY +737.09% (+$4.4M)
(cusip33734H106)✕	111.0K	QoQ -3.96% (-4.6K) YoY -20.18% (-28.1K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.5B)	QoQ -1.87% (-$94.5K) YoY -15.71% (-$923.3K)
(cusip81369Y506)✕	51.9K	QoQ -2.29% (-1.2K) YoY -27.46% (-19.6K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.5B)	QoQ +6.58% (-$299.7K) YoY -28.20% (-$1.9M)
NETFLIX INC(NFLXcusip64110L106)	5.1K	QoQ +9.99% (+461) YoY +19.89% (+842)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.5B)	QoQ +15.07% (+$620.0K) YoY +84.09% (+$2.2M)
HOME DEPOT, INC.(HDcusip437076102)	12.9K	QoQ -0.79% (-103) YoY -4.18% (-562)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.5B)	QoQ -6.53% (-$329.4K) YoY -8.46% (-$435.6K)
(cusip14020G101)✕	135.2K	QoQ +52.72% (+46.7K) YoY +912.58% (+121.9K)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.5B)	QoQ +40.72% (+$1.3M) YoY +984.14% (+$4.2M)
(cusip00768Y412)✕	258.4K	QoQ NEW(+258.4K) YoY NEW(+258.4K)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.5B)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
(SCHDcusip808524797)	161.6K	QoQ +0.01% (+17) YoY +217.97% (+110.8K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.5B)	QoQ +2.35% (+$103.9K) YoY +10.26% (+$420.7K)
AbbVie Inc.(ABBVcusip00287Y109)	21.5K	QoQ +0.64% (+137) YoY +6.09% (+1.2K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.5B)	QoQ +18.66% (+$708.2K) YoY +22.06% (+$814.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	8.6K	QoQ +1.29% (+109) YoY +3.25% (+270)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.5B)	QoQ +4.88% (+$208.7K) YoY +9.33% (+$382.6K)
(cusip132061862)✕	376.9K	QoQ NEW(+376.9K) YoY NEW(+376.9K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.5B)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
(cusip14020V108)✕	126.7K	QoQ +62.33% (+48.6K) YoY NEW(+126.7K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.5B)	QoQ +55.04% (+$1.5M) YoY NEW(+$4.2M)
(ITOTcusip464287150)	34.6K	QoQ -0.84% (-296) YoY +6.67% (+2.2K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.5B)	QoQ -5.94% (-$266.9K) YoY +12.88% (+$482.4K)
(cusip46137V241)✕	63.6K	QoQ +0.76% (-481) YoY +16.96% (+9.2K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.5B)	QoQ -0.27% (-$11.7K) YoY +28.42% (+$934.0K)
(cusip78464A375)✕	126.1K	QoQ +6.32% (+7.5K) YoY +56.48% (+45.5K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.5B)	QoQ +7.88% (+$306.4K) YoY +59.12% (+$1.6M)
(EFAcusip464287465)	48.8K	QoQ +14.91% (+6.3K) YoY +103.25% (+24.8K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.5B)	QoQ +24.21% (+$777.3K) YoY +108.01% (+$2.1M)