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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25434V708

DFAC|25434V708

Shares:120.1K

Value:$4.0M

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

78464A672

Shares:135.8K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.5B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:9.2K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.5B)

33735B108

Shares:35.1K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.5B)

46641Q761

Shares:63.1K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$1.5B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:85.1K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$1.5B)

19761L706

Shares:106.9K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$1.5B)

464287168

DVY|464287168

Shares:26.3K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.5B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:9.8K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.5B)

464287671

IUSG|464287671

Shares:27.2K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.5B)

81369Y852

Shares:35.7K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.5B)

78468R663

Shares:37.3K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.5B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:11.4K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$1.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:19.8K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$1.5B)

Salesforce, Inc.

CRM|79466L302

Shares:12.1K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.5B)

921946406

VYM|921946406

Shares:24.8K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.5B)

46138E354

Shares:42.7K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.5B)

464287721

Shares:22.6K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.5B)

69374H303

Shares:44.0K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.5B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:36.9K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	120.1K	QoQ -12.74% (-17.5K) YoY -14.16% (-19.8K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.5B)	QoQ -16.78% (-$798.8K) YoY -11.37% (-$508.3K)
(cusip78464A672)✕	135.8K	QoQ +7.16% (+9.1K) YoY -15.06% (-24.1K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.5B)	QoQ +9.86% (+$348.4K) YoY -13.85% (-$624.6K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	9.2K	QoQ +19.92% (+1.5K) YoY +14.23% (+1.2K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.5B)	QoQ +18.33% (+$601.0K) YoY +20.59% (+$662.3K)
(cusip33735B108)✕	35.1K	QoQ +2.06% (-709) YoY +96.22% (+17.2K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.5B)	QoQ -3.87% (-$154.3K) YoY +88.63% (+$1.8M)
(cusip46641Q761)✕	63.1K	QoQ +6.36% (+3.8K) YoY +75.73% (+27.2K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$1.5B)	QoQ +4.87% (+$165.7K) YoY +87.70% (+$1.7M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	85.1K	QoQ +2.77% (-2.3K) YoY +4.07% (+3.3K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$1.5B)	QoQ -2.42% (-$88.1K) YoY +14.53% (+$450.8K)
(cusip19761L706)✕	106.9K	QoQ +9.64% (+9.4K) YoY +336.16% (+82.4K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$1.5B)	QoQ +5.17% (+$174.8K) YoY +367.56% (+$2.8M)
(DVYcusip464287168)	26.3K	QoQ -0.66% (-175) YoY +13.86% (+3.2K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.5B)	QoQ +1.60% (-$55.9K) YoY +24.13% (+$685.8K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	9.8K	QoQ -8.70% (-936) YoY +64.19% (+3.8K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.5B)	QoQ -5.92% (-$218.0K) YoY +80.58% (+$1.5M)
(IUSGcusip464287671)	27.2K	QoQ -4.88% (-1.4K) YoY -5.14% (-1.5K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.5B)	QoQ -13.26% (-$528.5K) YoY +2.83% (-$95.4K)
(cusip81369Y852)✕	35.7K	QoQ +3.85% (+1.3K) YoY +0.27% (+97)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.5B)	QoQ +3.47% (+$115.7K) YoY +18.43% (+$536.4K)
(cusip78468R663)✕	37.3K	QoQ +34.77% (+9.6K) YoY +36.05% (+9.9K)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.5B)	QoQ +35.21% (+$890.1K) YoY +35.95% (+$903.8K)
MICROSTRATEGY Inc(MSTRcusip594972408)	11.4K	QoQ +22.57% (+2.1K) YoY +1725.51% (+10.8K)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$1.5B)	QoQ +22.00% (+$595.1K) YoY +208.72% (+$2.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	19.8K	QoQ +2.75% (-530) YoY -1.97% (-399)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$1.5B)	QoQ -13.63% (-$518.9K) YoY +19.59% (-$538.6K)
Salesforce, Inc.(CRMcusip79466L302)	12.1K	QoQ +6.50% (-736) YoY +19.46% (+2.0K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.5B)	QoQ -14.51% (-$548.9K) YoY +6.44% (+$195.7K)
(VYMcusip921946406)	24.8K	QoQ +3.00% (+723) YoY +24.23% (+4.8K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.5B)	QoQ +4.10% (+$126.3K) YoY +32.41% (+$783.6K)
(cusip46138E354)✕	42.7K	QoQ +6.70% (+2.7K) YoY +4.21% (+1.7K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.5B)	QoQ +13.89% (+$389.8K) YoY +18.22% (+$492.3K)
(cusip464287721)✕	22.6K	QoQ +2.38% (-525) YoY +439.79% (+18.4K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.5B)	QoQ -9.86% (-$346.6K) YoY +461.29% (+$2.6M)
(cusip69374H303)✕	44.0K	QoQ +3.35% (-1.4K) YoY +2.78% (+1.2K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.5B)	QoQ -0.84% (-$26.6K) YoY +6.27% (+$184.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	36.9K	QoQ -10.17% (-4.2K) YoY -39.10% (-23.7K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.5B)	QoQ +0.24% (-$7.5K) YoY +123.34% (-$1.7M)