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 • $1,511,157.52K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 7 of 34

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78468R523

Shares:25.9K

Value:$2.6M

33739N108

Shares:49.1K

Value:$2.5M

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.7K

Value:$2.4M

33734Y109

Shares:27.0K

Value:$2.4M

46432F396

MTUM|46432F396

Shares:12.0K

Value:$2.4M

46641Q167

Shares:38.1K

Value:$2.4M

25434V880

DFAX|25434V880

Shares:90.3K

Value:$2.4M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:38.2K

Value:$2.4M

336920103

Shares:20.9K

Value:$2.3M

92206C680

VONG|92206C680

Shares:25.0K

Value:$2.3M

S&P Global Inc.

SPGI|78409V104

Shares:4.5K

Value:$2.3M

464287655

IWM|464287655

Shares:11.5K

Value:$2.3M

33738D606

Shares:105.3K

Value:$2.3M

69374H881

Shares:41.3K

Value:$2.3M

NEXTERA ENERGY INC

NEE|65339F101

Shares:31.7K

Value:$2.2M

33738R704

Shares:32.9K

Value:$2.2M

CONOCOPHILLIPS

COP|20825C104

Shares:21.2K

Value:$2.2M

Palo Alto Networks Inc

PANW|697435105

Shares:13.0K

Value:$2.2M

81369Y308

Shares:26.9K

Value:$2.2M

78468R705

Shares:9.1K

Value:$2.2M

Instrument	Shares		Other Manager	Value
(cusip78468R523)✕	25.9K	QoQ +12.15% (+2.8K) YoY +190.56% (+17.0K)	All Managers (Combined)	$2.6M	QoQ +12.54% (+$286.9K) YoY +190.77% (+$1.7M)
(cusip33739N108)✕	49.1K	QoQ -4.01% (-2.1K) YoY -0.72% (-359)	All Managers (Combined)	$2.5M	QoQ -5.12% (-$133.5K) YoY -2.53% (-$64.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	14.7K	QoQ -12.13% (-2.0K) YoY -12.58% (-2.1K)	All Managers (Combined)	$2.4M	QoQ +0.76% (-$18.5K) YoY -8.35% (-$222.7K)
(cusip33734Y109)✕	27.0K	QoQ +2.11% (-559) YoY -54.23% (-32.0K)	All Managers (Combined)	$2.4M	QoQ -8.97% (-$240.1K) YoY -55.77% (-$3.1M)
(MTUMcusip46432F396)	12.0K	QoQ +0.67% (-81) YoY -7.76% (-1.0K)	All Managers (Combined)	$2.4M	QoQ -1.64% (-$40.7K) YoY -0.48% (-$11.8K)
(cusip46641Q167)✕	38.1K	QoQ NEW(+38.1K) YoY NEW(+38.1K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(DFAXcusip25434V880)	90.3K	QoQ -13.81% (-14.5K) YoY -10.99% (-11.2K)	All Managers (Combined)	$2.4M	QoQ -9.17% (-$239.0K) YoY -8.33% (-$215.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	38.2K	QoQ -1.87% (-730) YoY -10.68% (-4.6K)	All Managers (Combined)	$2.4M	QoQ +2.28% (-$52.6K) YoY +10.43% (-$222.6K)
(cusip336920103)✕	20.9K	QoQ -8.85% (-2.0K) YoY -13.30% (-3.2K)	All Managers (Combined)	$2.3M	QoQ -14.77% (-$404.3K) YoY -8.44% (-$214.9K)
(VONGcusip92206C680)	25.0K	QoQ +68.33% (+10.1K) YoY +63.72% (+9.7K)	All Managers (Combined)	$2.3M	QoQ +51.21% (+$784.4K) YoY +75.29% (+$994.7K)
S&P Global Inc.(SPGIcusip78409V104)	4.5K	QoQ +11.35% (+463) YoY +47.53% (+1.5K)	All Managers (Combined)	$2.3M	QoQ +13.59% (+$276.2K) YoY +76.20% (+$997.7K)
(IWMcusip464287655)	11.5K	QoQ -3.61% (-432) YoY -10.52% (-1.4K)	All Managers (Combined)	$2.3M	QoQ -12.98% (-$343.0K) YoY -15.12% (-$409.6K)
(cusip33738D606)✕	105.3K	QoQ -17.24% (-21.9K) YoY +783.68% (+93.4K)	All Managers (Combined)	$2.3M	QoQ -14.62% (-$387.7K) YoY +788.65% (+$2.0M)
(cusip69374H881)✕	41.3K	QoQ -5.57% (-2.4K) YoY +24.98% (+8.3K)	All Managers (Combined)	$2.3M	QoQ -8.45% (-$208.9K) YoY +17.77% (+$341.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	31.7K	QoQ -4.82% (-1.6K) YoY +1.73% (+540)	All Managers (Combined)	$2.2M	QoQ -5.89% (-$140.7K) YoY +12.84% (+$255.8K)
(cusip33738R704)✕	32.9K	QoQ +9.96% (-3.0K) YoY NEW(+32.9K)	All Managers (Combined)	$2.2M	QoQ -2.64% (-$60.9K) YoY NEW(+$2.2M)
CONOCOPHILLIPS(COPcusip20825C104)	21.2K	QoQ -1.24% (-268) YoY +4.00% (-817)	All Managers (Combined)	$2.2M	QoQ +4.57% (-$97.5K) YoY -14.18% (-$368.3K)
Palo Alto Networks Inc(PANWcusip697435105)	13.0K	QoQ +4.33% (-540) YoY +147.55% (+7.7K)	All Managers (Combined)	$2.2M	QoQ -2.15% (-$48.7K) YoY +48.67% (+$725.3K)
(cusip81369Y308)✕	26.9K	QoQ +2.95% (+774) YoY +6.61% (+1.7K)	All Managers (Combined)	$2.2M	QoQ +6.96% (+$143.2K) YoY +14.02% (+$270.6K)
(cusip78468R705)✕	9.1K	QoQ -0.02% (-2) YoY -0.50% (-46)	All Managers (Combined)	$2.2M	QoQ -7.47% (-$177.5K) YoY +4.23% (-$89.4K)