Western-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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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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78463X509

Shares:55.6K

Value:$2.2M

594972908

Shares:128

Value:$2.2M

AMERICAN EXPRESS CO

AXP|025816109

Shares:8.1K

Value:$2.2M

BlackRock, Inc.

BLK|09290D101

Shares:2.3K

Value:$2.2M

464287291

Shares:28.6K

Value:$2.2M

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:21.0K

Value:$2.2M

81369Y860

Shares:51.2K

Value:$2.1M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:4.3K

Value:$2.1M

QUALCOMM INC/DE

QCOM|747525103

Shares:13.9K

Value:$2.1M

464287663

IUSV|464287663

Shares:22.7K

Value:$2.1M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:45.9K

Value:$2.1M

33734X135

Shares:38.7K

Value:$2.0M

Blackstone Inc.

BX|09260D107

Shares:14.6K

Value:$2.0M

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:20.3K

Value:$2.0M

46429B663

Shares:16.6K

Value:$2.0M

46641Q837

Shares:39.2K

Value:$2.0M

LOWES COMPANIES INC

LOW|548661107

Shares:8.4K

Value:$2.0M

DARDEN RESTAURANTS INC

DRI|237194105

Shares:9.4K

Value:$2.0M

46641Q134

Shares:30.6K

Value:$2.0M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:4.4K

Value:$1.9M

Instrument	Shares		Other Manager	Value
(cusip78463X509)✕	55.6K	QoQ +2.19% (+1.2K) YoY -21.19% (-14.9K)	All Managers (Combined)	$2.2M	QoQ +4.86% (+$101.4K) YoY -14.27% (-$364.2K)
(cusip594972908)✕	128	QoQ +392.30% (+102) YoY NEW(+128)	All Managers (Combined)	$2.2M	QoQ +28.72% (+$486.0K) YoY NEW(+$2.2M)
AMERICAN EXPRESS CO(AXPcusip025816109)	8.1K	QoQ -0.14% (-12) YoY +11.48% (+831)	All Managers (Combined)	$2.2M	QoQ -9.47% (-$227.3K) YoY +31.73% (+$522.9K)
BlackRock, Inc.(BLKcusip09290D101)	2.3K	QoQ +14.15% (+284) YoY NEW(+2.3K)	All Managers (Combined)	$2.2M	QoQ +5.38% (+$110.8K) YoY NEW(+$2.2M)
(cusip464287291)✕	28.6K	QoQ -6.62% (-2.0K) YoY -12.23% (-4.0K)	All Managers (Combined)	$2.2M	QoQ -16.54% (-$429.4K) YoY -11.14% (-$271.6K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	21.0K	QoQ -26.85% (-7.7K) YoY +9.07% (-1.7K)	All Managers (Combined)	$2.2M	QoQ -37.78% (-$1.3M) YoY -37.91% (-$1.3M)
(cusip81369Y860)✕	51.2K	QoQ -13.41% (-7.9K) YoY -48.32% (-47.9K)	All Managers (Combined)	$2.1M	QoQ -10.90% (-$262.0K) YoY -45.29% (-$1.8M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	4.3K	QoQ +23.11% (+810) YoY +41.07% (+1.3K)	All Managers (Combined)	$2.1M	QoQ +16.82% (+$307.6K) YoY +75.07% (+$916.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	13.9K	QoQ -0.44% (-62) YoY +2.21% (-301)	All Managers (Combined)	$2.1M	QoQ -0.45% (-$9.8K) YoY -7.25% (-$167.0K)
(IUSVcusip464287663)	22.7K	QoQ -1.52% (-353) YoY +0.62% (+141)	All Managers (Combined)	$2.1M	QoQ -1.84% (-$39.5K) YoY +2.67% (+$54.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	45.9K	QoQ -0.69% (-322) YoY -16.22% (-8.9K)	All Managers (Combined)	$2.1M	QoQ +12.63% (-$233.7K) YoY -9.43% (-$216.9K)
(cusip33734X135)✕	38.7K	QoQ -5.91% (-2.4K) YoY -3.88% (-1.6K)	All Managers (Combined)	$2.0M	QoQ -7.87% (-$175.1K) YoY +7.19% (-$137.5K)
Blackstone Inc.(BXcusip09260D107)	14.6K	QoQ +1.80% (-259) YoY -1.58% (-235)	All Managers (Combined)	$2.0M	QoQ -17.47% (-$433.2K) YoY +4.72% (-$92.2K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	20.3K	QoQ -0.03% (-8) YoY +14.51% (+2.6K)	All Managers (Combined)	$2.0M	QoQ +12.89% (-$233.4K) YoY +68.67% (+$831.8K)
(cusip46429B663)✕	16.6K	QoQ -0.08% (-14) YoY -2.89% (-495)	All Managers (Combined)	$2.0M	QoQ +7.80% (-$145.8K) YoY +6.72% (-$126.9K)
(cusip46641Q837)✕	39.2K	QoQ +2.76% (+1.1K) YoY +58.00% (+14.4K)	All Managers (Combined)	$2.0M	QoQ +3.29% (+$63.4K) YoY +58.56% (+$733.1K)
LOWES COMPANIES INC(LOWcusip548661107)	8.4K	QoQ -0.32% (-27) YoY +7.97% (-619)	All Managers (Combined)	$2.0M	QoQ -5.81% (-$120.6K) YoY -1.14% (-$22.6K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	9.4K	QoQ -0.45% (-43) YoY -1.09% (-104)	All Managers (Combined)	$2.0M	QoQ +10.77% (-$189.6K) YoY +22.93% (-$363.9K)
(cusip46641Q134)✕	30.6K	QoQ +491.49% (+25.4K) YoY NEW(+30.6K)	All Managers (Combined)	$2.0M	QoQ +544.18% (+$1.6M) YoY NEW(+$2.0M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	4.4K	QoQ +20.80% (+750) YoY +42.18% (+1.3K)	All Managers (Combined)	$1.9M	QoQ +11.04% (+$193.5K) YoY +39.60% (+$551.9K)