Western-Wealth-Management
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Western-Wealth-Management
Data Enrichment
57% identified387 identified291 unidentified
Holdings
678 positions • $1.5B total value
Manager:
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Page 9 of 34
78463X434
Shares:24.0K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)
46654Q716
Shares:35.2K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)
464285204
Shares:31.7K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)
37954Y673
Shares:49.3K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)
47103U845
Shares:34.5K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.5B)
78468R788
Shares:39.0K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78463X434)✕ | 24.0K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | ||
| 3.1K | QoQ +1.83% (-56) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | ||
(cusip46654Q716)✕ | 35.2K | YoY NEW(+35.2K) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | YoY NEW(+$1.9M) |
(cusip464285204)✕ | 31.7K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | ||
| 10.8K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | |||
(cusip37954Y673)✕ | 49.3K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | ||
| 25.2K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | |||
MCKESSON CORP(MCKcusip58155Q103) | 2.8K | QoQ +0.10% (+3) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | |
| 12.6K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.5B) | |||
| 36.3K | YoY +0.05% (+21) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.5B) | ||
| 20.5K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.5B) | |||
| 16.1K | QoQ +0.72% (+116)YoY +2.42% (+381) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.5B) | ||
| 29.5K | QoQ -0.05% (-17)YoY +1.12% (+328) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.5B) | ||
| 6.2K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.5B) | |||
| 13.3K | QoQ +4.34% (+552)YoY +6.84% (+850) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.5B) | ||
(cusip47103U845)✕ | 34.5K | QoQ -2.10% (-741)YoY NEW(+34.5K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.5B) | YoY NEW(+$1.7M) |
ORACLE CORP(ORCLcusip68389X105) | 12.5K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.5B) | ||
| 13.1K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.5B) | |||
(cusip78468R788)✕ | 39.0K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.5B) | ||
| 7.4K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.5B) |