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 9 of 34

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78463X434

Shares:24.0K

Value:$1.9M

Parker-Hannifin Corp

PH|701094104

Shares:3.1K

Value:$1.9M

46654Q716

Shares:35.2K

Value:$1.9M

464285204

Shares:31.7K

Value:$1.9M

46137V357

RSP|46137V357

Shares:10.8K

Value:$1.9M

37954Y673

Shares:49.3K

Value:$1.9M

921937835

BND|921937835

Shares:25.2K

Value:$1.9M

MCKESSON CORP

MCK|58155Q103

Shares:2.8K

Value:$1.9M

3M CO

MMM|88579Y101

Shares:12.6K

Value:$1.9M

921943858

VEA|921943858

Shares:36.3K

Value:$1.8M

Merck & Co., Inc.

MRK|58933Y105

Shares:20.5K

Value:$1.8M

CONSOLIDATED EDISON INC

ED|209115104

Shares:16.1K

Value:$1.8M

ALTRIA GROUP, INC.

MO|02209S103

Shares:29.5K

Value:$1.8M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:6.2K

Value:$1.8M

ABBOTT LABORATORIES

ABT|002824100

Shares:13.3K

Value:$1.8M

47103U845

Shares:34.5K

Value:$1.7M

ORACLE CORP

ORCL|68389X105

Shares:12.5K

Value:$1.7M

RTX Corp

RTX|75513E101

Shares:13.1K

Value:$1.7M

78468R788

Shares:39.0K

Value:$1.7M

WASTE MANAGEMENT INC

WM|94106L109

Shares:7.4K

Value:$1.7M

Instrument	Shares		Other Manager	Value
(cusip78463X434)✕	24.0K	QoQ -5.99% (-1.5K) YoY +16.22% (+3.3K)	All Managers (Combined)	$1.9M	QoQ +2.36% (-$43.8K) YoY +20.60% (+$323.5K)
Parker-Hannifin Corp(PHcusip701094104)	3.1K	QoQ +1.83% (-56) YoY +36.37% (+828)	All Managers (Combined)	$1.9M	QoQ -2.67% (-$51.9K) YoY +49.16% (+$622.0K)
(cusip46654Q716)✕	35.2K	QoQ +241.98% (+24.9K) YoY NEW(+35.2K)	All Managers (Combined)	$1.9M	QoQ +250.30% (+$1.3M) YoY NEW(+$1.9M)
(cusip464285204)✕	31.7K	QoQ +13.35% (+3.7K) YoY +134.27% (+18.2K)	All Managers (Combined)	$1.9M	QoQ +34.98% (+$484.1K) YoY +228.79% (+$1.3M)
(RSPcusip46137V357)	10.8K	QoQ +16.52% (+1.5K) YoY +27.56% (+2.3K)	All Managers (Combined)	$1.9M	QoQ +15.19% (+$246.1K) YoY +30.47% (+$435.7K)
(cusip37954Y673)✕	49.3K	QoQ -2.47% (-1.3K) YoY -28.87% (-20.0K)	All Managers (Combined)	$1.9M	QoQ -8.94% (-$182.8K) YoY -32.59% (-$900.0K)
(BNDcusip921937835)	25.2K	QoQ -1.23% (-314) YoY -41.18% (-17.7K)	All Managers (Combined)	$1.9M	QoQ +0.88% (-$16.2K) YoY -40.52% (-$1.3M)
MCKESSON CORP(MCKcusip58155Q103)	2.8K	QoQ +0.10% (+3) YoY -23.75% (-857)	All Managers (Combined)	$1.9M	QoQ +18.22% (+$285.4K) YoY -4.41% (-$85.5K)
3M CO(MMMcusip88579Y101)	12.6K	QoQ -2.76% (-358) YoY +23.59% (+2.4K)	All Managers (Combined)	$1.9M	QoQ +10.62% (-$177.8K) YoY +71.13% (+$769.3K)
(VEAcusip921943858)	36.3K	QoQ -9.90% (-4.0K) YoY +0.05% (+21)	All Managers (Combined)	$1.8M	QoQ -4.23% (-$81.7K) YoY +1.37% (+$25.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	20.5K	QoQ -4.06% (-870) YoY -10.40% (-2.4K)	All Managers (Combined)	$1.8M	QoQ -13.43% (-$286.2K) YoY -39.05% (-$1.2M)
CONSOLIDATED EDISON INC(EDcusip209115104)	16.1K	QoQ +0.72% (+116) YoY +2.42% (+381)	All Managers (Combined)	$1.8M	QoQ +24.84% (+$354.3K) YoY +24.73% (+$353.1K)
ALTRIA GROUP, INC.(MOcusip02209S103)	29.5K	QoQ -0.05% (-17) YoY +1.12% (+328)	All Managers (Combined)	$1.8M	QoQ +14.71% (-$226.9K) YoY +39.14% (+$497.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	6.2K	QoQ -2.05% (-131) YoY +15.70% (+848)	All Managers (Combined)	$1.8M	QoQ +15.68% (-$239.7K) YoY +58.32% (+$651.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	13.3K	QoQ +4.34% (+552) YoY +6.84% (+850)	All Managers (Combined)	$1.8M	QoQ +22.36% (+$321.5K) YoY +24.69% (+$348.4K)
(cusip47103U845)✕	34.5K	QoQ -2.10% (-741) YoY NEW(+34.5K)	All Managers (Combined)	$1.7M	QoQ -2.10% (-$37.6K) YoY NEW(+$1.7M)
ORACLE CORP(ORCLcusip68389X105)	12.5K	QoQ +19.61% (+2.0K) YoY +101.71% (+6.3K)	All Managers (Combined)	$1.7M	QoQ +0.35% (+$6.2K) YoY +124.50% (+$966.4K)
RTX Corp(RTXcusip75513E101)	13.1K	QoQ +4.26% (+535) YoY +10.79% (+1.3K)	All Managers (Combined)	$1.7M	QoQ +19.33% (+$281.0K) YoY +50.47% (+$581.7K)
(cusip78468R788)✕	39.0K	QoQ -6.46% (-2.7K) YoY -3.58% (-1.4K)	All Managers (Combined)	$1.7M	QoQ -4.26% (-$76.9K) YoY +4.82% (-$79.5K)
WASTE MANAGEMENT INC(WMcusip94106L109)	7.4K	QoQ +7.41% (+511) YoY +12.54% (+825)	All Managers (Combined)	$1.7M	QoQ +23.24% (+$323.2K) YoY +22.24% (+$311.9K)