Western Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 678Value: $1.5BLatest: 2025Q1

Western Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 678 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GDX",
  null,
  "NLY",
  "AAL",
  null,
  "RF",
  "MU",
  null,
  "JXN",
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  null,
  null,
  "VONG",
  null,
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "GDXJ",
  "SCHH",
  null,
  "ASML",
  "T",
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  null,
  "LOW",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "FFC",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  "EMXC",
  null,
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  null,
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  "IIPR",
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  "BKNG",
  "ICE",
  null,
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  null,
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  null,
  null,
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  "NFE",
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  "SUP",
  null,
  null,
  null,
  null,
  null,
  null,
  "NAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  "LIN",
  "RCAT",
  null,
  null,
  null,
  null,
  null,
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  null,
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  "PWR",
  "MRVL",
  null,
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "FCNCA",
  null,
  null,
  "GE",
  "GPC",
  "HIG",
  "NVS",
  "NU",
  null,
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  null,
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  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  "PNC",
  null,
  null,
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  null,
  "FNDX",
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
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  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "O",
  "RTX",
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  "GLD",
  null,
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  null,
  null,
  null,
  null,
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  null,
  "BP",
  "AMT",
  null,
  null,
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  null,
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  null,
  null,
  null,
  "IBM",
  null,
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  "VNQ",
  "VO",
  "NEM",
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  "VXF",
  "VV",
  "ATEC",
  "VOE",
  "OGE",
  "SCHW",
  "AGAE",
  "AB",
  null,
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  "ACWV",
  "VWO",
  null,
  null,
  "SIVR",
  null,
  "ACHR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  null,
  "VCIT",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  null,
  "TOST",
  null,
  null,
  null,
  "MTD",
  "IWN",
  "IEF",
  null,
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  null,
  "OHI",
  null,
  null,
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  "CHPT",
  null,
  "ETR",
  "FSK",
  "VYM",
  null,
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  null,
  "VRT",
  null,
  "PSN",
  "ADSK",
  "TOL",
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  "AXON",
  "APH",
  "AMD",
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  "FI",
  "DRI",
  "WAB",
  "F",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
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  null,
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  "SGOL",
  "FMBH",
  "IAUX",
  "ILPT",
  null,
  "IDXX",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
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  "IVE",
  "HCA",
  null,
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  null,
  null,
  "ESGD",
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  "CEF",
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  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "MGK",
  "VOOV",
  null,
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  "VOOG",
  "VBK",
  "BNDX",
  "MGV",
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  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
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  "V",
  null,
  "VST",
  "WMT",
  "WBA",
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  "WST",
  "WELL",
  null,
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  null,
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  null,
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  "XEL",
  null,
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  null,
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  null,
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  "MTB",
  null,
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  "ET",
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  null,
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  null,
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  null,
  "SO",
  null,
  "ON",
  null,
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  "PSX",
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  null,
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  null,
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  "IXUS",
  "MTUM",
  null,
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  null,
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  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
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  null,
  null,
  "ESGU",
  null,
  null,
  "PSA",
  null,
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  null,
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  null,
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  "AUR",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  "BA",
  null,
  "BMY",
  "BTI",
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  "LNG",
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  "NET",
  "C",
  "CME",
  "KO",
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  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  null,
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  null,
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  null,
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  "J",
  "ADI",
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  "IWB",
  "NEE",
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  null,
  "IWM",
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  "DIS",
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  "ETN",
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
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  "URI",
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  "ZTS"
]

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:

Search and click to pin securities to the top

Page 1 of 34

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:129.6K

Value:$60.8M

% of Portfolio:4.0% ($60.8M/$1.5B)

Apple Inc.

AAPL|037833100

Shares:257.8K

Value:$57.3M

% of Portfolio:3.8% ($57.3M/$1.5B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:93.2K

Value:$49.6M

% of Portfolio:3.3% ($49.6M/$1.5B)

78464A854

SPLG|78464A854

Shares:609.5K

Value:$40.1M

% of Portfolio:2.7% ($40.1M/$1.5B)

46138G649

Shares:202.1K

Value:$39.0M

% of Portfolio:2.6% ($39.0M/$1.5B)

MICROSOFT CORP

MSFT|594918104

Shares:79.4K

Value:$29.8M

% of Portfolio:2.0% ($29.8M/$1.5B)

NVIDIA CORP

NVDA|67066G104

Shares:265.1K

Value:$28.7M

% of Portfolio:1.9% ($28.7M/$1.5B)

78464A508

SPYV|78464A508

Shares:536.1K

Value:$27.4M

% of Portfolio:1.8% ($27.4M/$1.5B)

78464A409

SPYG|78464A409

Shares:333.4K

Value:$26.8M

% of Portfolio:1.8% ($26.8M/$1.5B)

AMAZON COM INC

AMZN|023135106

Shares:140.1K

Value:$26.7M

% of Portfolio:1.8% ($26.7M/$1.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:40.3K

Value:$22.5M

% of Portfolio:1.5% ($22.5M/$1.5B)

33741X102

Shares:645.7K

Value:$21.6M

% of Portfolio:1.4% ($21.6M/$1.5B)

464287309

IVW|464287309

Shares:224.6K

Value:$20.9M

% of Portfolio:1.4% ($20.9M/$1.5B)

921908844

VIG|921908844

Shares:103.4K

Value:$20.1M

% of Portfolio:1.3% ($20.1M/$1.5B)

464287200

IVV|464287200

Shares:33.8K

Value:$19.0M

% of Portfolio:1.3% ($19.0M/$1.5B)

33738R506

Shares:324.4K

Value:$19.0M

% of Portfolio:1.3% ($19.0M/$1.5B)

33739Q408

Shares:301.9K

Value:$18.1M

% of Portfolio:1.2% ($18.1M/$1.5B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:15.0K

Value:$14.2M

% of Portfolio:0.9% ($14.2M/$1.5B)

14020W106

Shares:375.4K

Value:$13.4M

% of Portfolio:0.9% ($13.4M/$1.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:85.3K

Value:$13.2M

% of Portfolio:0.9% ($13.2M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	129.6K	QoQ -6.73% (-9.4K) YoY -10.86% (-15.8K)	All Managers (Combined)	$60.8M	4.0% ($60.8M/$1.5B)	QoQ -14.45% (-$10.3M) YoY -5.86% (-$3.8M)
Apple Inc.(AAPLcusip037833100)	257.8K	QoQ -0.46% (-1.2K) YoY -3.65% (-9.8K)	All Managers (Combined)	$57.3M	3.8% ($57.3M/$1.5B)	QoQ -11.71% (-$7.6M) YoY +24.79% (-$11.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	93.2K	QoQ +1.14% (+1.1K) YoY -4.49% (-4.4K)	All Managers (Combined)	$49.6M	3.3% ($49.6M/$1.5B)	QoQ +18.83% (+$7.9M) YoY +20.95% (-$8.6M)
(SPLGcusip78464A854)	609.5K	QoQ +10.63% (+58.6K) YoY +53.91% (+213.5K)	All Managers (Combined)	$40.1M	2.7% ($40.1M/$1.5B)	QoQ +5.52% (+$2.1M) YoY +64.49% (+$15.7M)
(cusip46138G649)✕	202.1K	QoQ +1.26% (-2.5K) YoY +45.46% (+63.2K)	All Managers (Combined)	$39.0M	2.6% ($39.0M/$1.5B)	QoQ -7.12% (-$3.0M) YoY +53.69% (+$13.6M)
MICROSOFT CORP(MSFTcusip594918104)	79.4K	QoQ -1.80% (-1.5K) YoY +8.53% (-6.2K)	All Managers (Combined)	$29.8M	2.0% ($29.8M/$1.5B)	QoQ -12.54% (-$4.3M) YoY -3.15% (-$971.2K)
NVIDIA CORP(NVDAcusip67066G104)	265.1K	QoQ +0.55% (-1.4K) YoY +997.09% (+240.9K)	All Managers (Combined)	$28.7M	1.9% ($28.7M/$1.5B)	QoQ -18.85% (-$6.7M) YoY +31.59% (+$6.9M)
(SPYVcusip78464A508)	536.1K	QoQ +6.55% (+33.0K) YoY +20.00% (+89.3K)	All Managers (Combined)	$27.4M	1.8% ($27.4M/$1.5B)	QoQ +6.41% (+$1.6M) YoY +22.32% (+$5.0M)
(SPYGcusip78464A409)	333.4K	QoQ +11.32% (+33.9K) YoY +10.45% (+31.6K)	All Managers (Combined)	$26.8M	1.8% ($26.8M/$1.5B)	QoQ +1.78% (+$470.8K) YoY +21.35% (+$4.7M)
AMAZON COM INC(AMZNcusip023135106)	140.1K	QoQ +0.93% (-1.3K) YoY +9.00% (+11.6K)	All Managers (Combined)	$26.7M	1.8% ($26.7M/$1.5B)	QoQ -12.46% (-$3.8M) YoY +14.97% (+$3.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	40.3K	QoQ -15.44% (-7.4K) YoY -1.24% (-507)	All Managers (Combined)	$22.5M	1.5% ($22.5M/$1.5B)	QoQ -19.29% (-$5.4M) YoY +5.61% (-$1.2M)
(cusip33741X102)✕	645.7K	QoQ +6.68% (-40.5K) YoY +87.82% (+301.9K)	All Managers (Combined)	$21.6M	1.4% ($21.6M/$1.5B)	QoQ -0.30% (-$66.0K) YoY +80.70% (+$9.7M)
(IVWcusip464287309)	224.6K	QoQ +0.75% (-1.7K) YoY -2.23% (-5.1K)	All Managers (Combined)	$20.9M	1.4% ($20.9M/$1.5B)	QoQ -7.87% (-$1.8M) YoY +7.47% (-$1.5M)
(VIGcusip921908844)	103.4K	QoQ -1.60% (-1.7K) YoY -10.74% (-12.4K)	All Managers (Combined)	$20.1M	1.3% ($20.1M/$1.5B)	QoQ -2.52% (-$520.1K) YoY -5.17% (-$1.1M)
(IVVcusip464287200)	33.8K	QoQ -2.00% (-693) YoY +5.48% (+1.8K)	All Managers (Combined)	$19.0M	1.3% ($19.0M/$1.5B)	QoQ -6.46% (-$1.3M) YoY +12.74% (+$2.1M)
(cusip33738R506)✕	324.4K	QoQ +0.98% (-3.2K) YoY -9.70% (-34.9K)	All Managers (Combined)	$19.0M	1.3% ($19.0M/$1.5B)	QoQ -0.03% (-$7.4K) YoY -5.89% (-$1.2M)
(cusip33739Q408)✕	301.9K	QoQ +1.23% (+3.7K) YoY +57.91% (+110.7K)	All Managers (Combined)	$18.1M	1.2% ($18.1M/$1.5B)	QoQ +1.35% (+$241.3K) YoY +58.49% (+$6.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	15.0K	QoQ +1.98% (+291) YoY +3.98% (+574)	All Managers (Combined)	$14.2M	0.9% ($14.2M/$1.5B)	QoQ +5.26% (+$708.8K) YoY +34.24% (+$3.6M)
(cusip14020W106)✕	375.4K	QoQ -8.25% (-33.8K) YoY +206.00% (+252.7K)	All Managers (Combined)	$13.4M	0.9% ($13.4M/$1.5B)	QoQ -7.26% (-$1.0M) YoY +235.56% (+$9.4M)
Alphabet Inc.(GOOGLcusip02079K305)	85.3K	QoQ -0.33% (-291) YoY -7.09% (-6.5K)	All Managers (Combined)	$13.2M	0.9% ($13.2M/$1.5B)	QoQ -18.58% (-$3.0M) YoY -4.80% (-$666.3K)