Western Wealth Management, LLC Portfolio Holdings

Western Wealth Management, LLC

  • $1.49 Billion
  • Q4 2024

Western Wealth Management, LLC has filed its 13F form on April 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.49 Billion distributed in 661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $71M, Apple Inc. with a value of $64.9M, Invesco Exchange Traded Fd Tr with a value of $42M, Berkshire Hathaway Inc Class B with a value of $41.8M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $38M.

Examining the 13F form we can see an increase of $1.17B in the current position value, from $321M to 1.49B.

Below you can find more details about Western Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.49 Billion
ETFs: $920 Million
Technology: $198 Million
Financial Services: $105 Million
Consumer Cyclical: $75.5 Million
Communication Services: $44.9 Million
Healthcare: $39.8 Million
Consumer Defensive: $34.8 Million
Industrials: $34 Million
Other: $33.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$64.9 Million 4.34% of portfolio
259,012
Q4 2024 Added 344.83%
$674B
$41.8 Million 2.8% of portfolio
92,144
Q4 2024 Added 1,203.86%
$253B
$35.4 Million 2.37% of portfolio
263,618
Q4 2024 Added 412.67%
$2.74T
$34.1 Million 2.28% of portfolio
80,824
Q4 2024 Added 307.56%
$1.76T
$30.5 Million 2.04% of portfolio
138,825
Q4 2024 Added 752.16%
$69.3B
$17.1 Million 1.15% of portfolio
73,824
Q4 2024 Added 160.6%
$903B
$16.2 Million 1.09% of portfolio
85,617
Q4 2024 Added 548.02%
$440B
$13.5 Million 0.9% of portfolio
14,684
Q4 2024 Added 446.08%
$762B
$13 Million 0.87% of portfolio
32,170
Q4 2024 Added 238.7%
$1.13T
$10.7 Million 0.72% of portfolio
18,131
Q4 2024 Added 444.8%
$539B
$9.3 Million 0.62% of portfolio
29,441
Q4 2024 Added 349.41%
$680B
$8.43 Million 0.56% of portfolio
35,183
Q4 2024 Added 90.82%
$933B
$7.11 Million 0.48% of portfolio
37,327
Q4 2024 Added 325.43%
$798B
$6.43 Million 0.43% of portfolio
8,332
Q4 2024 Added 133.0%
$446B
$6.08 Million 0.41% of portfolio
56,499
Q4 2024 Added 188.5%
$404B
$5.49 Million 0.37% of portfolio
32,758
Q4 2024 Added 811.46%
$253B
$5.42 Million 0.36% of portfolio
59,966
Q4 2024 Added 157.84%
$229B
$5.25 Million 0.35% of portfolio
18,097
Q4 2024 Added 594.44%
$363B
$5.04 Million 0.34% of portfolio
12,958
Q4 2024 Added 68.33%
$87.3B
$4.73 Million 0.32% of portfolio
3,990
Q4 2024 Added 1,309.89%
$20.9B
$4.67 Million 0.31% of portfolio
25,556
Q4 2024 Added 1,445.1%
$425B
$4.27 Million 0.29% of portfolio
8,447
Q4 2024 Added 118.38%
$433B
$4.11 Million 0.28% of portfolio
4,613
Q4 2024 Added 684.52%
$80.7B
$3.68 Million 0.25% of portfolio
10,748
Q4 2024 New
$247B
$3.78 Million 0.25% of portfolio
11,314
Q4 2024 Added 301.63%
$787B
$3.81 Million 0.25% of portfolio
19,271
Q4 2024 Added 254.25%
$306B
$3.79 Million 0.25% of portfolio
21,355
Q4 2024 Added 53.26%
$300B
$3.64 Million 0.24% of portfolio
82,828
Q4 2024 Added 1,345.77%
$141B
$3.47 Million 0.23% of portfolio
28,722
Q4 2024 Added 1,314.88%
$156B
$3.37 Million 0.23% of portfolio
3,176
Q4 2024 Added 1,251.49%
$184B
$3.11 Million 0.21% of portfolio
41,079
Q4 2024 Added 520.53%
$661M
$3.13 Million 0.21% of portfolio
84,964
Q4 2024 New
$148B
$2.85 Million 0.19% of portfolio
23,608
Q4 2024 Added 1,007.84%
$2.96B
$2.7 Million 0.18% of portfolio
9,338
Q4 2024 New
$316B
$2.74 Million 0.18% of portfolio
44,037
Q4 2024 Added 109.01%
$92.5B
$2.48 Million 0.17% of portfolio
14,378
Q4 2024 New
$270B
$2.51 Million 0.17% of portfolio
17,360
Q4 2024 Added 59.25%
$412B
$2.42 Million 0.16% of portfolio
16,766
Q4 2024 Added 15.12%
$188B
$2.4 Million 0.16% of portfolio
8,080
Q4 2024 Added 593.56%
$130B
$2.39 Million 0.16% of portfolio
33,315
Q4 2024 Added 194.93%
$50.2B
$2.26 Million 0.15% of portfolio
12,444
Q4 2024 Added 707.53%
$229B
$2.3 Million 0.15% of portfolio
38,901
Q4 2024 Reduced 0.08%
$193B
$2.22 Million 0.15% of portfolio
97,466
Q4 2024 Added 626.54%
$151B
$2.03 Million 0.14% of portfolio
4,078
Q4 2024 New
$199B
$2.14 Million 0.14% of portfolio
12,844
Q4 2024 New
$153B
$2.14 Million 0.14% of portfolio
13,952
Q4 2024 Reduced 11.36%
$113B
$2.13 Million 0.14% of portfolio
21,483
Q4 2024 Added 203.39%
$198B
$2.13 Million 0.14% of portfolio
21,418
Q4 2024 Added 178.99%
$136B
$2.07 Million 0.14% of portfolio
8,407
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 661
  • Current Value $1.49 Billion
  • Prior Value $321 Million
  • Filing
  • Period Q4 2024
  • Filing Date April 15, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 477 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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