Western Wealth Management, LLC Portfolio Holdings
Western Wealth Management, LLC
- $1.8 Billion
- Q3 2025
Western Wealth Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.8 Billion distributed in 762 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 $77.3M, Apple Inc. with a value of $65.9M, Invesco Exchange Traded Fd Tr with a value of $54.8M, Nvidia Corp with a value of $53.7M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $49.3M.
Examining the 13F form we can see an increase of $182M in the current position value, from $1.62B to 1.8B.
Below you can find more details about Western Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.8 Billion
ETFs: $1.11 Billion
Technology: $256 Million
Financial Services: $126 Million
Consumer Cyclical: $75 Million
Communication Services: $62.2 Million
Industrials: $45.7 Million
Healthcare: $44.5 Million
Consumer Defensive: $36.3 Million
Other: $38 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 762
- Current Value $1.8 Billion
- Prior Value $1.62 Billion
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 68 stocks
- Additional Purchases 372 stocks
- Sold out of 0 stocks
- Reduced holdings in 273 stocks