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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.96B
$2.7 Million 0.18% of portfolio
9,338
Q4 2024 New
$6.74B
$900,000 0.06% of portfolio
9,762
Q4 2024 New
$9.03B
$675,000 0.05% of portfolio
17,854
Q4 2024 New
$2.03B
$575,000 0.04% of portfolio
16,727
Q4 2024 New
$9.42B
$536,000 0.04% of portfolio
57,500
Q4 2024 New
$2.64B
$416,000 0.03% of portfolio
18,474
Q4 2024 New
$6.15B
$404,000 0.03% of portfolio
4,643
Q4 2024 New
$2.76B
$382,000 0.03% of portfolio
44,170
Q4 2024 New
$4.42B
$279,000 0.02% of portfolio
44,430
Q4 2024 New
$6.9B
$294,000 0.02% of portfolio
11,436
Q4 2024 New
$4.66B
$354,000 0.02% of portfolio
9,830
Q4 2024 New
$3.59B
$361,000 0.02% of portfolio
9,737
Q4 2024 New
$9.03B
$275,000 0.02% of portfolio
6,680
Q4 2024 New
$4.72B
$208,000 0.01% of portfolio
2,000
Q4 2024 New
$3.02B
$211,000 0.01% of portfolio
3,675
Q4 2024 New
$7.17B
$187,000 0.01% of portfolio
17,019
Q4 2024 New
$3.67B
$6,000 0.0% of portfolio
13,100
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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