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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$2.43 Million 0.13% of portfolio
24,899
Q3 2025 Added 5.55%
$121B
$2.23 Million 0.12% of portfolio
2,885
Q3 2025 Reduced 0.79%
$69.4B
$2.08 Million 0.12% of portfolio
25,390
Q3 2025 Added 1.88%
$0
$2.24 Million 0.12% of portfolio
22,500
Q3 2025 Reduced 19.34%
$0
$2.18 Million 0.12% of portfolio
7,954
Q3 2025 Added 1.75%
$0
$2.16 Million 0.12% of portfolio
28,922
Q3 2025 Added 6.49%
$123B
$2.17 Million 0.12% of portfolio
4,337
Q3 2025 Reduced 0.07%
$0
$2.25 Million 0.12% of portfolio
37,860
Q3 2025 Reduced 0.34%
$0
$2.09 Million 0.12% of portfolio
41,156
Q3 2025 Reduced 10.24%
$136B
$2.19 Million 0.12% of portfolio
5,925
Q3 2025 Added 29.03%
$193B
$2.2 Million 0.12% of portfolio
4,923
Q3 2025 Reduced 14.2%
$0
$2.02 Million 0.11% of portfolio
46,002
Q3 2025 Added 6.4%
$140B
$2.07 Million 0.11% of portfolio
8,254
Q3 2025 Added 0.33%
$0
$1.97 Million 0.11% of portfolio
26,515
Q3 2025 Added 12.48%
$0
$1.95 Million 0.11% of portfolio
10,271
Q3 2025 Added 7.1%
$0
$1.96 Million 0.11% of portfolio
13,772
Q3 2025 Reduced 1.65%
$91.4B
$1.93 Million 0.11% of portfolio
12,460
Q3 2025 Reduced 0.06%
$0
$2.01 Million 0.11% of portfolio
26,394
Q3 2025 Reduced 3.61%
$0
$1.93 Million 0.11% of portfolio
15,433
Q3 2025 Added 0.92%
$0
$2 Million 0.11% of portfolio
34,860
Q3 2025 Reduced 11.49%
$0
$1.93 Million 0.11% of portfolio
22,106
Q3 2025 Added 4.06%
$29.5B
$1.94 Million 0.11% of portfolio
2,988
Q3 2025 Added 26.34%
$291B
$1.95 Million 0.11% of portfolio
4,092
Q3 2025 Reduced 1.78%
$104B
$1.98 Million 0.11% of portfolio
29,908
Q3 2025 Added 2.0%
$266B
$1.89 Million 0.1% of portfolio
6,711
Q3 2025 Reduced 7.2%
$0
$1.88 Million 0.1% of portfolio
61,999
Q3 2025 Added 46.96%
$0
$1.81 Million 0.1% of portfolio
45,480
Q3 2025 Added 301.41%
$0
$1.87 Million 0.1% of portfolio
6,697
Q3 2025 Reduced 1.34%
$388B
$1.82 Million 0.1% of portfolio
11,260
Q3 2025 Reduced 6.06%
$11.9B
$1.88 Million 0.1% of portfolio
24,531
Q3 2025 Added 23.32%
$140B
$1.77 Million 0.1% of portfolio
4,725
Q3 2025 Added 21.87%
$0
$1.83 Million 0.1% of portfolio
19,281
Q3 2025 Added 9.55%
$59.6B
$1.78 Million 0.1% of portfolio
8,272
Q3 2025 Reduced 8.12%
$193B
$1.71 Million 0.1% of portfolio
14,974
Q3 2025 Reduced 1.4%
$114B
$1.77 Million 0.1% of portfolio
8,218
Q3 2025 Reduced 1.72%
$0
$1.72 Million 0.1% of portfolio
34,631
Q3 2025 New
$228B
$1.82 Million 0.1% of portfolio
13,613
Q3 2025 Added 0.91%
$0
$1.86 Million 0.1% of portfolio
18,622
Q3 2025 Reduced 5.73%
$67.6B
$1.83 Million 0.1% of portfolio
37,915
Q3 2025 Reduced 3.34%
$0
$1.86 Million 0.1% of portfolio
20,415
Q3 2025 Added 98.26%
$0
$1.83 Million 0.1% of portfolio
7,625
Q3 2025 Added 0.09%
$0
$1.82 Million 0.1% of portfolio
19,276
Q3 2025 Added 104.22%
$69.1B
$1.89 Million 0.1% of portfolio
22,429
Q3 2025 Added 10.5%
$21.3B
$1.8 Million 0.1% of portfolio
9,469
Q3 2025 Added 0.88%
$0
$1.84 Million 0.1% of portfolio
30,611
Q3 2025 Reduced 3.58%
$26.1B
$1.62 Million 0.09% of portfolio
10,258
Q3 2025 New
$0
$1.7 Million 0.09% of portfolio
35,620
Q3 2025 Reduced 7.12%
$0
$1.65 Million 0.09% of portfolio
64,053
Q3 2025 Reduced 1.7%
$0
$1.61 Million 0.09% of portfolio
30,276
Q3 2025 Added 26.38%

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
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