Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Western Wealth Management

Latest statistics and disclosures from Western Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, QQQM, AAPL, SPYM, NVDA, and represent 15.52% of Western Wealth Management's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$16M), DGRW (+$9.7M), GLD (+$8.4M), XLK (+$7.3M), SPYM (+$7.2M), AOA (+$6.5M), VOO (+$6.2M), ZROZ (+$5.5M), VTI, NFLX.
Started 98 new stock positions in UPST, EAGG, ISCF, ISCV, DNP, ALLW, GPIQ, DTEC, SPDV, FLRT.
Reduced shares in these 10 stocks: Tesla Motors Inc cmn (-$55M), Microstrategy Inc Cmn Stk cmn, SPTM, XLRE, DRI, VRT, ORCL, IUSG, QUAL, SPMD.
Sold out of its positions in ALMS, APP, ARM, WRB, CRCL, CPRT, EOG, UUUU, QQEW, RYLD.
Western Wealth Management was a net buyer of stock by $207M.
Western Wealth Management has $2.2B in assets under management (AUM), dropping by 14.49%.
Central Index Key (CIK): 0001767902

Tip: Access up to 7 years of quarterly data

Positions held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Western Wealth Management

Western Wealth Management holds 831 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Western Wealth Management has 831 total positions. Only the first 250 positions are shown.

Sign up to view all of the Western Wealth Management Dec. 31, 2025 positions
Download the Western Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq MF Closed and MF Open (QQQ)	3.7	$80M		130k	614.31	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	3.3	$72M	+28%	284k	252.92	View chart
Apple Common Stock (AAPL)	3.3	$72M		263k	271.86	View chart
State Street MF Closed and MF Open (SPYM)	2.7	$58M	+14%	719k	80.22	View chart
Nvidia Corp Common Stock (NVDA)	2.6	$56M	+4%	301k	186.50	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.1	$46M		91k	502.65	View chart
Capital Group MF Closed and MF Open (CGDV)	2.1	$45M	+3%	1.0M	43.64	View chart
Microsoft Corp Common Stock (MSFT)	2.0	$44M	+9%	90k	483.62	View chart
State Street MF Closed and MF Open (SPYG)	1.9	$40M	+2%	377k	106.70	View chart
Amazon Common Stock (AMZN)	1.6	$35M	+2%	151k	230.82	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.6	$35M		51k	681.92	View chart
First Trust MF Closed and MF Open (SDVY)	1.3	$29M	+16%	756k	38.32	View chart
Alphabet Common Stock (GOOGL)	1.3	$29M	+3%	92k	313.00	View chart
Ishares S&p MF Closed and MF Open (IVW)	1.2	$27M		217k	123.26	View chart
State Street MF Closed and MF Open (SPYV)	1.2	$25M	+2%	443k	56.81	View chart
Broadcom Common Stock (AVGO)	1.1	$25M		71k	346.10	View chart
First Trust MF Closed and MF Open (RDVY)	1.1	$24M	+4%	339k	69.47	View chart
Ishares Core MF Closed and MF Open (IVV)	1.0	$23M	-2%	33k	684.93	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	1.0	$22M		102k	219.78	View chart
Vanguard S&p MF Closed and MF Open (VOO)	1.0	$22M	+39%	35k	627.13	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.9	$20M	+93%	224k	89.43	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.9	$20M	+29%	59k	335.27	View chart
Spdr Gold Common Stock (GLD)	0.8	$18M	+84%	46k	396.31	View chart
First Trust MF Closed and MF Open (FTSM)	0.8	$17M	+13%	276k	59.93	View chart
Meta Platforms Common Stock (META)	0.7	$15M	+3%	23k	660.10	View chart
Ishares Core MF Closed and MF Open (IJH)	0.7	$14M	+2%	218k	66.00	View chart
State Street MF Closed and MF Open (XLK)	0.6	$14M	+108%	98k	143.97	View chart
Jpmorgan Chase Common Stock (JPM)	0.6	$14M	+8%	43k	322.22	View chart
Costco Wholesale Common Stock (COST)	0.6	$14M	+2%	16k	862.32	View chart
Alphabet Common Stock (GOOG)	0.6	$13M	+4%	40k	313.80	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.6	$13M	+7%	17k	753.80	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.5	$12M	+8%	24k	473.30	View chart
Eaton Vance MF Closed and MF Open (EVTR)	0.5	$12M		223k	51.50	View chart
Visa Common Stock (V)	0.5	$11M	+2%	33k	350.71	View chart
First Trust MF Closed and MF Open (UCON)	0.5	$11M	+4%	435k	25.17	View chart
State Street MF Closed and MF Open (SPMD)	0.5	$11M	-4%	182k	57.91	View chart
First Trust MF Closed and MF Open (FTCS)	0.5	$11M		114k	92.51	View chart
State Street MF Closed and MF Open (SPSM)	0.5	$10M	-3%	223k	46.86	View chart
Victoryshares Free MF Closed and MF Open (VFLO)	0.4	$9.8M	+2%	248k	39.38	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.4	$9.4M	+53%	159k	59.28	View chart
Tesla Common Stock (TSLA)	0.4	$9.3M	+11%	21k	449.72	View chart
Eli Lilly Common Stock (LLY)	0.4	$9.2M		8.5k	1074.71	View chart
Palantir Technologies Common Stock (PLTR)	0.4	$9.1M		51k	177.75	View chart
State Street MF Closed and MF Open (SPTM)	0.4	$9.1M	-19%	111k	82.50	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.4	$8.9M	+22%	200k	44.41	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.4	$8.7M	+5%	94k	92.80	View chart
State Street MF Closed and MF Open (XLV)	0.4	$8.0M	+3%	52k	154.80	View chart
Walmart Common Stock (WMT)	0.4	$7.8M	+6%	70k	111.41	View chart
Hartford Multifactor MF Closed and MF Open (ROUS)	0.4	$7.7M	+6%	134k	57.71	View chart
State Street MF Closed and MF Open (XLF)	0.4	$7.7M		140k	54.77	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.4	$7.7M		67k	114.50	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.3	$7.6M	+8%	16k	487.86	View chart
Capital Group MF Closed and MF Open (CGGR)	0.3	$7.3M	+10%	163k	44.47	View chart
Exxon Mobil Common Stock (XOM)	0.3	$7.0M	+4%	59k	120.34	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$7.0M	+28%	74k	94.16	View chart
Ishares Core MF Closed and MF Open (AOA)	0.3	$7.0M	+1467%	78k	89.56	View chart
Taiwan Semiconductor Common Stock (TSM)	0.3	$6.7M	+2%	22k	303.89	View chart
First Trust MF Closed and MF Open (BUFR)	0.3	$6.6M	+23%	191k	34.26	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.3	$6.4M	+167%	30k	214.69	View chart
State Street MF Closed and MF Open (SPTI)	0.3	$6.1M	+19%	210k	28.84	View chart
Invesco S&p MF Closed and MF Open (IDMO)	0.3	$6.0M		109k	55.57	View chart
State Street MF Closed and MF Open (XLC)	0.3	$6.0M	-6%	51k	117.72	View chart
Mastercard Common Stock (MA)	0.3	$5.9M		10k	570.88	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.3	$5.8M	-7%	65k	89.46	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.3	$5.8M	+5%	146k	39.59	View chart
American Century MF Closed and MF Open (QGRO)	0.3	$5.8M	-3%	50k	114.52	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$5.7M		19k	305.63	View chart
Procter & Gamble Common Stock (PG)	0.3	$5.6M	+20%	39k	143.31	View chart
First Trust MF Closed and MF Open (FVD)	0.3	$5.5M	+13%	120k	46.08	View chart
Vanguard High MF Closed and MF Open (VYM)	0.3	$5.5M	+37%	38k	143.52	View chart
Pimco 25 MF Closed and MF Open (ZROZ)	0.3	$5.5M	NEW	85k	64.25	View chart
Columbia Research MF Closed and MF Open (RECS)	0.3	$5.5M	+10%	134k	40.84	View chart
Abbvie Common Stock (ABBV)	0.3	$5.4M	+9%	24k	228.49	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.2	$5.4M		36k	148.69	View chart
First Trust MF Closed and MF Open (AIRR)	0.2	$5.2M	+38%	53k	98.32	View chart
State Street MF Closed and MF Open (SPIB)	0.2	$5.1M	+9%	152k	33.81	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.2	$5.1M	+3%	68k	75.05	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.2	$5.1M	+6%	101k	50.32	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.2	$5.1M	-9%	26k	198.62	View chart
Capital Group MF Closed and MF Open (CGUS)	0.2	$5.1M	+11%	126k	40.23	View chart
O Reilly Automotive Common Stock (ORLY)	0.2	$5.1M		55k	91.21	View chart
Netflix Common Stock (NFLX)	0.2	$5.0M	+869%	54k	93.76	View chart
Bank America Common Stock (BAC)	0.2	$5.0M		91k	55.00	View chart
First Trust MF Closed and MF Open (FPE)	0.2	$5.0M	-2%	274k	18.22	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.2	$4.9M	+9%	14k	360.14	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.2	$4.9M	+4%	51k	96.03	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.2	$4.9M		100k	48.66	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.2	$4.7M	-3%	10k	468.76	View chart
Pacer Trendpilot MF Closed and MF Open (PTLC)	0.2	$4.7M	+710%	85k	55.58	View chart
First Trust MF Closed and MF Open (FNX)	0.2	$4.6M		37k	125.98	View chart
State Street MF Closed and MF Open (XLI)	0.2	$4.5M	-2%	29k	155.12	View chart
Ishares Core MF Closed and MF Open (AOM)	0.2	$4.5M	NEW	94k	47.73	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$4.4M	+8%	9.2k	480.56	View chart
Ge Aerospace Common Stock (GE)	0.2	$4.4M		14k	308.03	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.2	$4.4M	-2%	43k	103.56	View chart
Ishares Silver Common Stock (SLV)	0.2	$4.4M	+234%	68k	64.42	View chart
Home Depot Common Stock (HD)	0.2	$4.4M		13k	344.11	View chart
State Street MF Closed and MF Open (XLE)	0.2	$4.3M	+105%	97k	44.71	View chart
State Street MF Closed and MF Open (SPMB)	0.2	$4.3M	+10%	193k	22.41	View chart
Cintas Corp Common Stock (CTAS)	0.2	$4.3M	-6%	23k	188.07	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$4.3M	+4%	67k	63.18	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.2	$4.2M	+39%	58k	71.77	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.2	$4.1M	+486%	41k	100.34	View chart
Pacer Data MF Closed and MF Open (TRFK)	0.2	$4.0M	+44%	62k	64.06	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$4.0M	+21%	57k	69.42	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$3.8M	+219%	38k	99.88	View chart
State Street MF Closed and MF Open (XLRE)	0.2	$3.7M	-27%	91k	40.35	View chart
Cisco Systems Common Stock (CSCO)	0.2	$3.7M		48k	77.03	View chart
Sprott Physical MF Closed and MF Open (PSLV)	0.2	$3.7M	NEW	154k	23.65	View chart
Ishares Gold Common Stock (IAU)	0.2	$3.6M	+14%	45k	81.17	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.6M	+14%	18k	206.95	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.2	$3.6M	+17%	15k	250.31	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.2	$3.6M	-13%	22k	167.94	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.2	$3.6M	+73%	54k	67.22	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.2	$3.6M	-9%	130k	27.43	View chart
Qualcomm Common Stock (QCOM)	0.2	$3.5M	+16%	21k	171.05	View chart
Tjx Cos Common Stock (TJX)	0.2	$3.5M	+2%	23k	153.61	View chart
Ishares Core MF Closed and MF Open (IJR)	0.2	$3.5M	+23%	29k	120.18	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$3.5M	+84%	25k	136.94	View chart
Pacer Trendpilot MF Closed and MF Open (PTNQ)	0.2	$3.5M	+19%	44k	78.65	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.2	$3.5M	+10%	69k	50.59	View chart
Jpmorgan Active MF Closed and MF Open (JAVA)	0.2	$3.5M	+24%	48k	71.72	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.2	$3.5M		16k	212.06	View chart
Coca Cola Company Common Stock (KO)	0.2	$3.4M	+13%	49k	69.91	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$3.4M	+3%	55k	62.47	View chart
Uber Technologies Common Stock (UBER)	0.2	$3.4M		42k	81.71	View chart
Bitwise 10 Common Stock (BITW)	0.2	$3.4M	NEW	57k	58.76	View chart
Blackrock Fdg Common Stock (BLK)	0.2	$3.4M	+10%	3.1k	1070.23	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.2	$3.3M	+9%	18k	190.99	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.2	$3.3M	+328%	63k	52.88	View chart
State Street MF Closed and MF Open (BILS)	0.2	$3.3M	+48%	34k	99.22	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$3.3M		16k	210.33	View chart
First Mid Common Stock (FMBH)	0.2	$3.3M		85k	39.00	View chart
Blackstone Common Stock (BX)	0.2	$3.3M	-10%	22k	154.14	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.2	$3.3M	+4%	123k	26.91	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.1	$3.2M	-2%	11k	302.12	View chart
Capital Group MF Closed and MF Open (CGCB)	0.1	$3.2M	+4%	121k	26.52	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$3.2M	+3%	26k	121.75	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.1	$3.2M	+51%	37k	85.37	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.1	$3.1M		67k	46.81	View chart
American Express Common Stock (AXP)	0.1	$3.1M		8.4k	369.95	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.1	$3.1M	+5%	95k	32.73	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$3.1M	-3%	27k	113.14	View chart
Ishares Select MF Closed and MF Open (DVY)	0.1	$3.1M	-5%	22k	141.14	View chart
First Trust MF Closed and MF Open (FPX)	0.1	$3.1M	-8%	19k	163.59	View chart
First Trust MF Closed and MF Open (FXO)	0.1	$3.1M	+33%	51k	60.35	View chart
Advanced Micro Common Stock (AMD)	0.1	$3.0M	+25%	14k	214.17	View chart
Simplify Managed MF Closed and MF Open (CTA)	0.1	$3.0M	+2%	111k	27.26	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$3.0M	+8%	5.3k	566.36	View chart
Ge Vernova Common Stock (GEV)	0.1	$3.0M		4.6k	653.63	View chart
First Trust MF Closed and MF Open (FTC)	0.1	$3.0M	-6%	19k	159.88	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$3.0M	+3%	3.4k	878.98	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$3.0M	+3%	64k	46.54	View chart
State Street MF Closed and MF Open (SDY)	0.1	$3.0M	+4%	21k	139.16	View chart
State Street MF Closed and MF Open (BIL)	0.1	$3.0M	+3%	33k	91.38	View chart
Vanguard Utilities MF Closed and MF Open (VPU)	0.1	$3.0M	+1008%	16k	185.03	View chart
Call 1 Tesla Listed Options Call Option	0.1	$3.0M	-94%	5.00	591939.00	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.1	$3.0M	+40%	49k	60.17	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.1	$2.9M	-4%	41k	71.42	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$2.9M	+578%	30k	96.16	View chart
Capital Group MF Closed and MF Open (CGCP)	0.1	$2.9M	+3%	127k	22.64	View chart
Rtx Corp Common Stock (RTX)	0.1	$2.9M	+10%	16k	183.40	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$2.8M	+397%	28k	102.42	View chart
Palo Alto Common Stock (PANW)	0.1	$2.8M	+5%	15k	184.20	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$2.8M		12k	246.15	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$2.8M		8.5k	330.10	View chart
Aam S&p MF Closed and MF Open (SPDV)	0.1	$2.8M	NEW	81k	34.65	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$2.8M	+5%	31k	90.67	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$2.7M	-6%	14k	199.68	View chart
S&p Global Common Stock (SPGI)	0.1	$2.7M	-2%	5.2k	522.61	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$2.7M	-5%	26k	105.00	View chart
Linde Common Stock (LIN)	0.1	$2.6M	+3%	6.2k	426.38	View chart
Defiance Quantum MF Closed and MF Open (QTUM)	0.1	$2.6M	+24%	24k	109.66	View chart
Salesforce Common Stock (CRM)	0.1	$2.6M		9.9k	264.91	View chart
Thermo Fisher Common Stock (TMO)	0.1	$2.6M	+32%	4.5k	579.45	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	0.1	$2.6M	+18%	48k	54.07	View chart
Chevron Corp Common Stock (CVX)	0.1	$2.6M	+3%	17k	152.41	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.1	$2.6M		34k	74.88	View chart
Caterpillar Common Stock (CAT)	0.1	$2.5M	+8%	4.4k	572.85	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.1	$2.5M	+37%	26k	95.22	View chart
At&t Common Stock (T)	0.1	$2.5M		100k	24.84	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$2.5M	+22%	20k	121.61	View chart
State Street MF Closed and MF Open (XLP)	0.1	$2.5M	+20%	32k	77.68	View chart
Capital Group MF Closed and MF Open (CGXU)	0.1	$2.5M	+6%	83k	29.55	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.1	$2.4M	+592%	12k	209.12	View chart
State Street MF Closed and MF Open (MMTM)	0.1	$2.4M		8.2k	292.07	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.1	$2.4M	+252%	27k	88.49	View chart
Boston Scientific Common Stock (BSX)	0.1	$2.4M		25k	95.35	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.1	$2.4M	+17%	88k	26.68	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$2.4M	+19%	32k	74.07	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$2.3M	+85%	9.1k	257.95	View chart
Merck & Company Common Stock (MRK)	0.1	$2.3M	+13%	22k	105.26	View chart
Mckesson Corp Common Stock (MCK)	0.1	$2.3M		2.8k	820.36	View chart
Bluerock Private MF Closed and MF Open (BPRE)	0.1	$2.3M	NEW	154k	15.00	View chart
Intl Business Common Stock (IBM)	0.1	$2.3M	+16%	7.8k	296.20	View chart
Newmont Corp Common Stock (NEM)	0.1	$2.3M	+2%	23k	99.85	View chart
Verizon Communications Common Stock (VZ)	0.1	$2.3M		56k	40.73	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.1	$2.3M	+3%	8.2k	276.95	View chart
Wisdomtree U S MF Closed and MF Open (WTV)	0.1	$2.3M	+19%	24k	93.30	View chart
Ishares Intl MF Closed and MF Open (INTF)	0.1	$2.3M	+665%	60k	37.75	View chart
Corning Common Stock (GLW)	0.1	$2.3M		26k	87.56	View chart
T Rowe MF Closed and MF Open (TCAF)	0.1	$2.2M	+85%	59k	38.22	View chart
Stryker Corp Common Stock (SYK)	0.1	$2.2M	+7%	6.4k	351.49	View chart
Servicenow Common Stock (NOW)	0.1	$2.2M	+307%	15k	153.19	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$2.2M	+29%	50k	44.32	View chart
Strategy Common Stock (MSTR)	0.1	$2.2M		14k	151.95	View chart
State Street MF Closed and MF Open (SPSB)	0.1	$2.2M	+16%	73k	30.20	View chart
State Street MF Closed and MF Open (SPYD)	0.1	$2.2M	+8%	50k	43.25	View chart
Lockheed Martin Common Stock (LMT)	0.1	$2.1M		4.4k	483.71	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$2.1M	+10%	21k	102.54	View chart
Nextera Energy Common Stock (NEE)	0.1	$2.1M	+18%	26k	80.28	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.1	$2.1M	+59%	13k	156.63	View chart
Arista Networks Common Stock (ANET)	0.1	$2.1M		16k	131.03	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$2.1M	+20%	16k	125.29	View chart
Lowes Companies Common Stock (LOW)	0.1	$2.0M	+2%	8.5k	241.15	View chart
Goldman Sachs MF Closed and MF Open (GPIX)	0.1	$2.0M	+717%	39k	52.80	View chart
First Trust MF Closed and MF Open (FMB)	0.1	$2.0M	-2%	40k	51.14	View chart
State Street MF Closed and MF Open (XLU)	0.1	$2.0M	+116%	48k	42.69	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	0.1	$2.0M	+5%	48k	41.48	View chart
U S Bancorp De Common Stock (USB)	0.1	$2.0M		37k	53.36	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.1	$2.0M	+113%	40k	49.59	View chart
Invesco S&p MF Closed and MF Open (RWK)	0.1	$2.0M		16k	126.46	View chart
State Street MF Closed and MF Open (SLYG)	0.1	$1.9M	+6%	21k	94.19	View chart
Pepsico Common Stock (PEP)	0.1	$1.9M	+23%	13k	143.52	View chart
Global X MF Closed and MF Open (PAVE)	0.1	$1.9M	+9%	39k	47.79	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.9M	-31%	9.5k	194.91	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$1.8M	-6%	9.6k	191.57	View chart
State Street MF Closed and MF Open (XLY)	0.1	$1.8M	+101%	15k	119.41	View chart
Eaton Corp Common Stock (ETN)	0.1	$1.8M	+21%	5.7k	318.49	View chart
3m Company Common Stock (MMM)	0.1	$1.8M	-8%	11k	160.10	View chart
Boeing Company Common Stock (BA)	0.1	$1.8M		8.3k	217.12	View chart
Alphatec Holdings Common Stock (ATEC)	0.1	$1.8M	-5%	86k	21.04	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.1	$1.8M	NEW	27k	66.43	View chart
Emcor Group Common Stock (EME)	0.1	$1.8M	-2%	2.9k	611.80	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$1.8M	+17%	21k	85.77	View chart
Altria Group Common Stock (MO)	0.1	$1.8M	+2%	31k	57.66	View chart
Vaneck Clo MF Closed and MF Open (CLOI)	0.1	$1.8M	+10%	33k	52.81	View chart
Conocophillips Common Stock (COP)	0.1	$1.7M	+13%	19k	93.61	View chart
Northrop Grumman Common Stock (NOC)	0.1	$1.7M	+31%	3.0k	570.13	View chart
Invesco Qqq MF Closed and MF Open (QQA)	0.1	$1.7M	+105%	33k	53.02	View chart
Jpmorgan Diversified MF Closed and MF Open (JPSE)	0.1	$1.7M		34k	50.07	View chart
Walt Disney Common Stock (DIS)	0.1	$1.7M		15k	113.77	View chart
First Citizens Common Stock (FCNCA)	0.1	$1.7M		793.00	2146.18	View chart
Capital One Common Stock (COF)	0.1	$1.7M		7.0k	242.36	View chart
Invesco Russell MF Closed and MF Open (OMFL)	0.1	$1.7M	-9%	28k	61.13	View chart
Harbor Long MF Closed and MF Open (WINN)	0.1	$1.7M		54k	31.10	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.1	$1.7M	+51%	5.6k	301.13	View chart
Hca Healthcare Common Stock (HCA)	0.1	$1.7M		3.6k	466.88	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$1.7M	+21%	51k	32.62	View chart
Cloudflare Common Stock (NET)	0.1	$1.7M	+2%	8.5k	197.15	View chart

Past Filings by Western Wealth Management

SEC 13F filings are viewable for Western Wealth Management going back to 2018

Western Wealth Management 2025 Q4 filed Feb. 5, 2026
Western Wealth Management 2025 Q3 filed Nov. 6, 2025
Western Wealth Management 2025 Q2 filed Aug. 11, 2025
Western Wealth Management 2025 Q1 filed April 23, 2025
Western Wealth Management 2024 Q4 amended filed April 16, 2025
Western Wealth Management 2024 Q4 filed Feb. 18, 2025
Western Wealth Management 2024 Q3 filed Nov. 12, 2024
Western Wealth Management 2024 Q2 filed July 19, 2024
Western Wealth Management 2024 Q1 filed May 3, 2024
Western Wealth Management 2023 Q4 filed Jan. 31, 2024
Western Wealth Management 2023 Q3 filed Nov. 8, 2023
Western Wealth Management 2023 Q1 filed Aug. 30, 2023
Western Wealth Management 2023 Q2 filed Aug. 30, 2023
Western Wealth Management 2022 Q4 filed Feb. 3, 2023
Western Wealth Management 2022 Q3 filed Nov. 7, 2022
Western Wealth Management 2022 Q2 filed July 18, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z