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, AAPL, QQQM, NVDA, SPLG, and represent 15.87% of Western Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CGDV (+$10M), JGRO (+$7.9M), SPY (+$6.7M), QQQM, XLRE, IHDG, TRFK, PLTR, CTA, SDVY.
Started 68 new stock positions in HYFI, HIMS, GPIX, ETHA, CINF, CFO, SUB, GWW, IGSB, AVLV.
Reduced shares in these 10 stocks: TSLA, IJR, XLI, XLK, IYW, BRK.B, BIL, Tesla Motors Inc cmn, MOAT, OKE.
Sold out of its positions in BTT, BIT, BRO, GIB, CNC, Chargepoint Holdings Inc Com Cl A, DT, ENPH, EXPE, FLMB.
Western Wealth Management was a net buyer of stock by $86M.
Western Wealth Management has $1.9B in assets under management (AUM), dropping by 12.50%.
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 762 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Western Wealth Management has 762 total positions. Only the first 250 positions are shown.

Sign up to view all of the Western Wealth Management Sept. 30, 2025 positions
Download the Western Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq MF Closed and MF Open (QQQ)	4.1	$77M		129k	600.37	View chart
Apple Common Stock (AAPL)	3.5	$66M		259k	254.63	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	2.9	$55M	+6%	222k	247.12	View chart
Nvidia Corp Common Stock (NVDA)	2.8	$54M	+2%	288k	186.58	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	2.6	$49M		629k	78.34	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.4	$45M	-2%	90k	502.74	View chart
Microsoft Corp Common Stock (MSFT)	2.3	$43M	+2%	83k	517.95	View chart
Capital Group MF Closed and MF Open (CGDV)	2.2	$42M	+32%	1.0M	42.03	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	2.0	$39M		368k	104.51	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.8	$33M	+25%	50k	666.18	View chart
Amazon Common Stock (AMZN)	1.7	$32M	+2%	148k	219.57	View chart
Ishares S&p MF Closed and MF Open (IVW)	1.4	$27M		220k	120.72	View chart
First Trust MF Closed and MF Open (SDVY)	1.3	$25M	+8%	652k	38.02	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	1.3	$24M	+2%	433k	55.33	View chart
Broadcom Common Stock (AVGO)	1.3	$24M		72k	329.91	View chart
Ishares Core MF Closed and MF Open (IVV)	1.2	$23M		34k	669.30	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	1.2	$22M	-2%	102k	215.79	View chart
First Trust MF Closed and MF Open (RDVY)	1.2	$22M		325k	67.26	View chart
Alphabet Common Stock (GOOGL)	1.1	$22M	+2%	89k	243.10	View chart
Meta Platforms Common Stock (META)	0.9	$16M	+4%	22k	734.39	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.8	$15M		25k	612.39	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.8	$15M		45k	328.17	View chart
First Trust MF Closed and MF Open (FTSM)	0.8	$15M	+6%	243k	59.91	View chart
Costco Wholesale Common Stock (COST)	0.8	$14M	+2%	16k	925.64	View chart
Ishares Core MF Closed and MF Open (IJH)	0.7	$14M		213k	65.26	View chart
Technology Select MF Closed and MF Open (XLK)	0.7	$13M	-12%	47k	281.86	View chart
Jpmorgan Chase Common Stock (JPM)	0.7	$13M	+2%	40k	315.43	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.6	$12M	+4%	16k	746.62	View chart
Eaton Vance MF Closed and MF Open (EVTR)	0.6	$11M	+10%	219k	51.45	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.6	$11M	+9%	138k	80.65	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.6	$11M		190k	57.19	View chart
Visa Common Stock (V)	0.6	$11M	+3%	32k	341.37	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.6	$11M		231k	46.32	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.6	$11M		23k	468.42	View chart
First Trust MF Closed and MF Open (UCON)	0.6	$10M	+7%	415k	25.19	View chart
First Trust MF Closed and MF Open (FTCS)	0.6	$10M		111k	93.64	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.5	$10M		116k	88.96	View chart
Palantir Technologies Common Stock (PLTR)	0.5	$9.5M	+30%	52k	182.42	View chart
Alphabet Common Stock (GOOG)	0.5	$9.4M		39k	243.55	View chart
Victoryshares Free MF Closed and MF Open (VFLO)	0.5	$9.1M	+3%	242k	37.50	View chart
Spdr Gold Common Stock (GLD)	0.5	$8.8M	+6%	25k	355.48	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.4	$8.3M	+1957%	89k	93.75	View chart
Tesla Common Stock (TSLA)	0.4	$8.2M	-31%	19k	444.72	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.4	$7.5M		68k	110.66	View chart
Financial Select MF Closed and MF Open (XLF)	0.4	$7.4M		138k	53.87	View chart
Hartford Multifactor MF Closed and MF Open (ROUS)	0.4	$7.2M		126k	57.49	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.4	$7.0M		163k	42.79	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.4	$7.0M	-2%	50k	139.17	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.4	$6.9M		14k	479.60	View chart
Walmart Common Stock (WMT)	0.4	$6.8M	-2%	66k	103.06	View chart
Netflix Common Stock (NFLX)	0.4	$6.7M	+8%	5.5k	1198.85	View chart
Capital Group MF Closed and MF Open (CGGR)	0.3	$6.5M	+7%	148k	43.92	View chart
Eli Lilly Common Stock (LLY)	0.3	$6.5M	-2%	8.5k	762.99	View chart
Communication Services MF Closed and MF Open (XLC)	0.3	$6.4M	+8%	54k	118.37	View chart
Exxon Mobil Common Stock (XOM)	0.3	$6.3M		56k	112.75	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.3	$6.1M	+5%	70k	87.31	View chart
O Reilly Automotive Common Stock (ORLY)	0.3	$6.0M	+2%	56k	107.81	View chart
Taiwan Semiconductor Common Stock (TSM)	0.3	$6.0M	+5%	21k	279.29	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.3	$6.0M	+2%	104k	57.52	View chart
American Century MF Closed and MF Open (QGRO)	0.3	$6.0M	+2%	52k	114.40	View chart
Mastercard Common Stock (MA)	0.3	$5.8M		10k	568.80	View chart
Invesco S&p MF Closed and MF Open (IDMO)	0.3	$5.8M	+11%	107k	53.99	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$5.7M	+2%	19k	303.90	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$5.5M		58k	95.14	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.3	$5.5M	-4%	28k	194.50	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.3	$5.4M	+15%	139k	38.57	View chart
Real Estate MF Closed and MF Open (XLRE)	0.3	$5.3M	+124%	126k	42.13	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.3	$5.3M		36k	145.65	View chart
First Trust MF Closed and MF Open (BUFR)	0.3	$5.2M	-5%	155k	33.42	View chart
Home Depot Common Stock (HD)	0.3	$5.2M		13k	405.19	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$5.1M		281k	18.24	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.3	$5.1M	+8%	10k	490.38	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.3	$5.1M		176k	28.90	View chart
Abbvie Common Stock (ABBV)	0.3	$5.1M		22k	231.54	View chart
Cintas Corp Common Stock (CTAS)	0.3	$5.0M		25k	205.26	View chart
Procter & Gamble Common Stock (PG)	0.3	$5.0M	-2%	33k	153.65	View chart
Columbia Research MF Closed and MF Open (RECS)	0.3	$4.9M	+9%	121k	40.35	View chart
First Trust MF Closed and MF Open (FVD)	0.3	$4.9M	-2%	106k	46.24	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.3	$4.8M		66k	73.29	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.3	$4.8M	-13%	95k	50.27	View chart
Bank America Common Stock (BAC)	0.2	$4.7M		91k	51.59	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.2	$4.7M	+24%	139k	33.89	View chart
First Trust MF Closed and MF Open (FNX)	0.2	$4.7M		37k	125.40	View chart
Strategy Common Stock (MSTR)	0.2	$4.6M	+25%	14k	322.21	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.2	$4.6M	+148%	101k	46.08	View chart
Industrial Select MF Closed and MF Open (XLI)	0.2	$4.6M	-31%	30k	154.23	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.2	$4.6M		49k	93.37	View chart
Capital Group MF Closed and MF Open (CGUS)	0.2	$4.5M	+6%	113k	39.54	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.2	$4.3M	-15%	44k	99.11	View chart
Ge Aerospace Common Stock (GE)	0.2	$4.2M		14k	300.82	View chart
Energy Select MF Closed and MF Open (XLE)	0.2	$4.2M	-6%	47k	89.34	View chart
Uber Technologies Common Stock (UBER)	0.2	$4.1M	+65%	42k	97.97	View chart
Blackstone Common Stock (BX)	0.2	$4.1M	+61%	24k	170.85	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.2	$4.1M		25k	164.54	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.2	$4.1M		13k	326.36	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$4.1M		65k	62.91	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$4.0M	+4%	28k	140.95	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$3.9M		8.5k	463.72	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.2	$3.9M	+5%	144k	27.30	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.2	$3.9M		174k	22.44	View chart
Oracle Corp Common Stock (ORCL)	0.2	$3.9M	+6%	14k	281.25	View chart
First Trust MF Closed and MF Open (AIRR)	0.2	$3.7M	+6%	38k	96.68	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.2	$3.4M		17k	206.51	View chart
First Trust MF Closed and MF Open (FPX)	0.2	$3.4M		20k	166.16	View chart
Blackrock Fdg Common Stock (BLK)	0.2	$3.3M	+10%	2.9k	1165.68	View chart
Servicenow Common Stock (NOW)	0.2	$3.3M	+5%	3.6k	920.28	View chart
Ishares Select MF Closed and MF Open (DVY)	0.2	$3.3M	-2%	23k	142.10	View chart
Cisco Systems Common Stock (CSCO)	0.2	$3.3M	+32%	48k	68.42	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$3.2M		11k	297.63	View chart
Tjx Cos Common Stock (TJX)	0.2	$3.2M		22k	144.54	View chart
First Mid Common Stock (FMBH)	0.2	$3.2M		85k	37.88	View chart
First Trust MF Closed and MF Open (FTC)	0.2	$3.2M	-6%	20k	160.66	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$3.2M	+8%	47k	68.08	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$3.2M		16k	203.59	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.2	$3.2M	+5%	12k	256.44	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.2	$3.2M	+43%	62k	50.73	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$3.1M		53k	59.92	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.2	$3.1M	+4%	43k	73.48	View chart
First Trust MF Closed and MF Open (FYX)	0.2	$3.1M	+2%	28k	108.98	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.2	$3.1M		66k	46.81	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.2	$3.1M	-4%	117k	26.34	View chart
Capital Group MF Closed and MF Open (CGCB)	0.2	$3.1M	+7%	116k	26.58	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.2	$3.0M		25k	120.50	View chart
Simplify Managed MF Closed and MF Open (CTA)	0.2	$3.0M	+203%	108k	27.97	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.2	$3.0M	+3%	16k	186.49	View chart
Palo Alto Common Stock (PANW)	0.2	$3.0M	+11%	15k	203.63	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$2.9M	-3%	8.5k	345.29	View chart
Qualcomm Common Stock (QCOM)	0.2	$2.9M	+16%	18k	166.36	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.2	$2.9M	+123%	42k	70.53	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.2	$2.9M		62k	46.71	View chart
Pacer Data MF Closed and MF Open (TRFK)	0.2	$2.9M	+473%	43k	66.92	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.2	$2.9M	-31%	31k	91.75	View chart
Spdr Series MF Closed and MF Open (SDY)	0.2	$2.9M		21k	140.05	View chart
Pacer Trendpilot MF Closed and MF Open (PTNQ)	0.2	$2.9M	-2%	37k	77.53	View chart
Ishares Gold Common Stock (IAU)	0.2	$2.9M	+14%	39k	72.77	View chart
Coca Cola Company Common Stock (KO)	0.2	$2.9M	+2%	43k	66.32	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$2.9M		15k	185.42	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$2.8M	-38%	15k	195.86	View chart
At&t Common Stock (T)	0.1	$2.8M		101k	28.24	View chart
Linde Common Stock (LIN)	0.1	$2.8M	-2%	6.0k	474.98	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.1	$2.8M	+3%	90k	31.38	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$2.8M		27k	103.21	View chart
Ge Vernova Common Stock (GEV)	0.1	$2.8M	+16%	4.6k	614.92	View chart
American Express Common Stock (AXP)	0.1	$2.8M		8.5k	332.16	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$2.8M	-50%	24k	118.83	View chart
Capital Group MF Closed and MF Open (CGCP)	0.1	$2.8M		122k	22.72	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$2.8M		11k	241.96	View chart
Call 1 Tesla Listed Options Call Option	0.1	$2.7M	-24%	97.00	27951.55	View chart
Jpmorgan Active MF Closed and MF Open (JAVA)	0.1	$2.7M	+2%	39k	68.96	View chart
S&p Global Common Stock (SPGI)	0.1	$2.6M	+8%	5.3k	486.76	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$2.5M	+6%	29k	87.91	View chart
Chevron Corp Common Stock (CVX)	0.1	$2.5M	-6%	16k	155.29	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$2.5M	+2%	3.3k	758.21	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.1	$2.5M	+5%	34k	73.54	View chart
Verizon Communications Common Stock (VZ)	0.1	$2.5M	+14%	56k	43.95	View chart
Boston Scientific Common Stock (BSX)	0.1	$2.4M	+5%	25k	97.63	View chart
SPDR S&P MF Closed and MF Open (MMTM)	0.1	$2.4M	-2%	8.3k	285.67	View chart
Rtx Corp Common Stock (RTX)	0.1	$2.4M	+6%	14k	167.34	View chart
Call 1 Strategy Inc Cl A Listed Options Call Option	0.1	$2.3M		126.00	18631.52	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$2.3M	+11%	11k	209.25	View chart
Capital Group MF Closed and MF Open (CGXU)	0.1	$2.3M	+11%	78k	29.62	View chart
Salesforce Common Stock (CRM)	0.1	$2.3M	-16%	9.8k	237.00	View chart
Arista Networks Common Stock (ANET)	0.1	$2.3M	+5%	16k	145.71	View chart
First Trust MF Closed and MF Open (FXO)	0.1	$2.2M		38k	59.39	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$2.2M	-19%	23k	99.52	View chart
Mckesson Corp Common Stock (MCK)	0.1	$2.2M		2.9k	772.57	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$2.2M	-14%	4.9k	447.23	View chart
Stryker Corp Common Stock (SYK)	0.1	$2.2M	+29%	5.9k	369.68	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	0.1	$2.2M		40k	54.16	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.1	$2.2M		8.0k	273.64	View chart
Lockheed Martin Common Stock (LMT)	0.1	$2.2M		4.3k	499.18	View chart
First Trust MF Closed and MF Open (FMB)	0.1	$2.1M	-10%	41k	50.70	View chart
Corning Common Stock (GLW)	0.1	$2.1M		25k	82.03	View chart
Lowes Companies Common Stock (LOW)	0.1	$2.1M		8.3k	251.32	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$2.1M	-3%	26k	78.37	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.1	$2.0M	+10%	31k	65.92	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$2.0M		17k	122.45	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.1	$2.0M	+6%	46k	44.00	View chart
Defiance Quantum MF Closed and MF Open (QTUM)	0.1	$2.0M	+462%	19k	104.91	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.1	$2.0M	+4%	75k	26.84	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.1	$2.0M	-11%	35k	57.47	View chart
Altria Group Common Stock (MO)	0.1	$2.0M		30k	66.06	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$2.0M	+12%	27k	74.37	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.1	$2.0M		14k	142.41	View chart
Caterpillar Common Stock (CAT)	0.1	$2.0M		4.1k	477.18	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$1.9M	+7%	10k	189.69	View chart
Emcor Group Common Stock (EME)	0.1	$1.9M	+26%	3.0k	649.55	View chart
3m Company Common Stock (MMM)	0.1	$1.9M		13k	155.18	View chart
Invesco S&p MF Closed and MF Open (RWK)	0.1	$1.9M		15k	125.01	View chart
Utilities Select MF Closed and MF Open (XLU)	0.1	$1.9M	+4%	22k	87.21	View chart
Intl Business Common Stock (IBM)	0.1	$1.9M	-7%	6.7k	282.16	View chart
Newmont Corp Common Stock (NEM)	0.1	$1.9M	+10%	22k	84.31	View chart
Spdr Portfolio MF Closed and MF Open (SPSB)	0.1	$1.9M	+46%	62k	30.29	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.1	$1.9M	+23%	25k	76.45	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$1.9M		6.7k	279.85	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$1.9M	-5%	19k	99.95	View chart
Wisdomtree U S MF Closed and MF Open (WTV)	0.1	$1.9M	+98%	20k	91.01	View chart
Invesco Russell MF Closed and MF Open (OMFL)	0.1	$1.8M	-3%	31k	60.26	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.1	$1.8M	+9%	19k	95.15	View chart
U S Bancorp De Common Stock (USB)	0.1	$1.8M	-3%	38k	48.33	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.1	$1.8M		7.6k	239.63	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$1.8M		14k	133.94	View chart
Advanced Micro Common Stock (AMD)	0.1	$1.8M	-6%	11k	161.80	View chart
Spdr Series MF Closed and MF Open (SLYG)	0.1	$1.8M	+104%	19k	94.31	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	0.1	$1.8M	+301%	46k	39.88	View chart
Darden Restaurants Common Stock (DRI)	0.1	$1.8M		9.5k	190.37	View chart
Cloudflare Common Stock (NET)	0.1	$1.8M	-8%	8.3k	214.59	View chart
Boeing Company Common Stock (BA)	0.1	$1.8M		8.2k	215.83	View chart
Eaton Corp Common Stock (ETN)	0.1	$1.8M	+21%	4.7k	374.28	View chart
Jpmorgan Diversified MF Closed and MF Open (JPSE)	0.1	$1.7M	NEW	35k	49.81	View chart
Walt Disney Common Stock (DIS)	0.1	$1.7M		15k	114.50	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$1.7M	+11%	38k	44.42	View chart
Harbor Long MF Closed and MF Open (WINN)	0.1	$1.7M		55k	31.16	View chart
Global X MF Closed and MF Open (PAVE)	0.1	$1.7M	-7%	36k	47.63	View chart
Nextera Energy Common Stock (NEE)	0.1	$1.7M	-28%	22k	75.49	View chart
Waste Management Common Stock (WM)	0.1	$1.7M		7.5k	220.82	View chart
Merck & Company Common Stock (MRK)	0.1	$1.7M		20k	83.93	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.1	$1.6M		64k	25.71	View chart
Thermo Fisher Common Stock (TMO)	0.1	$1.6M	+25%	3.4k	484.96	View chart
Cincinnati Finl Common Stock (CINF)	0.1	$1.6M	NEW	10k	158.10	View chart
Amplify Blockchain MF Closed and MF Open (BLOK)	0.1	$1.6M	+9%	24k	67.04	View chart
Vaneck Clo MF Closed and MF Open (CLOI)	0.1	$1.6M	+26%	30k	53.10	View chart
Progressive Corp Common Stock (PGR)	0.1	$1.6M	+2%	6.3k	246.96	View chart
Conocophillips Common Stock (COP)	0.1	$1.6M	-19%	16k	94.59	View chart
Hca Healthcare Common Stock (HCA)	0.1	$1.5M		3.6k	426.15	View chart
Pepsico Common Stock (PEP)	0.1	$1.5M	-10%	11k	140.44	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.1	$1.5M		31k	48.30	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.1	$1.5M		11k	135.23	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.1	$1.5M	NEW	16k	91.56	View chart
Capital One Common Stock (COF)	0.1	$1.5M		7.0k	212.57	View chart
Consolidated Edison Common Stock (ED)	0.1	$1.5M	-5%	15k	100.52	View chart
Ishares Core MF Closed and MF Open (DIVB)	0.1	$1.5M	+5%	28k	52.25	View chart
Vanguard Russell MF Closed and MF Open (VONV)	0.1	$1.5M	+2%	17k	89.37	View chart
Ionq Common Stock (IONQ)	0.1	$1.5M	+222%	24k	61.50	View chart
Wabtec Common Stock (WAB)	0.1	$1.4M		7.2k	200.48	View chart
Equinix Common Stock (EQIX)	0.1	$1.4M	+16%	1.8k	783.12	View chart
First Citizens Common Stock (FCNCA)	0.1	$1.4M	-10%	793.00	1789.16	View chart
Northrop Grumman Common Stock (NOC)	0.1	$1.4M	+23%	2.3k	609.24	View chart
Jpmorgan Mortgae MF Closed and MF Open (JMTG)	0.1	$1.4M	-16%	28k	51.00	View chart
Vaneck Uranium MF Closed and MF Open (NLR)	0.1	$1.4M	+429%	10k	135.65	View chart
Pimco Dynamic MF Closed and MF Open (PDI)	0.1	$1.4M	-4%	69k	19.80	View chart
Kkr & Co Common Stock (KKR)	0.1	$1.4M		11k	129.95	View chart
Ares Capital MF Closed and MF Open (ARCC)	0.1	$1.3M	+19%	66k	20.41	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$1.3M	+7%	18k	76.40	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$1.3M	NEW	42k	31.91	View chart
Pfizer Common Stock (PFE)	0.1	$1.3M	+11%	53k	25.48	View chart
First Trust MF Closed and MF Open (FV)	0.1	$1.3M		21k	61.92	View chart
Alphatec Holdings Common Stock (ATEC)	0.1	$1.3M		91k	14.54	View chart
Pacer Us MF Closed and MF Open (COWG)	0.1	$1.3M	-7%	36k	36.30	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.1	$1.3M	+6%	16k	82.58	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 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
Western Wealth Management 2022 Q1 filed May 10, 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