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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, BRK.B, SPLG, and represent 13.79% of Western Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CGDV (+$6.3M), SCHG (+$6.1M), SPLG, VFLO, FTSM, GRNY, SDVY, IWF, SPYG, SCHP.
Started 58 new stock positions in KLG, CPRT, VTLE, LNC, ACLS, ONEQ, TSN, DH, APG, STT.
Reduced shares in these 10 stocks: Microstrategy Inc Cmn Stk cmn (-$421M), QQQ (-$72M), AAPL (-$65M), BRK.B (-$41M), QQQM (-$40M), NVDA (-$33M), MSFT (-$32M), AMZN (-$30M), SPY (-$25M), SPYV (-$24M).
Sold out of its positions in BABA, Arista Networks, BlackRock, CVS, DHI, DAL, FBT, FEM, FEMS, NXTG.
Western Wealth Management was a net seller of stock by $-1.3B.
Western Wealth Management has $1.9B in assets under management (AUM), dropping by 6.49%.
Central Index Key (CIK): 0001767902

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Portfolio Holdings for Western Wealth Management

Western Wealth Management holds 938 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Western Wealth Management has 938 total positions. Only the first 250 positions are shown.

Sign up to view all of the Western Wealth Management Dec. 31, 2024 positions
Download the Western Wealth Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq MF Closed and MF Open (QQQ)	3.8	$71M	-97%	139k	511.23	View chart
Apple Common Stock (AAPL)	3.5	$65M	-81%	259k	250.42	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	2.2	$42M	-98%	200k	210.45	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.2	$42M	-92%	92k	453.28	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	2.0	$38M	+10%	551k	68.94	View chart
Nvidia Corp Common Stock (NVDA)	1.9	$35M	-82%	264k	134.29	View chart
Microsoft Corp Common Stock (MSFT)	1.8	$34M	-79%	81k	421.50	View chart
Amazon Common Stock (AMZN)	1.6	$31M	-89%	139k	219.39	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.5	$28M	-85%	48k	586.08	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.4	$26M	+9%	300k	87.90	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	1.4	$26M	-97%	503k	51.14	View chart
Ishares S&p MF Closed and MF Open (IVW)	1.2	$23M	-92%	223k	101.53	View chart
First Trust MF Closed and MF Open (SDVY)	1.2	$22M	+14%	605k	35.85	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	1.1	$21M	-2%	105k	195.83	View chart
Ishares Core MF Closed and MF Open (IVV)	1.1	$20M	-93%	35k	588.68	View chart
First Trust MF Closed and MF Open (RDVY)	1.0	$19M	-98%	321k	59.14	View chart
First Trust MF Closed and MF Open (FTSM)	1.0	$18M	+20%	298k	59.77	View chart
Broadcom Common Stock (AVGO)	0.9	$17M	-70%	74k	231.84	View chart
Alphabet Common Stock (GOOGL)	0.9	$16M	-86%	86k	189.30	View chart
Apple (AAPL)	0.8	$15M	-81%	58k	250.42	View chart
Capital Group MF Closed and MF Open (CGDV)	0.8	$14M	+77%	409k	35.26	View chart
Ishares Core MF Closed and MF Open (IJH)	0.7	$14M	-96%	218k	62.31	View chart
Costco Wholesale Common Stock (COST)	0.7	$14M	-84%	15k	916.28	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.7	$13M	+19%	33k	401.58	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.7	$13M	-88%	25k	538.82	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.7	$13M	-80%	45k	289.81	View chart
Tesla Common Stock (TSLA)	0.7	$13M	-77%	32k	403.84	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.7	$13M	+5%	230k	54.69	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.7	$13M	-96%	280k	44.92	View chart
First Trust MF Closed and MF Open (FTCS)	0.7	$13M	-11%	143k	87.82	View chart
Sector Technology MF Closed and MF Open (XLK)	0.7	$12M	-78%	53k	232.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$12M		18.00	680920.00	View chart
Meta Platforms Common Stock (META)	0.6	$11M	-82%	18k	585.52	View chart
Visa Common Stock (V)	0.5	$9.3M	-81%	29k	316.04	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.5	$9.2M	-94%	48k	190.88	View chart
First Trust MF Closed and MF Open (UCON)	0.5	$9.2M		372k	24.65	View chart
Wisdomtree Trust MF Closed and MF Open (DGRW)	0.5	$9.0M	-79%	111k	80.93	View chart
Morgan Stanley MF Closed and MF Open (EVTR)	0.5	$8.9M	-85%	179k	49.86	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.5	$8.9M	-92%	14k	621.82	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$8.4M	-64%	35k	239.71	View chart
Microsoft Corporation (MSFT)	0.4	$8.4M	-79%	20k	421.50	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.4	$8.1M		114k	71.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$8.0M	+320%	287k	27.87	View chart
Victory Victoryshares MF Closed and MF Open (VFLO)	0.4	$7.6M	+74%	222k	34.09	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.4	$7.3M	-90%	53k	137.57	View chart
Alphabet Common Stock (GOOG)	0.4	$7.1M	-80%	37k	190.44	View chart
NVIDIA Corporation (NVDA)	0.4	$6.9M	-82%	51k	134.29	View chart
Broadcom (AVGO)	0.4	$6.6M	-70%	28k	231.84	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.3	$6.4M	+2%	66k	97.92	View chart
Eli Lilly Common Stock (LLY)	0.3	$6.4M	-69%	8.3k	771.98	View chart
Exxon Mobil Common Stock (XOM)	0.3	$6.1M	-74%	57k	107.57	View chart
Sector Financial MF Closed and MF Open (XLF)	0.3	$6.0M	-80%	124k	48.33	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.3	$5.9M	-93%	64k	92.72	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$5.8M	-72%	51k	115.22	View chart
Spdr Gold Common Stock (GLD)	0.3	$5.6M	-92%	23k	242.13	View chart
Industrial Select MF Closed and MF Open (XLI)	0.3	$5.6M	-85%	43k	131.76	View chart
Lattice Hartford MF Closed and MF Open (ROUS)	0.3	$5.6M	+13%	110k	50.89	View chart
Procter & Gamble Common Stock (PG)	0.3	$5.5M	-90%	33k	167.65	View chart
Walmart Common Stock (WMT)	0.3	$5.4M	-69%	60k	90.35	View chart
Mastercard Common Stock (MA)	0.3	$5.4M	-84%	10k	526.55	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.3	$5.3M	-80%	13k	410.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$5.3M		92k	57.53	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$5.3M	-3%	299k	17.70	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$5.2M	-86%	18k	289.89	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$5.2M	-87%	126k	41.73	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.3	$5.1M	-60%	29k	178.08	View chart
First Trust MF Closed and MF Open (FTC)	0.3	$5.0M	-6%	37k	138.25	View chart
First Trust MF Closed and MF Open (FVD)	0.3	$5.0M		116k	43.64	View chart
Home Depot Common Stock (HD)	0.3	$5.0M	-58%	13k	388.99	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.3	$5.0M		71k	70.28	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.3	$4.9M	+7%	145k	34.13	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.3	$4.8M		138k	34.59	View chart
O Reilly Automotive Common Stock (ORLY)	0.3	$4.7M	-93%	4.0k	1185.80	View chart
Cintas Corp Common Stock (CTAS)	0.2	$4.7M	-93%	26k	182.70	View chart
Sector Energy MF Closed and MF Open (XLE)	0.2	$4.5M	-95%	53k	85.66	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.2	$4.5M	-82%	35k	128.62	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$4.5M	+7%	50k	88.79	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.4M	-64%	18k	239.71	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.2	$4.4M	-13%	162k	27.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$4.4M	-85%	7.5k	586.10	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.2	$4.3M	+67%	86k	50.32	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$4.3M	-67%	8.4k	505.83	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	0.2	$4.2M	+8%	63k	67.03	View chart
Netflix Common Stock (NFLX)	0.2	$4.1M	-87%	4.6k	891.32	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$4.0M	-6%	65k	61.18	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.2	$4.0M		29k	139.35	View chart
First Trust MF Closed and MF Open (FNX)	0.2	$4.0M	+57%	34k	115.72	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.2	$3.9M	+19%	119k	32.76	View chart
Tesla Motors (TSLA)	0.2	$3.8M	-77%	9.5k	403.82	View chart
Taiwan Semiconductor Common Stock (TSM)	0.2	$3.8M	-80%	19k	197.49	View chart
Abbvie Common Stock (ABBV)	0.2	$3.8M	-61%	21k	177.70	View chart
Salesforce Common Stock (CRM)	0.2	$3.8M	-78%	11k	334.33	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.2	$3.7M	+14%	11k	342.16	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$3.7M	-62%	69k	53.44	View chart
Bank America Common Stock (BAC)	0.2	$3.6M	-93%	83k	43.95	View chart
Amazon (AMZN)	0.2	$3.6M	-89%	16k	219.38	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.2	$3.5M	+26%	127k	27.88	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$3.5M	-70%	22k	159.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.5M	-64%	73k	47.82	View chart
Ishares Select MF Closed and MF Open (DVY)	0.2	$3.5M	-90%	26k	131.29	View chart
Advanced Micro Common Stock (AMD)	0.2	$3.5M	-93%	29k	120.79	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.2	$3.5M	-87%	35k	98.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.4M	-28%	15k	220.96	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$3.4M	+14%	59k	57.27	View chart
Columbia Research MF Closed and MF Open (RECS)	0.2	$3.4M	+55%	98k	34.62	View chart
Servicenow Common Stock (NOW)	0.2	$3.4M	-90%	3.2k	1060.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.4M	-60%	19k	178.08	View chart
Select Sector MF Closed and MF Open (XLC)	0.2	$3.3M	-70%	34k	96.81	View chart
Capital Group MF Closed and MF Open (CGGR)	0.2	$3.3M	+31%	89k	37.17	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$3.3M		7.7k	425.52	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.2	$3.2M	+16%	43k	75.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.2M	-92%	7.1k	453.29	View chart
Pacer Trendpilot MF Closed and MF Open (PTNQ)	0.2	$3.2M		43k	74.02	View chart
First Mid Common Stock (FMBH)	0.2	$3.1M		85k	36.82	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$3.1M		11k	280.06	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$3.1M	-85%	41k	75.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$3.1M	-80%	42k	74.73	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$3.1M	-77%	24k	127.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.0M	-80%	11k	289.81	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$3.0M	+230%	117k	25.83	View chart
Home Depot (HD)	0.2	$3.0M	-58%	7.7k	388.97	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.2	$3.0M	-88%	12k	242.17	View chart
First Trust MF Closed and MF Open (BUFR)	0.2	$3.0M	+29%	97k	30.47	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$2.9M	-91%	16k	185.13	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.9M	-78%	13k	232.53	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.2	$2.9M	+46%	126k	23.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.9M	+46%	125k	23.18	View chart
Capital Group MF Closed and MF Open (CGCP)	0.2	$2.9M	+52%	130k	22.20	View chart
Tjx Cos Common Stock (TJX)	0.2	$2.9M	-91%	24k	120.81	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.2	$2.9M	-11%	140k	20.34	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.2	$2.8M	-90%	17k	169.30	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.2	$2.8M	-86%	40k	70.00	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$2.8M	+61%	56k	49.86	View chart
Tidal Etf Tr Fundstrat Granny (GRNY)	0.1	$2.8M	NEW	140k	19.96	View chart
Eli Lilly & Co. (LLY)	0.1	$2.8M	-69%	3.6k	771.99	View chart
Coca Cola Company Common Stock (KO)	0.1	$2.7M	-68%	44k	62.26	View chart
First Trust MF Closed and MF Open (FPX)	0.1	$2.7M		23k	119.51	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$2.7M	+16%	21k	132.10	View chart
Capital Group MF Closed and MF Open (CGUS)	0.1	$2.7M	-33%	78k	34.97	View chart
Microstrategy Common Stock (MSTR)	0.1	$2.7M	+14%	9.3k	289.62	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$2.7M	+12%	64k	41.90	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$2.7M	+46%	27k	101.06	View chart
First Trust MF Closed and MF Open (LGOV)	0.1	$2.7M	-5%	127k	20.84	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$2.6M	-28%	12k	220.96	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.1	$2.6M	+32%	122k	21.55	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$2.6M	-79%	32k	80.93	View chart
First Trust MF Closed and MF Open (FMB)	0.1	$2.6M	-90%	51k	51.01	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.1	$2.6M		105k	24.86	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.6M	-76%	56k	46.24	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$2.6M		31k	84.75	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$2.5M	-84%	41k	61.34	View chart
Linde Common Stock (LIN)	0.1	$2.5M	+2%	6.0k	418.64	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.1	$2.5M	+3%	28k	91.43	View chart
Chevron Corp Common Stock (CVX)	0.1	$2.5M	-62%	17k	144.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.5M	-86%	13k	189.31	View chart
Blackstone Common Stock (BX)	0.1	$2.5M		14k	172.42	View chart
Abbvie (ABBV)	0.1	$2.5M	-61%	14k	177.70	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.1	$2.5M	+3%	44k	56.48	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$2.5M	-83%	12k	206.92	View chart
Costco Wholesale Corporation (COST)	0.1	$2.5M	-84%	2.7k	916.37	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$2.4M	-51%	17k	144.62	View chart
Qualcomm (QCOM)	0.1	$2.4M	-52%	16k	153.62	View chart
Select Sector MF Closed and MF Open (XLRE)	0.1	$2.4M	-39%	59k	40.67	View chart
American Express Common Stock (AXP)	0.1	$2.4M	-86%	8.1k	296.80	View chart
Nextera Energy Common Stock (NEE)	0.1	$2.4M	-74%	33k	71.69	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$2.4M	-84%	53k	45.20	View chart
SPDR S&P MF Closed and MF Open (MMTM)	0.1	$2.4M		9.1k	260.31	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.4M	+35%	29k	81.98	View chart
Cisco Systems (CSCO)	0.1	$2.3M	-49%	39k	59.20	View chart
First Trust MF Closed and MF Open (AIRR)	0.1	$2.3M	+17%	30k	77.04	View chart
Cisco Systems Common Stock (CSCO)	0.1	$2.3M	-49%	39k	59.20	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$2.3M	+68%	23k	99.15	View chart
Palo Alto Common Stock (PANW)	0.1	$2.3M	-77%	12k	181.96	View chart
Capital Group MF Closed and MF Open (CGCB)	0.1	$2.2M	+61%	87k	25.79	View chart
First Trust MF Closed and MF Open (FXO)	0.1	$2.2M		41k	54.13	View chart
At&t Common Stock (T)	0.1	$2.2M	-87%	98k	22.77	View chart
Verizon Communications (VZ)	0.1	$2.2M	-55%	55k	39.99	View chart
Qualcomm Common Stock (QCOM)	0.1	$2.1M	-52%	14k	153.63	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.1M	-89%	52k	41.40	View chart
Ge Aerospace Common Stock (GE)	0.1	$2.1M		13k	166.79	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$2.1M		23k	92.59	View chart
Merck & Company Common Stock (MRK)	0.1	$2.1M	-73%	21k	99.48	View chart
Conocophillips Common Stock (COP)	0.1	$2.1M	-74%	22k	99.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.1M	-74%	20k	107.57	View chart
Johnson & Johnson (JNJ)	0.1	$2.1M	-51%	15k	144.62	View chart
Wal-Mart Stores (WMT)	0.1	$2.1M	-69%	23k	90.35	View chart
Spdr Portfolio MF Closed and MF Open (SPEM)	0.1	$2.1M	-67%	54k	38.37	View chart
Lowes Companies Common Stock (LOW)	0.1	$2.1M	+2%	8.4k	246.81	View chart
Visa Com Cl A (V)	0.1	$2.1M	-81%	6.6k	316.04	View chart
Blackrock Fdg Common Stock (BLK)	0.1	$2.1M	NEW	2.0k	1025.20	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$2.1M	-81%	26k	78.61	View chart
Global X MF Closed and MF Open (PAVE)	0.1	$2.0M	-15%	51k	40.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.0M	-85%	23k	87.33	View chart
S&p Global Common Stock (SPGI)	0.1	$2.0M	+5%	4.1k	498.01	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$2.0M	-51%	40k	49.68	View chart
UnitedHealth (UNH)	0.1	$2.0M	-67%	3.9k	505.82	View chart
Meta Platforms Cl A (META)	0.1	$1.9M	-82%	3.3k	585.54	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.1	$1.9M	+4%	58k	33.81	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$1.9M	+18%	3.0k	636.12	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.9M	-64%	40k	47.82	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.1	$1.9M	+10%	38k	50.37	View chart
Walt Disney Common Stock (DIS)	0.1	$1.9M	-58%	17k	111.35	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$1.9M		17k	112.26	View chart
Invesco Russell MF Closed and MF Open (OMFL)	0.1	$1.9M	-89%	34k	54.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.9M	-92%	18k	101.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.9M	-13%	68k	27.32	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$1.8M	+7%	26k	72.51	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.8M	-55%	46k	39.99	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.1	$1.8M	+2%	7.8k	235.26	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$1.8M	-10%	26k	71.91	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.1	$1.8M	-4%	14k	126.75	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.8M	-73%	3.5k	521.96	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.8M	-50%	42k	43.24	View chart
Boston Scientific Common Stock (BSX)	0.1	$1.8M	+9%	20k	89.32	View chart
U S Bancorp De Common Stock (USB)	0.1	$1.8M	-79%	38k	47.83	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$1.8M	-67%	42k	43.47	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.1	$1.8M	-50%	42k	43.24	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$1.8M	+75%	39k	45.62	View chart
Janus Detroit MF Closed and MF Open (JAAA)	0.1	$1.8M		35k	50.71	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$1.8M	+67%	74k	24.19	View chart
Invesco S&p MF Closed and MF Open (RWK)	0.1	$1.8M	+5%	15k	116.23	View chart
Darden Restaurants Common Stock (DRI)	0.1	$1.8M		9.4k	186.70	View chart
Lockheed Martin Common Stock (LMT)	0.1	$1.8M	-81%	3.6k	485.94	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.7M	-53%	10k	166.64	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$1.7M	-3%	7.1k	243.17	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.1	$1.7M	-67%	7.7k	224.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.7M	-88%	3.2k	538.85	View chart
Call 1 Microstrategy Listed Options Call Option	0.1	$1.7M	-99%	26.00	65081.46	View chart
3m Company Common Stock (MMM)	0.1	$1.7M	-87%	13k	129.09	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.1	$1.7M		18k	91.68	View chart
Pepsico Common Stock (PEP)	0.1	$1.7M	-84%	11k	152.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.7M	-80%	8.8k	190.44	View chart
First Trust MF Closed and MF Open (FPEI)	0.1	$1.7M	+4%	89k	18.70	View chart
Blackrock (BLK)	0.1	$1.6M	NEW	1.6k	1025.21	View chart
Raymond James Financial (RJF)	0.1	$1.6M		11k	155.33	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$1.6M	-49%	9.2k	175.22	View chart
Paychex (PAYX)	0.1	$1.6M	-11%	11k	140.22	View chart
Caterpillar Common Stock (CAT)	0.1	$1.6M	-62%	4.4k	362.74	View chart
Corning Incorporated (GLW)	0.1	$1.6M	-62%	33k	47.52	View chart
Chevron Corporation (CVX)	0.1	$1.6M	-62%	11k	144.84	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.6M	-4%	37k	42.61	View chart
Mckesson Corp Common Stock (MCK)	0.1	$1.6M	-9%	2.7k	569.84	View chart
Altria Group Common Stock (MO)	0.1	$1.5M		30k	52.29	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$1.5M	-24%	15k	103.30	View chart
Kkr & Co Common Stock (KKR)	0.1	$1.5M		10k	147.91	View chart
Progressive Corp Common Stock (PGR)	0.1	$1.5M	-69%	6.4k	239.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.5M	-97%	3.0k	511.20	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.1	$1.5M	-3%	67k	22.70	View chart
First Trust MF Closed and MF Open (FTHI)	0.1	$1.5M	-3%	64k	23.27	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.1	$1.5M	+76%	40k	36.89	View chart

Past Filings by Western Wealth Management

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

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
Western Wealth Management 2021 Q4 filed Feb. 14, 2022
Western Wealth Management 2021 Q2 filed Aug. 9, 2021
Western Wealth Management 2021 Q1 filed May 14, 2021

View all past filings

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