Western Wealth Management

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

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

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Portfolio Holdings for Western Wealth Management

Western Wealth Management holds 678 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Western Wealth Management has 678 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq MF Closed and MF Open (QQQ) 4.0 $61M +4251% 130k 468.92
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Apple Common Stock (AAPL) 3.8 $57M +342% 258k 222.13
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Berkshire Hathaway Common Stock (BRK.B) 3.3 $50M +1218% 93k 532.58
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Spdr Portfolio MF Closed and MF Open (SPLG) 2.7 $40M +10% 610k 65.76
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Invesco Nasdaq MF Closed and MF Open (QQQM) 2.6 $39M +7230% 202k 193.02
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Microsoft Corp Common Stock (MSFT) 2.0 $30M +300% 79k 375.39
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Nvidia Corp Common Stock (NVDA) 1.9 $29M +415% 265k 108.38
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Spdr Portfolio MF Closed and MF Open (SPYV) 1.8 $27M +4021% 536k 51.07
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Spdr Portfolio MF Closed and MF Open (SPYG) 1.8 $27M +11% 333k 80.37
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Amazon Common Stock (AMZN) 1.8 $27M +760% 140k 190.26
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SPDR S&P MF Closed and MF Open (SPY) 1.5 $23M +440% 40k 559.39
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First Trust MF Closed and MF Open (SDVY) 1.4 $22M +6% 646k 33.50
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Ishares S&p MF Closed and MF Open (IVW) 1.4 $21M +1121% 225k 92.83
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Vanguard Dividend MF Closed and MF Open (VIG) 1.3 $20M 103k 193.99
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Ishares Core MF Closed and MF Open (IVV) 1.3 $19M +1256% 34k 561.91
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First Trust MF Closed and MF Open (RDVY) 1.3 $19M +5267% 324k 58.54
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First Trust MF Closed and MF Open (FTSM) 1.2 $18M 302k 59.84
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Costco Wholesale Common Stock (COST) 0.9 $14M +456% 15k 945.81
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Capital Group MF Closed and MF Open (CGDV) 0.9 $13M -8% 375k 35.64
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Alphabet Common Stock (GOOGL) 0.9 $13M +545% 85k 154.64
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Vanguard S&p MF Closed and MF Open (VOO) 0.8 $13M +688% 25k 513.91
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Ishares Core MF Closed and MF Open (IJH) 0.8 $12M +2592% 213k 58.35
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Broadcom Common Stock (AVGO) 0.8 $12M +158% 73k 167.43
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Vanguard Total MF Closed and MF Open (VTI) 0.8 $12M +322% 44k 274.84
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Technology Select MF Closed and MF Open (XLK) 0.8 $11M +336% 55k 206.48
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Meta Platforms Common Stock (META) 0.7 $11M +489% 20k 576.36
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Visa Common Stock (V) 0.7 $11M +358% 30k 350.46
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First Trust MF Closed and MF Open (FTCS) 0.7 $10M -19% 115k 89.64
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Eaton Vance MF Closed and MF Open (EVTR) 0.7 $9.9M +4497% 196k 50.63
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Wisdomtree Floating MF Closed and MF Open (USFR) 0.7 $9.9M +126% 196k 50.33
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Spdr Portfolio MF Closed and MF Open (SPMD) 0.6 $9.8M -16% 191k 51.18
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Ishares S&p MF Closed and MF Open (IVE) 0.6 $9.7M +1790% 51k 190.58
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First Trust MF Closed and MF Open (UCON) 0.6 $9.4M +2% 382k 24.75
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Spdr Portfolio MF Closed and MF Open (SPSM) 0.6 $9.3M +2339% 227k 40.76
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Wisdomtree Us MF Closed and MF Open (DGRW) 0.6 $9.2M +258% 116k 79.86
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Jpmorgan Chase Common Stock (JPM) 0.6 $8.9M +96% 36k 245.30
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Spdr Portfolio MF Closed and MF Open (SPTM) 0.5 $8.3M +7% 122k 68.01
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Victoryshares Free MF Closed and MF Open (VFLO) 0.5 $7.9M +4% 231k 34.28
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Ishares Russell MF Closed and MF Open (IWF) 0.5 $7.9M -33% 22k 361.10
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Vanguard Information MF Closed and MF Open (VGT) 0.5 $7.8M +1256% 14k 542.39
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Healthcare Select MF Closed and MF Open (XLV) 0.5 $7.8M +873% 53k 146.01
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Tesla Common Stock (TSLA) 0.5 $7.3M +196% 28k 259.16
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Exxon Mobil Common Stock (XOM) 0.5 $7.1M +203% 59k 118.93
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Eli Lilly Common Stock (LLY) 0.5 $6.9M +132% 8.3k 825.90
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Financial Select MF Closed and MF Open (XLF) 0.5 $6.8M +415% 137k 49.81
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Spdr Gold Common Stock (GLD) 0.5 $6.8M +1273% 24k 288.14
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Invesco S&p MF Closed and MF Open (RWL) 0.4 $6.6M 67k 99.34
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Hartford Multifactor MF Closed and MF Open (ROUS) 0.4 $6.0M +7% 118k 50.73
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Industrial Select MF Closed and MF Open (XLI) 0.4 $5.9M +652% 45k 131.07
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Alphabet Common Stock (GOOG) 0.4 $5.8M +322% 37k 156.23
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Mastercard Common Stock (MA) 0.4 $5.7M +509% 10k 548.13
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Mcdonalds Corp Common Stock (MCD) 0.4 $5.6M +593% 18k 312.37
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Ishares Msci MF Closed and MF Open (USMV) 0.4 $5.6M +19% 60k 93.66
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Vaneck Morningstar MF Closed and MF Open (MOAT) 0.4 $5.6M +1274% 64k 88.00
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Ishares Core MF Closed and MF Open (IEFA) 0.4 $5.5M +2% 73k 75.65
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Procter & Gamble Common Stock (PG) 0.4 $5.5M +804% 33k 170.42
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Spdr Developed MF Closed and MF Open (SPDW) 0.4 $5.5M +5% 152k 36.41
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Walmart Common Stock (WMT) 0.4 $5.5M +169% 63k 87.79
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O Reilly Automotive Common Stock (ORLY) 0.4 $5.3M +1209% 3.7k 1432.58
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Ishares Msci MF Closed and MF Open (QUAL) 0.3 $5.3M +63% 31k 170.89
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Vanguard Growth MF Closed and MF Open (VUG) 0.3 $5.2M +367% 14k 370.83
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Cintas Corp Common Stock (CTAS) 0.3 $5.2M +1424% 25k 205.53
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First Trust MF Closed and MF Open (FPE) 0.3 $5.2M 294k 17.59
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Ishares Core MF Closed and MF Open (IJR) 0.3 $5.1M +288% 48k 104.57
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First Trust MF Closed and MF Open (BUFR) 0.3 $5.0M +74% 169k 29.69
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First Trust MF Closed and MF Open (FVD) 0.3 $5.0M -3% 111k 44.59
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Energy Select MF Closed and MF Open (XLE) 0.3 $4.8M +1937% 52k 93.45
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Netflix Common Stock (NFLX) 0.3 $4.7M +762% 5.1k 932.54
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Home Depot Common Stock (HD) 0.3 $4.7M +66% 13k 366.48
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Capital Group MF Closed and MF Open (CGGR) 0.3 $4.6M +52% 135k 34.25
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Advisorshares Ranger MF Closed and MF Open (HDGE) 0.3 $4.6M NEW 258k 17.82
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Schwab Us MF Closed and MF Open (SCHD) 0.3 $4.5M +138% 162k 27.96
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Abbvie Common Stock (ABBV) 0.3 $4.5M +54% 22k 209.52
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Unitedhealth Group Common Stock (UNH) 0.3 $4.5M +121% 8.6k 523.78
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Cambria Tail MF Closed and MF Open (TAIL) 0.3 $4.4M NEW 377k 11.78
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Capital Group MF Closed and MF Open (CGUS) 0.3 $4.2M +62% 127k 33.40
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Ishares Core MF Closed and MF Open (ITOT) 0.3 $4.2M +474% 35k 122.01
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Invesco S&p MF Closed and MF Open (SPHQ) 0.3 $4.2M 64k 66.34
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Spdr Portfolio MF Closed and MF Open (SPIB) 0.3 $4.2M +6% 126k 33.24
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Ishares Msci MF Closed and MF Open (EFA) 0.3 $4.0M +14% 49k 81.73
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Dimensional Us MF Closed and MF Open (DFAC) 0.3 $4.0M -12% 120k 32.99
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Spdr Intermediate MF Closed and MF Open (SPTI) 0.3 $3.9M +7% 136k 28.58
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Spdr Dow MF Closed and MF Open (DIA) 0.3 $3.9M +19% 9.2k 419.87
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First Trust MF Closed and MF Open (FNX) 0.3 $3.8M +2% 35k 108.98
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Jpmorgan Us MF Closed and MF Open (JQUA) 0.2 $3.6M +6% 63k 56.47
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Bank America Common Stock (BAC) 0.2 $3.6M +1385% 85k 41.73
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Columbia Research MF Closed and MF Open (RECS) 0.2 $3.6M +9% 107k 33.21
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Ishares Select MF Closed and MF Open (DVY) 0.2 $3.5M +1150% 26k 134.29
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Crowdstrike Holdings Common Stock (CRWD) 0.2 $3.5M -8% 9.8k 352.58
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Ishares S&p MF Closed and MF Open (IUSG) 0.2 $3.5M -4% 27k 127.08
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Communication Services MF Closed and MF Open (XLC) 0.2 $3.4M +181% 36k 96.45
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Spdr Bloomberg MF Closed and MF Open (BIL) 0.2 $3.4M +34% 37k 91.73
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Microstrategy Common Stock (MSTR) 0.2 $3.3M +22% 11k 288.27
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Taiwan Semiconductor Common Stock (TSM) 0.2 $3.3M +263% 20k 166.00
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Salesforce Common Stock (CRM) 0.2 $3.2M +327% 12k 268.35
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Vanguard High MF Closed and MF Open (VYM) 0.2 $3.2M +427% 25k 128.96
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Invesco S&p MF Closed and MF Open (SPLV) 0.2 $3.2M +563% 43k 74.72
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Ishares Technology MF Closed and MF Open (IYW) 0.2 $3.2M +186% 23k 140.44
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Pacer Trendpilot MF Closed and MF Open (PTNQ) 0.2 $3.1M +3% 44k 71.01
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Palantir Technologies Common Stock (PLTR) 0.2 $3.1M +457% 37k 84.40
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First Trust MF Closed and MF Open (FTC) 0.2 $3.1M -35% 24k 131.40
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Capital Group MF Closed and MF Open (CGCP) 0.2 $3.1M +4% 136k 22.45
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Coca Cola Company Common Stock (KO) 0.2 $3.0M +100% 42k 71.62
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Spdr Mortgage MF Closed and MF Open (SPMB) 0.2 $3.0M +11% 137k 22.05
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Ishares Russell MF Closed and MF Open (IWD) 0.2 $3.0M +904% 16k 188.16
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First Mid Common Stock (FMBH) 0.2 $3.0M 85k 34.90
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Linde Common Stock (LIN) 0.2 $2.9M +2% 6.2k 465.63
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Chevron Corp Common Stock (CVX) 0.2 $2.8M +55% 17k 167.29
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Ishares Core MF Closed and MF Open (IUSB) 0.2 $2.8M +501% 61k 46.08
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Vanguard Value MF Closed and MF Open (VTV) 0.2 $2.8M +1054% 16k 172.74
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Vanguard Small MF Closed and MF Open (VBK) 0.2 $2.8M 11k 251.78
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Spdr Series MF Closed and MF Open (SDY) 0.2 $2.8M 20k 135.68
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Capital Group MF Closed and MF Open (CGCB) 0.2 $2.7M +18% 103k 26.28
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Ishares Core MF Closed and MF Open (DGRO) 0.2 $2.7M +591% 44k 61.78
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At&t Common Stock (T) 0.2 $2.7M +609% 95k 28.28
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Schwab Us MF Closed and MF Open (SCHX) 0.2 $2.7M -2% 122k 22.08
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Ge Aerospace Common Stock (GE) 0.2 $2.7M +3% 13k 200.15
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Tjx Cos Common Stock (TJX) 0.2 $2.6M +918% 22k 121.80
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Servicenow Common Stock (NOW) 0.2 $2.6M +1301% 3.3k 796.14
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Vaneck Semiconductor MF Closed and MF Open (SMH) 0.2 $2.6M +661% 12k 211.46
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Spdr Bloomberg MF Closed and MF Open (BILS) 0.2 $2.6M +12% 26k 99.49
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First Trust MF Closed and MF Open (FMB) 0.2 $2.5M +896% 49k 50.42
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Johnson & Johnson Common Stock (JNJ) 0.2 $2.4M 15k 165.84
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First Trust MF Closed and MF Open (FYX) 0.2 $2.4M +2% 27k 90.09
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Ishares Msci MF Closed and MF Open (MTUM) 0.2 $2.4M +521% 12k 202.14
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Jpmorgan Active MF Closed and MF Open (JAVA) 0.2 $2.4M NEW 38k 63.54
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Dimensional World MF Closed and MF Open (DFAX) 0.2 $2.4M -13% 90k 26.20
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Cisco Systems Common Stock (CSCO) 0.2 $2.4M 38k 61.71
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First Trust MF Closed and MF Open (FPX) 0.2 $2.3M -8% 21k 111.74
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Vanguard Russell MF Closed and MF Open (VONG) 0.2 $2.3M +68% 25k 92.79
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S&p Global Common Stock (SPGI) 0.2 $2.3M +11% 4.5k 508.05
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Ishares Russell MF Closed and MF Open (IWM) 0.2 $2.3M -3% 12k 199.48
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First Trust MF Closed and MF Open (LGOV) 0.1 $2.3M -17% 105k 21.50
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Pacer Us MF Closed and MF Open (COWZ) 0.1 $2.3M -5% 41k 54.76
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Nextera Energy Common Stock (NEE) 0.1 $2.2M +180% 32k 70.89
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First Trust MF Closed and MF Open (AIRR) 0.1 $2.2M +9% 33k 68.21
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Conocophillips Common Stock (COP) 0.1 $2.2M +199% 21k 105.02
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Palo Alto Common Stock (PANW) 0.1 $2.2M +742% 13k 170.64
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Sector Consumer MF Closed and MF Open (XLP) 0.1 $2.2M +417% 27k 81.67
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SPDR S&P MF Closed and MF Open (MMTM) 0.1 $2.2M 9.1k 240.91
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Spdr Emerging MF Closed and MF Open (SPEM) 0.1 $2.2M +142% 56k 39.37
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Call 1 Microstrategy Listed Options Call Option 0.1 $2.2M +392% 128.00 17016.80
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American Express Common Stock (AXP) 0.1 $2.2M +592% 8.1k 269.06
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Blackrock Fdg Common Stock (BLK) 0.1 $2.2M +43% 2.3k 946.46
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Ishares Global MF Closed and MF Open (IXN) 0.1 $2.2M -6% 29k 75.74
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Advanced Micro Common Stock (AMD) 0.1 $2.2M +934% 21k 102.74
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Real Estate MF Closed and MF Open (XLRE) 0.1 $2.1M -13% 51k 41.85
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Intuitive Surgical Common Stock (ISRG) 0.1 $2.1M +258% 4.3k 495.27
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Qualcomm Common Stock (QCOM) 0.1 $2.1M 14k 153.61
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Ishares Core MF Closed and MF Open (IUSV) 0.1 $2.1M 23k 92.29
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Verizon Communications Common Stock (VZ) 0.1 $2.1M 46k 45.36
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First Trust MF Closed and MF Open (FXO) 0.1 $2.0M -5% 39k 53.00
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Blackstone Common Stock (BX) 0.1 $2.0M 15k 139.78
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Boston Scientific Common Stock (BSX) 0.1 $2.0M 20k 100.88
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Ishares Core MF Closed and MF Open (HDV) 0.1 $2.0M 17k 121.12
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Jpmorgan MF Closed and MF Open (JPST) 0.1 $2.0M +2% 39k 50.63
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Lowes Companies Common Stock (LOW) 0.1 $2.0M 8.4k 233.22
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Darden Restaurants Common Stock (DRI) 0.1 $2.0M 9.4k 207.76
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Jpmorgan MF Closed and MF Open (JIRE) 0.1 $2.0M +491% 31k 63.72
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Lockheed Martin Common Stock (LMT) 0.1 $1.9M +370% 4.4k 446.68
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Spdr Index MF Closed and MF Open (QEFA) 0.1 $1.9M -5% 24k 78.96
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Parker-hannifin Corp Common Stock (PH) 0.1 $1.9M 3.1k 607.92
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Jpmorgan Active MF Closed and MF Open (JBND) 0.1 $1.9M +241% 35k 53.52
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Ishares Gold Common Stock (IAU) 0.1 $1.9M +107% 32k 58.96
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Invesco S&p MF Closed and MF Open (RSP) 0.1 $1.9M +162% 11k 173.23
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Global X MF Closed and MF Open (PAVE) 0.1 $1.9M -2% 49k 37.73
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Vanguard Total MF Closed and MF Open (BND) 0.1 $1.9M 25k 73.45
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Mckesson Corp Common Stock (MCK) 0.1 $1.9M 2.8k 672.97
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3m Company Common Stock (MMM) 0.1 $1.9M +554% 13k 146.86
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Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $1.8M -9% 36k 50.83
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Merck & Company Common Stock (MRK) 0.1 $1.8M +167% 21k 89.76
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Consolidated Edison Common Stock (ED) 0.1 $1.8M 16k 110.59
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Altria Group Common Stock (MO) 0.1 $1.8M 30k 60.02
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Progressive Corp Common Stock (PGR) 0.1 $1.8M +139% 6.2k 283.01
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Abbott Laboratories Common Stock (ABT) 0.1 $1.8M +18% 13k 132.65
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Janus Henderson MF Closed and MF Open (JAAA) 0.1 $1.7M -2% 35k 50.71
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Oracle Corp Common Stock (ORCL) 0.1 $1.7M +123% 13k 139.81
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Rtx Corp Common Stock (RTX) 0.1 $1.7M +336% 13k 132.46
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Spdr Portfolio MF Closed and MF Open (SPYD) 0.1 $1.7M -6% 39k 44.26
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Waste Management Common Stock (WM) 0.1 $1.7M +7% 7.4k 231.52
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Invesco Russell MF Closed and MF Open (OMFL) 0.1 $1.7M +578% 32k 53.31
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First Trust MF Closed and MF Open (FPEI) 0.1 $1.7M 90k 18.70
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Capital Group MF Closed and MF Open (CGXU) 0.1 $1.7M +68% 69k 24.48
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Ishares Russell MF Closed and MF Open (IWY) 0.1 $1.7M 7.9k 210.94
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Ishares Mbs MF Closed and MF Open (MBB) 0.1 $1.7M -2% 18k 93.78
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U S Bancorp De Common Stock (USB) 0.1 $1.7M +322% 39k 42.22
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Pepsico Common Stock (PEP) 0.1 $1.7M +431% 11k 149.94
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Ishares Russell MF Closed and MF Open (IWP) 0.1 $1.6M -3% 14k 117.49
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First Citizens Common Stock (FCNCA) 0.1 $1.6M NEW 887.00 1854.12
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Intl Business Common Stock (IBM) 0.1 $1.6M +122% 6.6k 248.65
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Invesco S&p MF Closed and MF Open (RWK) 0.1 $1.6M 15k 107.88
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First Trust MF Closed and MF Open (FIXD) 0.1 $1.6M +11% 36k 43.84
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Pimco Enhanced MF Closed and MF Open (PYLD) 0.1 $1.5M +11% 59k 26.35
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Consumer Discretionary MF Closed and MF Open (XLY) 0.1 $1.5M +159% 7.8k 197.47
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Ishares Aerospace MF Closed and MF Open (ITA) 0.1 $1.5M 9.8k 153.10
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Caterpillar Common Stock (CAT) 0.1 $1.5M +69% 4.5k 329.83
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First Trust MF Closed and MF Open (FDN) 0.1 $1.5M -6% 6.7k 222.15
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Pimco Dynamic MF Closed and MF Open (PDI) 0.1 $1.5M +447% 74k 19.80
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Thermo Fisher Common Stock (TMO) 0.1 $1.5M +252% 2.9k 497.57
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Utilities Select MF Closed and MF Open (XLU) 0.1 $1.5M +3% 18k 78.85
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Wisdomtree Trust MF Closed and MF Open (IHDG) 0.1 $1.4M +62% 33k 43.40
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Ishares Core MF Closed and MF Open (IEMG) 0.1 $1.4M +7% 26k 53.97
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Walt Disney Common Stock (DIS) 0.1 $1.4M +11% 14k 98.70
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Schwab Us MF Closed and MF Open (SCHB) 0.1 $1.4M +85% 65k 21.53
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First Trust MF Closed and MF Open (FDL) 0.1 $1.4M +13% 32k 43.44
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Ishares National MF Closed and MF Open (MUB) 0.1 $1.3M +496% 13k 105.44
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Boeing Company Common Stock (BA) 0.1 $1.3M +447% 7.7k 170.56
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Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $1.3M +2% 70k 18.59
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Spdr Portfolio MF Closed and MF Open (SPSB) 0.1 $1.3M +19% 42k 30.10
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Vanguard Russell MF Closed and MF Open (VONV) 0.1 $1.3M +383% 15k 82.54
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Invesco S&p MF Closed and MF Open (XMMO) 0.1 $1.3M 11k 113.76
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Invesco S&p MF Closed and MF Open (RWJ) 0.1 $1.3M 31k 40.70
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Ares Capital MF Closed and MF Open (ARCC) 0.1 $1.2M +13% 56k 22.16
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Spdr Portfolio MF Closed and MF Open (SPTS) 0.1 $1.2M +24% 43k 29.24
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General Mills Common Stock (GIS) 0.1 $1.2M 21k 59.79
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Harbor Long MF Closed and MF Open (WINN) 0.1 $1.2M +3% 50k 24.50
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Wabtec Common Stock (WAB) 0.1 $1.2M 6.7k 181.36
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Southern Company Common Stock (SO) 0.1 $1.2M +71% 13k 91.95
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Honeywell Intl Common Stock (HON) 0.1 $1.2M +24% 5.7k 211.76
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Bristol Myers Common Stock (BMY) 0.1 $1.2M 20k 60.99
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First Trust MF Closed and MF Open (FTA) 0.1 $1.2M -6% 16k 76.72
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Kkr & Co Common Stock (KKR) 0.1 $1.2M 10k 115.61
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First Trust MF Closed and MF Open (FV) 0.1 $1.2M 22k 54.86
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Call 1 Tesla Listed Options Call Option 0.1 $1.2M +328% 120.00 9986.67
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Hca Healthcare Common Stock (HCA) 0.1 $1.2M -3% 3.5k 345.58
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Ishares Flexible MF Closed and MF Open (BINC) 0.1 $1.2M +9% 23k 52.38
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Danaher Corp Common Stock (DHR) 0.1 $1.2M -3% 5.8k 205.02
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Amgen Common Stock (AMGN) 0.1 $1.2M +8% 3.8k 311.56
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Starbucks Corp Common Stock (SBUX) 0.1 $1.2M -3% 12k 98.09
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Vanguard Small MF Closed and MF Open (VB) 0.1 $1.1M +225% 5.1k 221.76
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Pacer U S MF Closed and MF Open (CALF) 0.1 $1.1M +11% 30k 37.50
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Vanguard Mid MF Closed and MF Open (VO) 0.1 $1.1M +50% 4.4k 258.65
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Capital Group MF Closed and MF Open (CGSD) 0.1 $1.1M +4% 44k 25.81
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Autozone Common Stock (AZO) 0.1 $1.1M -17% 293.00 3812.78
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Stryker Corp Common Stock (SYK) 0.1 $1.1M +64% 3.0k 372.25
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Ge Vernova Common Stock (GEV) 0.1 $1.1M +26% 3.6k 305.25
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Ishares Core MF Closed and MF Open (IXUS) 0.1 $1.1M -12% 16k 69.81
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Ishares Core MF Closed and MF Open (AGG) 0.1 $1.1M +88% 11k 98.92
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Uber Technologies Common Stock (UBER) 0.1 $1.1M +103% 15k 72.86
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First Trust MF Closed and MF Open (FTGC) 0.1 $1.1M -11% 42k 25.52
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First Trust MF Closed and MF Open (RDVI) 0.1 $1.1M -4% 45k 23.72
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First Trust MF Closed and MF Open (FTHI) 0.1 $1.1M -24% 48k 21.86
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First Trust MF Closed and MF Open (SKYY) 0.1 $1.1M 10k 102.23
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Duke Energy Common Stock (DUK) 0.1 $1.0M -5% 8.6k 121.97
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Fastenal Common Stock (FAST) 0.1 $1.0M 14k 77.55
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Vaneck Ig MF Closed and MF Open (FLTR) 0.1 $1.0M 41k 25.55
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Vanguard Mid MF Closed and MF Open (VOT) 0.1 $1.0M 4.2k 244.65
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Jpmorgan MF Closed and MF Open (JEPQ) 0.1 $1.0M +54% 20k 51.78
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Vanguard Intermediate MF Closed and MF Open (VCIT) 0.1 $1.0M -9% 12k 81.76
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Ishares Short MF Closed and MF Open (MEAR) 0.1 $1.0M 20k 50.24
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Past Filings by Western Wealth Management

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

View all past filings