Western Wealth Management
Latest statistics and disclosures from Western Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QQQ, RDVY, AMZN, IVW, and represent 16.07% of Western Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FTCS, AAPL, MSFT, VTI, SPLB, WIP, ROK, BND, SPLG, IEFA.
- Started 129 new stock positions in VLUE, FTXL, NID, CONE, MKC, IGF, GME, KR, GDX, UL.
- Reduced shares in these 10 stocks: AGG, AWAY, Fs Kkr Capital Corp. Ii, JETS, QQQJ, NVDA, FTSM, , FTC, PTON.
- Sold out of its positions in AKAM, BIDU, BILI, BKNG, Colony Cr Real Estate Inc Com Cl A reit, ALFA, AWAY, ETSY, Fs Kkr Capital Corp. Ii, PGHY. iShares Gold Trust, IYG, EFAV, NURE, PTON, PENN, KRE, XBI, SHM, SEDG, TELL, VOX, Marvell Technology Group.
- Western Wealth Management was a net buyer of stock by $178M.
- Western Wealth Management has $973M in assets under management (AUM), dropping by 30.74%.
- Central Index Key (CIK): 0001767902
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Portfolio Holdings for Western Wealth Management
Companies in the Western Wealth Management portfolio as of the June 2021 quarterly 13F filing
Western Wealth Management has 619 total positions. Only the first 250 positions are shown.
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- Download the Western Wealth Management June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.5 | $44M | +9% | 319k | 136.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.4 | $43M | +4% | 121k | 354.41 | |
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 2.7 | $26M | +7% | 544k | 48.06 | |
| Amazon (AMZN) | 2.4 | $23M | 6.7k | 3431.33 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.1 | $21M | 284k | 72.72 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $18M | 42k | 428.15 | ||
| Microsoft Corporation (MSFT) | 1.8 | $18M | +23% | 66k | 271.23 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $15M | +12% | 35k | 429.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $14M | +12% | 52k | 268.66 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $13M | +8% | 84k | 154.79 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $12M | +37% | 55k | 222.77 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.2 | $11M | +67% | 151k | 75.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $10M | 36k | 278.30 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.2M | +6% | 3.8k | 2438.35 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.9 | $9.1M | +4% | 23k | 398.97 | |
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.9 | $9.0M | 96k | 93.26 | ||
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.9 | $8.5M | +12% | 212k | 40.05 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.8 | $7.8M | 62k | 125.87 | ||
| Facebook Cl A (FB) | 0.7 | $7.1M | 21k | 347.11 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $7.1M | +3% | 48k | 147.73 | |
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $7.0M | 48k | 147.68 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $6.9M | +36% | 137k | 50.33 | |
| Visa Com Cl A (V) | 0.7 | $6.6M | +25% | 28k | 233.97 | |
| Tesla Motors (TSLA) | 0.7 | $6.6M | +11% | 9.7k | 679.49 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $6.0M | +16% | 53k | 113.02 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.6 | $6.0M | +38% | 290k | 20.60 | |
| NVIDIA Corporation (NVDA) | 0.6 | $5.8M | -12% | 7.2k | 800.75 | |
| Verizon Communications (VZ) | 0.6 | $5.7M | +43% | 102k | 56.05 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $5.3M | +40% | 34k | 155.82 | |
| First Tr Value Line Divid In SHS (FVD) | 0.5 | $5.3M | +23% | 134k | 39.79 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $5.1M | +44% | 22k | 229.41 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $5.0M | +44% | 38k | 132.96 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $5.0M | +64% | 59k | 85.85 | |
| Ishares Core Msci Emkt (IEMG) | 0.5 | $5.0M | +53% | 74k | 66.90 | |
| Johnson & Johnson (JNJ) | 0.5 | $4.9M | +55% | 30k | 164.31 | |
| Home Depot (HD) | 0.5 | $4.9M | +32% | 15k | 319.90 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $4.8M | +47% | 48k | 101.17 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.7M | +27% | 29k | 165.46 | |
| Costco Wholesale Corporation (COST) | 0.5 | $4.7M | +20% | 12k | 396.81 | |
| Broadcom (AVGO) | 0.5 | $4.6M | +58% | 9.7k | 477.01 | |
| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.5 | $4.5M | +3% | 35k | 127.32 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $4.4M | +17% | 88k | 50.33 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $4.4M | +14% | 70k | 62.93 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $4.2M | -2% | 57k | 73.76 | |
| Walt Disney Company (DIS) | 0.4 | $4.0M | +30% | 23k | 175.81 | |
| At&t (T) | 0.4 | $4.0M | +8% | 139k | 28.75 | |
| Boeing Company (BA) | 0.4 | $3.9M | +41% | 16k | 239.30 | |
| Coca-Cola Company (KO) | 0.4 | $3.9M | +41% | 72k | 54.04 | |
| Square Cl A (SQ) | 0.4 | $3.8M | 16k | 243.22 | ||
| Qualcomm (QCOM) | 0.4 | $3.8M | +48% | 27k | 143.09 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $3.8M | +15% | 22k | 173.06 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $3.8M | +13% | 70k | 53.87 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $3.7M | +49% | 95k | 39.52 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $3.7M | 24k | 151.03 | ||
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $3.7M | +87% | 78k | 47.09 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $3.7M | 37k | 98.60 | ||
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $3.6M | -17% | 61k | 59.93 | |
| Paypal Holdings (PYPL) | 0.4 | $3.5M | +5% | 12k | 291.36 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.4 | $3.4M | +16% | 14k | 244.11 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.4M | 9.3k | 364.89 | ||
| Cintas Corporation (CTAS) | 0.3 | $3.4M | -2% | 8.9k | 381.83 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $3.4M | +120% | 45k | 74.64 | |
| McDonald's Corporation (MCD) | 0.3 | $3.3M | +9% | 15k | 230.84 | |
| Abbvie (ABBV) | 0.3 | $3.3M | +62% | 29k | 112.75 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.2M | +18% | 11k | 286.72 | |
| CVS Caremark Corporation (CVS) | 0.3 | $3.2M | +38% | 38k | 83.58 | |
| IDEXX Laboratories (IDXX) | 0.3 | $3.2M | 5.0k | 631.97 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $3.1M | +30% | 23k | 130.86 | |
| UnitedHealth (UNH) | 0.3 | $3.0M | +68% | 7.6k | 399.89 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $3.0M | +45% | 31k | 95.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.9M | +40% | 1.2k | 2521.81 | |
| Chevron Corporation (CVX) | 0.3 | $2.9M | +71% | 28k | 104.84 | |
| Cisco Systems (CSCO) | 0.3 | $2.9M | +115% | 55k | 53.08 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.9M | +72% | 50k | 57.08 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $2.9M | +12% | 28k | 103.90 | |
| Netflix (NFLX) | 0.3 | $2.8M | -5% | 5.3k | 529.26 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.3 | $2.8M | 25k | 112.08 | ||
| Ishares Tr Global Tech Etf (IXN) | 0.3 | $2.7M | -6% | 8.2k | 335.87 | |
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $2.7M | 23k | 116.48 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $2.7M | +8% | 33k | 80.90 | |
| Spdr Ser Tr S&p1500momtilt (MMTM) | 0.3 | $2.7M | 15k | 181.59 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.7M | 9.8k | 271.88 | ||
| Pacer Fds Tr Trendp 100 Etf (PTNQ) | 0.3 | $2.7M | 48k | 55.44 | ||
| Broadmark Rlty Cap (BRMK) | 0.3 | $2.6M | +37% | 249k | 10.59 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.6M | +7% | 7.6k | 344.99 | |
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.3 | $2.6M | +20% | 26k | 97.86 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.6M | +109% | 41k | 63.26 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $2.6M | +56% | 70k | 36.74 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $2.5M | -13% | 50k | 50.88 | |
| American Tower Reit (AMT) | 0.3 | $2.5M | +59% | 9.3k | 270.26 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $2.5M | +8% | 52k | 48.60 | |
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.3 | $2.5M | NEW | 77k | 31.81 | |
| Procter & Gamble Company (PG) | 0.3 | $2.4M | +21% | 18k | 134.86 | |
| Spdr Ser Tr Ftse Int Gvt Etf (WIP) | 0.2 | $2.4M | NEW | 43k | 56.45 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $2.4M | +52% | 33k | 72.05 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.3M | 22k | 104.42 | ||
| Starbucks Corporation (SBUX) | 0.2 | $2.3M | +47% | 21k | 112.03 | |
| Bank of America Corporation (BAC) | 0.2 | $2.3M | +9% | 56k | 41.16 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $2.3M | +150% | 97k | 23.74 | |
| O'reilly Automotive (ORLY) | 0.2 | $2.3M | -2% | 4.1k | 565.47 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.3M | 3.8k | 587.21 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.2M | +27% | 14k | 158.77 | |
| Abbott Laboratories (ABT) | 0.2 | $2.2M | +45% | 19k | 116.16 | |
| Prologis (PLD) | 0.2 | $2.2M | +22% | 18k | 119.61 | |
| Nike CL B (NKE) | 0.2 | $2.2M | 14k | 154.14 | ||
| Merck & Co (MRK) | 0.2 | $2.1M | +29% | 27k | 77.80 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $2.0M | 39k | 51.51 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.0M | +2% | 52k | 39.35 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $2.0M | +316% | 14k | 145.47 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.0M | 27k | 75.83 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.0M | +34% | 20k | 102.24 | |
| Docusign (DOCU) | 0.2 | $2.0M | -5% | 7.2k | 279.64 | |
| Nextera Energy (NEE) | 0.2 | $2.0M | +54% | 27k | 73.15 | |
| Rockwell Automation (ROK) | 0.2 | $2.0M | NEW | 6.9k | 286.33 | |
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.2 | $2.0M | +12% | 22k | 89.52 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $2.0M | +2% | 16k | 122.15 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.0M | +31% | 6.8k | 289.48 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.9M | +9% | 31k | 60.77 | |
| BlackRock (BLK) | 0.2 | $1.9M | +220% | 2.2k | 871.95 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $1.9M | +13% | 33k | 57.26 | |
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.2 | $1.9M | +6% | 43k | 43.55 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $1.9M | +68% | 72k | 25.80 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.8M | +478% | 19k | 98.56 | |
| salesforce (CRM) | 0.2 | $1.8M | -9% | 7.4k | 242.82 | |
| Honeywell International (HON) | 0.2 | $1.8M | +93% | 8.1k | 219.14 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.8M | +13% | 16k | 113.08 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $1.8M | +271% | 34k | 52.91 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.7M | +5% | 13k | 137.13 | |
| Zoetis Cl A (ZTS) | 0.2 | $1.7M | +3% | 9.3k | 186.47 | |
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.2 | $1.7M | +598% | 65k | 26.71 | |
| Fs Kkr Capital Corp (FSK) | 0.2 | $1.7M | +198% | 80k | 21.54 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $1.7M | +32% | 21k | 82.81 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.7M | +7% | 16k | 104.26 | |
| Eaton Corp SHS (ETN) | 0.2 | $1.7M | +158% | 12k | 148.33 | |
| Ampio Pharmaceuticals (AMPE) | 0.2 | $1.7M | 1.0M | 1.66 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $1.7M | +54% | 38k | 43.95 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | -22% | 4.2k | 393.98 | |
| Target Corporation (TGT) | 0.2 | $1.6M | +32% | 6.8k | 240.85 | |
| Skyworks Solutions (SWKS) | 0.2 | $1.6M | +158% | 8.4k | 191.90 | |
| Pepsi (PEP) | 0.2 | $1.6M | +55% | 11k | 147.41 | |
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.2 | $1.6M | +202% | 16k | 100.87 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.6M | +3% | 11k | 140.77 | |
| Medtronic SHS (MDT) | 0.2 | $1.6M | +240% | 13k | 124.15 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $1.6M | -2% | 41k | 37.66 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.5M | +21% | 17k | 93.56 | |
| Caterpillar (CAT) | 0.2 | $1.5M | +97% | 7.0k | 217.65 | |
| Dollar General (DG) | 0.2 | $1.5M | +3% | 7.0k | 216.49 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | NEW | 7.7k | 191.79 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.5M | +92% | 10k | 145.80 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.5M | +10% | 18k | 82.16 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.5M | +5% | 9.7k | 150.57 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.4M | +23% | 28k | 51.25 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.4M | +52% | 6.2k | 229.33 | |
| Invesco Exchange Traded Fd T Dwa Healthcare (PTH) | 0.1 | $1.4M | -13% | 8.5k | 165.83 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.4M | +19% | 7.9k | 179.10 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.4M | +100% | 38k | 36.75 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.4M | +3% | 20k | 70.05 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $1.4M | +126% | 33k | 42.14 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.4M | +25% | 14k | 96.90 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.4M | +45% | 3.6k | 378.21 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.3M | +17% | 11k | 127.84 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.3M | NEW | 50k | 27.00 | |
| Valero Energy Corporation (VLO) | 0.1 | $1.3M | +129% | 17k | 78.02 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $1.3M | -17% | 23k | 57.10 | |
| Goldman Sachs (GS) | 0.1 | $1.3M | +131% | 3.5k | 379.71 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.1 | $1.3M | +8% | 21k | 63.30 | |
| Danaher Corporation (DHR) | 0.1 | $1.3M | +10% | 4.8k | 267.08 | |
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.1 | $1.3M | +28% | 7.9k | 162.84 | |
| Stryker Corporation (SYK) | 0.1 | $1.3M | +26% | 4.9k | 259.89 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $1.2M | +187% | 13k | 93.32 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | +19% | 2.5k | 504.65 | |
| Citigroup Com New (C) | 0.1 | $1.2M | 18k | 70.82 | ||
| American Express Company (AXP) | 0.1 | $1.2M | +5% | 7.6k | 164.26 | |
| TJX Companies (TJX) | 0.1 | $1.2M | -4% | 18k | 67.42 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $1.2M | -13% | 23k | 53.66 | |
| General Electric Company | 0.1 | $1.2M | 92k | 13.42 | ||
| Amgen (AMGN) | 0.1 | $1.2M | +173% | 5.1k | 242.08 | |
| Ishares Tr Europe Etf (IEV) | 0.1 | $1.2M | NEW | 23k | 53.37 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $1.2M | +15% | 11k | 106.22 | |
| Goldman Sachs Mlp Energy Renai Com cef (GER) | 0.1 | $1.2M | +17% | 106k | 11.40 | |
| Ishares Tr Broad Usd High (USHY) | 0.1 | $1.2M | +86% | 29k | 41.64 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | -3% | 5.0k | 236.89 | |
| Linde SHS (LIN) | 0.1 | $1.2M | +19% | 4.1k | 289.48 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.2M | +46% | 14k | 82.64 | |
| Servicenow (NOW) | 0.1 | $1.2M | -7% | 2.1k | 544.48 | |
| Ameriprise Financial (AMP) | 0.1 | $1.2M | NEW | 4.7k | 247.77 | |
| Interpublic Group of Companies (IPG) | 0.1 | $1.2M | NEW | 36k | 32.30 | |
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $1.2M | -32% | 11k | 109.65 | |
| Lowe's Companies (LOW) | 0.1 | $1.1M | -8% | 5.9k | 194.25 | |
| Pfizer (PFE) | 0.1 | $1.1M | +35% | 29k | 39.37 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.1M | +39% | 10k | 112.58 | |
| Altria (MO) | 0.1 | $1.1M | +17% | 24k | 47.69 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | +129% | 3.1k | 363.55 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.1M | +276% | 41k | 26.57 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.1M | +3% | 17k | 63.24 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.1M | +22% | 18k | 59.77 | |
| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.1 | $1.1M | +5% | 26k | 40.69 | |
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $1.1M | +8% | 16k | 67.06 | |
| Cummins (CMI) | 0.1 | $1.1M | NEW | 4.3k | 243.55 | |
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $1.1M | -43% | 31k | 34.33 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.0M | -23% | 19k | 55.26 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | 15k | 66.68 | ||
| Annaly Capital Management (NLY) | 0.1 | $1.0M | 113k | 8.88 | ||
| Intel Corporation (INTC) | 0.1 | $1.0M | +11% | 18k | 56.31 | |
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $1.0M | +29% | 15k | 69.12 | |
| Xcel Energy (XEL) | 0.1 | $1.0M | +5% | 15k | 65.89 | |
| V.F. Corporation (VFC) | 0.1 | $994k | +143% | 12k | 81.94 | |
| Key (KEY) | 0.1 | $993k | NEW | 48k | 20.81 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $991k | NEW | 64k | 15.40 | |
| First Tr Exchange Traded Intl Equity Opp (FPXI) | 0.1 | $984k | +45% | 14k | 68.35 | |
| Global X Fds Global X Silver (SIL) | 0.1 | $973k | NEW | 23k | 42.77 | |
| Southern Company (SO) | 0.1 | $969k | +78% | 16k | 60.46 | |
| Pimco Dynamic Income SHS (PDI) | 0.1 | $964k | -4% | 34k | 28.78 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $962k | -57% | 8.3k | 115.64 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $953k | -9% | 8.9k | 107.33 | |
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $944k | NEW | 18k | 53.20 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $942k | +13% | 21k | 45.43 | |
| Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) | 0.1 | $941k | +110% | 18k | 52.27 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $938k | 9.7k | 96.63 | ||
| Goldman Sachs Etf Tr Activebeta Eur (GSEU) | 0.1 | $937k | +30% | 25k | 36.85 | |
| Anthem (ANTM) | 0.1 | $933k | +224% | 2.4k | 381.13 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $933k | +7% | 18k | 50.83 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.1 | $931k | +14% | 21k | 44.34 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $923k | +33% | 17k | 54.18 | |
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $920k | 14k | 65.73 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $915k | NEW | 18k | 51.81 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $910k | -2% | 9.9k | 92.33 | |
| Intercontinental Exchange (ICE) | 0.1 | $909k | NEW | 7.6k | 119.39 | |
| Constellation Brands Cl A (STZ) | 0.1 | $907k | +92% | 3.9k | 235.16 | |
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $902k | +24% | 9.9k | 90.84 | |
| Barclays Bank Ipath Shilr Cape (CAPE) | 0.1 | $900k | +961% | 43k | 20.92 | |
| Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $898k | -3% | 21k | 43.18 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $892k | +22% | 8.4k | 106.08 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $890k | 8.0k | 110.97 | ||
| Waste Management (WM) | 0.1 | $887k | +9% | 6.3k | 140.68 | |
| ConocoPhillips (COP) | 0.1 | $883k | +6% | 15k | 60.88 | |
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $880k | -11% | 19k | 47.28 | |
| Us Bancorp Del Com New (USB) | 0.1 | $876k | +7% | 15k | 56.82 | |
| Rbc Cad (RY) | 0.1 | $874k | NEW | 8.6k | 101.08 | |
| Enbridge (ENB) | 0.1 | $872k | NEW | 22k | 40.06 | |
| Dominion Resources (D) | 0.1 | $870k | +181% | 12k | 73.53 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $867k | +10% | 17k | 50.69 | |
| Jacobs Engineering (J) | 0.1 | $836k | +6% | 6.3k | 133.42 | |
| RPM International (RPM) | 0.1 | $832k | NEW | 9.5k | 88.03 | |
| Twitter (TWTR) | 0.1 | $812k | +3% | 12k | 68.83 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $811k | -37% | 7.6k | 106.08 | |
| American Electric Power Company (AEP) | 0.1 | $797k | +31% | 9.4k | 84.65 | |
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.1 | $797k | +95% | 8.2k | 97.28 | |
| Cyrusone (CONE) | 0.1 | $797k | NEW | 11k | 71.96 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $793k | +12% | 4.3k | 183.99 |
Past Filings by Western Wealth Management
SEC 13F filings are viewable for Western Wealth Management going back to 2018
- Western Wealth Management 2021 Q2 filed Aug. 9, 2021
- Western Wealth Management 2021 Q1 filed May 14, 2021
- Western Wealth Management 2020 Q4 filed Feb. 10, 2021
- Western Wealth Management 2020 Q3 filed Oct. 27, 2020
- Western Wealth Management 2020 Q2 filed July 20, 2020
- Western Wealth Management 2020 Q1 filed April 27, 2020
- Western Wealth Management 2019 Q4 filed Feb. 10, 2020
- Western Wealth Management 2019 Q3 filed Nov. 8, 2019
- Western Wealth Management 2019 Q2 filed Aug. 6, 2019
- Western Wealth Management 2019 Q1 filed May 10, 2019
- Western Wealth Management 2018 Q4 filed Feb. 15, 2019