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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 AAPL, QQQ, BRK.B, MSFT, SPYV, and represent 15.62% of Western Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$6.8M), SDVY, SPYV, SPDW, SPTI, QQQ, SPSM, FTSM, EKG, SPMB.
Started 68 new stock positions in TBIL, LGOV, ESGD, XHB, APTV, IWS, MELI, SNPS, JXN, JBHT.
Reduced shares in these 10 stocks: FTCS, AAPL, XLV, FBT, QQQX, MDB, JCI, CDC, GOOG, .
Sold out of its positions in Activision Blizzard, BP, CCL, FIVG, EDOW, FAN, GROY, PBW, PXE, DBC.
Western Wealth Management was a net buyer of stock by $84M.
Western Wealth Management has $1.4B in assets under management (AUM), dropping by 17.24%.
Central Index Key (CIK): 0001767902

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Portfolio Holdings for Western Wealth Management

Western Wealth Management holds 694 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Western Wealth Management has 694 total positions. Only the first 250 positions are shown.

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Download the Western Wealth Management December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.6	$65M	-3%	335k	192.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.3	$60M	+4%	147k	409.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.5	$35M		97k	356.66	View chart
Microsoft Corporation (MSFT)	2.5	$35M	+2%	92k	376.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.6	$23M	+25%	485k	46.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$23M	+8%	134k	168.54	View chart
Amazon (AMZN)	1.6	$22M	+2%	144k	151.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$21M	+7%	43k	475.30	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.4	$20M	+8%	354k	55.90	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.4	$19M	-2%	373k	51.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$18M		108k	170.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$18M	+2%	235k	75.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.3	$18M	+62%	269k	65.06	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$16M	-15%	198k	80.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$16M		33k	477.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$15M		106k	139.69	View chart
NVIDIA Corporation (NVDA)	1.0	$15M	+4%	29k	495.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$13M	+2%	56k	237.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$12M	+2%	43k	277.15	View chart
Broadcom (AVGO)	0.8	$12M	+2%	11k	1116.24	View chart
Tesla Motors (TSLA)	0.8	$12M	+2%	47k	248.48	View chart
Costco Wholesale Corporation (COST)	0.8	$12M		17k	660.08	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.8	$11M	+31%	268k	42.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$11M		20.00	542625.05	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.8	$11M	+10%	215k	48.72	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$10M	+78%	318k	32.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$9.6M	+22%	50k	192.48	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$9.6M	+30%	161k	59.66	View chart
Visa Com Cl A (V)	0.7	$9.3M		36k	260.35	View chart
JPMorgan Chase & Co. (JPM)	0.6	$8.7M		51k	170.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$8.5M		49k	173.89	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$8.1M		199k	40.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$8.0M	+18%	18k	436.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$7.8M	-17%	58k	136.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$7.6M	+4%	90k	84.87	View chart
Exxon Mobil Corporation (XOM)	0.5	$7.5M	-2%	75k	99.98	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$7.3M	+28%	104k	70.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$7.2M	+84%	213k	34.01	View chart
Home Depot (HD)	0.5	$7.1M		21k	346.56	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.5	$7.0M	+6%	283k	24.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$6.8M	+35%	46k	147.14	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.5	$6.3M	+7%	13k	484.02	View chart
Eli Lilly & Co. (LLY)	0.4	$6.1M	+11%	10k	582.94	View chart
Meta Platforms Cl A (META)	0.4	$5.9M	+4%	17k	353.96	View chart
Procter & Gamble Company (PG)	0.4	$5.9M	+3%	40k	146.54	View chart
UnitedHealth (UNH)	0.4	$5.9M		11k	526.47	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.4	$5.9M		64k	91.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$5.7M	+23%	75k	76.13	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$5.6M	+6%	95k	58.45	View chart
Abbvie (ABBV)	0.4	$5.5M	-5%	35k	154.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.3M	-11%	38k	140.93	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$5.1M	+2%	60k	85.34	View chart
Qualcomm (QCOM)	0.4	$5.0M		34k	144.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$5.0M	+13%	71k	70.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.9M	+5%	46k	108.25	View chart
Cintas Corporation (CTAS)	0.3	$4.8M		8.0k	602.68	View chart
Chevron Corporation (CVX)	0.3	$4.8M	+2%	32k	149.16	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$4.8M	+31%	57k	83.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.7M	+21%	85k	54.98	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$4.7M	+2%	277k	16.86	View chart
McDonald's Corporation (MCD)	0.3	$4.6M		16k	296.52	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$4.6M	+9%	90k	51.41	View chart
Verizon Communications (VZ)	0.3	$4.6M	-11%	121k	37.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$4.5M	+7%	94k	47.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.5M	+8%	14k	310.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.4M	+3%	23k	191.17	View chart
Johnson & Johnson (JNJ)	0.3	$4.4M	-2%	28k	156.74	View chart
Mastercard Incorporated Cl A (MA)	0.3	$4.4M		10k	426.50	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$4.3M	+12%	108k	40.06	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$4.3M	+185%	150k	28.56	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$4.2M	+6%	100k	41.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$4.2M		143k	29.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$4.1M	+12%	73k	56.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$4.1M	+20%	109k	37.60	View chart
Coca-Cola Company (KO)	0.3	$4.0M	-7%	68k	58.93	View chart
Cisco Systems (CSCO)	0.3	$4.0M		79k	50.52	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$4.0M	+25%	35k	113.99	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.3	$4.0M	+27%	189k	20.99	View chart
O'reilly Automotive (ORLY)	0.3	$3.9M		4.1k	950.08	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.3	$3.7M	+108%	34k	109.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.7M	+9%	47k	78.03	View chart
Wal-Mart Stores (WMT)	0.3	$3.7M		23k	157.65	View chart
Boeing Company (BA)	0.2	$3.4M	+3%	13k	260.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.4M	+3%	32k	105.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.3M	+25%	46k	73.55	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$3.2M		83k	39.19	View chart
ConocoPhillips (COP)	0.2	$3.2M	+22%	28k	116.07	View chart
Merck & Co (MRK)	0.2	$3.2M		29k	109.02	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$3.2M	+11%	31k	104.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.2M		16k	200.72	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$3.1M	+12%	62k	50.24	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$3.1M	-7%	8.3k	376.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$3.1M	+2%	49k	62.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.0M	+3%	10k	303.16	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$3.0M		55k	54.08	View chart
First Mid Ill Bancshares (FMBH)	0.2	$2.9M	-3%	85k	34.66	View chart
Bank of America Corporation (BAC)	0.2	$2.9M		87k	33.67	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$2.9M	+212%	131k	22.07	View chart
Netflix (NFLX)	0.2	$2.8M	+35%	5.7k	486.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.8M	+49%	78k	35.41	View chart
Pepsi (PEP)	0.2	$2.8M	+2%	16k	169.85	View chart
Starbucks Corporation (SBUX)	0.2	$2.8M		29k	96.01	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$2.7M		42k	65.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.7M		23k	117.22	View chart
Advanced Micro Devices (AMD)	0.2	$2.7M	+3%	19k	147.41	View chart
CVS Caremark Corporation (CVS)	0.2	$2.7M	-6%	35k	78.96	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$2.7M	-12%	52k	51.66	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.2	$2.7M	+22%	61k	43.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.7M	+6%	16k	165.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.7M	+15%	27k	98.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.6M	+19%	11k	241.77	View chart
Amgen (AMGN)	0.2	$2.6M		9.2k	288.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.6M	+22%	17k	149.50	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.6M		51k	50.58	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.6M	-3%	4.8k	530.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.6M	+3%	31k	82.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.6M	-4%	23k	111.63	View chart
BlackRock (BLK)	0.2	$2.5M		3.1k	811.94	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$2.5M	+79%	77k	32.83	View chart
Nextera Energy (NEE)	0.2	$2.5M	+20%	42k	60.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$2.5M		103k	24.42	View chart
Linde SHS (LIN)	0.2	$2.5M		6.1k	410.70	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$2.5M	+8%	54k	46.07	View chart
Walt Disney Company (DIS)	0.2	$2.5M		27k	90.29	View chart
Union Pacific Corporation (UNP)	0.2	$2.4M		9.8k	245.62	View chart
Honeywell International (HON)	0.2	$2.4M	-2%	11k	209.70	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$2.4M		64k	36.98	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$2.4M	-12%	19k	124.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.4M	+33%	24k	99.25	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.2	$2.3M	-2%	24k	95.89	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.3M	-2%	67k	34.46	View chart
Eaton Corp SHS (ETN)	0.2	$2.3M		9.6k	240.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.3M	+17%	18k	130.92	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$2.3M	+5%	22k	104.45	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$2.3M		34k	68.18	View chart
Abbott Laboratories (ABT)	0.2	$2.3M	-2%	21k	110.07	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$2.2M	+112%	25k	91.39	View chart
TJX Companies (TJX)	0.2	$2.2M		24k	93.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.2M	+2%	40k	55.67	View chart
General Mills (GIS)	0.2	$2.1M		33k	65.14	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.1M	+40%	23k	94.08	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.1M	+11%	3.6k	596.60	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$2.1M	-24%	37k	56.57	View chart
salesforce (CRM)	0.2	$2.1M	+21%	8.0k	263.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.1M	-17%	39k	53.82	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.1M		47k	43.85	View chart
Phillips 66 (PSX)	0.1	$2.0M	-2%	15k	133.15	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.0M	-8%	4.5k	453.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$2.0M	+8%	24k	84.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.0M	+3%	12k	170.46	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$2.0M	+5%	47k	42.22	View chart
First Tr Exchange-traded Nasdaq Lux Digi (EKG)	0.1	$2.0M	NEW	23k	85.70	View chart
Intel Corporation (INTC)	0.1	$2.0M	+19%	39k	50.25	View chart
Caterpillar (CAT)	0.1	$2.0M	-2%	6.6k	295.69	View chart
Us Bancorp Del Com New (USB)	0.1	$2.0M		45k	43.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.9M	+11%	18k	110.66	View chart
Prologis (PLD)	0.1	$1.9M	+5%	15k	133.30	View chart
Spdr Ser Tr S&p1500momtilt (MMTM)	0.1	$1.9M	-4%	9.4k	202.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.9M	-5%	12k	156.89	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.9M	-11%	25k	76.38	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.9M		105k	17.95	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.9M	-3%	26k	72.03	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.1	$1.9M		67k	27.90	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.8M	-4%	43k	43.29	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.8M	+5%	25k	72.66	View chart
American Tower Reit (AMT)	0.1	$1.8M	+27%	8.3k	215.89	View chart
Air Products & Chemicals (APD)	0.1	$1.8M	-6%	6.5k	273.82	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.8M	+16%	17k	101.99	View chart
Nike CL B (NKE)	0.1	$1.8M	-6%	16k	108.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.7M	+9%	17k	104.00	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+9%	7.8k	222.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.7M	+9%	9.8k	174.86	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.7M	+30%	37k	46.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.7M	-13%	32k	52.20	View chart
At&t (T)	0.1	$1.7M	-2%	100k	16.78	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.7M	-15%	8.9k	186.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.7M	+68%	14k	122.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.6M	+10%	20k	81.28	View chart
McKesson Corporation (MCK)	0.1	$1.6M	-2%	3.5k	462.92	View chart
Illinois Tool Works (ITW)	0.1	$1.6M	-3%	6.2k	261.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.6M	+158%	21k	75.35	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$1.6M	+7%	61k	26.57	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.6M		6.2k	259.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.6M		15k	104.46	View chart
Medtronic SHS (MDT)	0.1	$1.6M		19k	82.38	View chart
Walgreen Boots Alliance (WBA)	0.1	$1.6M		60k	26.11	View chart
Darden Restaurants (DRI)	0.1	$1.6M		9.5k	164.30	View chart
Red Robin Gourmet Burgers (RRGB)	0.1	$1.6M		125k	12.47	View chart
American Express Company (AXP)	0.1	$1.5M	-2%	8.3k	187.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M	+4%	9.8k	157.80	View chart
Skyworks Solutions (SWKS)	0.1	$1.5M	+3%	14k	112.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.5M	+19%	6.6k	232.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.5M	+39%	12k	125.14	View chart
Rockwell Automation (ROK)	0.1	$1.5M	-3%	5.0k	310.48	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.5M	+80%	14k	108.41	View chart
General Electric Com New (GE)	0.1	$1.5M	+3%	12k	127.63	View chart
RPM International (RPM)	0.1	$1.5M		13k	111.63	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$1.5M		47k	31.35	View chart
Altria (MO)	0.1	$1.5M	-4%	37k	40.34	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$1.5M	-5%	44k	33.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.5M	+14%	47k	31.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$1.5M	+57%	64k	22.73	View chart
Zoetis Cl A (ZTS)	0.1	$1.4M	+5%	7.3k	197.38	View chart
Enbridge (ENB)	0.1	$1.4M		40k	36.02	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.4M	+51%	37k	39.44	View chart
Goldman Sachs (GS)	0.1	$1.4M	-3%	3.7k	385.81	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.4M		27k	51.99	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.4M	+17%	29k	47.86	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$1.4M		55k	25.78	View chart
3M Company (MMM)	0.1	$1.4M	-8%	13k	109.32	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.4M	-23%	3.0k	468.15	View chart
Pfizer (PFE)	0.1	$1.4M	-12%	48k	28.79	View chart
Southern Company (SO)	0.1	$1.4M	+7%	20k	70.12	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$1.4M	-14%	61k	22.44	View chart
Williams-Sonoma (WSM)	0.1	$1.4M	-2%	6.8k	201.78	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$1.4M	-3%	16k	87.67	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$1.4M	+3%	19k	70.84	View chart
Anthem (ELV)	0.1	$1.3M	-4%	2.9k	471.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$1.3M	+5%	13k	105.03	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.1	$1.3M	-13%	63k	21.36	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.3M		18k	73.08	View chart
Danaher Corporation (DHR)	0.1	$1.3M	-3%	5.8k	231.36	View chart
International Business Machines (IBM)	0.1	$1.3M	-9%	8.1k	163.56	View chart
Rbc Cad (RY)	0.1	$1.3M	-2%	13k	101.13	View chart
AFLAC Incorporated (AFL)	0.1	$1.3M	-6%	16k	82.50	View chart
Intercontinental Exchange (ICE)	0.1	$1.3M		10k	128.44	View chart
Xcel Energy (XEL)	0.1	$1.3M	+18%	21k	61.91	View chart
Consolidated Edison (ED)	0.1	$1.3M		14k	90.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.3M	-8%	7.3k	175.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.3M	+69%	26k	48.45	View chart
IDEXX Laboratories (IDXX)	0.1	$1.3M	-2%	2.3k	555.05	View chart
S&p Global (SPGI)	0.1	$1.3M	+25%	2.9k	440.54	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.1	$1.3M	+318%	52k	23.98	View chart
American Electric Power Company (AEP)	0.1	$1.2M	-9%	15k	81.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.2M	+5%	16k	77.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$1.2M	+32%	25k	50.23	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.2M	+2%	3.6k	337.36	View chart
CSX Corporation (CSX)	0.1	$1.2M		35k	34.67	View chart
Constellation Brands Cl A (STZ)	0.1	$1.2M		5.0k	241.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.2M	+2%	29k	41.43	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.2M	NEW	41k	29.84	View chart
Key (KEY)	0.1	$1.2M	-3%	84k	14.40	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.2M		15k	78.02	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.2M	-11%	19k	63.33	View chart
Uber Technologies (UBER)	0.1	$1.2M	+41%	19k	61.57	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$1.2M	-2%	13k	92.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M	+30%	21k	56.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	-3%	14k	84.14	View chart
Waste Management (WM)	0.1	$1.2M		6.6k	179.09	View chart
Target Corporation (TGT)	0.1	$1.2M	-3%	8.2k	142.42	View chart

Past Filings by Western Wealth Management

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

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
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

View all past filings

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