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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, BRK.B, SPLG, QQQM, and represent 16.33% of Western Wealth Management's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$59M), BRK.B (+$46M), AAPL (+$44M), QQQM (+$39M), SPYV (+$27M), AMZN (+$24M), NVDA (+$23M), MSFT (+$22M), IVW (+$19M), RDVY (+$19M).
Started 41 new stock positions in QQQE, EQIX, FBT, WMB, EFAV, BABA, SIVR, BITF, TLH, PRN.
Reduced shares in these 10 stocks: BRK.A (-$14M), SCHG (-$8.0M), JEPI (-$5.3M), IWF, , SCHP, IG, TBIL, GRNY, XYLD.
Sold out of its positions in HYFI, APG, ARKQ, ASO, AM, ACLS, AX, BIIB, BKH, MUC.
Western Wealth Management was a net buyer of stock by $629M.
Western Wealth Management has $1.5B in assets under management (AUM), dropping by -19.10%.
Central Index Key (CIK): 0001767902

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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.

Sign up to view all of the Western Wealth Management March 31, 2025 positions
Download the Western Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq MF Closed and MF Open (QQQ)	4.0	$61M	+4251%	130k	468.92	View chart
Apple Common Stock (AAPL)	3.8	$57M	+342%	258k	222.13	View chart
Berkshire Hathaway Common Stock (BRK.B)	3.3	$50M	+1218%	93k	532.58	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	2.7	$40M	+10%	610k	65.76	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	2.6	$39M	+7230%	202k	193.02	View chart
Microsoft Corp Common Stock (MSFT)	2.0	$30M	+300%	79k	375.39	View chart
Nvidia Corp Common Stock (NVDA)	1.9	$29M	+415%	265k	108.38	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	1.8	$27M	+4021%	536k	51.07	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.8	$27M	+11%	333k	80.37	View chart
Amazon Common Stock (AMZN)	1.8	$27M	+760%	140k	190.26	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.5	$23M	+440%	40k	559.39	View chart
First Trust MF Closed and MF Open (SDVY)	1.4	$22M	+6%	646k	33.50	View chart
Ishares S&p MF Closed and MF Open (IVW)	1.4	$21M	+1121%	225k	92.83	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	1.3	$20M		103k	193.99	View chart
Ishares Core MF Closed and MF Open (IVV)	1.3	$19M	+1256%	34k	561.91	View chart
First Trust MF Closed and MF Open (RDVY)	1.3	$19M	+5267%	324k	58.54	View chart
First Trust MF Closed and MF Open (FTSM)	1.2	$18M		302k	59.84	View chart
Costco Wholesale Common Stock (COST)	0.9	$14M	+456%	15k	945.81	View chart
Capital Group MF Closed and MF Open (CGDV)	0.9	$13M	-8%	375k	35.64	View chart
Alphabet Common Stock (GOOGL)	0.9	$13M	+545%	85k	154.64	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.8	$13M	+688%	25k	513.91	View chart
Ishares Core MF Closed and MF Open (IJH)	0.8	$12M	+2592%	213k	58.35	View chart
Broadcom Common Stock (AVGO)	0.8	$12M	+158%	73k	167.43	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.8	$12M	+322%	44k	274.84	View chart
Technology Select MF Closed and MF Open (XLK)	0.8	$11M	+336%	55k	206.48	View chart
Meta Platforms Common Stock (META)	0.7	$11M	+489%	20k	576.36	View chart
Visa Common Stock (V)	0.7	$11M	+358%	30k	350.46	View chart
First Trust MF Closed and MF Open (FTCS)	0.7	$10M	-19%	115k	89.64	View chart
Eaton Vance MF Closed and MF Open (EVTR)	0.7	$9.9M	+4497%	196k	50.63	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.7	$9.9M	+126%	196k	50.33	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.6	$9.8M	-16%	191k	51.18	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.6	$9.7M	+1790%	51k	190.58	View chart
First Trust MF Closed and MF Open (UCON)	0.6	$9.4M	+2%	382k	24.75	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.6	$9.3M	+2339%	227k	40.76	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.6	$9.2M	+258%	116k	79.86	View chart
Jpmorgan Chase Common Stock (JPM)	0.6	$8.9M	+96%	36k	245.30	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.5	$8.3M	+7%	122k	68.01	View chart
Victoryshares Free MF Closed and MF Open (VFLO)	0.5	$7.9M	+4%	231k	34.28	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.5	$7.9M	-33%	22k	361.10	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.5	$7.8M	+1256%	14k	542.39	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.5	$7.8M	+873%	53k	146.01	View chart
Tesla Common Stock (TSLA)	0.5	$7.3M	+196%	28k	259.16	View chart
Exxon Mobil Common Stock (XOM)	0.5	$7.1M	+203%	59k	118.93	View chart
Eli Lilly Common Stock (LLY)	0.5	$6.9M	+132%	8.3k	825.90	View chart
Financial Select MF Closed and MF Open (XLF)	0.5	$6.8M	+415%	137k	49.81	View chart
Spdr Gold Common Stock (GLD)	0.5	$6.8M	+1273%	24k	288.14	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.4	$6.6M		67k	99.34	View chart
Hartford Multifactor MF Closed and MF Open (ROUS)	0.4	$6.0M	+7%	118k	50.73	View chart
Industrial Select MF Closed and MF Open (XLI)	0.4	$5.9M	+652%	45k	131.07	View chart
Alphabet Common Stock (GOOG)	0.4	$5.8M	+322%	37k	156.23	View chart
Mastercard Common Stock (MA)	0.4	$5.7M	+509%	10k	548.13	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$5.6M	+593%	18k	312.37	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.4	$5.6M	+19%	60k	93.66	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.4	$5.6M	+1274%	64k	88.00	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.4	$5.5M	+2%	73k	75.65	View chart
Procter & Gamble Common Stock (PG)	0.4	$5.5M	+804%	33k	170.42	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.4	$5.5M	+5%	152k	36.41	View chart
Walmart Common Stock (WMT)	0.4	$5.5M	+169%	63k	87.79	View chart
O Reilly Automotive Common Stock (ORLY)	0.4	$5.3M	+1209%	3.7k	1432.58	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.3	$5.3M	+63%	31k	170.89	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.3	$5.2M	+367%	14k	370.83	View chart
Cintas Corp Common Stock (CTAS)	0.3	$5.2M	+1424%	25k	205.53	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$5.2M		294k	17.59	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$5.1M	+288%	48k	104.57	View chart
First Trust MF Closed and MF Open (BUFR)	0.3	$5.0M	+74%	169k	29.69	View chart
First Trust MF Closed and MF Open (FVD)	0.3	$5.0M	-3%	111k	44.59	View chart
Energy Select MF Closed and MF Open (XLE)	0.3	$4.8M	+1937%	52k	93.45	View chart
Netflix Common Stock (NFLX)	0.3	$4.7M	+762%	5.1k	932.54	View chart
Home Depot Common Stock (HD)	0.3	$4.7M	+66%	13k	366.48	View chart
Capital Group MF Closed and MF Open (CGGR)	0.3	$4.6M	+52%	135k	34.25	View chart
Advisorshares Ranger MF Closed and MF Open (HDGE)	0.3	$4.6M	NEW	258k	17.82	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.3	$4.5M	+138%	162k	27.96	View chart
Abbvie Common Stock (ABBV)	0.3	$4.5M	+54%	22k	209.52	View chart
Unitedhealth Group Common Stock (UNH)	0.3	$4.5M	+121%	8.6k	523.78	View chart
Cambria Tail MF Closed and MF Open (TAIL)	0.3	$4.4M	NEW	377k	11.78	View chart
Capital Group MF Closed and MF Open (CGUS)	0.3	$4.2M	+62%	127k	33.40	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.3	$4.2M	+474%	35k	122.01	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.3	$4.2M		64k	66.34	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.3	$4.2M	+6%	126k	33.24	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.3	$4.0M	+14%	49k	81.73	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.3	$4.0M	-12%	120k	32.99	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.3	$3.9M	+7%	136k	28.58	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.3	$3.9M	+19%	9.2k	419.87	View chart
First Trust MF Closed and MF Open (FNX)	0.3	$3.8M	+2%	35k	108.98	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$3.6M	+6%	63k	56.47	View chart
Bank America Common Stock (BAC)	0.2	$3.6M	+1385%	85k	41.73	View chart
Columbia Research MF Closed and MF Open (RECS)	0.2	$3.6M	+9%	107k	33.21	View chart
Ishares Select MF Closed and MF Open (DVY)	0.2	$3.5M	+1150%	26k	134.29	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.2	$3.5M	-8%	9.8k	352.58	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.2	$3.5M	-4%	27k	127.08	View chart
Communication Services MF Closed and MF Open (XLC)	0.2	$3.4M	+181%	36k	96.45	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.2	$3.4M	+34%	37k	91.73	View chart
Microstrategy Common Stock (MSTR)	0.2	$3.3M	+22%	11k	288.27	View chart
Taiwan Semiconductor Common Stock (TSM)	0.2	$3.3M	+263%	20k	166.00	View chart
Salesforce Common Stock (CRM)	0.2	$3.2M	+327%	12k	268.35	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$3.2M	+427%	25k	128.96	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.2	$3.2M	+563%	43k	74.72	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$3.2M	+186%	23k	140.44	View chart
Pacer Trendpilot MF Closed and MF Open (PTNQ)	0.2	$3.1M	+3%	44k	71.01	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$3.1M	+457%	37k	84.40	View chart
First Trust MF Closed and MF Open (FTC)	0.2	$3.1M	-35%	24k	131.40	View chart
Capital Group MF Closed and MF Open (CGCP)	0.2	$3.1M	+4%	136k	22.45	View chart
Coca Cola Company Common Stock (KO)	0.2	$3.0M	+100%	42k	71.62	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.2	$3.0M	+11%	137k	22.05	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$3.0M	+904%	16k	188.16	View chart
First Mid Common Stock (FMBH)	0.2	$3.0M		85k	34.90	View chart
Linde Common Stock (LIN)	0.2	$2.9M	+2%	6.2k	465.63	View chart
Chevron Corp Common Stock (CVX)	0.2	$2.8M	+55%	17k	167.29	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.2	$2.8M	+501%	61k	46.08	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.2	$2.8M	+1054%	16k	172.74	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$2.8M		11k	251.78	View chart
Spdr Series MF Closed and MF Open (SDY)	0.2	$2.8M		20k	135.68	View chart
Capital Group MF Closed and MF Open (CGCB)	0.2	$2.7M	+18%	103k	26.28	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$2.7M	+591%	44k	61.78	View chart
At&t Common Stock (T)	0.2	$2.7M	+609%	95k	28.28	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.2	$2.7M	-2%	122k	22.08	View chart
Ge Aerospace Common Stock (GE)	0.2	$2.7M	+3%	13k	200.15	View chart
Tjx Cos Common Stock (TJX)	0.2	$2.6M	+918%	22k	121.80	View chart
Servicenow Common Stock (NOW)	0.2	$2.6M	+1301%	3.3k	796.14	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.2	$2.6M	+661%	12k	211.46	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.2	$2.6M	+12%	26k	99.49	View chart
First Trust MF Closed and MF Open (FMB)	0.2	$2.5M	+896%	49k	50.42	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$2.4M		15k	165.84	View chart
First Trust MF Closed and MF Open (FYX)	0.2	$2.4M	+2%	27k	90.09	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.2	$2.4M	+521%	12k	202.14	View chart
Jpmorgan Active MF Closed and MF Open (JAVA)	0.2	$2.4M	NEW	38k	63.54	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.2	$2.4M	-13%	90k	26.20	View chart
Cisco Systems Common Stock (CSCO)	0.2	$2.4M		38k	61.71	View chart
First Trust MF Closed and MF Open (FPX)	0.2	$2.3M	-8%	21k	111.74	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.2	$2.3M	+68%	25k	92.79	View chart
S&p Global Common Stock (SPGI)	0.2	$2.3M	+11%	4.5k	508.05	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.2	$2.3M	-3%	12k	199.48	View chart
First Trust MF Closed and MF Open (LGOV)	0.1	$2.3M	-17%	105k	21.50	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.1	$2.3M	-5%	41k	54.76	View chart
Nextera Energy Common Stock (NEE)	0.1	$2.2M	+180%	32k	70.89	View chart
First Trust MF Closed and MF Open (AIRR)	0.1	$2.2M	+9%	33k	68.21	View chart
Conocophillips Common Stock (COP)	0.1	$2.2M	+199%	21k	105.02	View chart
Palo Alto Common Stock (PANW)	0.1	$2.2M	+742%	13k	170.64	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$2.2M	+417%	27k	81.67	View chart
SPDR S&P MF Closed and MF Open (MMTM)	0.1	$2.2M		9.1k	240.91	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.1	$2.2M	+142%	56k	39.37	View chart
Call 1 Microstrategy Listed Options Call Option	0.1	$2.2M	+392%	128.00	17016.80	View chart
American Express Common Stock (AXP)	0.1	$2.2M	+592%	8.1k	269.06	View chart
Blackrock Fdg Common Stock (BLK)	0.1	$2.2M	+43%	2.3k	946.46	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$2.2M	-6%	29k	75.74	View chart
Advanced Micro Common Stock (AMD)	0.1	$2.2M	+934%	21k	102.74	View chart
Real Estate MF Closed and MF Open (XLRE)	0.1	$2.1M	-13%	51k	41.85	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$2.1M	+258%	4.3k	495.27	View chart
Qualcomm Common Stock (QCOM)	0.1	$2.1M		14k	153.61	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$2.1M		23k	92.29	View chart
Verizon Communications Common Stock (VZ)	0.1	$2.1M		46k	45.36	View chart
First Trust MF Closed and MF Open (FXO)	0.1	$2.0M	-5%	39k	53.00	View chart
Blackstone Common Stock (BX)	0.1	$2.0M		15k	139.78	View chart
Boston Scientific Common Stock (BSX)	0.1	$2.0M		20k	100.88	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$2.0M		17k	121.12	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.1	$2.0M	+2%	39k	50.63	View chart
Lowes Companies Common Stock (LOW)	0.1	$2.0M		8.4k	233.22	View chart
Darden Restaurants Common Stock (DRI)	0.1	$2.0M		9.4k	207.76	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.1	$2.0M	+491%	31k	63.72	View chart
Lockheed Martin Common Stock (LMT)	0.1	$1.9M	+370%	4.4k	446.68	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$1.9M	-5%	24k	78.96	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$1.9M		3.1k	607.92	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	0.1	$1.9M	+241%	35k	53.52	View chart
Ishares Gold Common Stock (IAU)	0.1	$1.9M	+107%	32k	58.96	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$1.9M	+162%	11k	173.23	View chart
Global X MF Closed and MF Open (PAVE)	0.1	$1.9M	-2%	49k	37.73	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$1.9M		25k	73.45	View chart
Mckesson Corp Common Stock (MCK)	0.1	$1.9M		2.8k	672.97	View chart
3m Company Common Stock (MMM)	0.1	$1.9M	+554%	13k	146.86	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.8M	-9%	36k	50.83	View chart
Merck & Company Common Stock (MRK)	0.1	$1.8M	+167%	21k	89.76	View chart
Consolidated Edison Common Stock (ED)	0.1	$1.8M		16k	110.59	View chart
Altria Group Common Stock (MO)	0.1	$1.8M		30k	60.02	View chart
Progressive Corp Common Stock (PGR)	0.1	$1.8M	+139%	6.2k	283.01	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$1.8M	+18%	13k	132.65	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.1	$1.7M	-2%	35k	50.71	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.7M	+123%	13k	139.81	View chart
Rtx Corp Common Stock (RTX)	0.1	$1.7M	+336%	13k	132.46	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.1	$1.7M	-6%	39k	44.26	View chart
Waste Management Common Stock (WM)	0.1	$1.7M	+7%	7.4k	231.52	View chart
Invesco Russell MF Closed and MF Open (OMFL)	0.1	$1.7M	+578%	32k	53.31	View chart
First Trust MF Closed and MF Open (FPEI)	0.1	$1.7M		90k	18.70	View chart
Capital Group MF Closed and MF Open (CGXU)	0.1	$1.7M	+68%	69k	24.48	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.1	$1.7M		7.9k	210.94	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.1	$1.7M	-2%	18k	93.78	View chart
U S Bancorp De Common Stock (USB)	0.1	$1.7M	+322%	39k	42.22	View chart
Pepsico Common Stock (PEP)	0.1	$1.7M	+431%	11k	149.94	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.1	$1.6M	-3%	14k	117.49	View chart
First Citizens Common Stock (FCNCA)	0.1	$1.6M	NEW	887.00	1854.12	View chart
Intl Business Common Stock (IBM)	0.1	$1.6M	+122%	6.6k	248.65	View chart
Invesco S&p MF Closed and MF Open (RWK)	0.1	$1.6M		15k	107.88	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$1.6M	+11%	36k	43.84	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.1	$1.5M	+11%	59k	26.35	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.1	$1.5M	+159%	7.8k	197.47	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$1.5M		9.8k	153.10	View chart
Caterpillar Common Stock (CAT)	0.1	$1.5M	+69%	4.5k	329.83	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$1.5M	-6%	6.7k	222.15	View chart
Pimco Dynamic MF Closed and MF Open (PDI)	0.1	$1.5M	+447%	74k	19.80	View chart
Thermo Fisher Common Stock (TMO)	0.1	$1.5M	+252%	2.9k	497.57	View chart
Utilities Select MF Closed and MF Open (XLU)	0.1	$1.5M	+3%	18k	78.85	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.1	$1.4M	+62%	33k	43.40	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.1	$1.4M	+7%	26k	53.97	View chart
Walt Disney Common Stock (DIS)	0.1	$1.4M	+11%	14k	98.70	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.1	$1.4M	+85%	65k	21.53	View chart
First Trust MF Closed and MF Open (FDL)	0.1	$1.4M	+13%	32k	43.44	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$1.3M	+496%	13k	105.44	View chart
Boeing Company Common Stock (BA)	0.1	$1.3M	+447%	7.7k	170.56	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.1	$1.3M	+2%	70k	18.59	View chart
Spdr Portfolio MF Closed and MF Open (SPSB)	0.1	$1.3M	+19%	42k	30.10	View chart
Vanguard Russell MF Closed and MF Open (VONV)	0.1	$1.3M	+383%	15k	82.54	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.1	$1.3M		11k	113.76	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.1	$1.3M		31k	40.70	View chart
Ares Capital MF Closed and MF Open (ARCC)	0.1	$1.2M	+13%	56k	22.16	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	0.1	$1.2M	+24%	43k	29.24	View chart
General Mills Common Stock (GIS)	0.1	$1.2M		21k	59.79	View chart
Harbor Long MF Closed and MF Open (WINN)	0.1	$1.2M	+3%	50k	24.50	View chart
Wabtec Common Stock (WAB)	0.1	$1.2M		6.7k	181.36	View chart
Southern Company Common Stock (SO)	0.1	$1.2M	+71%	13k	91.95	View chart
Honeywell Intl Common Stock (HON)	0.1	$1.2M	+24%	5.7k	211.76	View chart
Bristol Myers Common Stock (BMY)	0.1	$1.2M		20k	60.99	View chart
First Trust MF Closed and MF Open (FTA)	0.1	$1.2M	-6%	16k	76.72	View chart
Kkr & Co Common Stock (KKR)	0.1	$1.2M		10k	115.61	View chart
First Trust MF Closed and MF Open (FV)	0.1	$1.2M		22k	54.86	View chart
Call 1 Tesla Listed Options Call Option	0.1	$1.2M	+328%	120.00	9986.67	View chart
Hca Healthcare Common Stock (HCA)	0.1	$1.2M	-3%	3.5k	345.58	View chart
Ishares Flexible MF Closed and MF Open (BINC)	0.1	$1.2M	+9%	23k	52.38	View chart
Danaher Corp Common Stock (DHR)	0.1	$1.2M	-3%	5.8k	205.02	View chart
Amgen Common Stock (AMGN)	0.1	$1.2M	+8%	3.8k	311.56	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$1.2M	-3%	12k	98.09	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$1.1M	+225%	5.1k	221.76	View chart
Pacer U S MF Closed and MF Open (CALF)	0.1	$1.1M	+11%	30k	37.50	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$1.1M	+50%	4.4k	258.65	View chart
Capital Group MF Closed and MF Open (CGSD)	0.1	$1.1M	+4%	44k	25.81	View chart
Autozone Common Stock (AZO)	0.1	$1.1M	-17%	293.00	3812.78	View chart
Stryker Corp Common Stock (SYK)	0.1	$1.1M	+64%	3.0k	372.25	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.1M	+26%	3.6k	305.25	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.1	$1.1M	-12%	16k	69.81	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$1.1M	+88%	11k	98.92	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.1M	+103%	15k	72.86	View chart
First Trust MF Closed and MF Open (FTGC)	0.1	$1.1M	-11%	42k	25.52	View chart
First Trust MF Closed and MF Open (RDVI)	0.1	$1.1M	-4%	45k	23.72	View chart
First Trust MF Closed and MF Open (FTHI)	0.1	$1.1M	-24%	48k	21.86	View chart
First Trust MF Closed and MF Open (SKYY)	0.1	$1.1M		10k	102.23	View chart
Duke Energy Common Stock (DUK)	0.1	$1.0M	-5%	8.6k	121.97	View chart
Fastenal Common Stock (FAST)	0.1	$1.0M		14k	77.55	View chart
Vaneck Ig MF Closed and MF Open (FLTR)	0.1	$1.0M		41k	25.55	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.1	$1.0M		4.2k	244.65	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.1	$1.0M	+54%	20k	51.78	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$1.0M	-9%	12k	81.76	View chart
Ishares Short MF Closed and MF Open (MEAR)	0.1	$1.0M		20k	50.24	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 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
Western Wealth Management 2021 Q4 filed Feb. 14, 2022
Western Wealth Management 2021 Q2 filed Aug. 9, 2021

View all past filings

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