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Scm Trust shares owned by Western Wealth Management

Quarter-by-quarter ownership of Scm Trust (SEPI) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Scm Trust

Tip: Access up to 7 years of quarterly data

All positions including Scm Trust held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Scm Trust by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $400k 16k 25.06

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Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Scm Trust

CCM Partners
Good Steward Wealth Advisors
LPL Financial
Focused Alpha
Steward Partners Investment Advisory
Jane Street
Investment Planning Advisors
Royal Bank of Canada
Hilton Head Capital Partners
Carson Advisory
Golden State Equity Partners
Western Wealth Management
Private Advisor
Pittenger & Anderson
DHJJ Financial Advisors

View all funds holding Scm Trust