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Ishares Tr us tech brkthr shares owned by Western Wealth Management

Quarter-by-quarter ownership of Ishares Tr us tech brkthr (TECB) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Ishares Tr us tech brkthr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us tech brkthr held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us tech brkthr by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 415 55.48

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Apple (AAPL)
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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)
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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 Ishares Tr us tech brkthr

Financial Engines Advisors L.L.C
Bank of America Corporation
NorthRock Partners
Northwestern Mutual Wealth Management Company
LPL Financial
Advisory Services Network
Sheets Smith Wealth Management
Gts Securities
Stonebridge Financial Planning Group
Valley National Advisers
Advisor Group Holdings
Citadel Advisors
Raymond James Financial
Sigma Planning
Ancora Advisors

View all funds holding Ishares Tr us tech brkthr