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CIK: 0001767902
Total reported value
$3.1B
$3.1B
653 檔
7.5%
At the close of Q2 2024, Western Wealth Management, LLC disclosed equity holdings valued at approximately $3.1B, spread across 653 reported holdings.
During Q2 2024, Western Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 653 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.30% | +0.12% | +2.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.15% | +0.03% | -0.61% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | +1.10% | -4.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.16% | +4.04% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | -0.02% | +935.23% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.05% | +12.18% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.04% | -0.32% | +0.45% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | -0.02% | +5.47% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.89% | -0.02% | +5.69% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.74% | -0.26% | +7.55% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | -0.04% | +1.94% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.59% | -0.03% | +1.29% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.55% | +0.04% | -1.35% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.47% | +0.04% | +0.88% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | -0.08% | +1.08% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.06% | -1.81% | |
| 17 | FTCS | First Trust Capital Strength | ETF-Other | 1.16% | -0.10% | -7.19% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.15% | +0.14% | +36.09% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.13% | +4.40% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.93% | +0.04% | +15.78% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | — | +1.00% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.03% | +0.25% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.90% | -0.09% | +6.27% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | -0.03% | -2.19% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | +0.17% | +5.43% | |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.75% | -0.08% | +0.37% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.67% | -0.06% | -1.20% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.08% | +12.72% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.02% | +1.24% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.64% | -0.35% | +3.70% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | +15.31% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.62% | +0.04% | +7.87% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.52% | +14.72% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.31% | +8.63% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.01% | +2.16% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.05% | -1.70% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.52% | +0.29% | +5.26% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.17% | +3.98% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.02% | +4.68% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.04% | +11.50% | |
| 41 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.48% | -0.10% | -1.49% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.04% | -4.59% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.08% | -2.99% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -0.81% | |
| 45 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.43% | -0.21% | +2.85% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.40% | -0.02% | +21.03% | |
| 47 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.39% | -0.03% | +9.97% | |
| 48 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.38% | +0.01% | -2.87% | |
| 49 | FVD | First Trust Value Line Dvd | ETF-Other | 0.38% | -0.03% | -10.69% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.36% | -0.02% | +21.27% |
According to official SEC Form 13F filings, Western Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.1B across 653 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, BRK-B) accounted for 7.5% of total reported equity market value during Q2 2024.
During Q2 2024, Western Wealth Management, LLC's top holdings by market value included QQQ (5.3%)、AAPL (4.2%)、BRK-B (2.8%). The largest single position, QQQ, represented 5.3% of total portfolio value.
In Q2 2024, Western Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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