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CIK: 0001767902
Total reported value
$3.1B
$3.1B
745 檔
8.8%
In Q3 2024, Western Wealth Management, LLC's U.S. equity holdings reached a combined market value of $3.1B, distributed across 745 disclosed stock positions.
In Q3 2024, Western Wealth Management, LLC displayed an active expansion posture, initiating 44 new positions and adding to 143 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 745 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.03% | +20.09% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.98% | +0.12% | -4.31% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.54% | +1.10% | +3.51% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.16% | +24.76% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.20% | -0.32% | +37.51% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | -0.02% | +20.10% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.05% | +11.97% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | -0.04% | +22.34% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.02% | +12.66% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.26% | +1.49% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +0.04% | +7.89% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.30% | -0.02% | -13.90% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.21% | -0.03% | -8.39% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.08% | +10.08% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 1.13% | +0.04% | -7.70% | |
| 16 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.10% | -0.09% | +45.12% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.03% | +1165.34% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.06% | +6.07% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | — | +20.00% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.13% | +16.14% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.85% | +0.14% | -4.66% | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 0.84% | -0.10% | -13.62% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.02% | +60.95% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.76% | +0.17% | +15.45% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.75% | +0.04% | -4.02% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | -0.03% | +2.19% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.73% | -0.35% | +40.06% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.71% | -0.03% | — | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.68% | -0.08% | +10.18% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.08% | +10.89% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | +56.94% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.04% | +27.45% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.05% | +39.08% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | +0.31% | +28.49% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | +5.66% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.01% | +20.87% | |
| 37 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.53% | -0.10% | +38.12% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | -0.06% | -5.97% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.17% | +27.35% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | +0.52% | +6.33% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.03% | +81.39% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.48% | -0.02% | +55.28% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.46% | +0.29% | +10.28% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.04% | +27.51% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.03% | +64.13% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.42% | -0.03% | +46.22% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.01% | +73.56% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | -0.08% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.02% | +38.92% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | -0.03% | +49.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.7% | NEW | New buy |
| 2 | SCHG | Schwab US Large-cap Growth | +0.4% | NEW | New buy |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | NEW | New buy |
| 4 | EPS | Wisdomtree US Large Cap Fund | +0.2% | NEW | New buy |
| 5 | USMF | Wisdomtree US Multifactor Fu | +0.2% | NEW | New buy |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +855.27% | Add |
| 7 | SDVY | First Trust Smid Cap Rising | +0.2% | +45.12% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +195.53% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +60.95% | Add |
| 10 | CGUS | Cap Group Core Equity | +0.2% | +561.62% | Add |
| 11 | IG | Prin Invest Grad CORP Etf-ui | +0.2% | NEW | New buy |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +37.51% | Add |
| 13 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +81.39% | Add |
| 14 | ABBV | Abbvie Inc | +0.2% | +73.56% | Add |
| 15 | LGOV | First Tr Long Duration O-etf | +0.2% | +1229.20% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | +27.45% | Add |
| 17 | HD | Home Depot Inc | +0.1% | +64.13% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +223.57% | Add |
| 19 | XYLD | Global X S&p 500 Cove Call E | +0.1% | NEW | New buy |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +1003.33% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +56.94% | Add |
| 22 | CGDV | Cap Group Dividend Value | +0.1% | +55.28% | Add |
| 23 | SCHX | Schwab US Large-cap ETF | +0.1% | +80.93% | Add |
| 24 | BLKCHF | Blackrock Inc | +0.1% | +156.17% | Add |
| 25 | FTSL | First Trust Senior Loan ETF | +0.1% | +257.67% | Add |
| 26 | BIV | Vanguard Intermediate-term B | +0.1% | +414.00% | Add |
| 27 | SCHP | Schwab U.s. Tips ETF | +0.1% | NEW | New buy |
| 28 | FLRG | Fidelity US Multifactor ETF | +0.1% | NEW | New buy |
| 29 | WMT | Walmart Inc | +0.1% | +51.82% | Add |
| 30 | JNJ | Johnson & Johnson | +0.1% | +77.81% | Add |
| 31 | VZ | Verizon Communications Inc | +0.1% | +88.21% | Add |
| 32 | IHDG | Wisdomtree International Hed | +0.1% | +257.51% | Add |
| 33 | AMT | American Tower CORP | +0.1% | +219.95% | Add |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | NEW | New buy |
| 35 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | NEW | New buy |
| 36 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | NEW | New buy |
| 38 | AAPL | Apple Inc | +0.1% | +20.09% | Add |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +40.06% | Add |
| 40 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +46.22% | Add |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +83.69% | Add |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | +95.13% | Add |
| 43 | GLW | Corning Inc | +0.1% | +181.79% | Add |
| 44 | FYLD | Cambria Foreign Shareholder | +0.1% | NEW | New buy |
| 45 | EYLD | Cambria Emerg Shrhldr Yield | +0.1% | NEW | New buy |
| 46 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +49.17% | Add |
| 47 | AMGN | Amgen Inc | +0.1% | +143.35% | Add |
| 48 | IEMG | Ishares Core Msci Emerging | +0.1% | +115.83% | Add |
| 49 | CMCSA | Comcast Corp-class A | +0.1% | +193.47% | Add |
| 50 | TXN | Texas Instruments Inc | +0.1% | +267.64% | Add |
According to official SEC Form 13F filings, Western Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.1B across 745 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, BRK-B) accounted for 8.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
BRK-A
市值: $12.4M
Top Position Liquidated / Trimmed
QDPL
前期市值: $1.7M
During Q3 2024, Western Wealth Management, LLC's top holdings by market value included AAPL (4.2%)、QQQ (4.0%)、BRK-B (2.5%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q3 2024, Western Wealth Management, LLC made 200 total portfolio adjustments, initiating 44 new buys, adding to 143 positions, trimming 11 holdings, and fully liquidating 2 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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