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CIK: 0001767902
Total reported value
$3.1B
$3.1B
661 檔
8.4%
According to the latest 13F quarterly dataset, Western Wealth Management, LLC managed an equity portfolio of $3.1B at the end of Q4 2024, spanning 661 distinct U.S. exchange-listed positions.
In Q4 2024, Western Wealth Management, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 661 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.63% | +0.12% | -2.76% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.23% | +0.03% | -18.91% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.74% | -0.32% | +4.00% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.72% | +1.10% | -4.96% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.47% | +0.05% | +10.76% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.02% | -12.25% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.16% | -14.84% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.02% | -9.11% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | -0.04% | -6.35% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.72% | -0.02% | +9.03% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.68% | -0.26% | +3.18% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.47% | +0.04% | -8.84% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.41% | -0.09% | +14.17% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.34% | -0.03% | -2.25% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.08% | -3.25% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.24% | +0.04% | -3.97% | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.16% | +0.14% | +20.22% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.03% | -23.64% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.06% | -10.48% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 0.94% | -0.02% | +77.13% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | -0.03% | +4.50% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.13% | -15.90% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | +0.31% | +19.78% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.02% | -9.76% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | — | -18.58% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | -0.04% | -22.87% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.82% | -0.08% | +5.52% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.82% | +0.04% | -3.10% | |
| 29 | FTCS | First Trust Capital Strength | ETF-Other | 0.82% | -0.10% | -11.69% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.17% | -9.56% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.08% | -6.64% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.01% | -18.04% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.02% | -4.68% | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.60% | -0.10% | +0.92% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.58% | -0.35% | -28.11% | |
| 36 | EVTR | Eaton Vance Total Return | ETF-Other | 0.58% | -0.44% | +500.84% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.52% | -2.18% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | -32.25% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.53% | +0.29% | -1.75% | |
| 40 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.49% | — | +74.57% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.47% | -0.06% | -9.87% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.04% | -18.21% | |
| 43 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.42% | -0.21% | +2.02% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.05% | -30.09% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.17% | -25.48% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | — | -10.83% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.38% | -0.03% | -16.35% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.05% | +9.85% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.20% | -2.95% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.37% | -0.03% | +0.36% |
According to official SEC Form 13F filings, Western Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.1B across 661 disclosed positions in Q4 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 QQQ, AAPL, QQQM) accounted for 8.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
QQQ
市值: $71.0M
During Q4 2024, Western Wealth Management, LLC's top holdings by market value included QQQ (4.6%)、AAPL (4.2%)、QQQM (2.7%). The largest single position, QQQ, represented 4.6% of total portfolio value.
In Q4 2024, Western Wealth Management, LLC made 200 total portfolio adjustments, initiating 200 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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