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CIK: 0001767902
Total reported value
$3.1B
$3.1B
723 檔
8.6%
During the Q2 2025 filing period, Western Wealth Management, LLC (CIK: 0001767902) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.1B across 723 reported positions.
In Q2 2025, Western Wealth Management, LLC displayed an active expansion posture, initiating 30 new positions and adding to 116 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 723 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.24% | +0.12% | -0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.03% | +0.53% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.81% | -0.32% | +3.27% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.68% | +1.10% | -0.14% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | +0.05% | +1.35% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.63% | -0.02% | +5.77% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.16% | +1.07% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.07% | -0.02% | +9.68% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.02% | +2.34% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 1.77% | -0.02% | +101.63% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | -0.04% | -1.07% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.45% | +0.04% | -1.30% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.31% | -0.26% | -21.17% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.27% | -0.03% | +1.00% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.25% | -0.09% | -7.22% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.08% | +0.03% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.03% | -0.35% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.19% | +0.04% | -1.39% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.08% | +8.33% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.06% | +2.00% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.13% | +0.75% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.02% | +0.38% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.81% | +0.14% | -24.15% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | — | +1.65% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.17% | -2.91% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.03% | -0.47% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | +6.22% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | +2.24% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.62% | -0.08% | +0.01% | |
| 30 | FTCS | First Trust Capital Strength | ETF-Other | 0.60% | -0.10% | -2.55% | |
| 31 | EVTR | Eaton Vance Total Return | ETF-Other | 0.60% | -0.44% | +1.41% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.52% | +3.31% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.58% | +0.04% | +1.75% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.57% | -0.35% | +0.21% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.57% | -0.10% | +1.44% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.31% | +1.56% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | +0.29% | +3.33% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.04% | -4.30% | |
| 39 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.49% | — | +0.97% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | — | +1.46% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.20% | -0.86% | |
| 42 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.42% | -0.21% | +2.15% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | -0.06% | -3.50% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.08% | +0.41% | |
| 45 | ROUS | Hartford Multifact US Eqty | ETF-Other | 0.40% | — | +7.15% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.05% | +4.20% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.04% | +2.30% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.39% | +0.04% | +8.11% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.12% | +7.77% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.38% | -0.03% | -4.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +0.9% | +101.63% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +5.77% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +1.07% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.35% | Trim |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | NEW | New buy |
| 6 | QGRO | American Century US Quality | +0.3% | +1319.78% | Add |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +9.68% | Add |
| 8 | IDMO | Invesco S&p International De | +0.3% | +1241.78% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +3.27% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.04% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +8.33% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +2.34% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.58% | Add |
| 14 | JMTG | Mortgage-backed Securities | +0.1% | NEW | New buy |
| 15 | NFLX | Netflix Inc | +0.1% | +0.41% | Add |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.1% | +40.68% | Add |
| 17 | CLOI | Vaneck Clo ETF | +0.1% | NEW | New buy |
| 18 | EME | Emcor Group Inc | +0.1% | NEW | New buy |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.30% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +6.22% | Add |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +3.31% | Add |
| 22 | UBER | Uber Technologies Inc | +0.1% | +74.03% | Add |
| 23 | TMFC | Motley Fool 100 Index ETF | +0.1% | NEW | New buy |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.96% | Trim |
| 25 | MSTR | Strategy Inc | +0.1% | — | Unchanged |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +42.71% | Add |
| 27 | CTA | Simplify Managed Futures St | +0.1% | NEW | New buy |
| 28 | XLK | Ss Technology Select Sector | +0.1% | -2.91% | Trim |
| 29 | MSTR | Strategy Inc | +0.1% | +0.08% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.87% | Add |
| 31 | ORCL | Oracle CORP | +0.1% | +4.18% | Add |
| 32 | NET | Cloudflare Inc - Class A | +0.1% | +32.89% | Add |
| 33 | GEV | GE Vernova Inc | +0.1% | +8.85% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +2.00% | Add |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | +1.56% | Add |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +30.24% | Add |
| 37 | ISRG | Intuitive Surgical Inc | 0% | +33.01% | Add |
| 38 | SMH | Vaneck Semiconductor ETF | 0% | +4.38% | Add |
| 39 | NOW | Servicenow Inc | 0% | +2.09% | Add |
| 40 | ANET | Arista Networks Inc | 0% | +64.62% | Add |
| 41 | GLDM | Spdr Gold Minishares Trust | 0% | +132.74% | Add |
| 42 | COF | Capital One Financial CORP | 0% | +66.71% | Add |
| 43 | SYK | Stryker CORP | 0% | +55.19% | Add |
| 44 | DECK | Deckers Outdoor CORP | 0% | NEW | New buy |
| 45 | TSLA | Tesla Inc | 0% | -4.30% | Trim |
| 46 | WMT | Walmart Inc | 0% | +7.77% | Add |
| 47 | GE | General Electric | 0% | +5.12% | Add |
| 48 | IYW | Ishares Ustechnology ETF | 0% | +4.41% | Add |
| 49 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +27.19% | Add |
| 50 | OKE | Oneok Inc | 0% | +136.60% | 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 723 disclosed positions in Q2 2025.
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 8.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLG
市值: $5.3M
Top Position Liquidated / Trimmed
HDGE
前期市值: $4.6M
During Q2 2025, Western Wealth Management, LLC's top holdings by market value included QQQ (4.2%)、AAPL (3.2%)、QQQM (2.8%). The largest single position, QQQ, represented 4.2% of total portfolio value.
In Q2 2025, Western Wealth Management, LLC made 199 total portfolio adjustments, initiating 30 new buys, adding to 116 positions, trimming 42 holdings, and fully liquidating 11 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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