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CIK: 0001767902
Total reported value
$3.1B
$3.1B
762 檔
9.8%
According to the latest 13F quarterly dataset, Western Wealth Management, LLC managed an equity portfolio of $3.1B at the end of Q3 2025, spanning 762 distinct U.S. exchange-listed positions.
In Q3 2025, Western Wealth Management, LLC displayed an active expansion posture, initiating 32 new positions and adding to 124 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 762 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.08% | +0.12% | -0.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.47% | +0.03% | -0.18% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.89% | -0.32% | +6.22% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.02% | +2.62% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | +0.05% | +1.84% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.40% | +1.10% | -2.90% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.16% | +2.84% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.22% | -0.02% | +32.22% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.03% | -0.02% | +0.64% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.75% | -0.04% | +25.22% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.02% | +2.83% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | +0.04% | -0.93% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.31% | -0.09% | +8.82% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.26% | -0.26% | +2.47% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.03% | -1.61% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.08% | -0.04% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.16% | -0.03% | -2.43% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.15% | +0.04% | +1.62% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.06% | +2.48% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.08% | +4.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.02% | +0.66% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | — | +0.45% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.77% | +0.14% | +6.10% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.13% | +2.59% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | -0.03% | +0.45% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.17% | -12.14% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | +2.43% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.61% | +0.52% | +4.34% | |
| 29 | EVTR | Eaton Vance Total Return | ETF-Other | 0.59% | -0.44% | +10.08% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.58% | +0.29% | +9.07% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.57% | -0.08% | -0.42% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.01% | +3.50% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | +0.04% | +0.19% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.31% | +0.94% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.55% | -0.10% | +7.01% | |
| 36 | FTCS | First Trust Capital Strength | ETF-Other | 0.55% | -0.10% | -0.40% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.54% | -0.35% | -0.04% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.13% | +30.22% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.04% | +1.42% | |
| 40 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.48% | — | +3.55% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.20% | +6.39% | |
| 42 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.44% | -0.03% | +1957.52% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.04% | -31.31% | |
| 44 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.40% | -0.21% | -0.78% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | — | -0.99% | |
| 46 | ROUS | Hartford Multifact US Eqty | ETF-Other | 0.38% | — | -0.80% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.37% | +0.04% | -0.53% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | -0.06% | -2.62% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.24% | +1.97% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.12% | -2.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +1.3% | +32.22% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | +2.62% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | -1.61% | Trim |
| 4 | JGRO | Jpmorgan Active Growth ETF | +0.4% | +1957.52% | Add |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +6.22% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +30.22% | Add |
| 7 | QGRO | American Century US Quality | +0.3% | +2.85% | Add |
| 8 | IDMO | Invesco S&p International De | +0.3% | +11.30% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | +2.84% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.48% | Add |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +0.64% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +25.22% | Add |
| 13 | IHDG | Wisdomtree International Hed | +0.2% | +148.31% | Add |
| 14 | UBER | Uber Technologies Inc | +0.2% | +65.19% | Add |
| 15 | XLRE | Ss Real Estate Select Sector | +0.1% | +124.17% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +4.21% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +1.42% | Add |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.1% | +8.24% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.14% | Add |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | +4.34% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | +6.30% | Add |
| 22 | BX | Blackstone Inc | +0.1% | +61.01% | Add |
| 23 | GEV | GE Vernova Inc | +0.1% | +16.45% | Add |
| 24 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +301.41% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +2.43% | Add |
| 26 | ANET | Arista Networks Inc | +0.1% | +5.90% | Add |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +104.22% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.63% | Trim |
| 29 | TSLA | Tesla, Inc. | +0.1% | -24.22% | Trim |
| 30 | GLDM | Spdr Gold Minishares Trust | +0.1% | +23.32% | Add |
| 31 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +98.26% | Add |
| 32 | SMH | Vaneck Semiconductor ETF | +0.1% | -1.73% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.41% | Add |
| 34 | GLW | Corning Inc | +0.1% | +1.88% | Add |
| 35 | SYK | Stryker CORP | +0.1% | +29.03% | Add |
| 36 | BLOK | Amplify Blockchain Tech ETF | +0.1% | +9.50% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | +0.94% | Add |
| 38 | NFLX | Netflix Inc | 0% | +8.87% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +8.42% | Add |
| 40 | GE | General Electric | 0% | +0.38% | Add |
| 41 | AIRR | First Trust Rba American Ind | 0% | +6.50% | Add |
| 42 | JPST | Jpmorgan Ultra-short Income | 0% | +43.45% | Add |
| 43 | BLK | Blackrock Inc | 0% | +10.56% | Add |
| 44 | NET | Cloudflare Inc - Class A | 0% | -8.12% | Add |
| 45 | NEM | Newmont CORP | 0% | +10.50% | Add |
| 46 | BWXT | Bwx Technologies Inc | 0% | +9.74% | Add |
| 47 | IFRA | Ishares US Infrastructure | 0% | +182.24% | Add |
| 48 | ARKW | Ark Next Generation Internet | 0% | +65.71% | Add |
| 49 | VV | Vanguard Large-cap ETF | 0% | +121.23% | Add |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +9.07% | 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 762 disclosed positions in Q3 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 9.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLG
市值: $6.0M
Top Position Liquidated / Trimmed
HDGE
前期市值: $4.6M
During Q3 2025, Western Wealth Management, LLC's top holdings by market value included QQQ (4.1%)、AAPL (3.5%)、QQQM (2.9%). The largest single position, QQQ, represented 4.1% of total portfolio value.
In Q3 2025, Western Wealth Management, LLC made 200 total portfolio adjustments, initiating 32 new buys, adding to 124 positions, trimming 35 holdings, and fully liquidating 9 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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