WW
| |
Western Wealth Management, LLC13F | |
| Western Wealth Management, LLC | |
| Last update 2025-04-24 | 676 Stocks (41 new) |
| Value $1.51 Bil | Turnover 4 % |
Western Wealth Management, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 129,584 | 60,764.2 | -8.69% | 4.030 | -0.34% | 0.020 | +24.17% | +10.57% | 359,485.3 | ||
AAPL | Apple Inc | 257,805 | 57,266.3 | -18.73% | 3.800 | -0.80% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 93,198 | 49,635.5 | -6.06% | 3.290 | -0.15% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
SPLG | SPDR Portfolio S&P 500 ETF | 609,470 | 40,078.7 | +10.63% | 2.660 | +0.26% | 0.070 | +18.80% | +8.87% | 78,088.3 | ||
QQQM | Invesco NASDAQ 100 ETF | 202,093 | 39,008.0 | -0.12% | 2.590 | 0% | 0.100 | +24.25% | +10.63% | 55,337.3 | ||
MSFT | Microsoft Corp | 79,365 | 29,792.8 | -21.15% | 1.980 | -0.48% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NVDA | NVIDIA Corp | 265,068 | 28,728.1 | -15.86% | 1.910 | -0.36% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 536,053 | 27,376.2 | +3.87% | 1.820 | +0.07% | 0.110 | +12.04% | +5.84% | 27,326.2 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 333,401 | 26,795.4 | +11.33% | 1.780 | +0.18% | 0.090 | +25.27% | +11.68% | 39,068.8 | ||
AMZN | Amazon.com Inc | 140,122 | 26,659.6 | -9.67% | 1.770 | -0.18% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical |
Western Wealth Management, LLC's Historical Top Holdings Breakdowns
Western Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.80% | 209.68 ($231.67) 247.1 | $214.29 | -7.50% | Reduce -18.73% | 257,805 | -59,434 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.62% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | Reduce -94.44% | 1 | -17 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.48% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -21.15% | 79,365 | -21,290 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.47% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -26.89% | 40,264 | -14,811 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.43% | 24.91 ($27.39) 29.02 | $29.94 | 9.31% | Sold Out | 0 | -286,500 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.36% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -28.18% | 73,367 | -28,785 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.36% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -15.86% | 265,068 | -49,971 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Add Add | +0.36% | 50.29 ($50.4) 50.5 | $50.46 | 0.12% | Add 126.55% | 195,727 | 109,331 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.34% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | Reduce -8.69% | 129,584 | -12,339 | |
HDGE | Ranger Equity Bear -1x Shares | 2025-03-31 | New Buy New Buy | +0.31% | 15.47 ($16.56) 17.86 | $16.31 | -1.51% | New holding | 258,423 | 258,423 |
Western Wealth Management, LLC Total Holding History ($B)
Western Wealth Management, LLC's Asset Allocation
Western Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Western Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Western Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Western Wealth Management, LLC's Holdings Heat Map
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Western Wealth Management, LLC's Holdings Bubble Chart
Western Wealth Management, LLC News
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