Western Wealth Management, LLC Top Holdings and 13F Report (2025) About Western Wealth Management, LLCInvestment ActivityWestern Wealth Management, LLC has $333.05 million in total holdings as of December 31, 2024.Western Wealth Management, LLC owns shares of 277 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 8.94% of the portfolio was purchased this quarter.About 437.82% of the portfolio was sold this quarter.This quarter, Western Wealth Management, LLC has purchased 745 new stocks and bought additional shares in 36 stocks.Western Wealth Management, LLC sold shares of 215 stocks and completely divested from 492 stocks this quarter.Largest Holdings Apple $14,581,145Berkshire Hathaway $12,256,560Microsoft $8,358,696Schwab U.S. Large-Cap Growth ETF $7,984,767NVIDIA $6,905,301 Largest New Holdings this Quarter TIDAL ETF TR $2,788,549 HoldingBLACKROCK INC $1,639,304 HoldingLAM RESEARCH CORP $522,295 HoldingAxcelis Technologies $510,051 HoldingFirst Trust Short Duration Managed Municipal ETF $400,391 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 218,324 shares (about $6.08M)TIDAL ETF TR 139,707 shares (about $2.79M)Schwab U.S. TIPS ETF 81,603 shares (about $2.11M)Pacer Trendpilot US Large Cap ETF 31,780 shares (about $1.70M)BLACKROCK INC 1,599 shares (about $1.64M) Largest Sales this Quarter Invesco QQQ 139,913 shares (about $71.52M)Apple 261,170 shares (about $65.40M)Berkshire Hathaway 89,891 shares (about $40.75M)Invesco NASDAQ 100 ETF 189,144 shares (about $39.80M)NVIDIA 248,986 shares (about $33.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestern Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$14,581,145$65,401,921 ▼-81.8%58,2274.4%Computer and TechnologyBRK.ABerkshire Hathaway$12,256,5600.0%183.7%FinanceMSFTMicrosoft$8,358,696$31,646,796 ▼-79.1%19,8312.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$7,984,767$6,084,699 ▲320.2%286,5002.4%ETFNVDANVIDIA$6,905,301$33,436,208 ▼-82.9%51,4212.1%Computer and TechnologyAVGOBroadcom$6,567,487$15,847,702 ▼-70.7%28,3282.0%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$5,317,804$57,933 ▼-1.1%92,4351.6%ETFSRLNSPDR Blackstone Senior Loan ETF$5,240,862$611,552 ▲13.2%125,5901.6%ETFJPMJPMorgan Chase & Co.$4,419,835$8,027,761 ▼-64.5%18,4381.3%FinanceSPYSPDR S&P 500 ETF Trust$4,368,809$25,433,924 ▼-85.3%7,4541.3%FinanceEPSWisdomTree U.S. LargeCap Fund$3,998,541$290,483 ▼-6.8%65,3571.2%FinanceTSLATesla$3,835,482$13,008,252 ▼-77.2%9,4981.2%Auto/Tires/TrucksPTLCPacer Trendpilot US Large Cap ETF$3,674,124$1,698,331 ▲86.0%68,7521.1%ETFAMZNAmazon.com$3,573,980$29,935,126 ▼-89.3%16,2911.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$3,477,743$1,913,892 ▼-35.5%72,7261.0%ETFIWMiShares Russell 2000 ETF$3,406,789$300,066 ▼-8.1%15,4181.0%FinanceQUALiShares MSCI USA Quality Factor ETF$3,361,428$5,108,209 ▼-60.3%18,8761.0%ETFBRK.BBerkshire Hathaway$3,203,403$40,746,724 ▼-92.7%7,0671.0%FinanceBIVVanguard Intermediate-Term Bond ETF$3,099,551$663,149 ▲27.2%41,4770.9%ETFVTIVanguard Total Stock Market ETF$3,035,502$12,938,414 ▼-81.0%10,4740.9%ETFSCHPSchwab U.S. TIPS ETF$3,022,416$2,107,803 ▲230.5%117,0120.9%ETFHDHome Depot$2,994,283$4,287,605 ▼-58.9%7,6980.9%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$2,935,439$10,751,650 ▼-78.6%12,6240.9%ETFSCHXSchwab US Large-Cap ETF$2,896,081$917,347 ▲46.4%124,9390.9%ETFIGPrincipal Investment Grade Corporate Active ETF$2,850,583$378,852 ▼-11.7%140,1470.9%ETFTBILUS Treasury 3 Month Bill ETF$2,801,695$1,069,202 ▲61.7%56,1910.8%ETFTIDAL ETF TR$2,788,549$2,788,549 ▲New Holding139,7070.8%FUNDSTRAT GRANNYLLYEli Lilly and Company$2,760,622$6,439,907 ▼-70.0%3,5760.8%MedicalXYLDGlobal X S&P 500 Covered Call ETF$2,682,733$300,088 ▲12.6%64,0270.8%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,609,588$9,857,679 ▼-79.1%32,2450.8%ManufacturingFTSLFirst Trust Senior Loan ETF$2,596,412$408,945 ▼-13.6%56,1510.8%ManufacturingGOOGLAlphabet$2,501,097$15,604,975 ▼-86.2%13,2120.8%Computer and TechnologyABBVAbbVie$2,476,106$3,938,242 ▼-61.4%13,9340.7%MedicalCOSTCostco Wholesale$2,464,124$13,535,729 ▼-84.6%2,6890.7%Retail/WholesaleQCOMQUALCOMM$2,417,929$2,054,011 ▼-45.9%15,7400.7%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$2,373,827$617,067 ▲35.1%28,9560.7%ManufacturingCSCOCisco Systems$2,304,744$2,290,003 ▼-49.8%38,9310.7%Computer and TechnologyVZVerizon Communications$2,184,330$1,999,856 ▼-47.8%54,6220.7%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,142,677$409,367 ▼-16.0%51,7550.6%ETFXOMExxon Mobil$2,106,685$6,048,759 ▼-74.2%19,5840.6%Oils/EnergyJNJJohnson & Johnson$2,106,292$2,256,845 ▼-51.7%14,5640.6%MedicalWMTWalmart$2,101,250$4,832,956 ▼-69.7%23,2570.6%Retail/WholesaleVVisa$2,070,385$9,282,442 ▼-81.8%6,5510.6%Business ServicesTLTiShares 20+ Year Treasury Bond ETF$2,032,277$103,924 ▼-4.9%23,2710.6%ETFUSMFWisdomTree U.S. Multifactor Fund$1,990,529$2,100,670 ▼-51.3%40,0670.6%FinanceUNHUnitedHealth Group$1,956,506$3,991,920 ▼-67.1%3,8680.6%MedicalMETAMeta Platforms$1,948,685$9,423,133 ▼-82.9%3,3280.6%Computer and TechnologyFLRGFidelity U.S. Multifactor ETF$1,946,879$90,008 ▲4.8%57,5790.6%ETFIVWiShares S&P 500 Growth ETF$1,866,947$22,962,088 ▼-92.5%18,3880.6%ETFSCHDSchwab US Dividend Equity ETF$1,853,551$279,401 ▼-13.1%67,8460.6%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,819,749$1,818,971 ▼-50.0%42,0850.5%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,807,259$860,964 ▼-32.3%41,5750.5%FinanceJPIEJPMorgan Income ETF$1,786,171$768,702 ▲75.6%39,1530.5%ETFVRPInvesco Variable Rate Preferred ETF$1,777,070$715,371 ▲67.4%73,4630.5%ETFVOOVanguard S&P 500 ETF$1,701,677$12,964,645 ▼-88.4%3,1580.5%ETFGOOGAlphabet$1,670,948$7,019,924 ▼-80.8%8,7740.5%Computer and TechnologyBLACKROCK INC$1,639,304$1,639,304 ▲New Holding1,5990.5%COMRJFRaymond James$1,627,753$24,543 ▼-1.5%10,4790.5%FinancePAYXPaychex$1,604,206$201,209 ▼-11.1%11,4410.5%Business ServicesGLWCorning$1,580,105$1,155,462 ▼-42.2%33,2510.5%Computer and TechnologyCVXChevron$1,578,849$2,683,652 ▼-63.0%10,9010.5%Oils/EnergySHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,577,705$69,922 ▼-4.2%37,0270.5%ETFQQQInvesco QQQ$1,522,358$71,523,732 ▼-97.9%2,9780.5%FinanceHYFIAB High Yield ETF$1,477,678$638,245 ▲76.0%40,0510.4%ETFIVViShares Core S&P 500 ETF$1,467,846$19,538,897 ▼-93.0%2,4930.4%ETFCMCSAComcast$1,437,686$691,034 ▼-32.5%38,3080.4%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$1,432,656$3,866,696 ▼-73.0%12,4340.4%ETFAMGNAmgen$1,426,543$881,000 ▼-38.2%5,4730.4%MedicalDISWalt Disney$1,423,355$2,043,561 ▼-58.9%12,7830.4%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$1,420,414$1,264,435 ▼-47.1%27,2010.4%ETFMGKVanguard Mega Cap Growth ETF$1,368,832$653,509 ▼-32.3%3,9860.4%ETFFYLDCambria Foreign Shareholder Yield ETF$1,367,667$82,890 ▼-5.7%54,2510.4%ETFRPMRPM International$1,363,874$133,151 ▼-8.9%11,0830.4%ConstructionEYLDCambria Emerging Shareholder Yield ETF$1,355,662$65,250 ▼-4.6%43,2980.4%ETFWSMWilliams-Sonoma$1,331,346$50,372 ▼-3.6%7,1890.4%Retail/WholesaleKOCoca-Cola$1,311,786$2,802,760 ▼-68.1%21,0690.4%Consumer StaplesTXNTexas Instruments$1,302,545$641,991 ▼-33.0%6,9470.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,285,441$5,409,611 ▼-80.8%26,5970.4%ETFUNPUnion Pacific$1,282,188$1,034,096 ▼-44.6%5,6230.4%TransportationDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$1,276,447$203,895 ▲19.0%24,9160.4%ManufacturingABTAbbott Laboratories$1,263,180$1,314,191 ▼-51.0%11,1680.4%MedicalIYWiShares U.S. Technology ETF$1,256,306$2,945,045 ▼-70.1%7,8760.4%ManufacturingENBEnbridge$1,243,634$361,507 ▼-22.5%29,3100.4%Oils/EnergyVUGVanguard Growth ETF$1,233,050$5,102,955 ▼-80.5%3,0040.4%ETFXLCCommunication Services Select Sector SPDR Fund$1,228,565$2,919,028 ▼-70.4%12,6900.4%ETFMDTMedtronic$1,202,593$476,404 ▼-28.4%15,0550.4%MedicalBRBroadridge Financial Solutions$1,195,790$139,724 ▼-10.5%5,2890.4%Business ServicesSWKSSkyworks Solutions$1,176,188$38,311 ▼-3.2%13,2630.4%Computer and TechnologyPSXPhillips 66$1,161,449$476,930 ▼-29.1%10,1940.3%Oils/EnergyGSThe Goldman Sachs Group$1,145,567$813,519 ▼-41.5%2,0010.3%FinanceSBUXStarbucks$1,133,109$1,316,425 ▼-53.7%12,4180.3%Retail/WholesaleJBLJabil$1,111,553$675,653 ▲155.0%7,7240.3%Computer and TechnologySSNCSS&C Technologies$1,092,051$112,380 ▼-9.3%14,4110.3%Computer and TechnologyETNEaton$1,081,232$1,241,193 ▼-53.4%3,2580.3%Industrial ProductsCMICummins$1,076,753$368,445 ▼-25.5%3,0890.3%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$1,074,283$4,468,543 ▼-80.6%5,4400.3%Computer and TechnologyKEYKeyCorp$1,059,671$196,203 ▼-15.6%61,8240.3%FinanceIPGInterpublic Group of Companies$1,046,046$116,059 ▼-10.0%37,3320.3%Business ServicesAFLAflac$1,034,206$404,042 ▼-28.1%9,9980.3%FinanceHONHoneywell International$1,032,591$1,404,197 ▼-57.6%4,5710.3%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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