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Western Wealth Management

Latest statistics and disclosures from Western Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, AAPL, BRK.B, MSFT, QQQM, and represent 16.14% of Western Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$10M), IWF, XMHQ, CGDV, SPLG, SPYG, FTSM, WMT, VIG, XLE.
Started 43 new stock positions in PSNY, WTAI, FEM, UTG, MGC, COIN, HPQ, JCI, SYM, EMXC.
Reduced shares in these 10 stocks: AAPL (-$12M), BRK.A (-$11M), MSFT (-$8.0M), JEPI, NVDA, IG, JPM, AVGO, SRLN, QCOM.
Sold out of its positions in AFL, AGNC, ARKQ, AM, Aurora Cannabis, BRK.A, BBY, MUC, HYT, FYLD.
Western Wealth Management was a net seller of stock by $-190M.
Western Wealth Management has $1.3B in assets under management (AUM), dropping by -7.28%.
Central Index Key (CIK): 0001767902

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Portfolio Holdings for Western Wealth Management

Western Wealth Management holds 645 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Western Wealth Management has 645 total positions. Only the first 250 positions are shown.

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Download the Western Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$65M		145k	444.01	View chart
Apple (AAPL)	3.6	$46M	-20%	268k	171.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.2	$41M		98k	420.52	View chart
Microsoft Corporation (MSFT)	2.4	$31M	-20%	73k	420.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.0	$25M	+3%	139k	182.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.9	$24M	+11%	396k	61.53	View chart
Amazon (AMZN)	1.8	$23M	-10%	129k	180.38	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.7	$22M	-7%	447k	50.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.7	$22M	+12%	302k	73.15	View chart
NVIDIA Corporation (NVDA)	1.7	$22M	-17%	24k	903.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$21M	-5%	41k	523.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$21M	+7%	116k	182.61	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.6	$20M	-3%	359k	56.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$19M	-2%	230k	84.44	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$17M		201k	85.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$17M		32k	525.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$14M	-13%	92k	150.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$13M	+385%	208k	60.74	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.9	$12M	+8%	344k	34.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$12M	-18%	46k	259.90	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$11M	+18%	191k	59.62	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.9	$11M	-3%	260k	43.04	View chart
Costco Wholesale Corporation (COST)	0.8	$11M	-17%	14k	732.63	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.8	$11M	-8%	197k	53.34	View chart
Broadcom (AVGO)	0.8	$10M	-27%	7.6k	1325.41	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$10M	-3%	48k	208.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$9.3M	+10%	63k	147.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$8.9M	-2%	47k	186.81	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$8.2M	+2%	92k	89.90	View chart
Visa Com Cl A (V)	0.6	$8.1M	-18%	29k	279.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$8.1M	+2%	106k	76.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$7.9M	+3%	220k	35.84	View chart
Meta Platforms Cl A (META)	0.6	$7.5M	-7%	16k	485.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$7.1M	-20%	15k	480.71	View chart
Eli Lilly & Co. (LLY)	0.5	$6.8M	-16%	8.7k	777.97	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$6.8M	+25%	72k	94.41	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.5	$6.7M	-4%	271k	24.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$6.7M	+97%	20k	337.05	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.7M	-23%	57k	116.24	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.5	$6.4M	+4%	100k	64.15	View chart
JPMorgan Chase & Co. (JPM)	0.5	$6.3M	-37%	32k	200.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$6.3M	-8%	12k	524.33	View chart
Tesla Motors (TSLA)	0.5	$6.0M	-27%	34k	175.79	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$5.9M	-29%	139k	42.23	View chart
Procter & Gamble Company (PG)	0.4	$5.8M	-11%	36k	162.25	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$5.7M		61k	93.73	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.4	$5.5M	-7%	59k	93.24	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.4	$5.5M	+30%	44k	123.28	View chart
Cintas Corporation (CTAS)	0.4	$5.4M		7.9k	687.05	View chart
McDonald's Corporation (MCD)	0.4	$5.4M	+23%	19k	281.95	View chart
Home Depot (HD)	0.4	$5.1M	-34%	13k	383.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$5.1M		46k	110.52	View chart
Mastercard Incorporated Cl A (MA)	0.4	$4.9M		10k	481.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.9M	-15%	32k	152.26	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$4.8M		279k	17.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$4.8M	-8%	65k	74.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$4.6M	-38%	28k	164.35	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$4.6M		110k	42.12	View chart
O'reilly Automotive (ORLY)	0.4	$4.6M		4.1k	1128.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$4.5M	-4%	22k	205.72	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$4.5M	+6%	160k	28.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$4.5M	-2%	140k	31.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.2M	-16%	12k	344.20	View chart
UnitedHealth (UNH)	0.3	$4.1M	-26%	8.3k	494.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.1M	-31%	51k	80.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$4.0M		48k	83.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$4.0M	+387%	36k	110.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$4.0M	+200%	123k	32.50	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$3.9M	-8%	99k	39.53	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.3	$3.8M	+30%	80k	48.18	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$3.8M	-23%	69k	55.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$3.7M		33k	115.30	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$3.7M	-16%	29k	125.96	View chart
Abbvie (ABBV)	0.3	$3.7M	-42%	20k	182.10	View chart
Advanced Micro Devices (AMD)	0.3	$3.5M	+3%	19k	180.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$3.4M	-6%	29k	117.21	View chart
Chevron Corporation (CVX)	0.3	$3.3M	-34%	21k	157.74	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$3.3M		54k	60.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$3.3M	+4%	65k	50.29	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$3.2M	-2%	8.1k	397.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.1M	-5%	43k	72.63	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$3.1M	+9%	143k	21.72	View chart
Bank of America Corporation (BAC)	0.2	$3.1M	-6%	82k	37.92	View chart
salesforce (CRM)	0.2	$3.0M	+26%	10k	301.18	View chart
Merck & Co (MRK)	0.2	$3.0M	-21%	23k	131.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.0M	-33%	49k	62.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.9M	+3%	11k	260.71	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$2.9M	+2%	43k	68.68	View chart
Wal-Mart Stores (WMT)	0.2	$2.9M	+109%	49k	60.17	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.9M	+42%	36k	81.66	View chart
Linde SHS (LIN)	0.2	$2.9M		6.2k	464.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.8M		23k	123.18	View chart
First Mid Ill Bancshares (FMBH)	0.2	$2.8M		85k	32.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.8M	+3%	69k	39.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.7M	+21%	20k	136.05	View chart
Coca-Cola Company (KO)	0.2	$2.7M	-34%	45k	61.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.7M	-18%	13k	210.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.7M	-15%	41k	65.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.7M	-4%	16k	162.86	View chart
Johnson & Johnson (JNJ)	0.2	$2.7M	-39%	17k	158.19	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$2.6M	+4%	81k	32.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.6M	-9%	15k	179.12	View chart
ConocoPhillips (COP)	0.2	$2.6M	-25%	20k	127.28	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$2.6M		102k	25.44	View chart
Netflix (NFLX)	0.2	$2.6M	-26%	4.2k	607.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.6M	-9%	71k	36.19	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.2	$2.5M		24k	105.80	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$2.5M	-5%	49k	51.36	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$2.5M	+11%	27k	91.80	View chart
TJX Companies (TJX)	0.2	$2.5M	+2%	24k	101.42	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$2.5M		19k	131.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.4M	+7%	13k	187.35	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$2.4M	-2%	33k	74.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.4M	-12%	20k	120.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.3M	+4%	40k	58.06	View chart
General Mills (GIS)	0.2	$2.3M		33k	69.97	View chart
Qualcomm (QCOM)	0.2	$2.3M	-60%	14k	169.30	View chart
Verizon Communications (VZ)	0.2	$2.3M	-54%	55k	41.96	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.3M	-19%	3.9k	581.14	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.2M	+22%	4.4k	504.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.2M		9.6k	224.98	View chart
Cisco Systems (CSCO)	0.2	$2.1M	-46%	43k	49.91	View chart
Spdr Ser Tr S&p1500momtilt (MMTM)	0.2	$2.1M	-2%	9.2k	229.95	View chart
Pepsi (PEP)	0.2	$2.1M	-26%	12k	175.02	View chart
General Electric Com New (GE)	0.2	$2.1M		12k	175.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$2.0M	-5%	23k	90.44	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$2.0M	-18%	18k	113.37	View chart
Nextera Energy (NEE)	0.2	$2.0M	-25%	31k	63.91	View chart
Lowe's Companies (LOW)	0.2	$2.0M		7.8k	254.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.0M	-15%	15k	131.37	View chart
McKesson Corporation (MCK)	0.2	$1.9M	+2%	3.6k	536.82	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.9M	-2%	25k	76.36	View chart
Boeing Company (BA)	0.1	$1.9M	-23%	10k	192.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.9M	+21%	33k	58.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.9M	+12%	24k	79.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.9M	+104%	6.0k	320.56	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.9M	-5%	40k	47.52	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.9M	+22%	36k	52.87	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.9M		17k	110.21	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.9M		17k	108.92	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.9M	-10%	20k	92.42	View chart
Eaton Corp SHS (ETN)	0.1	$1.8M	-38%	5.9k	312.69	View chart
Prologis (PLD)	0.1	$1.8M	-3%	14k	130.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.8M	-61%	36k	50.17	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-45%	15k	122.36	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.8M	+6%	40k	45.59	View chart
At&t (T)	0.1	$1.8M		101k	17.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.7M		15k	114.14	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.7M	-14%	89k	19.29	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.7M	-6%	8.4k	205.10	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.1	$1.7M	+19%	62k	27.50	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.7M	+5%	13k	130.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.7M	-29%	28k	61.05	View chart
Starbucks Corporation (SBUX)	0.1	$1.7M	-36%	18k	91.39	View chart
American Express Company (AXP)	0.1	$1.6M	-12%	7.2k	227.70	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.6M	-51%	41k	40.71	View chart
Uber Technologies (UBER)	0.1	$1.6M	+7%	21k	76.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.6M		20k	80.51	View chart
Us Bancorp Del Com New (USB)	0.1	$1.6M	-20%	36k	44.70	View chart
Darden Restaurants (DRI)	0.1	$1.6M		9.5k	167.14	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.6M	+12%	21k	76.09	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$1.5M	+2%	13k	115.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$1.5M		65k	22.95	View chart
Palo Alto Networks (PANW)	0.1	$1.5M	+70%	5.2k	284.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.5M	-35%	15k	97.94	View chart
Amgen (AMGN)	0.1	$1.5M	-43%	5.2k	284.33	View chart
Caterpillar (CAT)	0.1	$1.5M	-39%	4.0k	366.41	View chart
Danaher Corporation (DHR)	0.1	$1.5M		5.9k	249.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.4M	-13%	8.4k	169.37	View chart
Consolidated Edison (ED)	0.1	$1.4M	+11%	16k	90.81	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M	+79%	26k	54.23	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$1.4M		60k	23.72	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$1.4M	+37%	33k	43.60	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	-39%	12k	113.66	View chart
Waste Management (WM)	0.1	$1.4M		6.6k	213.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.4M	+72%	61k	23.01	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$1.4M	-4%	18k	76.38	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.4M	-31%	3.1k	454.91	View chart
CVS Caremark Corporation (CVS)	0.1	$1.4M	-49%	17k	79.76	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.4M	-3%	7.1k	195.11	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.3M	-49%	26k	51.60	View chart
CSX Corporation (CSX)	0.1	$1.3M		36k	37.07	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.3M		15k	86.67	View chart
S&p Global (SPGI)	0.1	$1.3M	+7%	3.1k	425.38	View chart
Walgreen Boots Alliance (WBA)	0.1	$1.3M		60k	21.69	View chart
Hca Holdings (HCA)	0.1	$1.3M	+9%	3.8k	333.57	View chart
Altria (MO)	0.1	$1.3M	-20%	29k	43.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.3M	-23%	5.1k	249.87	View chart
Honeywell International (HON)	0.1	$1.3M	-45%	6.2k	205.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.3M		30k	42.81	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.3M	+3%	2.3k	555.80	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$1.3M		25k	50.45	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$1.3M	-15%	13k	95.60	View chart
Servicenow (NOW)	0.1	$1.2M	+29%	1.6k	762.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.2M	+29%	18k	67.86	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.1	$1.2M	+101%	36k	34.11	View chart
IDEXX Laboratories (IDXX)	0.1	$1.2M		2.3k	539.93	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.1	$1.2M	-13%	55k	22.47	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.2M	-15%	3.1k	399.09	View chart
BlackRock (BLK)	0.1	$1.2M	-53%	1.5k	833.59	View chart
Boston Scientific Corporation (BSX)	0.1	$1.2M	+4%	18k	68.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.2M	-52%	13k	94.62	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.2M		6.5k	183.89	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.2M	+3%	24k	49.16	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M	+13%	7.9k	148.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$1.2M		10k	114.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.2M		5.1k	228.61	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	-15%	12k	97.53	View chart
Zoetis Cl A (ZTS)	0.1	$1.2M	-7%	6.8k	169.21	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.1M		22k	51.06	View chart
AutoZone (AZO)	0.1	$1.1M		360.00	3151.65	View chart
Progressive Corporation (PGR)	0.1	$1.1M	+4%	5.4k	206.83	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.1M		19k	57.23	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$1.1M		29k	38.48	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	-55%	4.4k	245.94	View chart
3M Company (MMM)	0.1	$1.1M	-20%	10k	106.07	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.1M	-12%	17k	65.65	View chart
Newmont Mining Corporation (NEM)	0.1	$1.1M	+226%	30k	35.84	View chart
Medtronic SHS (MDT)	0.1	$1.1M	-36%	12k	87.15	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.1M	+39%	627.00	1704.56	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.1M		68k	15.73	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$1.1M	-3%	13k	82.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.0M		22k	47.44	View chart
Kkr & Co (KKR)	0.1	$1.0M	+3%	10k	100.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.0M	-2%	14k	76.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.0M	-4%	4.4k	235.81	View chart
Fastenal Company (FAST)	0.1	$1.0M		13k	77.14	View chart
Cheniere Energy Com New (LNG)	0.1	$1.0M	+12%	6.3k	161.28	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.0M		17k	61.02	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M	-33%	9.4k	107.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.0M	-3%	52k	19.21	View chart
International Business Machines (IBM)	0.1	$998k	-35%	5.2k	190.96	View chart
Wabtec Corporation (WAB)	0.1	$998k	+4%	6.9k	145.68	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.1	$989k	-13%	67k	14.85	View chart
Vanguard World Financials Etf (VFH)	0.1	$977k	-25%	9.5k	102.39	View chart
Fmc Corp Com New (FMC)	0.1	$972k	-2%	15k	63.70	View chart
Red Robin Gourmet Burgers (RRGB)	0.1	$954k		125k	7.66	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$951k		17k	56.68	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$949k		7.2k	131.94	View chart
Pfizer (PFE)	0.1	$937k	-29%	34k	27.75	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$929k	+197%	4.1k	225.92	View chart
Xcel Energy (XEL)	0.1	$923k	-18%	17k	53.75	View chart
Southern Company (SO)	0.1	$921k	-34%	13k	71.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$897k	-22%	3.1k	287.99	View chart
Vanguard World Industrial Etf (VIS)	0.1	$897k	-6%	3.7k	244.13	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$885k	+34%	8.9k	99.42	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$884k	-29%	19k	47.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$883k	-41%	27k	32.23	View chart
Chipotle Mexican Grill (CMG)	0.1	$872k	-11%	300.00	2906.78	View chart
Marsh & McLennan Companies (MMC)	0.1	$861k	+3%	4.2k	205.97	View chart

Past Filings by Western Wealth Management

SEC 13F filings are viewable for Western Wealth Management going back to 2018

Western Wealth Management 2024 Q1 filed May 3, 2024
Western Wealth Management 2023 Q4 filed Jan. 31, 2024
Western Wealth Management 2023 Q3 filed Nov. 8, 2023
Western Wealth Management 2023 Q1 filed Aug. 30, 2023
Western Wealth Management 2023 Q2 filed Aug. 30, 2023
Western Wealth Management 2022 Q4 filed Feb. 3, 2023
Western Wealth Management 2022 Q3 filed Nov. 7, 2022
Western Wealth Management 2022 Q2 filed July 18, 2022
Western Wealth Management 2022 Q1 filed May 10, 2022
Western Wealth Management 2021 Q4 filed Feb. 14, 2022
Western Wealth Management 2021 Q2 filed Aug. 9, 2021
Western Wealth Management 2021 Q1 filed May 14, 2021
Western Wealth Management 2020 Q4 filed Feb. 10, 2021
Western Wealth Management 2020 Q3 filed Oct. 27, 2020
Western Wealth Management 2020 Q2 filed July 20, 2020
Western Wealth Management 2020 Q1 filed April 27, 2020

View all past filings

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