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Size ($ in 1000's)
At 03/31/2024: $1,286,487
At 12/31/2023: $1,385,899
Western Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Western Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Western Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Western Wealth Management LLC.
In the Western Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Western Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Western Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO QQQ TR |
145,382 |
-1,988 |
$64,551 | | QQQ | 145,382 | -1,988 | $64,551 | | APPLE INC |
267,598 |
-67,308 |
$45,888 | | AAPL | 267,598 | -67,308 | $45,888 |  BERKSHIRE HATHAWAY INC DEL |
|
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$41,036 | | BRK.B | 97,584 | +387 | $41,036 | | MICROSOFT CORP |
73,122 |
-19,036 |
$30,764 | | MSFT | 73,122 | -19,036 | $30,764 | | INVESCO EXCH TRADED FD TR II (QQQM) |
138,927 |
+5,321 |
$25,381 | | QQQM | 138,927 | +5,321 | $25,381 | | SPDR SER TR (SPLG) |
395,975 |
+41,752 |
$24,364 | | SPLG | 395,975 | +41,752 | $24,364 | | AMAZON COM INC |
128,548 |
-15,214 |
$23,187 | | AMZN | 128,548 | -15,214 | $23,187 | | SPDR SER TR (SPYV) |
446,710 |
-38,526 |
$22,380 | | SPYV | 446,710 | -38,526 | $22,380 | | SPDR SER TR (SPYG) |
301,844 |
+32,428 |
$22,080 | | SPYG | 301,844 | +32,428 | $22,080 | | NVIDIA CORPORATION |
24,161 |
-5,123 |
$21,831 | | NVDA | 24,161 | -5,123 | $21,831 | | SPDR S&P 500 ETF TR (SPY) |
40,771 |
-2,373 |
$21,326 | | SPY | 40,771 | -2,373 | $21,326 | | VANGUARD SPECIALIZED FUNDS (VIG) |
115,835 |
+8,129 |
$21,153 | | VIG | 115,835 | +8,129 | $21,153 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
359,264 |
-13,187 |
$20,180 | | RDVY | 359,264 | -13,187 | $20,180 | | ISHARES TR (IVW) |
229,763 |
-5,395 |
$19,401 | | IVW | 229,763 | -5,395 | $19,401 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
201,298 |
+3,333 |
$17,241 | | FTCS | 201,298 | +3,333 | $17,241 | | ISHARES TR (IVV) |
32,067 |
-574 |
$16,858 | | IVV | 32,067 | -574 | $16,858 | | ALPHABET INC |
91,839 |
-14,552 |
$13,861 | | GOOGL | 91,839 | -14,552 | $13,861 | | ISHARES TR (IJH) |
208,390 |
+165,454 |
$12,658 | | IJH | 208,390 | +165,454 | $12,658 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
343,777 |
+26,270 |
$11,970 | | SDVY | 343,777 | +26,270 | $11,970 | | VANGUARD INDEX FDS (VTI) |
45,475 |
-10,397 |
$11,819 | | VTI | 45,475 | -10,397 | $11,819 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
191,171 |
+30,134 |
$11,398 | | FTSM | 191,171 | +30,134 | $11,398 | | SPDR SER TR (SPSM) |
259,996 |
-8,072 |
$11,190 | | SPSM | 259,996 | -8,072 | $11,190 | | COSTCO WHSL CORP NEW |
14,401 |
-2,959 |
$10,551 | | COST | 14,401 | -2,959 | $10,551 | | SPDR SER TR (SPMD) |
197,051 |
-17,647 |
$10,511 | | SPMD | 197,051 | -17,647 | $10,511 | | BROADCOM INC |
7,622 |
-2,878 |
$10,102 | | AVGO | 7,622 | -2,878 | $10,102 | | SELECT SECTOR SPDR TR (XLK) |
48,363 |
-1,660 |
$10,073 | | XLK | 48,363 | -1,660 | $10,073 | | SELECT SECTOR SPDR TR (XLV) |
63,202 |
+5,746 |
$9,337 | | XLV | 63,202 | +5,746 | $9,337 | | ISHARES TR (IVE) |
47,440 |
-1,465 |
$8,862 | | IVE | 47,440 | -1,465 | $8,862 | | VANECK ETF TRUST (MOAT) |
91,714 |
+1,949 |
$8,245 | | MOAT | 91,714 | +1,949 | $8,245 | | VISA INC |
29,092 |
-6,580 |
$8,119 | | V | 29,092 | -6,580 | $8,119 | | WISDOMTREE TR |
106,065 |
+2,505 |
$8,081 | | DGRW | 106,065 | +2,505 | $8,081 | | SPDR INDEX SHS FDS (SPDW) |
220,319 |
+7,279 |
$7,896 | | SPDW | 220,319 | +7,279 | $7,896 | | META PLATFORMS INC |
15,537 |
-1,213 |
$7,545 | | META | 15,537 | -1,213 | $7,545 | | VANGUARD INDEX FDS (VOO) |
14,666 |
-3,753 |
$7,050 | | VOO | 14,666 | -3,753 | $7,050 | | ELI LILLY & CO |
8,717 |
-1,727 |
$6,782 | | LLY | 8,717 | -1,727 | $6,782 | | SELECT SECTOR SPDR TR (XLE) |
71,529 |
+14,358 |
$6,753 | | XLE | 71,529 | +14,358 | $6,753 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
270,990 |
-12,309 |
$6,666 | | UCON | 270,990 | -12,309 | $6,666 | | ISHARES TR (IWF) |
19,766 |
+9,772 |
$6,662 | | IWF | 19,766 | +9,772 | $6,662 | | EXXON MOBIL CORP |
57,256 |
-17,831 |
$6,655 | | XOM | 57,256 | -17,831 | $6,655 | | SPDR SER TR (SPTM) |
99,592 |
+4,470 |
$6,389 | | SPTM | 99,592 | +4,470 | $6,389 | | JPMORGAN CHASE & CO |
31,608 |
-19,323 |
$6,331 | | JPM | 31,608 | -19,323 | $6,331 | | VANGUARD WORLD FD (VGT) |
11,978 |
-1,052 |
$6,280 | | VGT | 11,978 | -1,052 | $6,280 | | TESLA INC |
34,301 |
-12,745 |
$6,030 | | TSLA | 34,301 | -12,745 | $6,030 | | FIRST TR VALUE LINE DIVID IN (FVD) |
139,093 |
-59,611 |
$5,874 | | FVD | 139,093 | -59,611 | $5,874 | | PROCTER AND GAMBLE CO |
35,613 |
-4,744 |
$5,778 | | PG | 35,613 | -4,744 | $5,778 | | INVESCO EXCH TRADED FD TR II (RWL) |
60,995 |
+962 |
$5,717 | | RWL | 60,995 | +962 | $5,717 | | FIRST TR SML CP CORE ALPHA F (FYX) |
59,078 |
-4,887 |
$5,508 | | FYX | 59,078 | -4,887 | $5,508 | | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
44,303 |
+10,333 |
$5,462 | | FTC | 44,303 | +10,333 | $5,462 | | CINTAS CORP |
7,925 |
-95 |
$5,445 | | CTAS | 7,925 | -95 | $5,445 | | MCDONALDS CORP |
19,308 |
+3,729 |
$5,444 | | MCD | 19,308 | +3,729 | $5,444 |
See Full List: All Stocks Held By Western Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Western Wealth Management LLC
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