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Western Wealth Management, LLC Top Holdings and 13F Report (2025)

About Western Wealth Management, LLC

Investment Activity

  • Western Wealth Management, LLC has $2.74 billion in total holdings as of June 30, 2025.
  • Western Wealth Management, LLC owns shares of 2,685 different stocks, but just 268 companies or ETFs make up 80% of its holdings.
  • Approximately 25.20% of the portfolio was purchased this quarter.
  • About 2.03% of the portfolio was sold this quarter.
  • This quarter, Western Wealth Management, LLC has purchased 831 new stocks and bought additional shares in 514 stocks.
  • Western Wealth Management, LLC sold shares of 255 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple
$88,490,835
Invesco QQQ
$75,882,932
NVIDIA
$70,000,815

Largest New Holdings this Quarter

74933W452 - US Treasury 3 Month Bill ETF
$9,233,239 Holding
886364231 - TIDAL TRUST I
$8,224,745 Holding
52110K400 - LAZARD ACTIVE ETF TR
$6,364,944 Holding
46641Q332 - JPMorgan Equity Premium Income ETF
$5,479,697 Holding
72201R775 - PIMCO ETF TR
$3,289,401 Holding

Largest Purchases this Quarter

Apple
85,584 shares (about $21.72M)
NVIDIA
100,537 shares (about $17.53M)
Berkshire Hathaway
19 shares (about $13.64M)
US Treasury 3 Month Bill ETF
185,183 shares (about $9.23M)
Microsoft
22,975 shares (about $8.50M)

Largest Sales this Quarter

Invesco S&P 500 Top 50 ETF
103,854 shares (about $5.67M)
American Century U.S. Quality Growth ETF
47,254 shares (about $4.96M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestern Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$88,490,835$21,720,325 â–²32.5%348,6783.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$75,882,932$885,393 â–²1.2%131,4722.8%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$74,283,449$6,714,417 â–²9.9%312,6152.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$70,000,815$17,533,645 â–²33.4%401,3812.6%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$54,898,159$94,221 â–¼-0.2%717,2482.0%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$47,844,532$3,757,984 â–²8.5%1,124,6951.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$42,645,247$700,108 â–¼-1.6%88,9931.6%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$41,860,192$8,504,708 â–²25.5%113,0831.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$40,332,069$7,306,558 â–²22.1%62,0171.5%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$39,438,546$7,963,853 â–²25.3%189,3621.4%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$38,391,471$1,457,585 â–²3.9%392,1101.4%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$33,483,064$3,657,603 â–²12.3%849,1781.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$31,177,289$4,709,663 â–²17.8%108,4201.1%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$29,313,191$7,678,415 â–²35.5%44,8761.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$27,441,729$5,362,622 â–²24.3%88,6611.0%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$27,147,871$2,105,568 â–²8.4%479,8141.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$26,621,750$2,091,522 â–²8.5%235,3611.0%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$24,399,568$4,737,472 â–²24.1%277,7730.9%Manufacturing
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$24,151,230$1,027,955 â–²4.4%353,7090.9%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$23,594,581$2,678,188 â–²12.8%39,4860.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$23,239,661$1,384,762 â–²6.3%108,0620.8%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$21,372,375$1,570,979 â–²7.9%49,6700.8%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$21,118,358$2,263,644 â–²12.0%65,8280.8%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$19,126,139$3,321,043 â–²21.0%19,1950.7%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,734,614$6,165,841 â–²49.1%63,6890.7%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$18,347,671$3,596,372 â–²24.4%271,6970.7%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$17,420,569$930,776 â–²5.6%291,4110.6%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$17,192,375$5,614,135 â–²48.5%59,9330.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,826,122$2,722,171 â–²20.8%27,6620.6%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$15,131,683$2,116,578 â–²16.3%113,8570.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$14,362,800$13,644,660 â–²1,900.0%200.5%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$14,275,292$2,601,787 â–²22.3%20,4600.5%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$13,993,656$4,056,090 â–²40.8%82,4800.5%Energy
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$13,513,576$2,762,255 â–²25.7%279,6690.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$13,480,476$4,334,235 â–²47.4%295,3010.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$12,870,654$6,082,189 â–²89.6%29,4670.5%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$12,817,467$2,040,604 â–²18.9%216,4380.5%ETF
MORGAN STANLEY ETF TRUST
$12,392,802$1,073,921 â–²9.5%244,1930.5%EATON VANCE TOTA
Tesla, Inc. stock logo
TSLA
Tesla
$12,345,834$4,661,751 â–²60.7%33,2100.5%Auto/Tires/Trucks
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$12,328,565$1,563,905 â–²14.5%497,7210.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,154,057$4,290,803 â–²54.6%13,2140.4%Medical
Visa Inc. stock logo
V
Visa
$11,996,149$2,160,401 â–²22.0%39,6910.4%Business Services
WALMART INC
$11,765,554$3,040,004 â–²34.8%94,6700.4%COM
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,704,618$8,214,494 â–²235.4%182,6560.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,129,422$735,111 â–²7.1%26,1010.4%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$10,603,029$821,026 â–²8.4%268,5670.4%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$10,296,071$242,011 â–¼-2.3%110,9970.4%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$10,115,150$1,382,372 â–²15.8%127,9420.4%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$9,452,704$2,995,435 â–²46.4%279,9140.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,447,297$2,032,146 â–²27.4%27,9540.3%Computer and Technology
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$9,233,239$9,233,239 â–²New Holding185,1830.3%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$9,004,725$6,029,909 â–²202.7%98,2620.3%ETF
Hartford Multifactor US Equity ETF stock logo
ROUS
Hartford Multifactor US Equity ETF
$8,881,193$978,061 â–²12.4%150,4260.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$8,734,207$3,040,644 â–²53.4%58,9750.3%Financial Services
PALANTIR TECHNOLOGIES INC
$8,308,859$793,862 â–²10.6%56,8010.3%CL A
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$8,259,093$665,167 â–²8.8%56,3340.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$8,258,200$1,333,686 â–²19.3%167,2710.3%ETF
TIDAL TRUST I
$8,224,745$8,224,745 â–²New Holding344,5640.3%FUNDSTRAT GRANNY
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$8,216,935$1,652,132 â–²25.2%204,4520.3%ETF
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$8,126,017$223,049 â–²2.8%96,1430.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,100,008$3,213,802 â–²65.8%42,2290.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$8,006,864$2,827,577 â–²54.6%36,8150.3%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,907,980$4,478,821 â–²130.6%40,3060.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,713,393$3,411,199 â–²79.3%31,5550.3%Medical
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$7,677,626$10,687 â–¼-0.1%66,8140.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$7,598,637$3,439,515 â–²82.7%23,1040.3%Retail/Wholesale
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$7,524,734$638,100 â–²9.3%85,0350.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$7,425,905$5,929,818 â–²396.4%254,9230.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$7,204,070$2,032,139 â–²39.3%74,9250.3%Consumer Discretionary
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$7,116,657$1,172,081 â–²19.7%116,1720.3%ETF
FLRT
Pacer Pacific Asset Floating Rate High Income ETF
$7,074,162$5,806,567 â–²458.1%152,7570.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$7,014,774$1,867,245 â–²36.3%49,2510.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$6,965,249$79,200 â–²1.2%75,1050.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,924,789$2,198,718 â–²46.5%42,8170.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$6,746,492$929,597 â–²16.0%21,7070.2%Retail/Wholesale
XLC
Communication Services Select Sector SPDR Fund
$6,680,820$1,066,151 â–²19.0%60,2630.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$6,662,117$1,399,827 â–²26.6%17,3760.2%Manufacturing
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$6,543,076$5,425,295 â–²485.4%163,0060.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$6,497,251$582,742 â–²9.9%71,7690.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$6,447,426$789,372 â–²14.0%44,6370.2%Consumer Staples
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$6,414,624$3,268,529 â–²103.9%136,7440.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$6,385,381$3,233,073 â–²102.6%249,0400.2%ETF
LAZARD ACTIVE ETF TR
$6,364,944$6,364,944 â–²New Holding200,4690.2%INTL DYNAMIC EQT
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$6,353,598$1,250,133 â–²24.5%189,4340.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$6,303,732$1,157,716 â–²22.5%12,6160.2%Business Services
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,168,896$2,191,690 â–²55.1%201,0720.2%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$6,158,559$277,170 â–²4.7%55,5930.2%Manufacturing
Chevron Corporation stock logo
CVX
Chevron
$6,028,174$2,534,171 â–²72.5%29,1350.2%Energy
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$5,951,001$1,119,215 â–²23.2%154,8930.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,925,758$2,233,992 â–²60.5%76,3720.2%Computer and Technology
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$5,901,892$118,681 â–¼-2.0%205,9280.2%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$5,875,788$672,675 â–¼-10.3%26,8600.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,867,839$2,119,651 â–²56.6%84,1260.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,758,600$2,135,375 â–²58.9%46,3250.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,708,671$2,880,364 â–²101.8%113,7190.2%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$5,600,242$71,192 â–¼-1.3%144,1130.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,561,947$1,598,611 â–²40.3%63,0890.2%Finance
GE Aerospace stock logo
GE
GE Aerospace
$5,559,464$1,488,975 â–²36.6%19,5910.2%Aerospace
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$5,479,697$5,479,697 â–²New Holding96,6780.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,448,923$2,986,766 â–²121.3%11,8200.2%Medical

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