Western Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WW Western Wealth Management, LLC | Institutional Filer | ▲ 26.26% | $2.74B | 2675 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2675)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 349K | $88.5M | 3.23% |
| 2 | QQQ | Invesco QQQ Trust | — | 131K | $75.9M | 2.77% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | — | 313K | $74.3M | 2.71% |
| 4 | NVDA | NVIDIA Corporation | Technology | 401K | $70.0M | 2.56% |
| 5 | SPYM | SPDR SERIES TRUST | — | 717K | $54.9M | 2.01% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 1.1M | $47.8M | 1.75% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 89K | $42.6M | 1.56% |
| 8 | MSFT | Microsoft Corporation | Technology | 113K | $41.9M | 1.53% |
| 9 | SPY | SPDR S&P 500 ETF Trust | — | 62K | $40.3M | 1.47% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 189K | $39.4M | 1.44% |
| 11 | SPYG | SPDR SERIES TRUST | — | 392K | $38.4M | 1.40% |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 849K | $33.5M | 1.22% |
| 13 | GOOGL | Alphabet Inc. | Technology | 108K | $31.2M | 1.14% |
| 14 | IVV | ISHARES TR | — | 45K | $29.3M | 1.07% |
| 15 | AVGO | Broadcom Inc. | Technology | 89K | $27.4M | 1.00% |
Showing 1 to 15 of 1000 holdings