Western Wealth Management, LLC Portfolio Holdings
Q3 2025•755 long positions•$1.9B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding784 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $77.3M 4.09% | -$486.9K Sold | — 128.7K shares | 129.5K → 128.7K −$486.9K | -0.63% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $65.9M 3.49% | -$119.2K Sold | 0.002% 258.7K shares | 259.2K → 258.7K −$119.2K | -0.18% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $54.8M 2.9% | +$3.2M Bought | — 221.7K shares | 208.7K → 221.7K +$3.2M | +6.22% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $53.7M 2.84% | +$1.4M Bought | 0.001% 287.7K shares | 280.4K → 287.7K +$1.4M | +2.62% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $49.3M 2.61% | +$889.5K Bought | — 629.1K shares | 617.7K → 629.1K +$889.5K | +1.84% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $45.4M 2.41% | -$1.4M Sold | 0.004% 90.4K shares | 93.1K → 90.4K −$1.4M | -2.9% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $42.7M 2.26% | +$1.2M Bought | 0.001% 82.5K shares | 80.2K → 82.5K +$1.2M | +2.84% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $42.1M 2.23% | +$10.2M Bought | — 1.0M shares | 756.9K → 1.0M +$10.2M | +32.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $38.5M 2.04% | +$243.5K Bought | — 368.0K shares | 365.7K → 368.0K +$243.5K | +0.64% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $33.2M 1.76% | +$6.7M Bought | — 49.9K shares | 39.8K → 49.9K +$6.7M | +25.22% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $32.4M 1.71% | +$891.0K Bought | 0.001% 147.5K shares | 143.4K → 147.5K +$891.0K | +2.83% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $26.5M 1.4% | -$248.6K Sold | — 219.6K shares | 221.7K → 219.6K −$248.6K | -0.93% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $24.8M 1.31% | +$2.0M Bought | — 651.9K shares | 599.1K → 651.9K +$2.0M | +8.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.0M 1.27% | +$577.4K Bought | — 433.0K shares | 422.6K → 433.0K +$577.4K | +2.47% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $23.7M 1.26% | -$389.0K Sold | 0.002% 71.9K shares | 73.1K → 71.9K −$389.0K | -1.61% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $22.6M 1.2% | -$10.0K Sold | — 33.8K shares | 33.8K → 33.8K −$10.0K | -0.04% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $22.0M 1.16% | -$547.5K Sold | — 101.9K shares | 104.4K → 101.9K −$547.5K | -2.43% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.9M 1.16% | +$349.3K Bought | — 325.1K shares | 319.9K → 325.1K +$349.3K | +1.62% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $21.7M 1.15% | +$525.1K Bought | 0.001% 89.2K shares | 87.0K → 89.2K +$525.1K | +2.48% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $16.3M 0.862% | +$657.3K Bought | 0.001% 22.2K shares | 21.3K → 22.2K +$657.3K | +4.21% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.4M 0.816% | +$101.0K Bought | — 25.1K shares | 25.0K → 25.1K +$101.0K | +0.66% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.8M 0.786% | +$66.3K Bought | — 45.2K shares | 45.0K → 45.2K +$66.3K | +0.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.6M 0.771% | +$836.8K Bought | — 242.9K shares | 229.0K → 242.9K +$836.8K | +6.1% | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $14.3M 0.759% | +$361.9K Bought | 0.003% 15.5K shares | 15.1K → 15.5K +$361.9K | +2.59% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.9M 0.735% | +$62.5K Bought | — 212.8K shares | 211.8K → 212.8K +$62.5K | +0.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.3M 0.702% | -$1.8M Sold | — 47.0K shares | 53.5K → 47.0K −$1.8M | -12.14% | — — | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $12.5M 0.659% | +$295.6K Bought | 0.001% 39.5K shares | 38.5K → 39.5K +$295.6K | +2.43% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.6M 0.616% | +$483.8K Bought | — 15.6K shares | 14.9K → 15.6K +$483.8K | +4.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.3M 0.596% | +$1.0M Bought | — 218.8K shares | 198.8K → 218.8K +$1.0M | +10.08% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $11.1M 0.587% | +$922.2K Bought | — 137.5K shares | 126.0K → 137.5K +$922.2K | +9.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.9M 0.576% | -$46.3K Sold | — 190.3K shares | 191.1K → 190.3K −$46.3K | -0.42% | — — | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $10.9M 0.575% | +$367.0K Bought | 0.002% 31.8K shares | 30.7K → 31.8K +$367.0K | +3.5% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.7M 0.568% | +$20.8K Bought | — 231.4K shares | 231.0K → 231.4K +$20.8K | +0.19% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.5M 0.557% | +$97.9K Bought | — 22.5K shares | 22.3K → 22.5K +$97.9K | +0.94% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.4M 0.553% | +$684.3K Bought | — 414.5K shares | 387.3K → 414.5K +$684.3K | +7.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.4M 0.553% | -$41.7K Sold | — 111.4K shares | 111.9K → 111.4K −$41.7K | -0.4% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.3M 0.545% | -$4.4K Sold | — 115.6K shares | 115.7K → 115.6K −$4.4K | -0.04% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $9.5M 0.504% | +$2.2M Bought | 0.002% 52.2K shares | 40.1K → 52.2K +$2.2M | +30.22% | $432.76B Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $9.4M 0.496% | +$131.3K Bought | 0.0% 38.5K shares | 37.9K → 38.5K +$131.3K | +1.42% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.1M 0.48% | +$311.1K Bought | — 241.7K shares | 233.4K → 241.7K +$311.1K | +3.55% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $8.8M 0.469% | +$531.4K Bought | — 24.9K shares | 23.4K → 24.9K +$531.4K | +6.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.3M 0.44% | +$7.9M Bought | — 88.5K shares | 4.3K → 88.5K +$7.9M | +1,957.52% | — — | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $8.2M 0.437% | -$3.8M Sold | 0.001% 18.5K shares | 27.0K → 18.5K −$3.8M | -31.31% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.5M 0.397% | -$59.1K Sold | — 67.7K shares | 68.3K → 67.7K −$59.1K | -0.78% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.4M 0.393% | -$74.0K Sold | — 137.8K shares | 139.1K → 137.8K −$74.0K | -0.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.2M 0.382% | -$58.1K Sold | — 125.6K shares | 126.6K → 125.6K −$58.1K | -0.8% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.0M 0.37% | -$37.5K Sold | — 163.3K shares | 164.2K → 163.3K −$37.5K | -0.53% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.0M 0.369% | -$187.5K Sold | — 50.1K shares | 51.5K → 50.1K −$187.5K | -2.62% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.9M 0.363% | +$132.8K Bought | — 14.3K shares | 14.0K → 14.3K +$132.8K | +1.97% | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $6.8M 0.359% | -$187.3K Sold | 0.001% 65.8K shares | 67.7K → 65.8K −$187.3K | -2.69% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m |
