WESTERN WEALTH MANAGEMENT, LLC 13F Portfolio
WESTERN WEALTH MANAGEMENT, LLC runs WESTERN WEALTH MANAGEMENT, LLC and currently holds 1,006 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $3.06B. Their top holdings are AAPL, QQQ, NVDA, QQQM, CGDV. The top five represent 13.3% of reported portfolio weight. WESTERN WEALTH MANAGEMENT, LLC ranks #349 out of 1000 investors tracked by Alpha Score. They added to 62 existing positions. They trimmed 37 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$3.06B
Alpha Score
68.0
#349 of 1000
Holdings
1,006
WESTERN WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from WESTERN WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
1,006 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AAPL APPLE INC | 3.39% | $205.13 | $336.68 | +64.13% | Added +2.65% |
QQQ INVESCO QQQ | 3.00% | $373.45 | $751.27 | +101.17% | Trimmed -5.20% |
NVDA NVIDIA CORPORATION | 2.62% | $91.22 | $229.28 | +151.35% | Added +0.62% |
QQQM INVESCO EXCH TRADED FD TR II | 2.50% | $193.16 | $309.39 | +60.17% | Trimmed -19.38% |
CGDV CAPITAL GROUP DIVIDEND VALUE | 1.80% | $38.67 | $49.54 | +28.11% | Trimmed -0.64% |
SPY STATE STR SPDR S&P 500 ETF T | 1.49% | $545.49 | $778.54 | +42.72% | Trimmed -1.63% |
AMZN AMAZON COM INC | 1.48% | $176.99 | $262.43 | +48.27% | Added +0.41% |
SPYG SPDR SERIES TRUST | 1.44% | $73.89 | $125.69 | +70.10% | Trimmed -5.39% |
MSFT MICROSOFT CORP | 1.43% | $363.77 | $535.07 | +47.09% | Added +3.88% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 1.28% | $339.18 | $515.44 | +51.97% | Trimmed -12.03% |
Showing 1-10 of 1,006