Western Wealth Management, LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$1.5T

Holdings

678

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (678 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ
129,584$60.8B4.02%
2
AAPLAPPLE INC
257,805$57.3B3.79%
3
BRK/BBERKSHIRE HATHAWAY
93,198$49.6B3.28%
4
SPYMSPDR PORTFOLIO
609,470$40.1B2.65%
5
QQQMINVESCO NASDAQ
202,093$39.0B2.58%
6
MSFTMICROSOFT CORP
79,365$29.8B1.97%
7
NVDANVIDIA CORP
265,068$28.7B1.90%
8
SPYVSPDR PORTFOLIO
536,053$27.4B1.81%
9
SPYGSPDR PORTFOLIO
333,401$26.8B1.77%
10
AMZNAMAZON COM
140,122$26.7B1.76%
11
SPYSPDR S&P
40,264$22.5B1.49%
12
SDVYFIRST TRUST
645,713$21.6B1.43%
13
IVWISHARES S&P
224,622$20.9B1.38%
14
VIGVANGUARD DIVIDEND
103,394$20.1B1.33%
15
IVVISHARES CORE
33,826$19.0B1.26%
16
RDVYFIRST TRUST
324,386$19.0B1.26%
17
FTSMFIRST TRUST
301,889$18.1B1.20%
18
COSTCOSTCO WHOLESALE
14,975$14.2B0.94%
19
CGDGCAPITAL GROUP
375,378$13.4B0.89%
20
GOOGLALPHABET INC
85,326$13.2B0.87%
21
VOOVANGUARD S&P
24,886$12.8B0.85%
22
IJHISHARES CORE
212,821$12.4B0.82%
23
AVGOBROADCOM INC
73,367$12.3B0.81%
24
VTIVANGUARD TOTAL
44,283$12.2B0.81%
25
XLKTECHNOLOGY SELECT
55,129$11.4B0.75%
26
METAMETA PLATFORMS
19,623$11.3B0.75%
27
VVISA INC
30,041$10.5B0.70%
28
FTCSFIRST TRUST
114,822$10.3B0.68%
29
EVTREATON VANCE
196,035$9.9B0.66%
30
USFRWISDOMTREE FLOATING
195,727$9.9B0.65%
31
SPMDSPDR PORTFOLIO
191,098$9.8B0.65%
32
IVEISHARES S&P
50,731$9.7B0.64%
33
UCONFIRST TRUST
381,810$9.4B0.63%
34
SPSMSPDR PORTFOLIO
227,015$9.3B0.61%
35
DGRWWISDOMTREE US
115,451$9.2B0.61%
36
JPMJPMORGAN CHASE
36,278$8.9B0.59%
37
SPTMSPDR PORTFOLIO
121,967$8.3B0.55%
38
VFLOVICTORYSHARES FREE
231,147$7.9B0.52%
39
IWFISHARES RUSSELL
21,920$7.9B0.52%
40
VGTVANGUARD INFORMATION
14,444$7.8B0.52%
41
XLVHEALTHCARE SELECT
53,331$7.8B0.52%
42
TSLATESLA INC
28,207$7.3B0.48%
43
XOMEXXON MOBIL
59,384$7.1B0.47%
44
LLYELI LILLY
8,315$6.9B0.45%
45
XLFFINANCIAL SELECT
137,146$6.8B0.45%
46
GQ9SPDR GOLD
23,604$6.8B0.45%
47
RWLINVESCO S&P
66,818$6.6B0.44%
48
ROUSHARTFORD MULTIFACTOR
118,126$6.0B0.40%
49
XLIINDUSTRIAL SELECT
45,309$5.9B0.39%
50
GOOGALPHABET INC
37,061$5.8B0.38%
51
MAMASTERCARD INC
10,359$5.7B0.38%
52
MCDMCDONALDS CORP
18,082$5.6B0.37%
53
USMVISHARES MSCI
59,955$5.6B0.37%
54
MOATVANECK MORNINGSTAR
63,523$5.6B0.37%
55
AQLTISHARES CORE
73,324$5.5B0.37%
56
PGPROCTER & GAMBLE
32,518$5.5B0.37%
57
SPDWSPDR DEVELOPED
151,851$5.5B0.37%
58
WMTWALMART INC
62,774$5.5B0.36%
59
ORLYO REILLY AUTOMOTIVE
3,706$5.3B0.35%
60
QUALISHARES MSCI
30,835$5.3B0.35%
61
VUGVANGUARD GROWTH
14,033$5.2B0.34%
62
CITCINTAS CORP
25,216$5.2B0.34%
63
XFEBFIRST TRUST
294,327$5.2B0.34%
64
IJRISHARES CORE
48,353$5.1B0.33%
65
BUFRFIRST TRUST
169,251$5.0B0.33%
66
FVDFIRST TRUST
111,024$5.0B0.33%
67
XLEENERGY SELECT
51,883$4.8B0.32%
68
NFLXNETFLIX INC
5,074$4.7B0.31%
69
HDHOME DEPOT
12,855$4.7B0.31%
70
CGGRCAPITAL GROUP
135,221$4.6B0.31%
71
HDGEADVISORSHARES RANGER
258,423$4.6B0.30%
72
SCHDSCHWAB US
161,626$4.5B0.30%
73
ABBVABBVIE INC
21,492$4.5B0.30%
74
UNHUNITEDHEALTH GROUP
8,556$4.5B0.30%
75
TAILCAMBRIA TAIL
376,937$4.4B0.29%
76
CGUSCAPITAL GROUP
126,650$4.2B0.28%
77
ITOTISHARES CORE
34,629$4.2B0.28%
78
SPHQINVESCO S&P
63,619$4.2B0.28%
79
SPIBSPDR PORTFOLIO
126,091$4.2B0.28%
80
EFAISHARES MSCI
48,791$4.0B0.26%
81
DFACDIMENSIONAL US
120,082$4.0B0.26%
82
SPTISPDR INTERMEDIATE
135,832$3.9B0.26%
83
DONSPDR DOW
9,237$3.9B0.26%
84
FNXFIRST TRUST
35,078$3.8B0.25%
85
JQUAJPMORGAN US
63,139$3.6B0.24%
86
BACBANK AMERICA
85,123$3.6B0.24%
87
RECSCOLUMBIA RESEARCH
106,944$3.6B0.24%
88
AQLTISHARES SELECT
26,265$3.5B0.23%
89
CRWDCROWDSTRIKE HOLDINGS
9,812$3.5B0.23%
90
IUSGISHARES S&P
27,198$3.5B0.23%
91
XLCCOMMUNICATION SERVICES
35,738$3.4B0.23%
92
BILSPDR BLOOMBERG
37,257$3.4B0.23%
93
MIGAMICROSTRATEGY INC
11,446$3.3B0.22%
94
TSMTAIWAN SEMICONDUCTOR
19,801$3.3B0.22%
95
CRMSALESFORCE INC
12,050$3.2B0.21%
96
VYMVANGUARD HIGH
24,820$3.2B0.21%
97
SPLVINVESCO S&P
42,748$3.2B0.21%
98
IYWISHARES TECHNOLOGY
22,558$3.2B0.21%
99
PTNQPACER TRENDPILOT
44,038$3.1B0.21%
100
PLTRPALANTIR TECHNOLOGIES
36,900$3.1B0.21%
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