Western Wealth Management, LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.7T

Holdings

723

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (723 positions)

#StockSharesValue% PortfolioType
101
IVEISHARES S&P
16,621$3.2B0.19%
102
FTCFIRST TRUST
21,463$3.2B0.19%
103
FMBHFIRST MID
84,964$3.2B0.19%
104
CRMSALESFORCE INC
11,643$3.2B0.19%
105
ISRGINTUITIVE SURGICAL
5,738$3.1B0.19%
106
AQLTISHARES SELECT
23,470$3.1B0.18%
107
IWDISHARES RUSSELL
15,538$3.0B0.18%
108
VBKVANGUARD SMALL
10,878$3.0B0.18%
109
SCHXSCHWAB US
122,113$3.0B0.18%
110
FPXFIRST TRUST
20,569$3.0B0.18%
111
SPLVINVESCO S&P
40,820$3.0B0.18%
112
KOCOCA COLA COMPANY
41,915$3.0B0.18%
113
VEAVANGUARD FTSE
51,828$3.0B0.18%
114
TAT&T INC
101,278$2.9B0.17%
115
AIRRFIRST TRUST
35,884$2.9B0.17%
116
LINLINDE PLC
6,073$2.8B0.17%
117
IUSBISHARES CORE
61,510$2.8B0.17%
118
ORCLORACLE CORP
12,985$2.8B0.17%
119
MTUMISHARES MSCI
11,743$2.8B0.17%
120
CGCBCAPITAL GROUP
107,262$2.8B0.17%
121
SPEMSPDR EMERGING
65,278$2.8B0.17%
122
BILSSPDR BLOOMBERG
27,895$2.8B0.16%
123
DGROISHARES CORE
43,353$2.8B0.16%
124
UNHUNITEDHEALTH GROUP
8,855$2.8B0.16%
125
CGCPCAPITAL GROUP
122,245$2.8B0.16%
126
VONGVANGUARD RUSSELL
25,130$2.7B0.16%
127
TJXTJX COS
22,161$2.7B0.16%
128
SDYSPDR SERIES
20,128$2.7B0.16%
129
VTVVANGUARD VALUE
15,442$2.7B0.16%
130
BLKBLACKROCK FDG
2,585$2.7B0.16%
131
AXPAMERICAN EXPRESS
8,473$2.7B0.16%
132
FYXFIRST TRUST
27,752$2.7B0.16%
133
PTNQPACER TRENDPILOT
37,729$2.7B0.16%
134
PANWPALO ALTO
12,998$2.7B0.16%
135
SPGIS&P GLOBAL
4,914$2.6B0.15%
136
DFAXDIMENSIONAL WORLD
86,891$2.6B0.15%
137
BSXBOSTON SCIENTIFIC
23,590$2.5B0.15%
138
IXNISHARES GLOBAL
27,267$2.5B0.15%
139
CVXCHEVRON CORP
17,426$2.5B0.15%
140
CSCOCISCO SYSTEMS
35,852$2.5B0.15%
141
IWMISHARES RUSSELL
11,523$2.5B0.15%
142
JAVAJPMORGAN ACTIVE
37,959$2.5B0.15%
143
QCOMQUALCOMM INC
15,235$2.4B0.14%
144
UBERUBER TECHNOLOGIES
25,516$2.4B0.14%
145
JNJJOHNSON & JOHNSON
15,282$2.3B0.14%
146
XLREREAL ESTATE
56,115$2.3B0.14%
147
QEFASPDR INDEX
27,160$2.3B0.14%
148
FMBFIRST TRUST
45,850$2.3B0.14%
149
MMTMSPDR S&P
8,527$2.3B0.13%
150
JIREJPMORGAN
31,960$2.3B0.13%
151
PHPARKER-HANNIFIN CORP
3,235$2.3B0.13%
152
BXBLACKSTONE INC
14,943$2.2B0.13%
153
XLFISECTOR CONSUMER
27,382$2.2B0.13%
154
JPSTJPMORGAN
43,316$2.2B0.13%
155
COWZPACER US
39,385$2.2B0.13%
156
NEENEXTERA ENERGY
31,065$2.2B0.13%
157
JBNDJPMORGAN ACTIVE
40,075$2.1B0.13%
158
IAU*ISHARES GOLD
34,422$2.1B0.13%
159
IBMINTL BUSINESS
7,232$2.1B0.13%
160
MCKMCKESSON CORP
2,908$2.1B0.13%
161
FXOFIRST TRUST
37,991$2.1B0.13%
162
BACVERIZON COMMUNICATIONS
48,704$2.1B0.13%
163
GEVGE VERNOVA
3,922$2.1B0.12%
164
DRIDARDEN RESTAURANTS
9,386$2.0B0.12%
165
LMTLOCKHEED MARTIN
4,340$2.0B0.12%
166
HDVISHARES CORE
16,951$2.0B0.12%
167
RTXRTX CORP
13,307$1.9B0.12%
168
IWPISHARES RUSSELL
14,003$1.9B0.12%
169
IWYISHARES RUSSELL
7,817$1.9B0.11%
170
PYLDPIMCO ENHANCED
71,894$1.9B0.11%
171
CGXUCAPITAL GROUP
70,261$1.9B0.11%
172
MMM3M COMPANY
12,468$1.9B0.11%
173
ITA*ISHARES AEROSPACE
10,016$1.9B0.11%
174
DISWALT DISNEY
15,186$1.9B0.11%
175
IUSVISHARES CORE
19,753$1.9B0.11%
176
SPYDSPDR PORTFOLIO
43,236$1.8B0.11%
177
ABTABBOTT LABORATORIES
13,490$1.8B0.11%
178
OMFLINVESCO RUSSELL
31,749$1.8B0.11%
179
COPCONOCOPHILLIPS
20,403$1.8B0.11%
180
FDNFIRST TRUST
6,788$1.8B0.11%
181
IHDGWISDOMTREE TRUST
40,534$1.8B0.11%
182
LOWLOWES COMPANIES
8,227$1.8B0.11%
183
SYKSTRYKER CORP
4,592$1.8B0.11%
184
RWKINVESCO S&P
15,292$1.8B0.11%
185
USBU S BANCORP DE
39,224$1.8B0.11%
186
NETCLOUDFLARE INC
9,003$1.8B0.10%
187
BABOEING COMPANY
8,362$1.8B0.10%
188
RSPINVESCO S&P
9,590$1.7B0.10%
189
BNDVANGUARD TOTAL
23,573$1.7B0.10%
190
FCNCAFIRST CITIZENS
887$1.7B0.10%
191
XLUUTILITIES SELECT
21,243$1.7B0.10%
192
MOALTRIA GROUP
29,323$1.7B0.10%
193
WMWASTE MANAGEMENT
7,476$1.7B0.10%
194
AMDADVANCED MICRO
11,986$1.7B0.10%
195
TSLACALL 1 TESLA INC
128$1.7B0.10%Call
196
IEMGISHARES CORE
28,043$1.7B0.10%
197
BCCCGLOBAL X
38,350$1.7B0.10%
198
XLYCONSUMER DISCRETIONARY
7,618$1.7B0.10%
199
MBBISHARES MBS
17,600$1.7B0.10%
200
PGRPROGRESSIVE CORP
6,191$1.7B0.10%
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