Western Wealth Management, LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$333.1B
Holdings
277
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 58,227 | $14.6B | 4.38% | |
| 2 | BRK-BBERKSHIRE HATHAWAY INC DEL | 18 | $12.3B | 3.68% | |
| 3 | MSFTMICROSOFT CORP | 19,831 | $8.4B | 2.51% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 286,500 | $8.0B | 2.40% | |
| 5 | NVDANVIDIA CORPORATION | 51,421 | $6.9B | 2.07% | |
| 6 | AVGOBROADCOM INC | 28,328 | $6.6B | 1.97% | |
| 7 | JEPIJ P MORGAN EXCHANGE TRADED F | 92,435 | $5.3B | 1.60% | |
| 8 | SRLNSSGA ACTIVE ETF TR | 125,590 | $5.2B | 1.57% | |
| 9 | JPMJPMORGAN CHASE & CO. | 18,438 | $4.4B | 1.33% | |
| 10 | SPYSPDR S&P 500 ETF TR | 7,454 | $4.4B | 1.31% | |
| 11 | EPSWISDOMTREE TR | 65,357 | $4.0B | 1.20% | |
| 12 | TSLATESLA INC | 9,498 | $3.8B | 1.15% | |
| 13 | PTLCPACER FDS TR | 68,752 | $3.7B | 1.10% | |
| 14 | AMZNAMAZON COM INC | 16,291 | $3.6B | 1.07% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 72,726 | $3.5B | 1.04% | |
| 16 | IWMISHARES TR | 15,418 | $3.4B | 1.02% | |
| 17 | QUALISHARES TR | 18,876 | $3.4B | 1.01% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,067 | $3.2B | 0.96% | |
| 19 | BIVVANGUARD BD INDEX FDS | 41,477 | $3.1B | 0.93% | |
| 20 | VTIVANGUARD INDEX FDS | 10,474 | $3.0B | 0.91% | |
| 21 | SCHPSCHWAB STRATEGIC TR | 117,012 | $3.0B | 0.91% | |
| 22 | HDHOME DEPOT INC | 7,698 | $3.0B | 0.90% | |
| 23 | XLKSELECT SECTOR SPDR TR | 12,624 | $2.9B | 0.88% | |
| 24 | SCHXSCHWAB STRATEGIC TR | 124,939 | $2.9B | 0.87% | |
| 25 | PIEQPRINCIPAL EXCHANGE TRADED FD | 140,147 | $2.9B | 0.86% | |
| 26 | TBILRBB FD INC | 56,191 | $2.8B | 0.84% | |
| 27 | GRNYTIDAL ETF TR | 139,707 | $2.8B | 0.84% | |
| 28 | LLYELI LILLY & CO | 3,576 | $2.8B | 0.83% | |
| 29 | XYLDGLOBAL X FDS | 64,027 | $2.7B | 0.81% | |
| 30 | DGRWWISDOMTREE TR | 32,245 | $2.6B | 0.78% | |
| 31 | FTSLFIRST TR EXCHANGE-TRADED FD | 56,151 | $2.6B | 0.78% | |
| 32 | GOOGLALPHABET INC | 13,212 | $2.5B | 0.75% | |
| 33 | ABBVABBVIE INC | 13,934 | $2.5B | 0.74% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 2,689 | $2.5B | 0.74% | |
| 35 | QCOMQUALCOMM INC | 15,740 | $2.4B | 0.73% | |
| 36 | SHYISHARES TR | 28,956 | $2.4B | 0.71% | |
| 37 | CSCOCISCO SYS INC | 38,931 | $2.3B | 0.69% | |
| 38 | BACVERIZON COMMUNICATIONS INC | 54,622 | $2.2B | 0.66% | |
| 39 | DBEFDBX ETF TR | 51,755 | $2.1B | 0.64% | |
| 40 | XOMEXXON MOBIL CORP | 19,584 | $2.1B | 0.63% | |
| 41 | JNJJOHNSON & JOHNSON | 14,564 | $2.1B | 0.63% | |
| 42 | WMTWALMART INC | 23,257 | $2.1B | 0.63% | |
| 43 | VVISA INC | 6,551 | $2.1B | 0.62% | |
| 44 | TLTISHARES TR | 23,271 | $2.0B | 0.61% | |
| 45 | USMFWISDOMTREE TR | 40,067 | $2.0B | 0.60% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 3,868 | $2.0B | 0.59% | |
| 47 | METAMETA PLATFORMS INC | 3,328 | $1.9B | 0.59% | |
| 48 | FLRGFIDELITY COVINGTON TRUST | 57,579 | $1.9B | 0.58% | |
| 49 | IVWISHARES TR | 18,388 | $1.9B | 0.56% | |
| 50 | SCHDSCHWAB STRATEGIC TR | 67,846 | $1.9B | 0.56% | |
| 51 | SPYDSPDR SER TR | 42,085 | $1.8B | 0.55% | |
| 52 | IHDGWISDOMTREE TR | 41,575 | $1.8B | 0.54% | |
| 53 | JPIEJ P MORGAN EXCHANGE TRADED F | 39,153 | $1.8B | 0.54% | |
| 54 | VRPINVESCO EXCH TRADED FD TR II | 73,463 | $1.8B | 0.53% | |
| 55 | VOOVANGUARD INDEX FDS | 3,158 | $1.7B | 0.51% | |
| 56 | GOOGALPHABET INC | 8,774 | $1.7B | 0.50% | |
| 57 | BLKBLACKROCK INC | 1,599 | $1.6B | 0.49% | |
| 58 | RJFRAYMOND JAMES FINL INC | 10,479 | $1.6B | 0.49% | |
| 59 | PAYXPAYCHEX INC | 11,441 | $1.6B | 0.48% | |
| 60 | GLWCORNING INC | 33,251 | $1.6B | 0.47% | |
| 61 | CVXCHEVRON CORP NEW | 10,901 | $1.6B | 0.47% | |
| 62 | SHYGISHARES TR | 37,027 | $1.6B | 0.47% | |
| 63 | NDQINVESCO QQQ TR | 2,978 | $1.5B | 0.46% | |
| 64 | HYFIAB ACTIVE ETFS INC | 40,051 | $1.5B | 0.44% | |
| 65 | IVVISHARES TR | 2,493 | $1.5B | 0.44% | |
| 66 | CMCSACOMCAST CORP NEW | 38,308 | $1.4B | 0.43% | |
| 67 | IJRISHARES TR | 12,434 | $1.4B | 0.43% | |
| 68 | AMGNAMGEN INC | 5,473 | $1.4B | 0.43% | |
| 69 | DISDISNEY WALT CO | 12,783 | $1.4B | 0.43% | |
| 70 | IEMGISHARES INC | 27,201 | $1.4B | 0.43% | |
| 71 | MGKVANGUARD WORLD FD | 3,986 | $1.4B | 0.41% | |
| 72 | FYLDCAMBRIA ETF TR | 54,251 | $1.4B | 0.41% | |
| 73 | RPMRPM INTL INC | 11,083 | $1.4B | 0.41% | |
| 74 | EYLDCAMBRIA ETF TR | 43,298 | $1.4B | 0.41% | |
| 75 | WSMWILLIAMS SONOMA INC | 7,189 | $1.3B | 0.40% | |
| 76 | KOCOCA COLA CO | 21,069 | $1.3B | 0.39% | |
| 77 | TXNTEXAS INSTRS INC | 6,947 | $1.3B | 0.39% | |
| 78 | XLFSELECT SECTOR SPDR TR | 26,597 | $1.3B | 0.39% | |
| 79 | UNPUNION PAC CORP | 5,623 | $1.3B | 0.38% | |
| 80 | DGRSWISDOMTREE TR | 24,916 | $1.3B | 0.38% | |
| 81 | ABTABBOTT LABS | 11,168 | $1.3B | 0.38% | |
| 82 | IYWISHARES TR | 7,876 | $1.3B | 0.38% | |
| 83 | ENBENBRIDGE INC | 29,310 | $1.2B | 0.37% | |
| 84 | VUGVANGUARD INDEX FDS | 3,004 | $1.2B | 0.37% | |
| 85 | XLCSELECT SECTOR SPDR TR | 12,690 | $1.2B | 0.37% | |
| 86 | MDTMEDTRONIC PLC | 15,055 | $1.2B | 0.36% | |
| 87 | BRBROADRIDGE FINL SOLUTIONS IN | 5,289 | $1.2B | 0.36% | |
| 88 | AWMSKYWORKS SOLUTIONS INC | 13,263 | $1.2B | 0.35% | |
| 89 | PSXPHILLIPS 66 | 10,194 | $1.2B | 0.35% | |
| 90 | GSGOLDMAN SACHS GROUP INC | 2,001 | $1.1B | 0.34% | |
| 91 | SBUXSTARBUCKS CORP | 12,418 | $1.1B | 0.34% | |
| 92 | JBLJABIL INC | 7,724 | $1.1B | 0.33% | |
| 93 | SSNCSS&C TECHNOLOGIES HLDGS INC | 14,411 | $1.1B | 0.33% | |
| 94 | ETNEATON CORP PLC | 3,258 | $1.1B | 0.32% | |
| 95 | CMICUMMINS INC | 3,089 | $1.1B | 0.32% | |
| 96 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,440 | $1.1B | 0.32% | |
| 97 | KEYKEYCORP | 61,824 | $1.1B | 0.32% | |
| 98 | IPGINTERPUBLIC GROUP COS INC | 37,332 | $1.0B | 0.31% | |
| 99 | AFLAFLAC INC | 9,998 | $1.0B | 0.31% | |
| 100 | HONHONEYWELL INTL INC | 4,571 | $1.0B | 0.31% |
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