Western Wealth Management, LLC
Top Portfolio Positions
1,448 positions ·
$1,079,719,088 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
348,678 | $88,490,989 | 8.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
131,472 | $75,883,008 | 7.03% | |
| NVDA |
Nvidia Corp
Technology
|
401,381 | $70,000,846 | 6.48% | |
| MSFT |
Microsoft Corp
Technology
|
113,083 | $41,859,933 | 3.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,017 | $40,332,135 | 3.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
189,362 | $39,438,422 | 3.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,420 | $31,177,254 | 2.89% | |
| AVGO |
Broadcom Inc.
Technology
|
88,661 | $27,441,465 | 2.54% | |
| GLD |
Spdr Gold Trust
|
49,670 | $21,372,504 | 1.98% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
19,195 | $19,126,473 | 1.77% |
Portfolio Trend
Holdings in DEFT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,543 | 154,690 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $123,208 | 163,190 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $278,920 | 132,190 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $417,788 | 142,590 | Shares | Sole | 2025-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||