Stocks
HPS
Western Wealth Management, LLC

Western Wealth Management, LLC

CIK

1767902

City

GOLDEN

State / Country

CO

Stock

HPS — John Hancock Preferred Income Fund III

Top Portfolio Positions

1,448 positions · $1,079,719,088 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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

24 quarters · across all stocks

Holdings in HPS

Compact Export CSV

Shares Held

Position Value (USD)

16 of 16 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$458,641	32,208	-18.4%	Shares	Sole	2026-05-19
2024-09-30	$680,514	39,473	+8.3%	Shares	Sole	2024-11-12
2023-12-31	$515,530	36,459	-6.2%	Shares	Sole	2024-01-31
2023-09-30	$518,377	38,888	+1.3%	Shares	Sole	2023-11-08
2023-06-30	$537,815	38,388	-6.8%	Shares	Sole	2023-08-30
2023-03-31	$602,609	41,190	-1.8%	Shares	Sole	2023-08-30
2022-12-31	$605,482	41,960	+3.2%	Shares	Sole	2023-02-03
2022-09-30	$609,493	40,660	-3.1%	Shares	Sole	2022-11-07
2022-06-30	$661,709	41,960	0.0%	Shares	Sole	2022-07-18
2022-03-31	$753,601	41,960	+20.2%	Shares	Sole	2022-05-10
2021-06-30	$670,582	34,908	-0.1%	Shares	Sole	2021-08-09
2021-03-31	$635,744	34,931	+10.1%	Shares	Sole	2021-05-14
2020-12-31	$548,784	31,740	+0.9%	Shares	Sole	2021-02-10
2020-09-30	$502,459	31,443	+0.7%	Shares	Sole	2020-10-27
2020-06-30	$490,139	31,239	+7.9%	Shares	Sole	2020-07-20
2020-03-31	$395,306	28,939	—	Shares	Sole	2020-04-27
No quarters match your search.