Western Wealth Management, LLC
Top Portfolio Positions
1,447 positions ·
$1,124,025,106 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
348,678 | $88,490,989 | 7.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
131,472 | $75,883,008 | 6.75% | |
| NVDA |
Nvidia Corp
Technology
|
401,381 | $70,000,846 | 6.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
88,993 | $42,645,445 | 3.79% | |
| MSFT |
Microsoft Corp
Technology
|
113,083 | $41,859,933 | 3.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,017 | $40,332,135 | 3.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
189,362 | $39,438,422 | 3.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,420 | $31,177,254 | 2.77% | |
| AVGO |
Broadcom Inc.
Technology
|
88,661 | $27,441,465 | 2.44% | |
| GLD |
Spdr Gold Trust
|
49,670 | $21,372,504 | 1.90% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,640 | 36,000 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $309,240 | 36,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $324,720 | 36,000 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $309,600 | 36,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $323,792 | 39,200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $341,040 | 39,200 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $345,352 | 39,200 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $337,120 | 39,200 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $358,704 | 42,400 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $378,632 | 42,400 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $410,982 | 42,900 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $221,791 | 19,236 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $137,423 | 12,336 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $136,929 | 12,336 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $129,220 | 12,122 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $123,644 | 12,122 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $118,310 | 12,122 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||