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 PDI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,340,413 | 78,341 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,137,229 | 64,214 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,373,031 | 69,345 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,382,685 | 72,888 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,470,308 | 74,258 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,324,441 | 72,216 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,797,949 | 88,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,432,381 | 76,150 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,716,694 | 88,994 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,876,959 | 104,566 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,835,205 | 106,204 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,956,993 | 104,373 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,856,708 | 103,036 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,837,041 | 99,407 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,862,581 | 147,708 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,136,941 | 102,393 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,522,782 | 103,520 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,359,471 | 52,469 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $965,135 | 33,500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $988,346 | 35,110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $915,984 | 34,657 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $810,860 | 31,974 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $781,399 | 31,610 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,091,113 | 49,394 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||