Western Wealth Management, LLC

CIK
1767902
City
GOLDEN
State / Country
CO

Top Portfolio Positions

1,448 positions · $1,079,719,088 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

24 quarters · across all stocks

Holdings in PDI

Export CSV

Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,340,413 78,341
2025-12-31 $1,137,229 64,214
2025-09-30 $1,373,031 69,345
2025-06-30 $1,382,685 72,888
2025-03-31 $1,470,308 74,258
2024-12-31 $1,324,441 72,216
2024-09-30 $1,797,949 88,700
2024-06-30 $1,432,381 76,150
2024-03-31 $1,716,694 88,994
2023-12-31 $1,876,959 104,566
2023-09-30 $1,835,205 106,204
2023-06-30 $1,956,993 104,373
2023-03-31 $1,856,708 103,036
2022-12-31 $1,837,041 99,407
2022-09-30 $2,862,581 147,708
2022-06-30 $2,136,941 102,393
2022-03-31 $2,522,782 103,520
2021-12-31 $1,359,471 52,469
2021-06-30 $965,135 33,500
2021-03-31 $988,346 35,110
2020-12-31 $915,984 34,657
2020-09-30 $810,860 31,974
2020-06-30 $781,399 31,610
2020-03-31 $1,091,113 49,394