Western Wealth Management, LLC
Top Portfolio Positions
1,447 positions ·
$1,121,197,001 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
348,678 | $88,490,989 | 7.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
131,472 | $75,883,008 | 6.77% | |
| NVDA |
Nvidia Corp
Technology
|
401,381 | $70,000,846 | 6.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
88,993 | $42,645,445 | 3.80% | |
| MSFT |
Microsoft Corp
Technology
|
113,083 | $41,859,933 | 3.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,017 | $40,332,135 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
189,362 | $39,438,422 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,420 | $31,177,254 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
88,661 | $27,441,465 | 2.45% | |
| GLD |
Spdr Gold Trust
|
49,670 | $21,372,504 | 1.91% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SPXX
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $650,818 | 40,499 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $617,202 | 34,213 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $251,890 | 14,402 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $254,888 | 14,368 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $172,146 | 10,259 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $167,072 | 10,231 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $213,064 | 13,597 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $204,498 | 13,597 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $200,618 | 13,537 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $260,429 | 16,609 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $246,756 | 15,838 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $255,308 | 15,838 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $473,865 | 31,570 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $494,292 | 31,564 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $566,414 | 31,520 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $302,436 | 16,260 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $203,665 | 11,246 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $185,582 | 11,227 | Shares | Sole | 2021-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||