Western Wealth Management, LLC
2,690 holdingsFiling period: 2026-03-31Current AUM: $3.06Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 348.7K | $88.5M | $107.7M | 3.52% | +85.6K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 131.5K | $75.9M | $90.5M | 2.96% | +1.5K | 2026-03-31 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 312.6K | $74.3M | $88.6M | 2.89% | +28.3K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 401.4K | $70.0M | $80.6M | 2.63% | +100.5K | 2026-03-31 |
| 5 | SPYM | SPDR SERIES TRUST | 717.2K | $54.9M | $63.0M | 2.06% | -1,231 | 2026-03-31 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.12M | $47.8M | $55.7M | 1.82% | +88.3K | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 89.0K | $42.6M | $42.6M | 1.39% | -1,461 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 113.1K | $41.9M | $52.6M | 1.72% | +23.0K | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 62.0K | $40.3M | $46.3M | 1.51% | +11.2K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 189.4K | $39.4M | $51.4M | 1.68% | +38.2K | 2026-03-31 |
| 11 | SPYG | SPDR SERIES TRUST | 392.1K | $38.4M | $45.9M | 1.50% | +14.9K | 2026-03-31 |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | 849.2K | $33.5M | $37.2M | 1.21% | +92.8K | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 108.4K | $31.2M | $38.6M | 1.26% | +16.4K | 2026-03-31 |
| 14 | IVV | ISHARES TR | 44.9K | $29.3M | $33.7M | 1.10% | +11.8K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 88.7K | $27.4M | $34.5M | 1.13% | +17.3K | 2026-03-31 |
| 16 | SPYV | SPDR SERIES TRUST | 479.8K | $27.1M | $29.8M | 0.97% | +37.2K | 2026-03-31 |
| 17 | IVW | ISHARES TR | 235.4K | $26.6M | $31.8M | 1.04% | +18.5K | 2026-03-31 |
| 18 | DGRW | WISDOMTREE TR | 277.8K | $24.4M | $26.8M | 0.88% | +53.9K | 2026-03-31 |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | 353.7K | $24.1M | $28.7M | 0.94% | +15.1K | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FDS | 39.5K | $23.6M | $27.1M | 0.89% | +4.5K | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 108.1K | $23.2M | $25.8M | 0.84% | +6.4K | 2026-03-31 |
| 22 | GLD | SPDR GOLD TR | 49.7K | $21.4M | $18.5M | 0.60% | +3.7K | 2026-03-31 |
| 23 | VTI | VANGUARD INDEX FDS | 65.8K | $21.1M | $24.2M | 0.79% | +7.1K | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 19.2K | $19.1M | $18.3M | 0.60% | +3.3K | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 63.7K | $18.7M | $22.4M | 0.73% | +21.0K | 2026-03-31 |
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