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Home > Institutional Investor > Western Wealth Management, Llc > Profile

Instuitional Investor - Western Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Western Wealth Management, Llc
Portfolio Value $1,685,330,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq
 129,532 $71,455,146 4.24%
2.
Apple Inc.
 AAPL 259,165 $53,172,999 3.16%
3.
Invesco Nasdaq
 208,704 $47,396,736 2.81%
4.
Berkshire Hathaway Inc
 BRK.A 93,066 $45,208,754 2.68%
5.
Spdr Series Trust
 617,700 $44,900,621 2.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)