| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 22 | Q2 2024 | 5.8% |
| INVESCO QQQ TR | 22 | Q2 2024 | 6.8% |
| AMAZON COM INC | 22 | Q2 2024 | 3.9% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 3.7% |
| ISHARES TR | 22 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 22 | Q2 2024 | 2.5% |
| SPDR S&P 500 ETF TR | 22 | Q2 2024 | 2.5% |
| ISHARES TR | 22 | Q2 2024 | 2.2% |
| ISHARES TR | 22 | Q2 2024 | 2.7% |
| VANGUARD SPECIALIZED FUNDS | 22 | Q2 2024 | 1.6% |
View Western Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-30 |
| 13F-HR | 2023-08-30 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-18 |
View Western Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.