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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 $1,387,526,649
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 334,906 $64,479,383 4.64%
2.
Invesco Qqq Tr
 147,370 $60,350,911 4.34%
3.
Berkshire Hathaway Inc
 BRK.A 97,197 $34,666,428 2.49%
4.
Microsoft Corp
 MSFT 92,158 $34,654,968 2.49%
5.
Spdr Series Trust
 485,236 $22,626,567 1.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)