— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Western Wealth Management, LLC

Q4 2025 · Filed 2026-02-05
Market Value
$2.2B
+14.5%
Holdings
849
+62
New Purchases
91
Added To
489
Closed
28
Reduced
209
Top 10 Concentration
25.3%
Turnover
14.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQM 3.32% 2.90% +0.43% $72M
DGRW 0.93% 0.54% +0.38% $20M
GLD 0.84% 0.47% +0.37% $18M
AOA 0.32% 0.02% +0.30% $7M
ZROZ 0.25% 0.00% +0.25% $5M
AOM 0.21% 0.00% +0.21% $4M
VOO 1.01% 0.81% +0.20% $22M
PTLC 0.22% 0.03% +0.19% $5M
GOOGL 1.33% 1.15% +0.18% $29M
ITA 0.30% 0.12% +0.17% $6M
PSLV 0.17% 0.00% +0.17% $4M
SLV 0.20% 0.05% +0.16% $4M
BITW 0.16% 0.00% +0.16% $3M
MINT 0.19% 0.04% +0.15% $4M
SPDV 0.13% 0.00% +0.13% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 3.69% 4.09% -0.40% $80M
BRK-B 2.10% 2.40% -0.30% $45M
NVDA 2.59% 2.84% -0.25% $56M
MSFT 2.01% 2.26% -0.25% $44M
AAPL 3.31% 3.48% -0.18% $72M
SPYG 1.86% 2.03% -0.17% $40M
IVW 1.24% 1.40% -0.17% $27M
SPTM 0.42% 0.59% -0.17% $9M
META 0.70% 0.86% -0.16% $15M
SPY 1.60% 1.76% -0.16% $35M
IVV 1.05% 1.20% -0.15% $23M
MSTR 0.10% 0.25% -0.14% $2M
CGDV 2.09% 2.22% -0.13% $45M
VIG 1.03% 1.16% -0.13% $22M
COST 0.63% 0.76% -0.13% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $721M 33.3%
Large Cap 395 $1.0B 46.7%
Mid Cap 197 $281M 13.0%
Small Cap 143 $128M 5.9%
Micro Cap 39 $23M 1.1%

Portfolio Analytics

Avg Market Cap
$102.1B
Median Market Cap
$13.8B
Avg P/E
35.0
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
326
# ETFs / Funds
523

Top Holdings (849 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQ 3.69% 129,938 $80M $614.31 $3M +1,217 +0.9%
2 QQQM 3.32% 284,358 $72M $252.92 $17M +62,665 +28.3%
3 AAPL 3.31% 263,094 $72M $271.86 $6M +4,397 +1.7%
4 SPLG 2.66% 718,479 $58M $80.22 $8M +89,425 +14.2%
5 NVDA 2.59% 300,844 $56M $186.50 $2M +13,136 +4.6%
6 BRK-B 2.10% 90,454 $45M $502.65 $35K +86 +0.1%
7 CGDV 2.09% 1,036,355 $45M $43.64 $3M +35,631 +3.6%
8 MSFT 2.01% 90,108 $44M $483.62 $851K +7,617 +9.2%
9 SPYG 1.86% 377,223 $40M $106.70 $2M +9,231 +2.5%
10 AMZN 1.61% 151,124 $35M $230.82 $3M +3,667 +2.5%
11 SPY 1.60% 50,782 $35M $681.92 $1M +903 +1.8%
12 SDVY 1.34% 756,416 $29M $38.32 $4M +104,529 +16.0%
13 GOOGL 1.33% 92,042 $29M $313.00 $7M +2,851 +3.2%
14 IVW 1.24% 216,870 $27M $123.26 $215K -2,779 -1.3%
15 SPYV 1.16% 442,600 $25M $56.81 $1M +9,613 +2.2%
16 AVGO 1.14% 71,335 $25M $346.10 $958K -596 -0.8%
17 RDVY 1.09% 338,654 $24M $69.47 $2M +13,584 +4.2%
18 IVV 1.05% 33,121 $23M $684.93 $49K -700 -2.1%
19 VIG 1.03% 101,623 $22M $219.78 $349K -263 -0.3%
20 VOO 1.01% 35,004 $22M $627.13 $7M +9,858 +39.2%
21 DGRW 0.93% 223,840 $20M $89.43 $10M +108,192 +93.5%
22 VTI 0.91% 58,772 $20M $335.27 $5M +13,556 +30.0%
23 GLD 0.84% 46,019 $18M $396.31 $9M +21,123 +84.8%
24 FTSM 0.76% 275,841 $17M $59.93 $2M +32,904 +13.5%
25 META 0.70% 22,904 $15M $660.10 -$1M +751 +3.4%
26 IJH 0.67% 218,441 $14M $66.00 $531K +5,661 +2.7%
27 XLK 0.65% 97,931 $14M $143.97 $844K +50,902 +108.2%
28 JPM 0.64% 42,728 $14M $322.22 $1M +3,256 +8.2%
29 COST 0.63% 15,862 $14M $862.32 -$650K +383 +2.5%
30 GOOG 0.59% 40,362 $13M $313.80 $3M +1,911 +5.0%
31 VGT 0.58% 16,731 $13M $753.80 $987K +1,161 +7.5%
32 IWF 0.53% 24,377 $12M $473.30 $1M +1,907 +8.5%
33 EVTR 0.53% 223,032 $11M $51.50 $228K +4,212 +1.9%
34 V 0.53% 32,543 $11M $350.71 $562K +755 +2.4%
35 UCON 0.51% 434,584 $11M $25.17 $498K +20,101 +4.8%
36 SPMD 0.49% 181,980 $11M $57.91 -$346K -8,335 -4.4%
37 FTCS 0.49% 113,606 $11M $92.51 $74K +2,160 +1.9%
38 SPSM 0.48% 222,503 $10M $46.86 -$293K -8,929 -3.9%
39 VFLO 0.45% 247,771 $10M $39.38 $694K +6,077 +2.5%
40 XLG 0.44% 159,380 $9M $59.28 $3M +55,769 +53.8%
41 TSLA 0.43% 20,670 $9M $449.72 $1M +2,127 +11.5%
42 LLY 0.42% 8,549 $9M $1,074.71 $3M +88 +1.0%
43 PLTR 0.42% 51,374 $9M $177.75 -$386K -801 -1.5%
44 SPTM 0.42% 110,457 $9M $82.50 -$2M -27,010 -19.6%
45 SPDW 0.41% 200,356 $9M $44.41 $2M +37,067 +22.7%
46 JGRO 0.40% 93,504 $9M $92.80 $377K +4,969 +5.6%
47 XLV 0.37% 51,797 $8M $154.80 $1M +1,680 +3.4%
48 WMT 0.36% 70,209 $8M $111.41 $1M +4,374 +6.6%
49 ROUS 0.36% 133,860 $8M $57.71 $507K +8,300 +6.6%
50 XLF 0.36% 140,257 $8M $54.77 $260K +2,486 +1.8%
51 RWL 0.35% 66,907 $8M $114.50 $167K -812 -1.2%
52 VUG 0.35% 15,542 $8M $487.86 $720K +1,234 +8.6%
53 CGGR 0.34% 163,344 $7M $44.47 $774K +15,582 +10.6%
54 XOM 0.33% 58,573 $7M $120.34 $756K +2,762 +5.0%
55 USMV 0.32% 74,251 $7M $94.16 $1M +16,434 +28.4%
56 AOA 0.32% 77,824 $7M $89.56 $7M +72,858 +1467.1%
57 TSM 0.31% 21,941 $7M $303.89 $686K +524 +2.5%
58 BUFR 0.30% 191,213 $7M $34.26 $1M +36,417 +23.5%
59 ITA 0.30% 29,935 $6M $214.69 $4M +18,737 +167.3%
60 SPTI 0.28% 210,069 $6M $28.84 $962K +33,731 +19.1%
61 IDMO 0.28% 108,586 $6M $55.57 $249K +1,430 +1.3%
62 XLC 0.28% 50,646 $6M $117.72 -$480K -3,774 -6.9%
63 MA 0.27% 10,299 $6M $570.88 $36K +25 +0.2%
64 IEFA 0.27% 65,332 $6M $89.46 -$297K -5,015 -7.1%
65 DFAC 0.27% 145,945 $6M $39.59 $424K +7,130 +5.1%
66 QGRO 0.27% 50,398 $6M $114.52 -$184K -1,662 -3.2%
67 MCD 0.26% 18,716 $6M $305.63 $44K +38 +0.2%
68 PG 0.26% 39,172 $6M $143.31 $615K +6,638 +20.4%
69 FVD 0.26% 119,872 $6M $46.08 $638K +14,220 +13.5%
70 VYM 0.25% 38,444 $6M $143.52 $2M +10,417 +37.2%
71 ZROZ 0.25% 85,215 $5M $64.25 +85,215 NEW
72 RECS 0.25% 133,938 $5M $40.84 $582K +12,796 +10.6%
73 ABBV 0.25% 23,814 $5M $228.49 $387K +1,985 +9.1%
74 ITOT 0.25% 36,141 $5M $148.69 $121K +77 +0.2%
75 AIRR 0.24% 53,091 $5M $98.32 $2M +14,874 +38.9%
76 SPIB 0.24% 152,161 $5M $33.81 $446K +13,521 +9.8%
77 SPHQ 0.24% 67,976 $5M $75.05 $291K +2,344 +3.6%
78 USFR 0.24% 101,365 $5M $50.32 $329K +6,446 +6.8%
79 QUAL 0.23% 25,474 $5M $198.62 -$407K -2,631 -9.4%
80 CGUS 0.23% 125,762 $5M $40.23 $602K +13,042 +11.6%
81 ORLY 0.23% 55,408 $5M $91.21 -$985K -607 -1.1%
82 NFLX 0.23% 53,790 $5M $93.76 -$2M +48,243 +869.7%
83 BAC 0.23% 91,247 $5M $55.00 $310K -30 -0.0%
84 FPE 0.23% 273,749 $5M $18.22 -$136K -7,152 -2.5%
85 SMH 0.23% 13,725 $5M $360.14 $851K +1,186 +9.5%
86 EFA 0.23% 50,965 $5M $96.03 $329K +2,072 +4.2%
87 IHDG 0.22% 100,046 $5M $48.66 $230K -602 -0.6%
88 CRWD 0.22% 10,109 $5M $468.76 -$376K -321 -3.1%
89 PTLC 0.22% 84,835 $5M $55.58 $4M +74,369 +710.6%
90 FNX 0.21% 36,820 $5M $125.98 -$21K -334 -0.9%
91 XLI 0.21% 29,222 $5M $155.12 -$71K -632 -2.1%
92 AOM 0.21% 93,451 $4M $47.73 +93,451 NEW
93 DIA 0.20% 9,215 $4M $480.56 $503K +750 +8.9%
94 GE 0.20% 14,344 $4M $308.03 $178K +249 +1.8%
95 MOAT 0.20% 42,648 $4M $103.56 $70K -1,207 -2.8%
96 SLV 0.20% 68,207 $4M $64.42 $4M +47,800 +234.2%
97 HD 0.20% 12,646 $4M $344.11 -$799K -67 -0.5%
98 XLE 0.20% 97,039 $4M $44.71 $119K +49,804 +105.4%
99 SPMB 0.20% 192,914 $4M $22.41 $410K +18,505 +10.6%
100 CTAS 0.20% 22,884 $4M $188.07 -$715K -1,569 -6.4%

New Positions

SymbolValue% Port
ZROZ $5M 0.25%
AOM $4M 0.21%
PSLV $4M 0.17%
BITW $3M 0.16%
SPDV $3M 0.13%
HELO $2M 0.08%
FLRT $1M 0.06%
SILJ $1M 0.05%
VYMI $990K 0.05%
BKUI $973K 0.04%
GPIQ $848K 0.04%
CDC $845K 0.04%
XCEM $834K 0.04%
BUFF $769K 0.04%
ESGE $745K 0.03%

Sold Out Positions

SymbolValue% Port
HIMS —%
EOG —%
MP —%
NSA —%
HPQ —%
IIPR —%
PINS —%
UL —%
CRCL —%
WRB —%
RACE —%
ALMS —%
APP —%
CPRT —%
KTOS —%
View SEC EDGAR Filings for Western Wealth Management, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms