Western Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Dividend Value ETF
CGDV
|
+$10M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
+$7.52M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.44M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$3.06M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$2.91M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$2.93M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.73M |
| 3 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$2.04M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.72M |
| 5 |
iShares US Technology ETF
IYW
|
+$1.65M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.74% |
| 2 | Financials | 6.65% |
| 3 | Consumer Discretionary | 3.96% |
| 4 | Communication Services | 3.3% |
| 5 | Industrials | 2.52% |
Similar funds
Western Wealth Management's Q3 2025 Portfolio in Review
As of Q3 2025, Western Wealth Management held 791 positions worth $1.9B, up 12% from $1.69B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Western Wealth Management deployed $83.7M of net new capital in Q3 2025, opening 68 new positions and adding to 372 existing holdings. Its largest new stake was JPMorgan Diversified Return US Small Cap Equity ETF: 34,631 shares worth $1.72M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Tesla, an estimated $2.93M trimmed.
- Western Wealth Management's largest Q3 2025 buy was JPMorgan Diversified Return US Small Cap Equity ETF: 34,631 shares worth $1.72M.
- Western Wealth Management added most to Capital Group Dividend Value ETF in Q3 2025, an estimated $10M increase.
- Western Wealth Management's biggest Q3 2025 reduction was Tesla, cutting an estimated $2.93M.
- Western Wealth Management fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $660K.
- Western Wealth Management's ten largest holdings make up 27% of its $1.9B portfolio in Q3 2025.
- Western Wealth Management opened 68 new positions and closed 29 in Q3 2025.
- Western Wealth Management's portfolio value rose 12% quarter-over-quarter to $1.9B.
Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.