Western Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$1.35B
Signature - Title
Kara Lynn Jett - Chief Compliance Officer
Location
14143 Denver West Parkway, Ste. 450, Golden, CO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 650 $1.35B +$99.3M -$45.7M +$53.7M QQQ, AAPL, BRKB, MSFT, NVDA 13F-HR 7/19/2024, 05:22 PM
Q1 2024 643 $1.29B +$70.6M -$261M -$191M QQQ, AAPL, BRKB, MSFT, QQQM 13F-HR 5/2/2024, 09:28 PM
Q4 2023 694 $1.39B +$120M -$36.4M +$83.7M AAPL, QQQ, BRKB, MSFT, SPYV 13F-HR 1/31/2024, 03:53 PM
Q3 2023 653 $1.18B +$89.5M -$35.6M +$53.8M AAPL, QQQ, BRKB, MSFT, QQQM 13F-HR 11/7/2023, 08:31 PM
Q2 2023 645 $1.17B +$87.9M -$57.3M +$30.6M AAPL, QQQ, BRKB, MSFT, SPY 13F-HR 8/30/2023, 10:39 AM
Q1 2023 642 $1.07B +$85.3M -$42.5M +$42.8M AAPL, QQQ, MSFT, RDVY, BRKB 13F-HR 8/30/2023, 10:38 AM
Q4 2022 609 $978M +$12.3M -$873M -$861M AAPL, QQQ, MSFT, RDVY, BRKB 13F-HR 2/2/2023, 09:32 PM
Q3 2022 809 $1.74B +$207M -$93.7M +$113M AAPL, QQQ, RDVY, MSFT, SPYD 13F-HR 11/4/2022, 05:36 PM
Q2 2022 783 $1.74B +$162M -$138M +$23.3M AAPL, QQQ, RDVY, SPYD, MSFT 13F-HR 7/15/2022, 05:54 PM
Q1 2022 821 $2.06B +$1.12B -$23.3M +$1.1B AAPL, QQQ, RDVY, MSFT, AMZN 13F-HR 5/9/2022, 06:28 PM
Q4 2021 594 $1.01B +$108M -$133M -$25.2M AAPL, QQQ, RDVY, IVW, SPY 13F-HR 2/14/2022, 03:24 PM
Q2 2021 619 $973M +$201M -$23.4M +$178M AAPL, QQQ, RDVY, AMZN, IVW 13F-HR 8/6/2021, 07:12 PM
Q1 2021 513 $744M +$104M -$64.9M +$39.4M QQQ, AAPL, RDVY, AMZN, IVW 13F-HR 5/14/2021, 03:06 PM
Q4 2020 463 $681M +$84.5M -$64.3M +$20.2M QQQ, AAPL, AMZN, IVW, SPY 13F-HR 2/9/2021, 09:38 PM
Q3 2020 436 $612M +$76M -$34.7M +$41.3M QQQ, AAPL, AMZN, IVW, SPY 13F-HR 10/27/2020, 05:11 PM
Q2 2020 415 $551M +$80.8M -$41.3M +$39.5M QQQ, AAPL, AMZN, IVW, MSFT 13F-HR 7/20/2020, 05:03 PM
Q1 2020 369 $425M +$58.2M -$179M -$120M QQQ, AAPL, AMZN, BRKB, IVW 13F-HR 4/27/2020, 03:29 PM
Q4 2019 398 $660M +$189M -$41M +$148M AAPL, QQQ, BRKB, T, IVW 13F-HR 2/10/2020, 03:54 PM
Q3 2019 386 $480M +$34.1M -$335M -$301M QQQ, AAPL, BRKB, IVW, USMV 13F-HR 11/8/2019, 09:51 AM
Q2 2019 396 $761M +$322M -$24.1M +$298M T, TIP, RSP, XLV, FV 13F-HR 8/6/2019, 04:56 PM
Q1 2019 378 $449M +$66.3M -$29.2M +$37M QQQ, BRKB, AAPL, AMZN, IVW 13F-HR 5/9/2019, 07:01 PM
Q4 2018 343 $372M $0 $0 BRKB, AAPL, IVW, VTI, IJH 13F-HR 2/15/2019, 01:36 PM