Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTERN WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 694 | 1,387,526,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $64,479,383 | 334,906 | 0.00 | 0.01 | -16,715 | -4.75 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $60,350,911 | 147,370 | 0.00 | 0.00 | 12,337 | 9.14 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $34,666,428 | 97,197 | 0.00 | 0.00 | 3,622 | 3.87 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $34,654,968 | 92,158 | 0.00 | 0.00 | 5,360 | 6.18 | 12-31-2023 |
