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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 101 | $2,773,992 | 78,340 | 0.00 | 0.00 | -43,157 | -35.52 | 12-31-2023 |
| PEPSICO INC | COM | 102 | $2,765,125 | 16,280 | 0.00 | 0.00 | 1,989 | 13.92 | 12-31-2023 |
| STARBUCKS CORP | COM | 103 | $2,761,559 | 28,763 | 0.00 | 0.00 | 3,448 | 13.62 | 12-31-2023 |
| PACER FDS TR | TRENDPILOT 100 | 104 | $2,735,814 | 41,877 | 0.00 | 0.00 | 10,087 | 31.73 | 12-31-2023 |
