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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $5,333,126 | 37,842 | 0.00 | 0.00 | -3,593 | -8.67 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 52 | $5,123,181 | 60,033 | 0.00 | 0.00 | 43,612 | 265.59 | 12-31-2023 |
| QUALCOMM INC | COM | 53 | $4,973,967 | 34,391 | 0.00 | 0.00 | 1,691 | 5.17 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 54 | $4,962,704 | 70,543 | 0.00 | 0.00 | 9,461 | 15.49 | 12-31-2023 |
