Fund HoldingsWestern Wealth Management, LLC

Total Portfolio Value
$1.39B
Total Bought
$203.62M
Total Sold
$48.27M
Net Transaction
+$155.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO QQQ TR140,661147,370+6,70950,39560,3514.35%+9,956
SPDR SER TR
ST STR P500GRW
165,323269,416+104,0939,80017,5281.26%+7,728
SPDR SER TR
ST STR P500VAL
388,034485,236+97,20216,01022,6271.63%+6,616
MICROSOFT CORP(MSFT)092,158+92,158034,6552.50%+34,655
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
178,293317,507+139,2145,03310,4050.75%+5,371
APPLE INC(AAPL)0334,906+334,906064,4794.65%+64,479
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
123,657133,606+9,94918,22822,5181.62%+4,290
AMAZON COM INC(AMZN)0143,762+143,762021,8431.57%+21,843
SPDR SER TR
ST STR SP600 SML
0268,068+268,068011,3070.81%+11,307
SPDR INDEX SHS FDS
ST STR PO EX ETF
115,741213,040+97,2993,5897,2450.52%+3,656
SPDR SER TR
ST STR P500ETF
327,066354,223+27,15716,43819,8011.43%+3,363
SPDR S&P 500 ETF TR(SPY)043,144+43,144020,5061.48%+20,506
BROADCOM INC(AVGO)010,500+10,500011,7210.84%+11,721
SELECT SECTOR SPDR TR
ST STR TECHN ETF
050,023+50,02309,6280.69%+9,628
SPDR SER TR
ST INTER ETF
52,673150,268+97,5951,4504,2920.31%+2,842
ISHARES TR
MSCI USA QLT FCT
046,177+46,17706,7940.49%+6,794
NVIDIA CORPORATION(NVDA)28,11429,284+1,17012,22914,5021.05%+2,273
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
123,588161,037+37,4497,3449,6080.69%+2,264
WISDOMTREE TR(WT)80,696103,560+22,8645,1237,2780.52%+2,155
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
16,25533,970+17,7151,5733,7220.27%+2,149
SPDR SER TR
ST STR BACKE ETF
0131,178+131,17802,8950.21%+2,895
FIRST TR EXCHANGE-TRADED FD
NASDAQ LUX DIGI
023,203+23,20301,9890.14%+1,989
ISHARES TR0235,158+235,158017,6601.27%+17,660
VANGUARD INDEX FDS15,51618,419+2,9036,0938,0450.58%+1,952
SPDR SER TR
ST STR P400MID
195,110214,698+19,5888,54410,4600.75%+1,916
COSTCO WHSL CORP NEW(COST)17,11417,360+2469,66811,4590.83%+1,790
VANGUARD INDEX FDS055,872+55,872013,2540.96%+13,254
VANGUARD SPECIALIZED FUNDS0107,706+107,706018,3531.32%+18,353
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
0372,451+372,451019,2451.39%+19,245
ISHARES TR042,936+42,936011,9000.86%+11,900
ISHARES TR032,641+32,641015,5911.12%+15,591
SCHWAB STRATEGIC TR60,39974,476+14,0774,2745,6700.41%+1,396
JPMORGAN CHASE & CO(JPM)50,19550,931+7367,2798,6630.62%+1,384
VANGUARD WORLD FDS
INF TECH ETF
013,030+13,03006,3070.45%+6,307
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
040,813+40,81301,2180.09%+1,218
QUALCOMM INC(QCOM)034,391+34,39104,9740.36%+4,974
NETFLIX INC(NFLX)05,729+5,72902,7890.20%+2,789
SPDR SER TR
ST STR BLO 1 ETF
11,56124,595+13,0341,0622,2480.16%+1,186
SPDR SER TR
ST INTER BD ETF
077,112+77,11202,5320.18%+2,532
SELECT SECTOR SPDR TR
ST STR INDL ETF
27,94135,089+7,1482,8334,0000.29%+1,167
VISA INC(V)035,672+35,67209,2870.67%+9,287
META PLATFORMS INC(META)016,750+16,75005,9290.43%+5,929
ISHARES TR048,905+48,90508,5040.61%+8,504
SELECT SECTOR SPDR TR
ST STR FINL ETF
0108,510+108,51004,0800.29%+4,080
VANECK ETF TRUST
MRNGSTR WDE MOAT
86,17089,765+3,5956,5357,6180.55%+1,083
ELI LILLY & CO(LLY)9,33410,444+1,1105,0146,0880.44%+1,075
ALPHABET INC(GOOG)105,394106,391+99713,79214,8621.07%+1,070
PRINCIPAL EXCHANGE TRADED FD
PRNC INVT GRAD
148,224188,973+40,7492,9163,9660.29%+1,050
SELECT SECTOR SPDR TR
ST STR REAL ETF
0108,326+108,32604,3400.31%+4,340
ISHARES TR021,419+21,41901,6140.12%+1,614
SPDR INDEX SHS FDS
ST PORT MARK ETF
078,340+78,34002,7740.20%+2,774
FIRST TR EXCHNG TRADED FD VI
ACTIVE FACTOR LA
052,260+52,26001,2530.09%+1,253
BOEING CO(BA)013,038+13,03803,3990.24%+3,399
FMC CORP(FMC)015,654+15,65409870.07%+987
CHENIERE ENERGY INC(LNG)05,624+5,62409600.07%+960
ISHARES TR
CORE MSCI EAFE
070,543+70,54304,9630.36%+4,963
WISDOMTREE TR(WT)016,447+16,44709440.07%+944
CINTAS CORP(CTAS)08,020+8,02004,8330.35%+4,833
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
70,13685,369+15,2333,7564,6940.34%+937
ADVANCED MICRO DEVICES INC(AMD)018,551+18,55102,7350.20%+2,735
HOME DEPOT INC(HD)020,546+20,54607,1200.51%+7,120
VANGUARD INDEX FDS014,412+14,41204,4800.32%+4,480
ISHARES TR045,724+45,72404,9500.36%+4,950
SELECT SECTOR SPDR TR
ST STR ENERG ETF
43,32657,171+13,8453,9164,7930.35%+877
SPDR SER TR
ST STR PR SP1500
89,71395,122+5,4094,7095,5600.40%+851
SCHWAB STRATEGIC TR073,014+73,01404,1180.30%+4,118
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
089,851+89,85104,6190.33%+4,619
ISHARES TR013,460+13,46001,6520.12%+1,652
VANGUARD BD INDEX FDS045,521+45,52103,3480.24%+3,348
INTEL CORP(INTC)039,107+39,10701,9650.14%+1,965
SALESFORCE INC(CRM)07,999+7,99902,1050.15%+2,105
ISHARES TR014,126+14,12601,5310.11%+1,531
AMERICAN TOWER CORP NEW(AMT)08,316+8,31601,7950.13%+1,795
ISHARES TR022,602+22,60202,1260.15%+2,126
BLACKSTONE INC(BX)14,93117,580+2,6491,6002,3020.17%+702
LATTICE STRATEGIES TR060,979+60,97902,6820.19%+2,682
VANGUARD INDEX FDS9,17710,949+1,7721,9662,6470.19%+682
INVESCO EXCH TRADED FD TR II083,924+83,92409630.07%+963
ISHARES TR17,82923,714+5,8851,6772,3540.17%+677
VANGUARD TAX-MANAGED FDS093,604+93,60404,4840.32%+4,484
SPDR SER TR
ST STR BL 12 ETF
06,645+6,64506590.05%+659
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
266,214283,299+17,0856,3637,0090.51%+646
VANGUARD INDEX FDS017,221+17,22102,5750.19%+2,575
VANGUARD INDEX FDS02,794+2,79406090.04%+609
FIRST TR SML CP CORE ALPHA F
COM SHS
063,965+63,96505,8570.42%+5,857
SPDR GOLD TR(GLD)023,125+23,12504,4210.32%+4,421
FIRST MID ILL BANCSHARES INC(FMBH)084,964+84,96402,9450.21%+2,945
ISHARES TR23,21026,810+3,6002,0582,6510.19%+592
ISHARES TR030,549+30,54903,1800.23%+3,180
ISHARES TR
ESG AW MSCI EAFE
07,665+7,66505790.04%+579
ISHARES TR
MSCI USA MIN ETF
047,419+47,41903,7000.27%+3,700
BUNGE GLOBAL SA(BG)05,679+5,67905730.04%+573
ISHARES TR8,84212,298+3,4569701,5390.11%+569
UBER TECHNOLOGIES INC(UBER)13,69019,387+5,6976301,1940.09%+564
VANECK ETF TRUST
MORN SMID MO ETF
017,848+17,84805620.04%+562
CAPITOL SER TR
HULL TACTICAL
015,690+15,69005610.04%+561
APTIV PLC(APTV)06,159+6,15905530.04%+553
RED ROBIN GOURMET BURGERS IN0124,561+124,56101,5530.11%+1,553
BANK AMERICA CORP087,009+87,00902,9300.21%+2,930
BLACKROCK INC(BLK)03,121+3,12102,5340.18%+2,534
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