StockDriftsStockDriftsTop 50 Western Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.24% | 348.7K | $88.5M | +32.53%(+85.58K) | $170.35(+81.18%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.78% | 131.5K | $75.9M | +1.18%(+1.53K) | $271.94(+162.05%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.72% | 312.6K | $74.3M | +9.94%(+28.26K) | $184.77(+58.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.54% | 398.4K | $69.5M | +32.42%(+97.54K) | $86.54(+125.13%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.01% | 717.2K | $54.9M | -0.17%(-1.23K) | $59.81(+46.58%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.75% | 1.12M | $47.8M | +8.52%(+88.34K) | $37.55(+30.37%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.56% | 89.0K | $42.6M | -1.62%(-1.46K) | $306.55(+65.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.53% | 113.0K | $41.8M | +25.39%(+22.88K) | $341.68(+14.29%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.48% | 62.0K | $40.3M | +22.12%(+11.23K) | $505.84(+47.24%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.44% | 189.4K | $39.4M | +25.30%(+38.24K) | $158.06(+53.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.34% | +69.98% |
| Top 20 Holdings Unweighted | +20.43% | +74.65% |
Sign up free to track Western Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.