Westend Capital Management, LLC Purchases in Q1 2025

Westend Capital Management, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
98.8K
New
$80.53 - $147.57 $7.95M - $14.6M
98.8K $13.1B
ISRG
Intuitive Surgical Inc

Healthcare
23.7K
+ 158180.0%
$476.63 - $610.45 $11.3M - $14.5M
23.7K $11.8B
HWM
Howmet Aerospace Inc.

Industrials
71.7K
+ 93089.61%
$110.79 - $139.39 $7.94M - $9.99M
71.8K $9.31B
DD
Du Pont De Nemours, Inc.

Basic Materials
124K
New
$72.7 - $84.32 $9.02M - $10.5M
124K $9.26B
BA
Boeing CO

Industrials
44.7K
+ 45.05%
$148.15 - $186.25 $6.62M - $8.33M
144K $24.6B
ROK
Rockwell Automation, Inc

Industrials
25.1K
New
$255.29 - $303.75 $6.42M - $7.64M
25.1K $6.5B
RTX
Raytheon Technologies Corp

Industrials
46.3K
+ 149270.97%
$114.1 - $135.66 $5.28M - $6.28M
46.3K $6.13B
MGM
Mgm Resorts International

Consumer Cyclical
182K
New
$29.64 - $40.37 $5.4M - $7.36M
182K $5.4B
GILD
Gilead Sciences, Inc.

Healthcare
3.42K
+ 2.47%
$89.14 - $117.41 $305K - $402K
142K $15.9B
GE
General Electric CO

Industrials
1.24K
+ 1.56%
$168.59 - $212.13 $209K - $263K
80.8K $16.2B
NFLX
Netflix Inc

Communication Services
257
+ 1.9%
$828.4 - $1058.6 $213K - $272K
13.8K $12.9B
ABT
Abbott Laboratories

Healthcare
2.8K
+ 134.04%
$111.1 - $140.22 $311K - $393K
4.89K $649M
SAN
Banco Santander, S.A.

Financial Services
23.9K
New
$4.46 - $7.14 $107K - $171K
23.9K $160M
XOM
Exxon Mobil Corp

Energy
183
+ 1.58%
$105.44 - $118.93 $19.3K - $21.8K
11.8K $1.4B
CVX
Chevron Corp

Energy
607
+ 97.43%
$146.71 - $167.97 $89.1K - $102K
1.23K $206M
AGNC
Agnc Investment Corp.

Real Estate
8.52K
+ 9.96%
$9.12 - $10.54 $77.7K - $89.8K
94.1K $902M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
218
+ 180.17%
$507.05 - $563.67 $111K - $123K
339 $174M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
4.43K
New
$24.07 - $24.5 $107K - $109K
4.43K $107M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.5K
New
$23.32 - $23.84 $105K - $107K
4.5K $105M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.43K
New
$42.38 - $43.28 $103K - $105K
2.43K $103M
Yieldmax Snow Option Income Strategy ETF
5.07K
New
N/A
5.07K $77.5M
AMCR
Amcor PLC

Consumer Cyclical
7.72K
New
$9.33 - $10.39 $72K - $80.2K
7.72K $74.9M
NEE
Nextera Energy Inc

Utilities
993
+ 459.72%
$66.96 - $76.16 $66.5K - $75.6K
1.21K $85.7M
Yieldmax Amzn Option Income Strategy ETF
4.29K
New
N/A
4.29K $68.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
109
New
$468.34 - $539.52 $51K - $58.8K
109 $51.1M
FRME
First Merchants Corp

Financial Services
1.15K
New
$37.99 - $45.25 $43.7K - $52K
1.15K $46.5M
ETN
Eaton Corp PLC

Industrials
166
New
$271.83 - $371.23 $45.1K - $61.6K
166 $45.1M
CI
Cigna Corp

Healthcare
32
+ 8.1%
$274.49 - $329.0 $8.78K - $10.5K
427 $140M
USB
Us Bancorp \De\

Financial Services
633
New
$40.92 - $50.9 $25.9K - $32.2K
633 $26.7M
MCK
Mckesson Corp

Healthcare
35
New
$566.21 - $672.99 $19.8K - $23.6K
35 $23.6M
DLY
Double Line Yield Opportunities Fund

N/A
1.23K
+ 9.99%
$15.8 - $16.38 $19.4K - $20.1K
13.5K $218M
DUOL
Duolingo, Inc.

Technology
65
New
$272.49 - $441.39 $17.7K - $28.7K
65 $20.2M
LNC
Lincoln National Corp

Financial Services
281
+ 12.1%
$30.06 - $39.23 $8.45K - $11K
2.6K $93.5M
SLRC
Slr Investment Corp.

Financial Services
693
+ 9.36%
$16.18 - $17.82 $11.2K - $12.3K
8.1K $137M
WM
Waste Management Inc

Industrials
66
+ 126.92%
$200.54 - $233.78 $13.2K - $15.4K
118 $27.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.63K
+ 12.97%
$16.57 - $18.85 $60.2K - $68.5K
31.7K $526M
GBDC
Golub Capital Bdc, Inc.

Financial Services
970
New
$14.46 - $15.96 $14K - $15.5K
970 $14.7M
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 6.6%
$279.74 - $321.29 $5.87K - $6.75K
339 $106M
CL
Colgate Palmolive CO

Consumer Defensive
140
+ 111.11%
$85.68 - $97.5 $12K - $13.7K
266 $24.9M
Defiance Nasdaq 100 Enhanced Options & 0 Dte Income ETF
491
New
N/A
491 $12.9M
KMB
Kimberly Clark Corp

Consumer Defensive
83
New
$124.46 - $147.4 $10.3K - $12.2K
83 $11.8M
NVS
Novartis Ag

Healthcare
100
New
$97.14 - $115.57 $9.71K - $11.6K
100 $11.1M
BXSL
Blackstone Secured Lending Fund

Financial Services
264
+ 9.9%
$31.3 - $34.5 $8.26K - $9.11K
2.93K $94.9M
VZ
Verizon Communications Inc

Communication Services
133
New
$37.81 - $46.49 $5.03K - $6.18K
133 $6.03M
DX
Dynex Capital Inc

Real Estate
279
+ 8.19%
$12.18 - $14.42 $3.4K - $4.02K
3.69K $48M
ORCC
Owl Rock Capital Corp

Financial Services
476
+ 9.88%
N/A
5.29K $77.6M
CARR
Carrier Global Corp

Industrials
66
New
$62.07 - $70.55 $4.1K - $4.66K
66 $4.18M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
71
+ 7.78%
$42.18 - $45.16 $2.99K - $3.21K
984 $43.6M
OTIS
Otis Worldwide Corp

Industrials
33
New
$90.77 - $104.01 $3K - $3.43K
33 $3.41M
Activity Summary
Buys All Purchases 80 New Holdings 39 Increased Positions 41 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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