Western Wealth Management, LLC Purchases in Q1 2025

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
14.6K
+ 12.0%
$21.23 - $22.14 $311K - $324K
137K $3.01M
TOST
Toast, Inc.

Technology
11.5K
New
$32.61 - $41.98 $375K - $483K
11.5K $381K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.15K
New
$86.24 - $97.98 $358K - $407K
4.15K $361K
ED
Consolidated Edison Inc

Utilities
116
+ 0.73%
$88.0 - $110.59 $10.2K - $12.8K
16.1K $1.78M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.09K
+ 7.17%
$27.64 - $28.58 $251K - $260K
136K $3.88M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
691
New
$402.49 - $513.76 $278K - $355K
691 $335K
NOC
Northrop Grumman Corp

Industrials
553
+ 58.83%
$433.45 - $513.82 $240K - $284K
1.49K $764K
WM
Waste Management Inc

Industrials
511
+ 7.42%
$200.54 - $233.78 $102K - $119K
7.4K $1.71M
ABT
Abbott Laboratories

Healthcare
552
+ 4.34%
$111.1 - $140.22 $61.3K - $77.4K
13.3K $1.76M
HEQT
Simplify Exchange Traded Fds H
10.9K
New
$28.48 - $30.52 $311K - $333K
10.9K $311K
ISRG
Intuitive Surgical Inc

Healthcare
810
+ 23.12%
$476.63 - $610.45 $386K - $494K
4.31K $2.14M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.51K
+ 6.33%
$32.5 - $33.3 $244K - $250K
126K $4.19M
IBM
International Business Machines Corp

Technology
487
+ 7.99%
$217.4 - $264.74 $106K - $129K
6.58K $1.64M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.81K
+ 12.16%
$99.16 - $99.52 $278K - $279K
25.9K $2.57M
MCK
Mckesson Corp

Healthcare
3
+ 0.11%
$566.21 - $672.99 $1.7K - $2.02K
2.75K $1.85M
RTX
Raytheon Technologies Corp

Industrials
535
+ 4.26%
$114.1 - $135.66 $61K - $72.6K
13.1K $1.73M
SPGI
S&P Global Inc.

Financial Services
463
+ 11.35%
$478.26 - $543.77 $221K - $252K
4.54K $2.31M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
9.67K
+ 2.6%
$24.5 - $24.95 $237K - $241K
382K $9.45M
AMGN
Amgen Inc

Healthcare
301
+ 8.56%
$258.59 - $327.36 $77.8K - $98.5K
3.82K $1.19M
MA
Mastercard Inc

Financial Services
88
+ 0.86%
$504.67 - $576.31 $44.4K - $50.7K
10.4K $5.68M
SIVR
Abrdn Silver ETF Trust

ETFs
8.1K
New
$28.07 - $32.82 $227K - $266K
8.1K $263K
FDL
First Tr Morningstar Dividend

ETFs
3.91K
+ 13.88%
$39.69 - $43.83 $155K - $172K
32.1K $1.39M
KHC
Kraft Heinz CO

Consumer Defensive
8.54K
New
$28.51 - $32.22 $243K - $275K
8.54K $259K
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.5K
+ 24.94%
$28.92 - $29.24 $246K - $249K
42.6K $1.25M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.7K
+ 4.25%
$78.0 - $84.37 $367K - $397K
115K $9.22M
IYF
Ishares Tr

ETFs
2.23K
+ 90.28%
$107.69 - $119.37 $240K - $266K
4.7K $529K
ADSK
Autodesk, Inc.

Technology
1.02K
+ 128.84%
N/A
1.82K $446K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.11K
New
$38.89 - $41.6 $237K - $254K
6.11K $247K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.53K
+ 16.52%
$169.43 - $182.84 $259K - $279K
10.8K $1.87M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.86K
New
$80.53 - $147.57 $150K - $275K
1.86K $246K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.68K
+ 1.24%
$59.78 - $60.03 $220K - $221K
302K $18.1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4K
New
$58.32 - $65.09 $233K - $260K
4K $240K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.51K
New
$33.63 - $37.64 $219K - $245K
6.51K $240K
PRN
Invesco Dwa Industrials Moment

ETFs
1.73K
New
$134.74 - $169.56 $233K - $293K
1.73K $237K
BWXT
Bwx Technologies, Inc.

Industrials
2.39K
New
$96.59 - $128.46 $231K - $307K
2.39K $235K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.22K
New
$103.02 - $140.69 $229K - $312K
2.22K $234K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.34K
New
$162.48 - $175.37 $218K - $235K
1.34K $233K
CMI
Cummins Inc

Industrials
739
New
$312.92 - $386.07 $231K - $285K
739 $231K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.19K
New
$97.25 - $104.79 $213K - $230K
2.19K $227K
CVS
Cvs Health Corp

Healthcare
3.34K
New
$44.22 - $68.64 $148K - $229K
3.34K $226K
BRO
Brown & Brown, Inc.

Financial Services
1.79K
New
$100.54 - $124.4 $180K - $223K
1.79K $223K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.89K
New
$74.87 - $79.99 $216K - $231K
2.89K $222K
WMB
Williams Companies, Inc.

Energy
3.64K
New
$54.02 - $61.09 $197K - $223K
3.64K $217K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.09K
+ 27.56%
$46.86 - $50.66 $192K - $207K
18.9K $919K
NVS
Novartis Ag

Healthcare
1.94K
New
$97.14 - $115.57 $188K - $224K
1.94K $215K
FANG
Diamondback Energy, Inc.

Energy
1.34K
New
$139.9 - $180.18 $187K - $241K
1.34K $214K
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.8K
+ 19.22%
$29.82 - $30.1 $203K - $205K
42.2K $1.27M
CME
Cme Group Inc.

Financial Services
804
New
$225.82 - $266.54 $182K - $214K
804 $213K
INTC
Intel Corp

Technology
7.75K
+ 57.59%
$19.1 - $27.39 $148K - $212K
21.2K $481K
Activity Summary
Buys All Purchases 354 New Holdings 48 Increased Positions 306 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 2 Puts 0
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