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
IYH
Ishares Tr

ETFs
3.48K
New
$58.32 - $62.76 $203K - $218K
3.48K $211K
UNH
Unitedhealth Group Inc

Healthcare
109
+ 1.29%
$461.52 - $548.18 $50.3K - $59.8K
8.56K $4.48M
MU
Micron Technology Inc

Technology
2.4K
New
$86.89 - $109.38 $208K - $262K
2.4K $208K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.16K
New
$65.15 - $91.81 $206K - $290K
3.16K $206K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.6K
New
$69.81 - $78.9 $182K - $205K
2.6K $202K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.06K
New
$191.06 - $228.87 $202K - $242K
1.06K $202K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.18K
New
$164.86 - $182.19 $194K - $215K
1.18K $200K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.36K
+ 8.29%
$168.16 - $186.21 $397K - $440K
30.8K $5.27M
GLDM
World Gold Trust

ETFs
2.16K
+ 33.78%
$52.19 - $61.89 $113K - $134K
8.55K $528K
LMT
Lockheed Martin Corp

Industrials
750
+ 20.8%
$423.19 - $506.29 $317K - $380K
4.36K $1.95M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.72K
+ 11.46%
$42.4 - $44.11 $158K - $164K
36.2K $1.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.38K
+ 7.38%
$67.03 - $74.61 $562K - $626K
122K $8.29M
PM
Philip Morris International Inc.

Consumer Defensive
64
+ 1.46%
$117.15 - $158.79 $7.5K - $10.2K
4.45K $705K
RECS
Columbia ETF Tr I

ETFs
9.41K
+ 9.64%
$32.64 - $36.08 $307K - $339K
107K $3.55M
CGCP
Capital Group Core Plus Income

ETFs
6.03K
+ 4.63%
$21.94 - $22.64 $132K - $136K
136K $3.06M
ARCC
Ares Capital Corp

Financial Services
6.88K
+ 13.95%
$21.28 - $23.81 $146K - $164K
56.2K $1.25M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.78K
+ 6.36%
$55.41 - $60.74 $209K - $229K
63.1K $3.57M
DGRO
Ishares Core Dividend Growth E

ETFs
2.39K
+ 5.79%
$60.46 - $64.42 $145K - $154K
43.7K $2.7M
LPI
Laredo Petroleum, Inc.

Energy
3.37K
+ 32.6%
N/A
13.7K $665K
AEP
American Electric Power CO Inc

Utilities
400
+ 6.23%
$90.32 - $109.27 $36.1K - $43.7K
6.82K $744K
ATEC
Alphatec Holdings, Inc.

Healthcare
7.61K
+ 9.59%
$9.06 - $12.53 $69K - $95.4K
87.1K $882K
NU
Nu Holdings Ltd.

Financial Services
14.9K
New
$10.12 - $13.95 $151K - $208K
14.9K $152K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.25K
+ 62.58%
$22.46 - $23.26 $140K - $145K
16.2K $376K
PDI
Pimco Dynamic Income Fund

Financial Services
2.04K
+ 2.83%
$18.51 - $20.05 $37.8K - $40.9K
74.3K $1.47M
DE
Deere & CO

Industrials
224
+ 25.25%
$408.57 - $509.27 $91.5K - $114K
1.11K $521K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.96K
+ 73.7%
$75.47 - $84.24 $148K - $165K
4.63K $356K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.98K
+ 80.85%
$77.67 - $90.15 $153K - $178K
4.42K $345K
WFC
Wells Fargo & Company

Financial Services
1.64K
+ 13.47%
$66.78 - $81.42 $109K - $133K
13.8K $988K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.88K
+ 19.12%
$38.99 - $40.37 $112K - $116K
17.9K $721K
FNDX
Schwab Fundamental U S Large C

ETFs
5.41K
+ 40.13%
$23.03 - $25.01 $125K - $135K
18.9K $445K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
723
+ 3.0%
$126.11 - $135.06 $91.2K - $97.6K
24.8K $3.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.67K
+ 27.32%
$82.81 - $92.93 $138K - $155K
7.78K $661K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.09K
+ 48.34%
$100.59 - $103.47 $110K - $113K
3.35K $346K
XLC
Select Sector Spdr Tr Communic

ETFs
1.33K
+ 3.86%
$94.84 - $105.31 $126K - $140K
35.7K $3.45M
SHV
Ishares Tr

ETFs
1.03K
+ 27.79%
$110.11 - $110.51 $113K - $114K
4.73K $522K
MDT
Medtronic PLC

Healthcare
730
+ 14.9%
$79.84 - $94.5 $58.3K - $69K
5.63K $505K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.39K
+ 15.95%
$56.51 - $62.98 $78.4K - $87.4K
10.1K $611K
GS
Goldman Sachs Group Inc

Financial Services
273
+ 18.8%
$524.81 - $672.19 $143K - $184K
1.73K $942K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.45K
+ 22.97%
$19.04 - $20.15 $123K - $130K
34.5K $657K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17
+ 0.01%
$27.01 - $28.54 $459 - $485
162K $4.52M
XLU
Utilities Sector Spdr

ETFs
611
+ 3.43%
$74.7 - $80.27 $45.6K - $49K
18.4K $1.45M
MARA
Marathon Digital Holdings, Inc.

Financial Services
4.56K
+ 24.66%
N/A
23K $519K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.2K
+ 2.2%
$37.07 - $40.63 $44.3K - $48.6K
55.6K $2.19M
SLB
Schlumberger Limited

Energy
1.76K
+ 23.59%
$38.4 - $43.74 $67.6K - $77K
9.23K $385K
IEMG
Ishares Inc

ETFs
1.84K
+ 7.54%
N/A
26.3K $1.41M
SGOL
Abrdn Gold ETF Trust

ETFs
1.79K
+ 19.04%
$25.14 - $29.82 $44.9K - $53.2K
11.2K $332K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.07K
+ 11.34%
$30.71 - $30.87 $94.1K - $94.6K
30.1K $927K
VDC
Vanguard Consumer Staples ETF

ETFs
380
+ 23.23%
$206.54 - $226.16 $78.5K - $85.9K
2.02K $441K
WMT
Walmart Inc.

Consumer Defensive
2.81K
+ 4.68%
$84.5 - $105.05 $237K - $295K
62.8K $5.51M
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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