Western Wealth Management, LLC Incresed Positions in Q4 2024

Western Wealth Management, LLC

  • $321 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
31.8K
+ 85.96%
$52.0 - $55.66 $1.65M - $1.77M
68.8K $3.67M
SCHP
Schwab Strategic Us Tips ETF

ETFs
81.6K
+ 230.46%
$25.74 - $53.78 $2.1M - $4.39M
117K $3.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
218K
+ 320.24%
$25.93 - $105.3 $5.66M - $23M
287K $7.98M
JPIE
J P Morgan Exchange Traded Fd
16.9K
+ 75.55%
$45.59 - $46.25 $768K - $779K
39.2K $1.79M
JBL
Jabil Inc

Technology
4.7K
+ 155.0%
$118.97 - $147.77 $559K - $694K
7.72K $1.11M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
29.6K
+ 67.38%
$24.19 - $24.63 $715K - $728K
73.5K $1.78M
SRLN
Ssga Active Trust

ETFs
14.7K
+ 13.21%
$41.48 - $42.08 $608K - $617K
126K $5.24M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.53K
+ 35.13%
$81.68 - $82.93 $615K - $624K
29K $2.37M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.87K
+ 27.22%
$74.5 - $78.37 $661K - $695K
41.5K $3.1M
XYLD
Global X Fds S&P 500 Covered C

ETFs
7.16K
+ 12.59%
$40.86 - $43.42 $293K - $311K
64K $2.68M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.98K
+ 19.01%
$50.34 - $56.61 $200K - $225K
24.9K $1.28M
JEF
Jefferies Financial Group Inc.

Financial Services
32
+ 0.39%
$61.95 - $81.75 $1.98K - $2.62K
8.22K $644K
VCV
Invesco California Value Municipal Income Trust

Financial Services
8.85K
+ 34.33%
$10.06 - $10.97 $89.1K - $97.1K
34.6K $378K
FLRG
Fidelity Covington Tr U S Mult

ETFs
2.66K
+ 4.85%
$33.66 - $35.72 $89.6K - $95.1K
57.6K $1.95M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
64
+ 1.62%
$87.56 - $119.8 $5.6K - $7.67K
4.02K $441K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
2.01K
+ 18.73%
$32.47 - $34.44 $65.4K - $69.3K
12.8K $414K
FNDF
Schwab Fundamental Intl Large

ETFs
4.72K
+ 17.94%
$32.92 - $37.15 $155K - $175K
31K $1.03M
VRSN
Verisign Inc

Technology
72
+ 3.93%
$176.68 - $206.96 $12.7K - $14.9K
1.91K $394K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
4.23K
+ 19.92%
$12.3 - $13.88 $52K - $58.7K
25.4K $321K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.77K
+ 7.51%
$8.74 - $9.22 $24.2K - $25.6K
39.7K $354K
YLD
Principal Exchange Traded Fds

ETFs
691
+ 4.6%
$19.17 - $19.61 $13.2K - $13.6K
15.7K $301K
OXLC
Oxford Lane Capital Corp.

Financial Services
1.57K
+ 14.62%
$5.05 - $5.45 $7.92K - $8.55K
12.3K $62K
Ab Active Etfs Inc
17.3K
+ 76.03%
N/A
40.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21.4K
+ 61.71%
N/A
56.2K $0
GTO
Invesco Actively Managed ETF T

ETFs
396
+ 3.86%
$46.33 - $48.41 $18.3K - $19.2K
10.7K $494K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
973
+ 9.7%
$0.86 - $1.75 $837 - $1.7K
11K $11K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
987
+ 2.47%
$11.28 - $12.35 $11.1K - $12.2K
40.9K $465K
URI
United Rentals, Inc.

Industrials
46
+ 12.89%
$704.44 - $880.32 $32.4K - $40.5K
403 $283K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
171
+ 1.3%
$16.73 - $19.67 $2.86K - $3.36K
13.3K $230K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.6K
+ 150.51%
$25.79 - $80.4 $248K - $772K
16K $416K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.35K
+ 49.68%
$18.41 - $40.87 $117K - $260K
19.1K $354K
FNDX
Schwab Fundamental U S Large C

ETFs
7.92K
+ 100.22%
$23.49 - $71.77 $186K - $568K
15.8K $374K
TSCO
Tractor Supply CO

Consumer Cyclical
14.1K
+ 349.64%
$52.59 - $303.74 $742K - $4.29M
18.2K $963K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.82K
+ 11.66%
$22.63 - $47.53 $41.1K - $86.4K
17.4K $394K
SCHX
Schwab Strategic Tr Us Large C

ETFs
39.6K
+ 46.36%
$22.4 - $68.28 $886K - $2.7M
125K $2.9M
Activity Summary
Buys All Purchases 60 New Holdings 24 Increased Positions 36 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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