Western Wealth Management, LLC Incresed Positions in Q1 2025

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.05K
+ 1.14%
$442.66 - $534.52 $467K - $563K
93.2K $49.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
109K
+ 126.55%
$50.29 - $50.5 $5.5M - $5.52M
196K $9.85M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
58.6K
+ 10.63%
$64.88 - $72.1 $3.8M - $4.22M
609K $40.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
72K
+ 74.08%
$29.34 - $31.31 $2.11M - $2.26M
169K $5.03M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33K
+ 6.56%
$49.78 - $53.19 $1.64M - $1.76M
536K $27.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
25.4K
+ 491.5%
$58.04 - $65.84 $1.48M - $1.67M
30.6K $1.95M
CGUS
Capital Group Core Equity ETF
48.6K
+ 62.33%
$33.08 - $36.62 $1.61M - $1.78M
127K $4.23M
CGGR
Capital Group Growth ETF Shs C

ETFs
46.7K
+ 52.72%
$33.98 - $39.84 $1.59M - $1.86M
135K $4.63M
V
Visa Inc.

Financial Services
600
+ 2.04%
$306.92 - $362.71 $184K - $218K
30K $10.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.78K
+ 19.5%
$87.68 - $94.52 $858K - $925K
60K $5.62M
VONV
Vanguard Russell 1000 Value Et

ETFs
12.1K
+ 383.51%
$80.21 - $86.14 $974K - $1.05M
15.3K $1.26M
XOM
Exxon Mobil Corp

Energy
2.89K
+ 5.11%
$105.44 - $118.93 $304K - $343K
59.4K $7.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.61K
+ 34.77%
$91.45 - $91.75 $879K - $882K
37.3K $3.42M
XLF
Financial Sector Spdr

ETFs
13.6K
+ 11.03%
$47.32 - $52.19 $644K - $711K
137K $6.83M
VONG
Vanguard Russell 1000 Growth E

ETFs
10.1K
+ 68.34%
$92.71 - $107.38 $939K - $1.09M
25K $2.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.33K
+ 14.91%
$74.85 - $84.89 $474K - $538K
48.8K $3.99M
COST
Costco Wholesale Corp

Consumer Defensive
291
+ 1.98%
$890.62 - $1076.86 $259K - $313K
15K $14.2M
ABBV
Abb Vie Inc.

Healthcare
137
+ 0.64%
$169.2 - $216.66 $23.2K - $29.7K
21.5K $4.5M
CGXU
Capital Group Intl Focus Equit

ETFs
28K
+ 68.62%
$24.48 - $26.59 $685K - $744K
68.8K $1.68M
UBER
Uber Technologies, Inc

Technology
7.46K
+ 103.61%
$63.17 - $81.49 $471K - $608K
14.7K $1.07M
NFLX
Netflix Inc

Communication Services
461
+ 9.99%
$828.4 - $1058.6 $382K - $488K
5.07K $4.73M
META
Meta Platforms, Inc.

Communication Services
1.49K
+ 8.23%
$576.36 - $736.67 $860K - $1.1M
19.6K $11.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.54K
+ 19.93%
$408.78 - $448.82 $627K - $689K
9.24K $3.88M
MSTR
Microstrategy Inc

Technology
2.11K
+ 22.57%
$239.27 - $396.5 $504K - $836K
11.4K $3.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.3K
+ 5.05%
$33.84 - $37.77 $247K - $276K
152K $5.53M
IHDG
Wisdomtree Tr

ETFs
12.6K
+ 62.78%
$43.4 - $47.51 $548K - $600K
32.7K $1.42M
IEFA
Ishares Tr

ETFs
2.1K
+ 2.94%
$69.57 - $78.65 $146K - $165K
73.3K $5.55M
GE
General Electric CO

Industrials
513
+ 3.99%
$168.59 - $212.13 $86.5K - $109K
13.4K $2.67M
XLV
Select Sector Spdr Fund Health

ETFs
414
+ 0.78%
$137.61 - $149.68 $57K - $62K
53.3K $7.79M
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.31K
+ 177.82%
$81.62 - $96.63 $515K - $610K
9.86K $820K
IAU
Ishares Gold Trust

ETFs
3.73K
+ 13.35%
$49.74 - $58.96 $186K - $220K
31.7K $1.87M
SPYG
Spdr Portfolio

ETFs
33.9K
+ 11.33%
$80.05 - $92.39 $2.72M - $3.13M
333K $26.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 3.11%
$225.19 - $279.95 $247K - $307K
36.3K $8.9M
SYK
Stryker Corp

Healthcare
1.16K
+ 64.85%
$355.18 - $399.9 $413K - $465K
2.96K $1.1M
ACN
Accenture PLC

Technology
1.53K
+ 185.07%
$300.91 - $398.25 $459K - $607K
2.35K $732K
IVE
Ishares S&P 500 Value ETF

ETFs
2.36K
+ 4.88%
$185.78 - $198.58 $439K - $469K
50.7K $9.67M
ROUS
Hartford Multifactor Us Equity

ETFs
8.57K
+ 7.82%
$49.44 - $53.78 $424K - $461K
118K $5.99M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.04K
+ 15.23%
$44.72 - $46.25 $359K - $372K
60.8K $2.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.12K
+ 93.25%
$100.32 - $100.76 $413K - $415K
8.54K $859K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.69K
+ 6.7%
$68.32 - $75.06 $183K - $202K
42.7K $3.19M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
14.6K
+ 12.0%
$21.23 - $22.14 $311K - $324K
137K $3.01M
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
WM
Waste Management Inc

Industrials
511
+ 7.42%
$200.54 - $233.78 $102K - $119K
7.4K $1.71M
NOC
Northrop Grumman Corp

Industrials
553
+ 58.83%
$433.45 - $513.82 $240K - $284K
1.49K $764K
ABT
Abbott Laboratories

Healthcare
552
+ 4.34%
$111.1 - $140.22 $61.3K - $77.4K
13.3K $1.76M
XLI
Industrial Sector Spdr

ETFs
2.6K
+ 6.09%
$128.78 - $141.67 $335K - $368K
45.3K $5.94M
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
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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