Western Wealth Management, LLC Incresed Positions in Q3 2024

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
53.4K
+ 20.09%
$207.23 - $234.82 $11.1M - $12.5M
319K $74.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
52.3K
+ 37.51%
$178.94 - $207.0 $9.37M - $10.8M
192K $38.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
165K
+ 45.12%
$32.65 - $36.69 $5.38M - $6.05M
530K $19.3M
MSFT
Microsoft Corp

Technology
18.8K
+ 24.76%
$395.15 - $467.56 $7.44M - $8.81M
94.9K $40.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.29K
+ 22.34%
$517.38 - $573.86 $4.8M - $5.33M
50.8K $29.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.29K
+ 3.51%
$405.19 - $478.57 $1.33M - $1.57M
97K $44.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.3K
+ 60.95%
$475.2 - $527.7 $4.9M - $5.44M
27.2K $14.4M
NVDA
Nvidia Corp

Technology
50.3K
+ 20.1%
$98.91 - $134.91 $4.97M - $6.78M
300K $36.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
53.2K
+ 11.97%
$60.84 - $67.51 $3.24M - $3.59M
497K $33.6M
TSLA
Tesla, Inc.

Consumer Cyclical
8.98K
+ 27.45%
$191.76 - $263.26 $1.72M - $2.36M
41.7K $10.9M
JPM
Jpmorgan Chase & CO

Financial Services
18.8K
+ 56.94%
$194.9 - $224.8 $3.67M - $4.24M
51.9K $10.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
44.1K
+ 40.06%
$75.88 - $83.21 $3.34M - $3.67M
154K $12.8M
SRLN
Ssga Active Trust

ETFs
99.3K
+ 855.27%
$40.93 - $41.85 $4.07M - $4.16M
111K $4.63M
VEA
Vanguard Ftse Developed Market

ETFs
74.6K
+ 195.53%
$47.6 - $53.31 $3.55M - $3.98M
113K $5.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.3K
+ 81.39%
$162.64 - $179.3 $3.47M - $3.83M
47.6K $8.53M
HD
Home Depot, Inc.

Consumer Cyclical
7.32K
+ 64.13%
$333.64 - $405.2 $2.44M - $2.96M
18.7K $7.59M
ABBV
Abb Vie Inc.

Healthcare
15.3K
+ 73.56%
$163.84 - $199.33 $2.51M - $3.05M
36.1K $7.13M
CGDV
Capital Group Divid Value ETF

ETFs
82.2K
+ 55.28%
$32.96 - $36.48 $2.71M - $3M
231K $8.42M
CGUS
Capital Group Core Equity ETF
98.9K
+ 561.62%
$31.19 - $34.33 $3.08M - $3.4M
117K $3.99M
VTI
Vanguard Total Stock Market Et

ETFs
9.19K
+ 20.0%
$255.18 - $283.2 $2.34M - $2.6M
55.1K $15.6M
IVV
Ishares Core S&P 500 ETF

ETFs
3.27K
+ 10.08%
$520.18 - $576.82 $1.7M - $1.88M
35.7K $20.6M
IBM
International Business Machines Corp

Technology
11.7K
+ 223.57%
$175.1 - $223.38 $2.05M - $2.61M
16.9K $3.74M
LLY
Eli Lilly & CO

Healthcare
3.35K
+ 39.08%
$772.14 - $960.02 $2.59M - $3.22M
11.9K $10.6M
LGOV
First Tr ETF Iv Long Duration

ETFs
124K
+ 1229.2%
$20.77 - $22.83 $2.58M - $2.83M
134K $3.01M
WMT
Walmart Inc.

Consumer Defensive
26.2K
+ 51.82%
$66.91 - $81.4 $1.75M - $2.13M
76.7K $6.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.2K
+ 80.93%
$61.11 - $67.85 $2.33M - $2.59M
85.4K $5.79M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
102K
+ 38.12%
$24.39 - $25.28 $2.48M - $2.57M
369K $9.27M
COST
Costco Wholesale Corp

Consumer Defensive
2.43K
+ 16.14%
$801.83 - $917.05 $1.95M - $2.22M
17.5K $15.5M
UNH
Unitedhealth Group Inc

Healthcare
3.3K
+ 38.92%
$488.01 - $604.18 $1.61M - $1.99M
11.8K $6.88M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.7K
+ 49.17%
$77.02 - $85.06 $1.98M - $2.19M
78.1K $6.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.12K
+ 28.49%
$332.02 - $382.76 $2.03M - $2.34M
27.6K $10.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.9K
+ 7.89%
$84.77 - $97.13 $1.52M - $1.74M
245K $23.4M
JNJ
Johnson & Johnson

Healthcare
13.2K
+ 77.81%
$145.48 - $167.38 $1.92M - $2.21M
30.2K $4.89M
VZ
Verizon Communications Inc

Communication Services
49K
+ 88.21%
$38.89 - $45.0 $1.91M - $2.21M
105K $4.7M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
56.1K
+ 1003.33%
$38.33 - $42.48 $2.15M - $2.38M
61.6K $2.59M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.15K
+ 1.49%
$48.51 - $52.86 $347K - $378K
488K $25.8M
META
Meta Platforms, Inc.

Communication Services
1.91K
+ 10.89%
$453.41 - $572.44 $865K - $1.09M
19.4K $11.1M
AMZN
Amazon Com Inc

Consumer Cyclical
17.2K
+ 12.66%
$161.02 - $200.0 $2.76M - $3.43M
153K $28.5M
BLK
Black Rock Inc.

Financial Services
2.14K
+ 156.17%
$782.27 - $949.51 $1.67M - $2.03M
3.51K $3.33M
FTSL
First Trust Senior Ln Fund

ETFs
46.8K
+ 257.67%
$45.51 - $46.26 $2.13M - $2.17M
65K $2.98M
CSCO
Cisco Systems, Inc.

Technology
35.4K
+ 83.69%
$44.74 - $53.22 $1.58M - $1.88M
77.6K $4.13M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
41K
+ 95.13%
$39.95 - $45.86 $1.64M - $1.88M
84.2K $3.84M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
26.3K
+ 414.0%
$74.26 - $78.84 $1.95M - $2.07M
32.6K $2.56M
V
Visa Inc.

Financial Services
6.2K
+ 20.87%
$253.74 - $291.56 $1.57M - $1.81M
35.9K $9.88M
XOM
Exxon Mobil Corp

Energy
16.3K
+ 27.35%
$109.72 - $119.0 $1.79M - $1.94M
75.8K $8.89M
IHDG
Wisdomtree Tr

ETFs
44.2K
+ 257.51%
$42.42 - $46.78 $1.88M - $2.07M
61.4K $2.81M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
24K
+ 46.22%
$85.84 - $85.84 $2.06M - $2.06M
76.1K $6.53M
KO
Coca Cola CO

Consumer Defensive
22.2K
+ 50.46%
$62.69 - $73.01 $1.39M - $1.62M
66.1K $4.75M
AMT
American Tower Corp

Real Estate
7.81K
+ 219.95%
$192.27 - $242.73 $1.5M - $1.89M
11.4K $2.64M
Activity Summary
Buys All Purchases 512 New Holdings 116 Increased Positions 396 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 1 Puts 1
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