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
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
FDL
First Tr Morningstar Dividend

ETFs
3.91K
+ 13.88%
$39.69 - $43.83 $155K - $172K
32.1K $1.39M
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.53K
+ 16.52%
$169.43 - $182.84 $259K - $279K
10.8K $1.87M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.68K
+ 1.24%
$59.78 - $60.03 $220K - $221K
302K $18.1M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.09K
+ 27.56%
$46.86 - $50.66 $192K - $207K
18.9K $919K
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.8K
+ 19.22%
$29.82 - $30.1 $203K - $205K
42.2K $1.27M
INTC
Intel Corp

Technology
7.75K
+ 57.59%
$19.1 - $27.39 $148K - $212K
21.2K $481K
UNH
Unitedhealth Group Inc

Healthcare
109
+ 1.29%
$461.52 - $548.18 $50.3K - $59.8K
8.56K $4.48M
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
RWL
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 1.52%
$96.9 - $104.39 $96.9K - $104K
66.8K $6.64M
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
DGRO
Ishares Core Dividend Growth E

ETFs
2.39K
+ 5.79%
$60.46 - $64.42 $145K - $154K
43.7K $2.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.78K
+ 6.36%
$55.41 - $60.74 $209K - $229K
63.1K $3.57M
LPI
Laredo Petroleum, Inc.

Energy
3.37K
+ 32.6%
N/A
13.7K $665K
ATEC
Alphatec Holdings, Inc.

Healthcare
7.61K
+ 9.59%
$9.06 - $12.53 $69K - $95.4K
87.1K $882K
AEP
American Electric Power CO Inc

Utilities
400
+ 6.23%
$90.32 - $109.27 $36.1K - $43.7K
6.82K $744K
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
WFC
Wells Fargo & Company

Financial Services
1.64K
+ 13.47%
$66.78 - $81.42 $109K - $133K
13.8K $988K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.98K
+ 80.85%
$77.67 - $90.15 $153K - $178K
4.42K $345K
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
SHV
Ishares Tr

ETFs
1.03K
+ 27.79%
$110.11 - $110.51 $113K - $114K
4.73K $522K
XLC
Select Sector Spdr Tr Communic

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