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
OGE
Oge Energy Corp.

Utilities
28
+ 0.42%
$39.76 - $46.32 $1.11K - $1.3K
6.71K $308K
FXU
First Tr Exchange Traded Fd Ut

ETFs
20
+ 0.21%
$37.42 - $41.14 $748 - $823
9.47K $388K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
251
+ 11.91%
$120.5 - $145.97 $30.2K - $36.6K
2.36K $310K
AUR
Aurora Innovation, Inc.

Technology
1.5K
+ 3.38%
$6.1 - $10.19 $9.15K - $15.3K
45.9K $309K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
45
+ 1.4%
$98.98 - $113.18 $4.45K - $5.09K
3.25K $367K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
216
+ 4.6%
$64.2 - $69.24 $13.9K - $15K
4.92K $336K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
619
+ 5.09%
$49.69 - $50.76 $30.8K - $31.4K
12.8K $638K
PFE
Pfizer Inc

Healthcare
2.73K
+ 7.74%
$25.01 - $27.13 $68.3K - $74.1K
38K $964K
KMI
Kinder Morgan, Inc.

Energy
355
+ 2.27%
$26.1 - $31.22 $9.27K - $11.1K
16K $455K
VPU
Vanguard Utilities ETF

ETFs
101
+ 6.95%
$161.24 - $173.33 $16.3K - $17.5K
1.56K $265K
ENB
Enbridge Inc

Energy
340
+ 5.57%
$41.54 - $45.45 $14.1K - $15.5K
6.45K $285K
DSI
Ishares Msci Kld 400 Social Et

ETFs
611
+ 13.39%
$101.98 - $115.66 $62.3K - $70.7K
5.18K $529K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
8
+ 0.11%
$40.34 - $45.45 $323 - $364
7.18K $316K
EPD
Enterprise Products Partners L.P.

Energy
37
+ 0.44%
$31.75 - $34.14 $1.17K - $1.26K
8.37K $285K
TMO
Thermo Fisher Scientific Inc.

Healthcare
173
+ 6.28%
$497.6 - $606.74 $86.1K - $105K
2.93K $1.46M
ECL
Ecolab Inc.

Basic Materials
9
+ 0.81%
$229.72 - $269.82 $2.07K - $2.43K
1.12K $282K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.06K
+ 12.24%
$54.51 - $63.63 $57.7K - $67.3K
9.7K $543K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
630
+ 1.56%
$25.44 - $25.58 $16K - $16.1K
40.9K $1.05M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.09K
+ 1.23%
$18.54 - $18.88 $20.2K - $20.6K
90.2K $1.69M
DLR
Digital Realty Trust, Inc.

Real Estate
1.03K
+ 27.43%
$142.1 - $183.56 $146K - $189K
4.78K $684K
LQD
Ishares Iboxx $ Investment Gra

ETFs
102
+ 2.41%
$105.1 - $109.61 $10.7K - $11.2K
4.33K $470K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
14
+ 0.61%
$107.24 - $116.37 $1.5K - $1.63K
2.32K $269K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
254
+ 1.09%
$13.05 - $13.97 $3.31K - $3.55K
23.5K $319K
EPI
Wisdomtree Tr India Earnings F

ETFs
691
+ 8.21%
$40.08 - $45.85 $27.7K - $31.7K
9.11K $397K
EMLP
First Tr Exchange Traded Iv

ETFs
44
+ 0.54%
$35.79 - $38.28 $1.57K - $1.68K
8.24K $309K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
104
+ 1.49%
$48.43 - $49.9 $5.04K - $5.19K
7.08K $353K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
93
+ 1.47%
$41.61 - $44.72 $3.87K - $4.16K
6.41K $277K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
863
+ 6.17%
$50.25 - $55.9 $43.4K - $48.2K
14.8K $763K
DFAS
Dimensional ETF Tr U S Small C

ETFs
895
+ 12.59%
$58.81 - $68.2 $52.6K - $61K
8.01K $478K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
8
+ 0.16%
$65.44 - $70.64 $524 - $565
4.88K $333K
IGF
Ishares Global Infrastructure

ETFs
96
+ 2.47%
$51.96 - $54.84 $4.99K - $5.26K
3.99K $217K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
249
+ 1.46%
$20.2 - $22.24 $5.03K - $5.54K
17.3K $371K
FISV
Fiserv Inc

Technology
99
+ 4.69%
N/A
2.21K $276K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
496
+ 1.88%
$23.87 - $24.35 $11.8K - $12.1K
26.9K $644K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3
+ 0.02%
$66.3 - $74.17 $199 - $223
12.4K $859K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
937
+ 7.09%
$45.21 - $50.33 $42.4K - $47.2K
14.2K $647K
NUE
Nucor Corp

Basic Materials
3
+ 0.12%
$114.48 - $142.52 $343 - $428
2.6K $312K
APH
Amphenol Corp

Technology
434
+ 9.07%
$61.62 - $78.55 $26.7K - $34.1K
5.22K $342K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
267
+ 6.81%
$108.02 - $120.45 $28.8K - $32.2K
4.19K $460K
TDIV
First Trust Nasdaq Technology

ETFs
416
+ 9.22%
$73.39 - $83.95 $30.5K - $34.9K
4.93K $362K
JNK
Spdr Bloomberg High Yield Bond

ETFs
78
+ 3.15%
$94.86 - $97.12 $7.4K - $7.58K
2.56K $243K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1
+ 0.01%
$18.46 - $19.19 $18.5 - $19.2
10.2K $194K
CPRT
Copart Inc

Consumer Cyclical
192
+ 4.01%
$52.3 - $59.83 $10K - $11.5K
4.99K $282K
GPC
Genuine Parts CO

Consumer Cyclical
12
+ 0.68%
$115.91 - $129.02 $1.39K - $1.55K
1.78K $211K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
49
+ 0.26%
$50.87 - $51.09 $2.49K - $2.5K
18.8K $961K
ORCL
Oracle Corp

Technology
2.04K
+ 19.62%
$139.81 - $186.47 $286K - $381K
12.5K $1.74M
CEG
Constellation Energy Corp

Utilities
156
+ 13.71%
$201.63 - $347.44 $31.5K - $54.2K
1.29K $260K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
63
+ 0.95%
$50.72 - $50.92 $3.2K - $3.21K
6.67K $339K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
89
+ 0.5%
$22.31 - $22.79 $1.99K - $2.03K
17.9K $404K
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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