Western Wealth Management, LLC Incresed Positions in Q2 2025

Western Wealth Management, LLC

  • $1.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
720
+ 22.19%
$79.01 - $86.61 $56.9K - $62.4K
3.96K $329K
HEQT
Simplify Exchange Traded Fds H
1.19K
+ 10.94%
$27.22 - $30.05 $32.5K - $35.9K
12.1K $363K
LNG
Cheniere Energy, Inc.

Energy
40
+ 1.18%
$197.25 - $244.33 $7.89K - $9.77K
3.44K $837K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
501
+ 14.96%
$102.02 - $103.5 $51.1K - $51.9K
3.85K $396K
VLO
Valero Energy Corp

Energy
296
+ 7.59%
$104.69 - $141.77 $31K - $42K
4.2K $564K
FNDX
Schwab Fundamental U S Large C

ETFs
1.24K
+ 6.59%
$20.84 - $24.54 $25.9K - $30.5K
20.1K $493K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
571
+ 13.8%
$75.05 - $77.34 $42.9K - $44.2K
4.71K $364K
MCO
Moodys Corp

Financial Services
38
+ 4.7%
$396.7 - $501.59 $15.1K - $19.1K
846 $424K
NVO
Novo Nordisk A S

Healthcare
706
+ 15.55%
$58.08 - $81.05 $41K - $57.2K
5.25K $362K
PYPL
Pay Pal Holdings, Inc.

Financial Services
234
+ 7.41%
$57.41 - $74.81 $13.4K - $17.5K
3.39K $252K
WMB
Williams Companies, Inc.

Energy
519
+ 14.24%
$54.33 - $62.87 $28.2K - $32.6K
4.16K $261K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
706
+ 1.16%
$45.12 - $46.23 $31.9K - $32.6K
61.5K $2.84M
VOX
Vanguard Communication Service

ETFs
2
+ 0.11%
$133.12 - $171.03 $266 - $342
1.88K $320K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.16K
+ 7.05%
$27.29 - $29.28 $31.7K - $34K
17.6K $516K
FAST
Fastenal CO

Industrials
12.4K
+ 91.7%
$40.65 - $83.16 $503K - $1.03M
25.9K $1.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
745
+ 10.52%
$49.57 - $50.27 $36.9K - $37.5K
7.83K $393K
NEAR
Blackrock Short Maturity Bond

ETFs
751
+ 16.78%
$50.41 - $51.17 $37.9K - $38.4K
5.23K $267K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
446
+ 20.36%
$97.29 - $105.63 $43.4K - $47.1K
2.64K $267K
DFAS
Dimensional ETF Tr U S Small C

ETFs
87
+ 1.09%
$52.31 - $63.72 $4.55K - $5.54K
8.09K $515K
AOA
Ishares Tr Core Aggressive All

ETFs
14
+ 0.28%
$69.46 - $83.4 $972 - $1.17K
4.97K $414K
XLP
Consumer Staples Sector Spdr

ETFs
450
+ 1.67%
N/A
27.4K $2.08M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
402
+ 10.05%
$54.27 - $63.01 $21.8K - $25.3K
4.4K $275K
MET
Metlife Inc

Financial Services
395
+ 8.69%
$68.42 - $82.49 $27K - $32.6K
4.94K $397K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1K
+ 2.35%
$29.07 - $29.38 $29.1K - $29.4K
43.6K $1.28M
ICE
Intercontinental Exchange, Inc.

Financial Services
23
+ 0.94%
$151.62 - $183.47 $3.49K - $4.22K
2.48K $454K
ECL
Ecolab Inc.

Basic Materials
45
+ 4.03%
$225.65 - $270.95 $10.2K - $12.2K
1.16K $312K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
12
+ 0.39%
$162.34 - $192.15 $1.95K - $2.31K
3.12K $599K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
424
+ 6.57%
$51.1 - $53.29 $21.7K - $22.6K
6.88K $366K
SJNK
Spdr Bloomberg Short Term High

ETFs
880
+ 5.98%
$24.12 - $25.48 $21.2K - $22.4K
15.6K $397K
IWN
Ishares Russell2000 Val ETF

ETFs
11
+ 0.32%
$131.84 - $157.76 $1.45K - $1.74K
3.45K $544K
NUE
Nucor Corp

Basic Materials
4
+ 0.15%
$103.22 - $131.43 $413 - $526
2.6K $337K
VZ
Verizon Communications Inc

Communication Services
2.78K
+ 6.06%
$41.67 - $45.62 $116K - $127K
48.7K $2.11M
JNK
Spdr Bloomberg High Yield Bond

ETFs
194
+ 7.58%
$91.23 - $97.27 $17.7K - $18.9K
2.75K $267K
WELL
Welltower Inc.

Real Estate
150
+ 8.88%
$136.49 - $155.22 $20.5K - $23.3K
1.84K $282K
AB
Alliancebernstein Holding L.P.

Financial Services
5
+ 0.05%
$33.0 - $41.77 $165 - $209
9.6K $391K
F
Ford Motor CO

Consumer Cyclical
167
+ 0.65%
$8.69 - $10.85 $1.45K - $1.81K
25.9K $281K
ET
Energy Transfer LP

Energy
3.04K
+ 4.34%
$15.65 - $18.93 $47.6K - $57.5K
73.1K $1.33M
BALL
Ball Corp

Consumer Cyclical
1
+ 0.02%
$44.94 - $56.99 $44.9 - $57
5.84K $327K
NVS
Novartis Ag

Healthcare
30
+ 1.55%
$101.96 - $121.01 $3.06K - $3.63K
1.97K $237K
MDLZ
Mondelez International, Inc.

Consumer Defensive
353
+ 11.85%
$63.54 - $68.5 $22.4K - $24.2K
3.33K $224K
IEF
Ishares Barclays

ETFs
167
+ 4.09%
$93.15 - $96.56 $15.6K - $16.1K
4.25K $407K
FTLS
First Tr Long/Short Equity ETF

ETFs
3
+ 0.04%
$60.06 - $66.28 $180 - $199
7.47K $494K
CMI
Cummins Inc

Industrials
14
+ 1.89%
$267.12 - $336.65 $3.74K - $4.71K
753 $246K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
766
+ 7.54%
$18.83 - $19.22 $14.4K - $14.7K
10.9K $209K
FXU
First Tr Exchange Traded Fd Ut

ETFs
19
+ 0.2%
$37.86 - $43.29 $719 - $823
9.49K $402K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
741
+ 2.76%
$23.36 - $24.11 $17.3K - $17.9K
27.6K $658K
AEP
American Electric Power CO Inc

Utilities
494
+ 7.25%
$98.59 - $109.11 $48.7K - $53.9K
7.31K $758K
ADBE
Adobe Inc.

Technology
24
+ 1.88%
$340.0 - $420.68 $8.16K - $10.1K
1.3K $503K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
618
+ 1.51%
$24.96 - $25.5 $15.4K - $15.8K
41.6K $1.06M
Activity Summary
Buys All Purchases 400 New Holdings 72 Increased Positions 328 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 1 Puts 0
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