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
FISV
Fiserv Inc

Technology
94
+ 4.25%
N/A
2.3K $288K
CPRT
Copart Inc

Consumer Cyclical
1.02K
+ 20.52%
$47.72 - $63.84 $48.8K - $65.3K
6.01K $294K
BNDX
Vanguard Total International B

ETFs
137
+ 2.91%
$48.77 - $49.55 $6.68K - $6.79K
4.84K $239K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
137
+ 0.94%
$7.81 - $9.04 $1.07K - $1.24K
14.8K $133K
CZA
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.25%
$90.93 - $106.67 $637 - $747
2.81K $299K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.1%
$103.88 - $123.68 $208 - $247
2.02K $250K
CME
Cme Group Inc.

Financial Services
1
+ 0.12%
$252.37 - $290.71 $252 - $291
805 $221K
EMLP
First Tr Exchange Traded Iv

ETFs
230
+ 2.79%
$33.62 - $37.89 $7.73K - $8.71K
8.47K $317K
SQ
Block, Inc.

Technology
122
+ 2.87%
N/A
4.37K $249K
MARA
Marathon Digital Holdings, Inc.

Financial Services
320
+ 1.39%
N/A
23.3K $526K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1
+ 0.05%
$110.2 - $126.21 $110 - $126
2.02K $252K
AZN
Astrazeneca PLC

Healthcare
213
+ 7.38%
$64.87 - $75.0 $13.8K - $16K
3.1K $216K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
85
+ 0.45%
$50.1 - $51.02 $4.26K - $4.34K
18.9K $965K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
48
+ 0.46%
$24.66 - $25.17 $1.18K - $1.21K
10.4K $262K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
402
+ 3.16%
$45.3 - $50.64 $18.2K - $20.4K
13.1K $645K
DUK
Duke Energy Corp

Utilities
311
+ 3.62%
$112.46 - $124.05 $35K - $38.6K
8.91K $1.05M
PID
Invesco Exchange Traded Fd Tr

ETFs
84
+ 0.66%
N/A
12.8K $228K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16
+ 0.22%
$45.2 - $46.6 $723 - $746
7.16K $331K
PULS
Pgim ETF Tr

ETFs
10
+ 0.12%
$49.39 - $49.76 $494 - $498
8.68K $432K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.02%
$93.63 - $103.68 $93.6 - $104
4.95K $513K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6
+ 0.02%
$30.29 - $30.83 $182 - $185
30.1K $928K
Capital Group
4.4K
+ 4.28%
N/A
107K $0
Amplify Tr
45
+ 1.09%
N/A
4.16K $0
CGSD
Capital Grp Core Plus Income E
724
+ 1.66%
N/A
44.3K $0
Arista Networks
5.78K
+ 64.62%
N/A
14.7K $0
SPXV
Proshares Tr S&P 500 Ex Health
183
+ 3.68%
N/A
5.15K $0
CGMU
Capital Group Core Plus Income
127
+ 0.8%
N/A
16K $0
Capital Group
17.7K
+ 88.02%
N/A
37.7K $0
Victoryshares Free
2.25K
+ 0.97%
N/A
233K $0
Blackrock Fdg
294
+ 12.83%
N/A
2.59K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
166
+ 0.37%
N/A
44.9K $0
Eaton Vance
2.76K
+ 1.41%
N/A
199K $0
Kenvue Inc
1.24K
+ 10.84%
N/A
12.6K $0
JGRO
J P Morgan Exchange Traded Fd
340
+ 8.58%
N/A
4.3K $0
Jpmorgan Active
4.84K
+ 13.75%
N/A
40.1K $0
Ishares Bitcoin
2.66K
+ 24.31%
N/A
13.6K $0
Invesco Aaa
10K
+ 57.73%
N/A
27.3K $0
Pacer Us
14.4K
+ 57.6%
N/A
39.3K $0
SFLR
Innovator Etfs Tr Equity Manag
3
+ 0.02%
N/A
12.1K $0
Pimco Enhanced
13.1K
+ 22.33%
N/A
71.9K $0
Ge Healthcare
2.06K
+ 67.38%
N/A
5.12K $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5
+ 0.11%
$48.5 - $49.35 $243 - $247
4.64K $228K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3
+ 0.02%
$40.41 - $40.68 $121 - $122
17.8K $725K
Ge Vernova
319
+ 8.85%
N/A
3.92K $0
O
Realty Income Corp

Real Estate
10
+ 0.23%
$52.27 - $58.52 $523 - $585
4.4K $253K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
12
+ 0.29%
$58.95 - $66.19 $707 - $794
4.19K $272K
GILD
Gilead Sciences, Inc.

Healthcare
23
+ 0.6%
$96.91 - $113.0 $2.23K - $2.6K
3.86K $428K
PFL
Pimco Income Strategy Fund

Financial Services
219
+ 1.08%
$7.76 - $8.58 $1.7K - $1.88K
20.5K $171K
WPC
W. P. Carey Inc.

Real Estate
19
+ 0.35%
$56.12 - $64.53 $1.07K - $1.23K
5.48K $341K
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email