Western Wealth Management, LLC New Holdings in Q1 2025

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HDGE
Advisorshares Tr Ranger Equity

ETFs
258K
New
$15.47 - $17.82 $4M - $4.61M
258K $4.61M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
377K
New
$10.9 - $12.02 $4.11M - $4.53M
377K $4.44M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
38.1K
New
$61.9 - $66.89 $2.36M - $2.55M
38.1K $2.42M
FCNCA
First Citizens Bancshares Inc

Financial Services
887
New
$1728.36 - $2231.14 $1.53M - $1.98M
887 $1.64M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
NET
Cloudflare, Inc.

Technology
6.78K
New
$110.71 - $176.5 $750K - $1.2M
6.78K $763K
EQIX
Equinix Inc

Real Estate
917
New
$803.0 - $959.97 $736K - $880K
917 $747K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
7.66K
New
$79.96 - $87.71 $613K - $672K
7.66K $629K
VRT
Vertiv Holdings CO

Industrials
5.16K
New
N/A
5.16K $447K
TOST
Toast, Inc.

Technology
11.5K
New
$32.61 - $41.98 $375K - $483K
11.5K $381K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
691
New
$402.49 - $513.76 $278K - $355K
691 $335K
HEQT
Simplify Exchange Traded Fds H
10.9K
New
$28.48 - $30.52 $311K - $333K
10.9K $311K
SIVR
Abrdn Silver ETF Trust

ETFs
8.1K
New
$28.07 - $32.82 $227K - $266K
8.1K $263K
KHC
Kraft Heinz CO

Consumer Defensive
8.54K
New
$28.51 - $32.22 $243K - $275K
8.54K $259K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.11K
New
$38.89 - $41.6 $237K - $254K
6.11K $247K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.86K
New
$80.53 - $147.57 $150K - $275K
1.86K $246K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4K
New
$58.32 - $65.09 $233K - $260K
4K $240K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.51K
New
$33.63 - $37.64 $219K - $245K
6.51K $240K
PRN
Invesco Dwa Industrials Moment

ETFs
1.73K
New
$134.74 - $169.56 $233K - $293K
1.73K $237K
BWXT
Bwx Technologies, Inc.

Industrials
2.39K
New
$96.59 - $128.46 $231K - $307K
2.39K $235K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.22K
New
$103.02 - $140.69 $229K - $312K
2.22K $234K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.34K
New
$162.48 - $175.37 $218K - $235K
1.34K $233K
CMI
Cummins Inc

Industrials
739
New
$312.92 - $386.07 $231K - $285K
739 $231K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.19K
New
$97.25 - $104.79 $213K - $230K
2.19K $227K
CVS
Cvs Health Corp

Healthcare
3.34K
New
$44.22 - $68.64 $148K - $229K
3.34K $226K
BRO
Brown & Brown, Inc.

Financial Services
1.79K
New
$100.54 - $124.4 $180K - $223K
1.79K $223K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.89K
New
$74.87 - $79.99 $216K - $231K
2.89K $222K
WMB
Williams Companies, Inc.

Energy
3.64K
New
$54.02 - $61.09 $197K - $223K
3.64K $217K
NVS
Novartis Ag

Healthcare
1.94K
New
$97.14 - $115.57 $188K - $224K
1.94K $215K
FANG
Diamondback Energy, Inc.

Energy
1.34K
New
$139.9 - $180.18 $187K - $241K
1.34K $214K
CME
Cme Group Inc.

Financial Services
804
New
$225.82 - $266.54 $182K - $214K
804 $213K
IYH
Ishares Tr

ETFs
3.48K
New
$58.32 - $62.76 $203K - $218K
3.48K $211K
MU
Micron Technology Inc

Technology
2.4K
New
$86.89 - $109.38 $208K - $262K
2.4K $208K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.16K
New
$65.15 - $91.81 $206K - $290K
3.16K $206K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.6K
New
$69.81 - $78.9 $182K - $205K
2.6K $202K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.06K
New
$191.06 - $228.87 $202K - $242K
1.06K $202K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.18K
New
$164.86 - $182.19 $194K - $215K
1.18K $200K
NU
Nu Holdings Ltd.

Financial Services
14.9K
New
$10.12 - $13.95 $151K - $208K
14.9K $152K
ACHR
Archer Aviation Inc.

Industrials
11.5K
New
$6.8 - $11.51 $78.2K - $132K
11.5K $81K
BITF
Bitfarms LTD

Financial Services
23.6K
New
$0.79 - $1.76 $18.6K - $41.5K
23.6K $18K
Pacer Us
24.9K
New
N/A
24.9K $0
Acelyrin Inc
25K
New
N/A
25K $0
CGMS
Capital Grp Core Plus Income E
7.65K
New
N/A
7.65K $0
Lam Research
2.94K
New
N/A
2.94K $0
First Trust
10.4K
New
N/A
10.4K $0
SPXV
Proshares Tr S&P 500 Ex Health
4.97K
New
N/A
4.97K $0
Invesco Aaa
17.3K
New
N/A
17.3K $0
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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