Western Wealth Management, LLC Reduced Holdings in Q1 2025

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.36K
- 6.74%
$468.34 - $539.52 $4.38M - $5.05M
130K $60.8M
AAPL
Apple Inc.

Technology
-1.21K
- 0.47%
$209.68 - $247.1 $253K - $298K
258K $57.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.96K
- 12.32%
$222.15 - $428.22 $880K - $1.7M
28.2K $7.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.36K
- 15.45%
$551.42 - $612.93 $4.06M - $4.51M
40.3K $22.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11.1K
- 33.66%
$360.07 - $417.26 $4.01M - $4.64M
21.9K $7.92M
AVGO
Broadcom Inc.

Technology
-457
- 0.62%
$167.43 - $244.7 $76.5K - $112K
73.4K $12.3M
MSFT
Microsoft Corp

Technology
-1.46K
- 1.81%
$375.39 - $447.2 $548K - $652K
79.4K $29.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-52.9K
- 18.91%
$40.03 - $46.81 $2.12M - $2.48M
227K $9.25M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-31.7K
- 90.09%
$89.18 - $104.04 $2.82M - $3.3M
3.49K $318K
GOOGL
Alphabet Inc.

Communication Services
-291
- 0.34%
$154.33 - $206.19 $44.9K - $60K
85.3K $13.2M
FTCS
First Trust Capital Strength E

ETFs
-27.7K
- 19.42%
$86.39 - $91.35 $2.39M - $2.53M
115K $10.3M
FTC
First Tr Lge Cap Growth

ETFs
-12.9K
- 35.24%
$127.87 - $148.89 $1.64M - $1.92M
23.6K $3.11M
GOOG
Alphabet Inc.

Communication Services
-266
- 0.71%
$156.06 - $207.71 $41.5K - $55.3K
37.1K $5.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-693
- 2.01%
$554.06 - $615.85 $384K - $427K
33.8K $19M
AMD
Advanced Micro Devices Inc

Technology
-7.71K
- 26.86%
$96.63 - $129.55 $745K - $999K
21K $2.16M
MMLG
First Tr Exc Viii First Multi

Technology
-37.7K
- 80.75%
$27.1 - $33.12 $1.02M - $1.25M
8.98K $245K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.84K
- 2.22%
$57.21 - $65.8 $277K - $318K
213K $12.4M
CGDV
Capital Group Divid Value ETF

ETFs
-33.8K
- 8.25%
$34.95 - $37.36 $1.18M - $1.26M
375K $13.4M
VTI
Vanguard Total Stock Market Et

ETFs
-595
- 1.33%
$271.18 - $303.12 $161K - $180K
44.3K $12.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17.5K
- 12.75%
$32.42 - $36.13 $569K - $634K
120K $3.96M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.17K
- 4.3%
$102.49 - $119.96 $222K - $260K
48.4K $5.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.49K
- 44.88%
$47.79 - $59.89 $453K - $568K
11.7K $584K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.4K
- 4.89%
$126.86 - $146.45 $177K - $205K
27.2K $3.46M
DIS
Walt Disney CO

Communication Services
-2.68K
- 15.87%
$96.87 - $114.0 $260K - $305K
14.2K $1.4M
FTHI
First Trust Exchange Traded Fd

ETFs
-16K
- 24.89%
$21.62 - $23.74 $346K - $380K
48.3K $1.06M
LNG
Cheniere Energy, Inc.

Energy
-2.3K
- 40.32%
$209.32 - $253.66 $481K - $582K
3.4K $786K
IXN
Ishares Global Information Tec

ETFs
-2.03K
- 6.62%
$75.73 - $88.4 $154K - $179K
28.6K $2.17M
FPX
First Trust Us Equity Opportun

ETFs
-2.03K
- 8.85%
$106.21 - $143.53 $215K - $291K
20.9K $2.33M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-115
- 0.93%
$211.47 - $267.17 $24.3K - $30.7K
12.2K $2.59M
LGOV
First Tr ETF Iv Long Duration

ETFs
-21.9K
- 17.24%
$20.41 - $21.7 $448K - $476K
105K $2.26M
IWM
Ishares Russell 2000 ETF

ETFs
-432
- 3.61%
$198.1 - $229.79 $85.6K - $99.3K
11.5K $2.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-83
- 0.75%
$247.97 - $296.33 $20.6K - $24.6K
11.1K $2.78M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-13.6K
- 50.41%
$24.73 - $25.62 $337K - $350K
13.4K $342K
HD
Home Depot, Inc.

Consumer Cyclical
-103
- 0.79%
$347.25 - $424.87 $35.8K - $43.8K
12.9K $4.71M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.78K
- 20.67%
$62.43 - $84.12 $174K - $234K
10.7K $695K
VIG
Vanguard Dividend Appreciation

ETFs
-1.68K
- 1.6%
N/A
103K $18.8M
MRK
Merck & Co., Inc.

Healthcare
-870
- 4.06%
$83.01 - $101.02 $72.2K - $87.9K
20.5K $1.84M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-296
- 0.85%
$120.29 - $134.6 $35.6K - $39.8K
34.6K $4.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.94K
- 21.05%
$95.85 - $99.25 $281K - $291K
11K $1.09M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7.93K
- 13.41%
$39.18 - $43.52 $311K - $345K
51.2K $2.14M
FDN
First Tr Fd Dow Jones

ETFs
-441
- 6.22%
$221.38 - $266.86 $97.6K - $118K
6.65K $1.48M
DFAX
Dimensional ETF Tr
-14.5K
- 13.82%
$24.45 - $27.2 $354K - $394K
90.3K $2.37M
AXP
American Express CO

Financial Services
-12
- 0.15%
$255.39 - $325.87 $3.06K - $3.91K
8.07K $2.17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.78K
- 3.01%
$21.75 - $24.28 $82.2K - $91.8K
122K $2.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
-936
- 8.71%
$308.86 - $455.36 $289K - $426K
9.81K $3.46M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.91K
- 8.09%
$112.81 - $126.16 $215K - $241K
21.7K $2.64M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.44K
- 5.58%
$53.6 - $58.97 $131K - $144K
41.3K $2.26M
DHR
Danaher Corp

Healthcare
-224
- 3.71%
$201.62 - $250.59 $45.2K - $56.1K
5.81K $1.19M
SKYY
First Trust Cloud Computing Et

ETFs
-117
- 1.12%
$102.23 - $131.18 $12K - $15.3K
10.3K $1.05M
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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