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
INTU
Intuit Inc

Technology
-287
- 38.94%
$555.63 - $630.23 $159K - $181K
450 $276K
IWP
Ishares Russell Mid Cap Growth

ETFs
-447
- 3.09%
$114.9 - $139.6 $51.4K - $62.4K
14K $1.64M
CSX
Csx Corp

Industrials
-2.9K
- 8.15%
$29.11 - $33.67 $84.5K - $97.7K
32.7K $962K
UPS
United Parcel Service Inc

Industrials
-357
- 3.89%
$109.66 - $136.26 $39.1K - $48.6K
8.82K $969K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.25K
- 2.47%
$37.31 - $43.82 $46.7K - $54.9K
49.3K $1.86M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
-2
- 0.02%
$238.2 - $273.85 $476 - $548
9.13K $2.2M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-2.43K
- 5.91%
$50.93 - $57.24 $124K - $139K
38.7K $2.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.97K
- 19.13%
$30.73 - $32.26 $153K - $160K
21K $646K
WST
West Pharmaceutical Services Inc

Healthcare
-5
- 0.31%
$199.11 - $347.87 $996 - $1.74K
1.6K $357K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.25K
- 18.51%
$76.94 - $78.28 $173K - $176K
9.9K $774K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.24K
- 35.13%
$73.78 - $76.59 $165K - $172K
4.14K $316K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.2K
- 11.17%
$47.25 - $67.02 $56.6K - $80.2K
9.52K $452K
SOXX
Ishares Semiconductor ETF

ETFs
-41
- 0.83%
$188.17 - $235.81 $7.71K - $9.67K
4.93K $926K
HPE
Hewlett Packard Enterprise CO

Technology
-1.89K
- 9.82%
$14.77 - $24.42 $27.9K - $46.2K
17.4K $267K
NEE
Nextera Energy Inc

Utilities
-1.61K
- 4.83%
$66.96 - $76.16 $108K - $123K
31.7K $2.25M
SQ
Block, Inc.

Technology
-229
- 5.12%
$54.04 - $92.95 $12.4K - $21.3K
4.25K $242K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.05K
- 4.01%
$50.17 - $51.45 $103K - $106K
49.1K $2.47M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-55
- 0.36%
$106.43 - $123.29 $5.85K - $6.78K
15.1K $1.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.2K
- 34.56%
$114.57 - $118.14 $138K - $142K
2.28K $269K
VB
Vanguard Small Cap ETF

ETFs
-128
- 2.43%
$217.89 - $252.64 $27.9K - $32.3K
5.14K $1.14M
MS
Morgan Stanley

Financial Services
-571
- 9.01%
$111.68 - $141.08 $63.8K - $80.6K
5.77K $673K
MUB
Ishares National Muni Bond ETF

ETFs
-1.01K
- 7.35%
$104.71 - $107.69 $106K - $109K
12.7K $1.34M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.98K
- 1.66%
$17.53 - $17.87 $87.3K - $89K
294K $5.18M
LOW
Lowes Companies Inc

Consumer Cyclical
-27
- 0.32%
$222.66 - $268.42 $6.01K - $7.25K
8.38K $1.95M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-5.15K
- 19.71%
$23.03 - $23.17 $119K - $119K
21K $483K
ZTS
Zoetis Inc.

Healthcare
-770
- 13.41%
$156.48 - $175.67 $120K - $135K
4.97K $818K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.69K
- 2.52%
$21.23 - $23.75 $35.8K - $40K
65.1K $1.4M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.53K
- 5.99%
N/A
24K $1.79M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-203
- 1.85%
$77.33 - $90.16 $15.7K - $18.3K
10.8K $843K
VO
Vanguard Mid Cap ETF

ETFs
-335
- 7.1%
$251.87 - $277.95 $84.4K - $93.1K
4.38K $1.13M
FXG
First Tr Exchange Traded First

ETFs
-1.79K
- 29.38%
$62.56 - $65.85 $112K - $118K
4.31K $281K
AXON
Axon Enterprise, Inc.

Industrials
-105
- 13.55%
$496.65 - $710.01 $52.1K - $74.6K
670 $352K
FV
First Trust Dorsey Wright Focu

ETFs
-273
- 1.23%
$53.91 - $63.03 $14.7K - $17.2K
21.9K $1.2M
ADBE
Adobe Inc.

Technology
-66
- 4.91%
$377.84 - $464.11 $24.9K - $30.6K
1.28K $490K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.62K
- 26.51%
$42.5 - $46.71 $111K - $122K
7.25K $328K
IWN
Ishares Russell2000 Val ETF

ETFs
-364
- 9.57%
$149.27 - $169.4 $54.3K - $61.7K
3.44K $519K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.15K
- 14.42%
$49.22 - $51.73 $106K - $111K
12.7K $643K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.92K
- 11.87%
$49.25 - $50.66 $94.7K - $97.4K
14.3K $707K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-202
- 1.02%
$51.45 - $58.51 $10.4K - $11.8K
19.6K $1.02M
DELL
Dell Technologies Inc.

Technology
-358
- 12.86%
$90.34 - $124.66 $32.3K - $44.6K
2.43K $221K
FVD
First Tr Value Line Divid Inde

ETFs
-4.58K
- 3.96%
$42.61 - $45.51 $195K - $209K
111K $4.95M
IIPR
Innovative Industrial Properties Inc

Real Estate
-157
- 2.28%
$54.09 - $74.56 $8.49K - $11.7K
6.72K $363K
ROK
Rockwell Automation, Inc

Industrials
-43
- 1.47%
$255.29 - $303.75 $11K - $13.1K
2.88K $744K
IXUS
Ishares Tr

ETFs
-2.24K
- 12.53%
$65.06 - $72.31 $145K - $162K
15.6K $1.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.36K
- 9.87%
$79.17 - $82.04 $107K - $111K
12.4K $1.01M
EMR
Emerson Electric CO

Industrials
-111
- 2.04%
$108.64 - $131.17 $12.1K - $14.6K
5.34K $585K
TGT
Target Corp

Consumer Defensive
-94
- 3.61%
$103.65 - $142.5 $9.74K - $13.4K
2.51K $262K
JXN
Jackson Financial Inc.

Financial Services
-865
- 18.63%
$79.36 - $97.88 $68.6K - $84.7K
3.78K $316K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-386
- 6.9%
$120.24 - $134.3 $46.4K - $51.8K
5.21K $635K
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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