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
CION
Cion Investment Corp

Financial Services
-6.11K
- 31.87%
$10.35 - $12.55 $63.3K - $76.7K
13.1K $135K
ITW
Illinois Tool Works Inc

Industrials
-283
- 11.88%
$244.9 - $274.48 $69.3K - $77.7K
2.1K $520K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.55K
- 15.31%
$22.25 - $23.0 $79K - $81.7K
19.6K $451K
FTA
First Tr Large Cap Value

ETFs
-1.11K
- 6.58%
$74.42 - $80.34 $82.2K - $88.8K
15.7K $1.2M
VEA
Vanguard Ftse Developed Market

ETFs
-3.99K
- 9.91%
$47.4 - $52.99 $189K - $212K
36.3K $1.85M
NVO
Novo Nordisk A S

Healthcare
-55
- 1.2%
$69.3 - $90.95 $3.81K - $5K
4.54K $315K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.76K
- 13.07%
$20.64 - $20.73 $77.6K - $77.9K
25K $516K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.7K
- 6.47%
$42.18 - $45.16 $114K - $122K
39K $1.73M
CARR
Carrier Global Corp

Industrials
-717
- 11.07%
$62.07 - $70.55 $44.5K - $50.6K
5.76K $365K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-106
- 1.56%
$175.5 - $209.86 $18.6K - $22.2K
6.69K $1.21M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.93K
- 23.18%
$11.22 - $11.8 $66.5K - $69.9K
19.6K $220K
MAR
Marriott International Inc

Consumer Cyclical
-10
- 0.56%
$237.01 - $304.45 $2.37K - $3.04K
1.76K $419K
RF
Regions Financial Corp

Financial Services
-1.24K
- 4.82%
$20.84 - $24.77 $25.8K - $30.7K
24.4K $531K
VV
Vanguard Large Cap ETF

ETFs
-202
- 12.08%
$253.32 - $282.66 $51.2K - $57.1K
1.47K $377K
PRU
Prudential Financial Inc

Financial Services
-317
- 5.99%
$105.04 - $122.33 $33.3K - $38.8K
4.97K $555K
FSK
Fs Kkr Capital Corp

Financial Services
-2.41K
- 10.39%
$20.47 - $24.06 $49.4K - $58.1K
20.8K $435K
FDX
Fedex Corp

Industrials
-8
- 0.45%
$230.33 - $281.53 $1.84K - $2.25K
1.78K $433K
UNP
Union Pacific Corp

Industrials
-440
- 10.06%
$225.21 - $254.42 $99.1K - $112K
3.93K $929K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.58K
- 6.85%
$19.42 - $19.54 $69.4K - $69.9K
48.6K $947K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-2.32K
- 20.84%
$34.14 - $37.91 $79.3K - $88.1K
8.83K $314K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-169
- 7.8%
$168.84 - $202.89 $28.5K - $34.3K
2K $351K
CMCSA
Comcast Corp

Communication Services
-1.49K
- 8.56%
$33.19 - $38.23 $49.4K - $56.9K
15.9K $586K
BA
Boeing CO

Industrials
-76
- 0.98%
$148.15 - $186.25 $11.3K - $14.2K
7.65K $1.3M
SYM
Symbotic Inc.

Financial Services
-900
- 7.29%
$20.16 - $33.5 $18.1K - $30.2K
11.5K $231K
EFG
Msci Eafe Growth ETF

ETFs
-795
- 13.99%
$96.1 - $106.37 $76.4K - $84.6K
4.89K $488K
DOCU
Docusign, Inc.

Technology
-111
- 1.85%
$74.7 - $97.7 $8.29K - $10.8K
5.89K $479K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-817
- 13.45%
$40.67 - $48.92 $33.2K - $40K
5.26K $213K
GLW
Corning Inc

Technology
-449
- 2.08%
$44.91 - $54.25 $20.2K - $24.4K
21.2K $969K
JETS
ETF Ser Solutions U S Global J

ETFs
-386
- 3.44%
$20.77 - $26.81 $8.02K - $10.3K
10.8K $225K
FTGC
First Trust Global Tactical CO

ETFs
-5.2K
- 11.11%
$23.95 - $25.86 $125K - $135K
41.6K $1.06M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-65
- 1.45%
$121.0 - $142.28 $7.87K - $9.25K
4.42K $550K
FEX
First Tr Large Cap Core Alphde

ETFs
-503
- 20.15%
$99.27 - $109.89 $49.9K - $55.3K
1.99K $204K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-179
- 1.37%
$37.35 - $43.35 $6.69K - $7.76K
12.9K $489K
VXF
Vanguard Extended Market ETF

ETFs
-128
- 6.75%
$170.36 - $201.04 $21.8K - $25.7K
1.77K $304K
F
Ford Motor CO

Consumer Cyclical
-5.91K
- 18.69%
$9.12 - $10.43 $53.9K - $61.7K
25.7K $258K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-96
- 0.58%
$58.11 - $65.29 $5.58K - $6.27K
16.3K $972K
FIW
First Trust Water ETF

ETFs
-429
- 5.62%
$99.48 - $106.74 $42.7K - $45.8K
7.2K $725K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.28K
- 30.05%
$56.12 - $68.15 $71.8K - $87.2K
2.98K $202K
SCHW
Schwab Charles Corp

Financial Services
-1.15K
- 12.83%
$71.24 - $83.64 $82.2K - $96.5K
7.84K $613K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-989
- 8.28%
$23.16 - $27.04 $22.9K - $26.7K
11K $256K
CZA
Invesco Exchange Traded Fd Tr

ETFs
-486
- 14.79%
$101.07 - $108.24 $49.1K - $52.6K
2.8K $290K
SNPS
Synopsys Inc

Technology
-40
- 7.27%
$428.58 - $551.54 $17.1K - $22.1K
510 $218K
VOT
Vanguard Mid Cap Growth Index

ETFs
-36
- 0.86%
$237.72 - $276.98 $8.56K - $9.97K
4.17K $1.02M
VST
Vistra Corp.

Utilities
-52
- 2.62%
$108.49 - $191.89 $5.64K - $9.98K
1.93K $226K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-45
- 4.45%
$333.37 - $384.99 $15K - $17.3K
967 $323K
AFL
Aflac Inc

Financial Services
-597
- 21.69%
$100.99 - $111.19 $60.3K - $66.4K
2.16K $239K
WELL
Welltower Inc.

Real Estate
-694
- 29.12%
$124.05 - $156.86 $86.1K - $109K
1.69K $258K
FITB
Fifth Third Bancorp

Financial Services
-501
- 7.47%
$37.48 - $44.96 $18.8K - $22.5K
6.2K $243K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-353
- 1.53%
$90.0 - $96.32 $31.8K - $34K
22.7K $2.1M
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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