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
FXH
First Tr Exchange Trd Fd Healt

ETFs
-355
- 6.69%
$102.5 - $112.02 $36.4K - $39.8K
4.95K $512K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-741
- 2.1%
$50.48 - $51.04 $37.4K - $37.8K
34.5K $1.75M
ADI
Analog Devices Inc

Technology
-90
- 4.99%
$201.56 - $243.82 $18.1K - $21.9K
1.71K $345K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.41K
- 7.9%
$28.55 - $29.09 $40.3K - $41.1K
16.5K $475K
OKE
Oneok Inc

Energy
-267
- 3.51%
$89.57 - $109.85 $23.9K - $29.3K
7.33K $727K
ASML
Asml Holding Nv

Technology
-30
- 5.66%
$662.63 - $776.99 $19.9K - $23.3K
500 $331K
BALL
Ball Corp

Consumer Cyclical
-345
- 5.58%
$49.04 - $56.53 $16.9K - $19.5K
5.84K $304K
IAT
Ishares Tr

ETFs
-350
- 7.28%
$44.84 - $53.56 $15.7K - $18.7K
4.46K $207K
EOG
Eog Resources Inc

Energy
-360
- 13.24%
$120.54 - $138.05 $43.4K - $49.7K
2.36K $302K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-417
- 12.96%
$71.9 - $77.57 $30K - $32.3K
2.8K $207K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-158
- 6.12%
$179.71 - $192.06 $28.4K - $30.3K
2.42K $446K
SHOP
Shopify Inc.

Technology
-39
- 1.74%
$90.59 - $129.31 $3.53K - $5.04K
2.2K $209K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-535
- 4.53%
$47.35 - $48.24 $25.3K - $25.8K
11.3K $535K
AOR
Ishares Tr Core Growth Allocat

ETFs
-502
- 11.03%
$56.63 - $59.39 $28.4K - $29.8K
4.05K $233K
JHMM
John Hancock Multifactor Mid C

ETFs
-17
- 0.16%
$55.69 - $63.12 $947 - $1.07K
10.9K $625K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-8
- 0.53%
$302.31 - $337.54 $2.42K - $2.7K
1.49K $457K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-177
- 1.46%
$44.7 - $49.05 $7.91K - $8.68K
12K $542K
ADM
Archer Daniels Midland CO

Consumer Defensive
-193
- 3.26%
$45.22 - $52.17 $8.73K - $10.1K
5.73K $275K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-28
- 0.65%
$55.6 - $66.5 $1.56K - $1.86K
4.28K $254K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-842
- 9.32%
$29.72 - $31.94 $25K - $26.9K
8.19K $252K
AZO
Autozone Inc

Consumer Cyclical
-63
- 17.7%
$3193.96 - $3828.11 $201K - $241K
293 $1.12M
VTV
Vanguard Value ETF

ETFs
-447
- 2.69%
$167.73 - $179.21 $75K - $80.1K
16.2K $2.8M
MET
Metlife Inc

Financial Services
-134
- 2.87%
$77.7 - $87.0 $10.4K - $11.7K
4.54K $364K
BIT
Black Rock Multi Sector Income Trust

Financial Services
-1K
- 7.93%
$14.43 - $14.85 $14.4K - $14.9K
11.6K $168K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-314
- 9.0%
$85.29 - $92.57 $26.8K - $29.1K
3.17K $288K
COF
Capital One Financial Corp

Financial Services
-104
- 2.45%
$163.87 - $209.82 $17K - $21.8K
4.15K $743K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-589
- 2.84%
$23.32 - $23.84 $13.7K - $14K
20.1K $471K
MCO
Moodys Corp

Financial Services
-14
- 1.7%
$437.8 - $527.48 $6.13K - $7.38K
808 $376K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-302
- 2.93%
$10.61 - $16.49 $3.2K - $4.98K
10K $124K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-321
- 4.03%
$76.77 - $82.22 $24.6K - $26.4K
7.64K $606K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-100
- 3.39%
$72.01 - $79.94 $7.2K - $7.99K
2.85K $211K
VFH
Vanguard Financial ETF

ETFs
-207
- 2.42%
$114.07 - $127.34 $23.6K - $26.4K
8.35K $998K
VHT
Vanguard Health Care ETF

ETFs
-116
- 6.65%
$254.06 - $273.83 $29.5K - $31.8K
1.63K $430K
MBB
Ishares Tr

ETFs
-544
- 2.98%
$90.37 - $94.08 $49.2K - $51.2K
17.7K $1.66M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-61
- 1.92%
$178.65 - $194.73 $10.9K - $11.9K
3.11K $571K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3
- 0.15%
$117.4 - $131.02 $352 - $393
2.02K $242K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-2.03K
- 6.13%
$13.65 - $14.45 $27.8K - $29.4K
31.1K $443K
QCOM
Qualcomm Inc

Technology
-62
- 0.44%
$151.94 - $175.86 $9.42K - $10.9K
13.9K $2.13M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-839
- 2.43%
$14.22 - $14.83 $11.9K - $12.4K
33.6K $486K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-103
- 0.16%
N/A
63.5K $5.45M
ILPT
Industrial Logistics Properties Trust

Real Estate
-996
- 4.63%
$3.39 - $4.05 $3.38K - $4.03K
20.5K $70K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-1.51K
- 10.7%
$0.6 - $1.22 $904 - $1.84K
12.6K $7K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-10
- 0.16%
$51.3 - $56.76 $513 - $568
6.25K $331K
AOA
Ishares Tr Core Aggressive All

ETFs
-82
- 1.63%
$75.7 - $80.01 $6.21K - $6.56K
4.95K $378K
PID
Invesco Exchange Traded Fd Tr

ETFs
-298
- 2.29%
N/A
12.7K $226K
TXN
Texas Instruments Inc

Technology
-30
- 0.93%
N/A
3.21K $623K
OHI
Omega Healthcare Investors Inc

Real Estate
-275
- 1.54%
$35.7 - $38.33 $9.82K - $10.5K
17.6K $669K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.23%
$63.77 - $68.75 $510 - $550
3.52K $227K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-259
- 3.5%
$44.68 - $46.49 $11.6K - $12K
7.15K $330K
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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