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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-171
- 1.67%
$77.7 - $78.94 $13.3K - $13.5K
10.1K $793K
BBDC
Barings Bdc, Inc.

Financial Services
-350
- 2.03%
$9.36 - $10.78 $3.28K - $3.77K
16.9K $161K
PSA
Public Storage

Real Estate
-14
- 1.87%
$288.99 - $313.98 $4.05K - $4.4K
733 $219K
VNQ
Vanguard Specialized Funds Van

ETFs
-148
- 2.11%
$85.55 - $94.34 $12.7K - $14K
6.87K $621K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-40
- 1.41%
$106.44 - $113.12 $4.26K - $4.52K
2.8K $306K
TDVG
T Rowe Price Exchange Traded F

Technology
-183
- 3.34%
$39.23 - $42.13 $7.18K - $7.71K
5.29K $213K
XEL
Xcel Energy Inc

Utilities
-725
- 4.87%
$63.37 - $72.1 $45.9K - $52.3K
14.2K $1M
SJNK
Spdr Bloomberg Short Term High

ETFs
-34
- 0.23%
$25.08 - $25.64 $853 - $872
14.7K $370K
PFL
Pimco Income Strategy Fund

Financial Services
-725
- 3.44%
$8.39 - $8.6 $6.08K - $6.24K
20.3K $174K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-94
- 1.99%
$48.31 - $49.23 $4.54K - $4.63K
4.64K $228K
AAL
American Airlines Group Inc.

Industrials
-60
- 0.35%
N/A
17K $187K
OEF
Ishares S&P 100 ETF

ETFs
-1
- 0.03%
N/A
3.09K $821K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-2K
- 4.29%
N/A
44.7K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-119
- 1.59%
N/A
7.38K $0
Kenvue Inc
-82
- 0.71%
N/A
11.4K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-782
- 8.68%
N/A
8.23K $0
Global Superdividend
-556
- 3.01%
N/A
17.9K $0
Grayscale Ethereum
-2K
- 16.33%
N/A
10.3K $0
MPC
Marathon Petroleum Corp

Energy
-90
- 3.94%
$134.72 - $159.03 $12.1K - $14.3K
2.19K $319K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-81
- 1.24%
$50.82 - $52.7 $4.12K - $4.27K
6.45K $338K
PLD
Prologis, Inc.

Real Estate
-253
- 5.03%
$103.59 - $124.04 $26.2K - $31.4K
4.78K $534K
SCHO
Schwab Short Term Us Treasury

ETFs
-120
- 0.47%
$24.1 - $24.34 $2.89K - $2.92K
25.2K $612K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-634
- 1.61%
$15.63 - $16.23 $9.91K - $10.3K
38.9K $618K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-27
- 0.79%
$97.38 - $104.52 $2.63K - $2.82K
3.4K $347K
AB
Alliancebernstein Holding L.P.

Financial Services
-143
- 1.47%
$35.0 - $40.73 $5.01K - $5.82K
9.59K $367K
KR
Kroger CO

Consumer Defensive
-693
- 8.7%
$58.36 - $67.72 $40.4K - $46.9K
7.27K $492K
IEP
Icahn Enterprises L.P.

Industrials
-1.21K
- 2.75%
$8.87 - $10.43 $10.8K - $12.7K
43K $389K
AZN
Astrazeneca PLC

Healthcare
-244
- 7.8%
$65.37 - $77.96 $16K - $19K
2.89K $212K
PLTR
Palantir Technologies Inc.

Technology
-4.18K
- 10.17%
$64.98 - $124.62 $272K - $521K
36.9K $3.11M
GD
General Dynamics Corp

Industrials
-26
- 1.5%
$241.94 - $272.58 $6.29K - $7.09K
1.71K $466K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.18K
- 13.07%
$24.11 - $28.41 $28.4K - $33.4K
7.82K $222K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-106
- 0.3%
$15.0 - $15.91 $1.59K - $1.69K
35.7K $556K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-24
- 0.12%
$47.59 - $48.35 $1.14K - $1.16K
19.8K $956K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-26
- 0.57%
$58.01 - $64.46 $1.51K - $1.68K
4.5K $279K
PSX
Phillips 66

Energy
-239
- 5.31%
$113.93 - $131.55 $27.2K - $31.4K
4.26K $525K
SAP
Sap Se

Technology
-131
- 5.94%
$241.4 - $293.69 $31.6K - $38.5K
2.08K $557K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-314
- 1.23%
$71.17 - $73.66 $22.3K - $23.1K
25.2K $1.85M
JNJ
Johnson & Johnson

Healthcare
-2.03K
- 12.13%
$142.06 - $167.7 $289K - $341K
14.7K $2.44M
KMB
Kimberly Clark Corp

Consumer Defensive
-7
- 0.38%
$124.46 - $147.4 $871 - $1.03K
1.84K $262K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-44
- 2.33%
$106.31 - $123.73 $4.68K - $5.44K
1.84K $227K
EMQQ
Emqq Emerging Markets Internet

ETFs
-45
- 0.68%
$33.17 - $40.71 $1.49K - $1.83K
6.54K $249K
WPC
W. P. Carey Inc.

Real Estate
-418
- 7.11%
$53.5 - $65.05 $22.4K - $27.2K
5.46K $344K
SBUX
Starbucks Corp

Consumer Cyclical
-594
- 4.71%
$91.75 - $115.81 $54.5K - $68.8K
12K $1.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
-103
- 0.65%
$182.82 - $196.21 $18.8K - $20.2K
15.8K $2.97M
AMT
American Tower Corp

Real Estate
-350
- 10.74%
$173.46 - $217.6 $60.7K - $76.2K
2.91K $632K
VLO
Valero Energy Corp

Energy
-1
- 0.03%
$121.76 - $142.99 $122 - $143
3.9K $515K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-256
- 1.24%
$128.74 - $138.67 $33K - $35.5K
20.4K $2.77M
BK
Bank Of New York Mellon Corp

Financial Services
-344
- 3.46%
$75.42 - $88.95 $25.9K - $30.6K
9.6K $805K
PG
Procter & Gamble CO

Consumer Defensive
-240
- 0.73%
$158.56 - $176.26 $38.1K - $42.3K
32.5K $5.54M
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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