Western Wealth Management, LLC Sells in Q2 2025

Western Wealth Management, LLC

  • $1.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-34.1K
- 67.24%
$168.34 - $195.42 $5.74M - $6.67M
16.6K $3.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-114K
- 21.17%
$45.11 - $52.34 $5.12M - $5.94M
423K $22.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-132
- 0.14%
$483.48 - $539.8 $63.8K - $71.3K
93.1K $45.2M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-72.9K
- 24.15%
$59.8 - $60.07 $4.36M - $4.38M
229K $13.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-86.5K
- 44.18%
$50.28 - $50.47 $4.35M - $4.36M
109K $5.5M
LGOV
First Tr ETF Iv Long Duration

ETFs
-85.6K
- 81.33%
$20.73 - $21.92 $1.78M - $1.88M
19.7K $421K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-25.7K
- 74.43%
$49.79 - $50.75 $1.28M - $1.3M
8.81K $447K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-11.7K
- 18.35%
N/A
51.9K $4.45M
XOM
Exxon Mobil Corp

Energy
-2.54K
- 4.27%
$99.93 - $119.04 $254K - $302K
56.8K $6.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25.1K
- 15.55%
$24.32 - $27.87 $611K - $700K
136K $3.62M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-36.3K
- 40.23%
$17.99 - $18.99 $653K - $689K
53.9K $1.02M
XLE
Energy Sector Spdr

ETFs
-1.31K
- 2.53%
$76.44 - $94.13 $100K - $124K
50.6K $4.29M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-46.6K
- 7.22%
$29.52 - $35.31 $1.38M - $1.65M
599K $21.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-15.1K
- 12.01%
$32.62 - $33.58 $494K - $509K
111K $3.73M
AMD
Advanced Micro Devices Inc

Technology
-9.02K
- 42.95%
$78.21 - $143.81 $706K - $1.3M
12K $1.7M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-6.31K
- 14.33%
$65.75 - $71.57 $415K - $452K
37.7K $2.69M
DVY
Ishares Tr

ETFs
-2.8K
- 10.64%
$118.37 - $134.86 $331K - $377K
23.5K $3.12M
COP
Conocophillips

Energy
-812
- 3.83%
$82.66 - $106.1 $67.1K - $86.2K
20.4K $1.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-234
- 8.0%
$390.26 - $489.06 $91.3K - $114K
2.69K $1.09M
CGUS
Capital Group Core Equity ETF
-20.8K
- 16.44%
$29.93 - $36.93 $623K - $769K
106K $3.91M
CGCP
Capital Group Core Plus Income

ETFs
-13.9K
- 10.2%
$21.92 - $22.56 $304K - $313K
122K $2.75M
MRK
Merck & Co., Inc.

Healthcare
-1.03K
- 5.02%
$73.47 - $87.12 $75.7K - $89.8K
19.5K $1.54M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.98K
- 13.11%
$81.46 - $94.63 $243K - $282K
19.8K $1.87M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.93K
- 4.51%
$68.13 - $74.77 $131K - $144K
40.8K $2.97M
ED
Consolidated Edison Inc

Utilities
-417
- 2.59%
$98.05 - $113.3 $40.9K - $47.2K
15.7K $1.57M
PAVE
Global X Fds Us Infrastructure

ETFs
-11K
- 22.27%
$33.78 - $43.68 $371K - $480K
38.4K $1.67M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.21K
- 6.54%
$49.12 - $50.93 $158K - $163K
45.9K $2.28M
PWR
Quanta Services, Inc.

Industrials
-1.05K
- 58.73%
$239.47 - $381.26 $251K - $400K
737 $278K
ZTS
Zoetis Inc.

Healthcare
-812
- 16.33%
$144.41 - $170.3 $117K - $138K
4.16K $648K
GS
Goldman Sachs Group Inc

Financial Services
-615
- 35.65%
$462.22 - $707.75 $284K - $435K
1.11K $785K
CMCSA
Comcast Corp

Communication Services
-3.84K
- 24.17%
$32.84 - $36.72 $126K - $141K
12.1K $430K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-788
- 8.53%
$376.48 - $440.65 $297K - $347K
8.45K $3.72M
SBUX
Starbucks Corp

Consumer Cyclical
-838
- 6.98%
$79.69 - $99.41 $66.8K - $83.3K
11.2K $1.02M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.97K
- 42.64%
$66.87 - $79.47 $132K - $157K
2.66K $210K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-7.28K
- 21.07%
$18.11 - $18.97 $132K - $138K
27.3K $513K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.54K
- 21.6%
$29.0 - $30.68 $132K - $139K
16.5K $505K
LOW
Lowes Companies Inc

Consumer Cyclical
-153
- 1.83%
$210.83 - $235.28 $32.3K - $36K
8.23K $1.83M
MUB
Ishares National Muni Bond ETF

ETFs
-1.1K
- 8.68%
$102.31 - $105.8 $113K - $117K
11.6K $1.21M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-8.59K
- 36.6%
$12.21 - $13.9 $105K - $119K
14.9K $193K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.47K
- 2.45%
$85.42 - $94.39 $126K - $139K
58.5K $5.49M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.27K
- 16.65%
$45.88 - $54.4 $150K - $178K
16.4K $889K
FTCS
First Trust Capital Strength E

ETFs
-2.93K
- 2.55%
$81.6 - $92.39 $239K - $271K
112K $10.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.18K
- 10.94%
$152.93 - $181.74 $180K - $214K
9.59K $1.74M
FDL
First Tr Morningstar Dividend

ETFs
-1.68K
- 5.22%
$38.19 - $43.19 $64K - $72.4K
30.4K $1.27M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.22K
- 32.12%
$22.68 - $23.28 $118K - $121K
11K $256K
SLB
Schlumberger Limited

Energy
-1.3K
- 14.04%
$31.95 - $42.2 $41.4K - $54.6K
7.93K $268K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.64K
- 6.5%
$72.02 - $73.82 $118K - $121K
23.6K $1.74M
PGR
Progressive Corp

Financial Services
-57
- 0.91%
$255.27 - $288.74 $14.6K - $16.5K
6.19K $1.65M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-2.45K
- 15.02%
$51.81 - $61.79 $127K - $151K
13.9K $856K
Activity Summary
Buys All Purchases 400 New Holdings 72 Increased Positions 328 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 1 Puts 0
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