Western Wealth Management, LLC Reduced Holdings in Q3 2025

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-23.8K
- 50.24%
$108.46 - $120.63 $2.58M - $2.87M
23.5K $2.8M
XLI
Industrial Sector Spdr

ETFs
-13.5K
- 31.1%
$147.94 - $154.99 $1.99M - $2.09M
29.9K $4.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14.6K
- 31.76%
$91.44 - $91.77 $1.33M - $1.34M
31.3K $2.88M
IYW
Ishares Dj Us Tech ETF

ETFs
-9.01K
- 38.24%
$171.38 - $197.01 $1.54M - $1.77M
14.5K $2.85M
ISRG
Intuitive Surgical Inc

Healthcare
-815
- 14.2%
$433.66 - $544.47 $353K - $444K
4.92K $2.2M
OKE
Oneok Inc

Energy
-10.3K
- 59.29%
$71.36 - $83.47 $734K - $859K
7.06K $515K
CRM
Salesforce, Inc.

Technology
-1.89K
- 16.24%
$231.66 - $273.65 $438K - $517K
9.75K $2.31M
USFR
Wisdomtree Floating Rate Treas

ETFs
-14.3K
- 13.12%
$50.23 - $50.48 $720K - $723K
94.9K $4.77M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.01K
- 15.44%
N/A
43.9K $3.76M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-5.4K
- 19.34%
$99.12 - $99.52 $535K - $537K
22.5K $2.24M
VIG
Vanguard Dividend Appreciation

ETFs
-2.54K
- 2.43%
N/A
102K $18.6M
ON
On Semiconductor Corp

Technology
-6.01K
- 54.48%
$46.98 - $62.45 $282K - $375K
5.02K $247K
TSLA
Tesla, Inc.

Consumer Cyclical
-8.45K
- 31.31%
$293.94 - $444.72 $2.48M - $3.76M
18.5K $8.25M
FCNCA
First Citizens Bancshares Inc

Financial Services
-94
- 10.6%
$1789.16 - $2158.23 $168K - $203K
793 $1.42M
XLK
Technology Sector Spdr

ETFs
-6.5K
- 12.14%
$250.97 - $282.66 $1.63M - $1.84M
47K $13.3M
LLY
Eli Lilly & CO

Healthcare
-203
- 2.34%
$625.65 - $812.69 $127K - $165K
8.46K $6.46M
PG
Procter & Gamble CO

Consumer Defensive
-703
- 2.12%
$150.47 - $161.22 $106K - $113K
32.5K $5M
COP
Conocophillips

Energy
-3.96K
- 19.43%
$91.0 - $98.99 $361K - $392K
16.4K $1.55M
IBM
International Business Machines Corp

Technology
-521
- 7.2%
$234.77 - $292.47 $122K - $152K
6.71K $1.89M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.02K
- 8.75%
$38.58 - $58.24 $39.2K - $59.2K
10.6K $415K
AXON
Axon Enterprise, Inc.

Industrials
-217
- 30.74%
$698.02 - $870.97 $151K - $189K
489 $350K
FSK
Fs Kkr Capital Corp

Financial Services
-6.75K
- 32.63%
$14.93 - $22.48 $101K - $152K
13.9K $208K
UPS
United Parcel Service Inc

Industrials
-253
- 2.39%
$82.58 - $105.54 $20.9K - $26.7K
10.3K $864K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-4.69K
- 10.24%
$49.32 - $50.93 $232K - $239K
41.2K $2.09M
DIS
Walt Disney CO

Communication Services
-212
- 1.4%
$112.25 - $124.0 $23.8K - $26.3K
15K $1.71M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.53K
- 11.49%
$55.15 - $58.11 $250K - $263K
34.9K $2M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-4.12K
- 28.23%
$50.7 - $54.86 $209K - $226K
10.5K $573K
HON
Honeywell International Inc

Industrials
-169
- 3.06%
$207.7 - $240.4 $35.1K - $40.6K
5.35K $1.13M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-3.34K
- 30.37%
$49.09 - $50.58 $164K - $169K
7.65K $386K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.23K
- 16.4%
$48.31 - $48.93 $156K - $158K
16.5K $803K
SBUX
Starbucks Corp

Consumer Cyclical
-848
- 7.59%
$81.9 - $96.86 $69.5K - $82.1K
10.3K $872K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.44K
- 17.17%
$100.16 - $100.7 $144K - $145K
6.95K $699K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.3K
- 36.37%
$107.66 - $112.36 $140K - $146K
2.27K $253K
MUB
Ishares National Muni Bond ETF

ETFs
-1.42K
- 12.27%
$103.24 - $106.68 $147K - $152K
10.2K $1.08M
MELI
Mercadolibre Inc

Consumer Cyclical
-34
- 20.48%
$2292.04 - $2514.05 $77.9K - $85.5K
132 $308K
EFG
Msci Eafe Growth ETF

ETFs
-1.17K
- 23.73%
$106.99 - $114.46 $125K - $134K
3.77K $429K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.13K
- 29.44%
$102.4 - $103.88 $116K - $118K
2.72K $280K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.4K
- 14.61%
$78.11 - $79.07 $110K - $111K
8.21K $647K
IIPR
Innovative Industrial Properties Inc

Real Estate
-1.84K
- 31.34%
$45.83 - $58.26 $84.5K - $107K
4.04K $216K
CARR
Carrier Global Corp

Industrials
-317
- 5.41%
$58.75 - $80.73 $18.6K - $25.6K
5.54K $330K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-4.16K
- 21.35%
$23.03 - $23.12 $95.8K - $96.2K
15.3K $353K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.01K
- 19.24%
$134.94 - $145.86 $137K - $148K
4.25K $618K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-85
- 1.94%
$196.15 - $217.83 $16.7K - $18.5K
4.29K $864K
ED
Consolidated Edison Inc

Utilities
-914
- 5.83%
$95.57 - $105.36 $87.4K - $96.3K
14.8K $1.48M
T
At&T Inc.

Communication Services
-597
- 0.59%
$26.94 - $29.62 $16.1K - $17.7K
101K $2.84M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-2.11K
- 11.81%
$40.49 - $40.7 $85.3K - $85.8K
15.7K $640K
PEP
Pepsico Inc

Consumer Defensive
-1.33K
- 10.91%
$133.81 - $152.16 $178K - $202K
10.8K $1.52M
AMT
American Tower Corp

Real Estate
-13
- 0.47%
$192.32 - $232.35 $2.5K - $3.02K
2.77K $533K
SAP
Sap Se

Technology
-4
- 0.19%
$252.42 - $311.93 $1.01K - $1.25K
2.14K $570K
Activity Summary
Buys All Purchases 440 New Holdings 68 Increased Positions 372 Sells All Sells 273 Reductions 273 Sold out 0 Options Calls 2 Puts 0
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