Western Wealth Management, LLC Sells in Q4 2024

Western Wealth Management, LLC

  • $321 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-140K
- 97.92%
$481.22 - $538.17 $67.3M - $75.3M
2.98K $1.52M
AAPL
Apple Inc.

Technology
-261K
- 81.77%
$221.69 - $259.02 $57.9M - $67.6M
58.2K $14.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-89.9K
- 92.71%
$442.29 - $483.08 $39.8M - $43.4M
7.07K $3.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-189K
- 98.56%
$198.04 - $221.51 $37.5M - $41.9M
2.76K $580K
MSFT
Microsoft Corp

Technology
-75.1K
- 79.11%
$406.35 - $454.46 $30.5M - $34.1M
19.8K $8.36M
NVDA
Nvidia Corp

Technology
-249K
- 82.88%
$117.0 - $148.88 $29.1M - $37.1M
51.4K $6.91M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-475K
- 97.33%
$51.09 - $55.27 $24.2M - $26.2M
13K $665K
AMZN
Amazon Com Inc

Consumer Cyclical
-136K
- 89.33%
$180.88 - $232.93 $24.7M - $31.8M
16.3K $3.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
-43.4K
- 85.34%
$567.81 - $607.81 $24.6M - $26.4M
7.45K $4.37M
IVW
Ishares S&P 500 Growth ETF

ETFs
-226K
- 92.48%
$94.43 - $105.47 $21.4M - $23.9M
18.4K $1.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-33.2K
- 93.01%
$570.51 - $610.59 $18.9M - $20.3M
2.49K $1.47M
GOOGL
Alphabet Inc.

Communication Services
-82.4K
- 86.19%
$161.86 - $196.66 $13.3M - $16.2M
13.2K $2.5M
COST
Costco Wholesale Corp

Consumer Defensive
-14.8K
- 84.6%
$873.59 - $994.69 $12.9M - $14.7M
2.69K $2.46M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-280K
- 96.78%
$44.33 - $49.55 $12.4M - $13.9M
9.31K $417K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-24.1K
- 88.4%
$521.84 - $558.82 $12.6M - $13.4M
3.16K $1.7M
VTI
Vanguard Total Stock Market Et

ETFs
-44.6K
- 81.0%
$280.04 - $302.45 $12.5M - $13.5M
10.5K $3.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-200K
- 96.21%
$61.68 - $67.87 $12.4M - $13.6M
7.9K $492K
XLK
Technology Sector Spdr

ETFs
-46.2K
- 78.55%
$220.26 - $241.44 $10.2M - $11.2M
12.6K $2.94M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-122K
- 79.07%
$80.93 - $85.66 $9.86M - $10.4M
32.2K $2.61M
AVGO
Broadcom Inc.

Technology
-68.4K
- 70.7%
$159.67 - $250.0 $10.9M - $17.1M
28.3K $6.57M
IVE
Ishares S&P 500 Value ETF

ETFs
-48.1K
- 94.71%
$189.5 - $206.17 $9.11M - $9.91M
2.68K $512K
META
Meta Platforms, Inc.

Communication Services
-16.1K
- 82.86%
$554.08 - $632.68 $8.92M - $10.2M
3.33K $1.96M
XLV
Select Sector Spdr Fund Health

ETFs
-53.2K
- 90.67%
$136.28 - $154.74 $7.26M - $8.24M
5.48K $753K
VGT
Vanguard Information Technolog

ETFs
-13.5K
- 92.71%
$571.78 - $647.97 $7.75M - $8.78M
1.07K $662K
V
Visa Inc.

Financial Services
-29.4K
- 81.76%
$273.87 - $320.91 $8.04M - $9.43M
6.55K $2.07M
LLY
Eli Lilly & CO

Healthcare
-8.34K
- 69.99%
$727.2 - $932.06 $6.07M - $7.78M
3.58K $2.76M
TSLA
Tesla, Inc.

Consumer Cyclical
-32.2K
- 77.23%
$213.65 - $479.86 $6.88M - $15.5M
9.5K $3.84M
XOM
Exxon Mobil Corp

Energy
-56.2K
- 74.17%
$105.51 - $125.37 $5.93M - $7.05M
19.6K $2.11M
JPM
Jpmorgan Chase & CO

Financial Services
-33.5K
- 64.49%
$205.18 - $250.29 $6.87M - $8.38M
18.4K $4.42M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-71.4K
- 93.93%
N/A
4.62K $396K
GOOG
Alphabet Inc.

Communication Services
-36.9K
- 80.77%
$163.08 - $198.16 $6.01M - $7.3M
8.77K $1.67M
PG
Procter & Gamble CO

Consumer Defensive
-32.7K
- 90.11%
$161.05 - $179.7 $5.27M - $5.88M
3.59K $602K
GLD
Spdr Gold Trust

ETFs
-22.3K
- 92.85%
$236.59 - $257.5 $5.28M - $5.75M
1.72K $416K
MCD
Mcdonalds Corp

Consumer Cyclical
-17.4K
- 86.97%
$288.47 - $316.54 $5.02M - $5.51M
2.61K $755K
CTAS
Cintas Corp

Industrials
-25.6K
- 93.94%
$182.7 - $226.47 $4.68M - $5.81M
1.65K $302K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-28.7K
- 60.31%
$176.42 - $186.91 $5.06M - $5.36M
18.9K $3.36M
XLF
Financial Sector Spdr

ETFs
-112K
- 80.8%
$44.89 - $51.34 $5.02M - $5.75M
26.6K $1.29M
XLI
Industrial Sector Spdr

ETFs
-36.5K
- 85.85%
$131.76 - $143.99 $4.81M - $5.26M
6.02K $793K
XLE
Energy Sector Spdr

ETFs
-56.3K
- 95.67%
$83.32 - $97.27 $4.69M - $5.48M
2.55K $218K
UNH
Unitedhealth Group Inc

Healthcare
-7.89K
- 67.11%
$485.52 - $625.25 $3.83M - $4.93M
3.87K $1.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.2K
- 13.1%
$26.93 - $84.95 $275K - $869K
67.8K $1.85M
VUG
Vanguard Growth ETF

ETFs
-12.4K
- 80.54%
$378.79 - $428.11 $4.71M - $5.32M
3K $1.23M
ABBV
Abb Vie Inc.

Healthcare
-22.2K
- 61.4%
$164.99 - $203.87 $3.66M - $4.52M
13.9K $2.48M
HD
Home Depot, Inc.

Consumer Cyclical
-11K
- 58.88%
$385.02 - $431.37 $4.24M - $4.75M
7.7K $2.99M
MA
Mastercard Inc

Financial Services
-9.37K
- 84.64%
$491.3 - $536.15 $4.6M - $5.02M
1.7K $894K
AMD
Advanced Micro Devices Inc

Technology
-27.1K
- 93.04%
$118.88 - $172.8 $3.23M - $4.69M
2.03K $245K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3.88K
- 93.2%
$1146.59 - $1270.6 $4.45M - $4.93M
283 $335K
WMT
Walmart Inc.

Consumer Defensive
-53.5K
- 69.7%
$79.1 - $95.7 $4.23M - $5.12M
23.3K $2.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-33.6K
- 72.97%
$113.92 - $127.38 $3.82M - $4.27M
12.4K $1.43M
Activity Summary
Buys All Purchases 60 New Holdings 24 Increased Positions 36 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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