Western Financial Corp/Ca Reduced Holdings in Q2 2025

Western Financial Corp/Ca

  • $187 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFSC
Enterprise Financial Services Corp

Financial Services
-49.9K
- 8.55%
$46.2 - $55.78 $2.31M - $2.79M
535K $29.5B
META
Meta Platforms, Inc.

Communication Services
-4.26K
- 53.28%
$484.66 - $738.09 $2.06M - $3.14M
3.73K $2.75B
APP
App Lovin Corp

Technology
-6.44K
- 79.04%
$219.37 - $417.89 $1.41M - $2.69M
1.71K $597M
SPG
Simon Property Group Inc

Real Estate
-9.08K
- 78.25%
$140.37 - $171.44 $1.27M - $1.56M
2.52K $406M
LLY
Eli Lilly & CO

Healthcare
-1.07K
- 77.51%
$713.71 - $898.95 $765K - $964K
311 $242M
Atlassian Corporation
-3.4K
- 52.94%
N/A
3.02K $614M
AVGO
Broadcom Inc.

Technology
-6.49K
- 61.14%
$146.29 - $275.65 $950K - $1.79M
4.13K $1.14B
GILD
Gilead Sciences, Inc.

Healthcare
-5.25K
- 52.99%
$96.91 - $113.0 $508K - $593K
4.66K $516M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.56K
- 53.23%
$58.41 - $72.69 $325K - $404K
4.88K $355M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.96K
- 25.13%
$45.12 - $46.23 $179K - $183K
11.8K $545M
BANC
Banc Of California, Inc.

Financial Services
-6.51K
- 11.77%
$12.06 - $14.62 $78.5K - $95.2K
48.8K $685M
AZO
Autozone Inc

Consumer Cyclical
-10
- 1.82%
$3478.38 - $3880.15 $34.8K - $38.8K
538 $2B
AAPL
Apple Inc.

Technology
-100
- 2.37%
$172.42 - $223.89 $17.2K - $22.4K
4.12K $845M
PGR
Progressive Corp

Financial Services
-165
- 5.7%
$255.27 - $288.74 $42.1K - $47.6K
2.73K $729M
ORCL
Oracle Corp

Technology
-2.78K
- 39.79%
$122.82 - $218.63 $341K - $608K
4.21K $920M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.06K
- 19.29%
$58.13 - $69.92 $61.3K - $73.8K
4.41K $309M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.2K
- 1.19%
$22.54 - $23.17 $27K - $27.8K
99.3K $2.28B
PPA
Invesco Exchange Traded Fd Tr

ETFs
-797
- 23.29%
$105.2 - $141.69 $83.8K - $113K
2.63K $372M
PRN
Invesco Dwa Industrials Moment

ETFs
-475
- 19.22%
$122.83 - $157.05 $58.3K - $74.6K
2K $314M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-1.76K
- 21.09%
$39.02 - $52.21 $68.7K - $91.9K
6.59K $344M
HD
Home Depot, Inc.

Consumer Cyclical
-56
- 2.23%
$335.24 - $380.78 $18.8K - $21.3K
2.46K $902M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1.21K
- 2.32%
$18.28 - $18.7 $22.2K - $22.7K
51.2K $957M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-203
- 1.45%
$50.1 - $51.02 $10.2K - $10.4K
13.8K $703M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-1.24K
- 17.05%
$42.84 - $56.9 $53K - $70.4K
6.02K $342M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-672
- 1.36%
$20.16 - $20.49 $13.5K - $13.8K
48.9K $1B
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1
- -0.0%
$13.7 - $14.31 $13.7 - $14.3
22K $310M
MBB
Ishares Tr

ETFs
-28
- 0.63%
$91.41 - $94.22 $2.56K - $2.64K
4.39K $412M
Blackrock ETF Trust Ii
-61
- 1.07%
N/A
5.64K $298M
PBS
Invesco Exchange Traded Fd Tr

ETFs
-1.23K
- 18.28%
N/A
5.49K $337M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-210
- 0.8%
$25.27 - $27.14 $5.31K - $5.7K
26K $705M
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.08%
$168.34 - $195.42 $168 - $195
1.19K $233M
WFC
Wells Fargo & Company

Financial Services
-9.84K
- 10.22%
$60.98 - $80.12 $600K - $788K
86.4K $6.92B
IVW
Ishares S&P 500 Growth ETF

ETFs
-393
- 11.75%
$82.96 - $110.1 $32.6K - $43.3K
2.95K $325M
MCK
Mckesson Corp

Healthcare
-86
- 6.67%
$652.83 - $732.78 $56.1K - $63K
1.2K $882M
TT
Trane Technologies PLC

Industrials
-446
- 20.27%
$315.21 - $437.41 $141K - $195K
1.75K $767M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-146
- 2.43%
$43.53 - $54.46 $6.36K - $7.95K
5.85K $319M
PH
Parker Hannifin Corp

Industrials
-116
- 9.59%
$517.23 - $700.54 $60K - $81.3K
1.09K $764M
SHOP
Shopify Inc.

Technology
-4
- 0.18%
$76.89 - $115.35 $308 - $461
2.24K $258M
APO
Apollo Global Management, Inc.

Financial Services
-32
- 0.22%
$108.68 - $145.07 $3.48K - $4.64K
14.4K $2.04B
COST
Costco Wholesale Corp

Consumer Defensive
-69
- 2.25%
$908.13 - $1056.85 $62.7K - $72.9K
3K $2.97B
KKR
Kkr & Co. Inc.

Financial Services
-45
- 0.7%
$92.79 - $134.29 $4.18K - $6.04K
6.35K $845M
APH
Amphenol Corp

Technology
-3.05K
- 24.55%
$59.09 - $98.75 $180K - $301K
9.37K $925M
ISRG
Intuitive Surgical Inc

Healthcare
-21
- 0.69%
$451.58 - $565.94 $9.48K - $11.9K
3.01K $1.63B
ARES
Ares Management Corp

Financial Services
-290
- 4.04%
$118.04 - $175.83 $34.2K - $51K
6.9K $1.19B
NOW
Service Now, Inc.

Technology
-34
- 4.45%
$721.65 - $1040.18 $24.5K - $35.4K
730 $750M
PANW
Palo Alto Networks Inc

Technology
-43
- 0.95%
$152.44 - $204.64 $6.55K - $8.8K
4.51K $922M
WMT
Walmart Inc.

Consumer Defensive
-677
- 2.85%
$81.79 - $99.98 $55.4K - $67.7K
23.1K $2.26B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-12
- 0.25%
$201.28 - $266.34 $2.42K - $3.2K
4.87K $1.3B
TDG
Trans Digm Group Inc

Industrials
-9
- 0.61%
$1231.75 - $1520.64 $11.1K - $13.7K
1.46K $2.21B
Activity Summary
Buys All Purchases 61 New Holdings 18 Increased Positions 43 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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