Western Financial Corp/Ca has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $33B, Arrowhead Pharmaceuticals, Inc. with a value of $15.4B, Wells Fargo & Company with a value of $6.75B, Netflix Inc with a value of $4.94B, and Meta Platforms, Inc. with a value of $4.38B.
Examining the 13F form we can see an increase of $5.75B in the current position value, from $176B to 182B.
Western Financial Corp/Ca is based out at San Diego, CA
Below you can find more details about Western Financial Corp/Ca portfolio as well as his latest detailed transactions.
Portfolio value
$182 Billion
Financial Services: $53.3 Billion
Technology: $27.2 Billion
ETFs: $22.5 Billion
Healthcare: $22 Billion
Consumer Cyclical: $19.5 Billion
Industrials: $14.6 Billion
Communication Services: $12.6 Billion
Consumer Defensive: $2.33 Billion
Other: $3.88 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions