Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $166 Billion
  • Q2 2024

Western Financial Corp/Ca has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $26.6B, Arrowhead Pharmaceuticals, Inc. with a value of $21.3B, Wells Fargo & Company with a value of $5.64B, Nvidia Corp with a value of $3.89B, and Ishares U.S. Treasury Bond ETF with a value of $3.63B.

Examining the 13F form we can see an increase of $2.37B in the current position value, from $163B to 166B.

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 $166 Billion
Financial Services: $38.5 Billion
Technology: $34.3 Billion
Healthcare: $29.8 Billion
ETFs: $21.7 Billion
Consumer Cyclical: $16.1 Billion
Industrials: $9.16 Billion
Communication Services: $8.62 Billion
Energy: $3.57 Billion
Other: $2.68 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $166 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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