Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $182 Billion
  • Q4 2024

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$297B
$6.75 Billion 3.71% of portfolio
96,067
Q4 2024 Added 1.09%
$435B
$4.94 Billion 2.72% of portfolio
5,546
Q4 2024 Reduced 4.72%
$1.53T
$4.38 Billion 2.41% of portfolio
7,480
Q4 2024 Reduced 1.93%
$1.23T
$3.81 Billion 2.09% of portfolio
9,426
Q4 2024 Added 8.68%
$308B
$2.79 Billion 1.53% of portfolio
20,741
Q4 2024 Reduced 15.49%
$218B
$2.59 Billion 1.42% of portfolio
15,515
Q4 2024 Added 6.8%
$437B
$2.43 Billion 1.34% of portfolio
14,582
Q4 2024 New
$427B
$2.33 Billion 1.28% of portfolio
2,543
Q4 2024 Added 9.19%
$423B
$2.09 Billion 1.15% of portfolio
5,381
Q4 2024 Reduced 0.79%
$236B
$1.88 Billion 1.03% of portfolio
6,330
Q4 2024 Added 6.49%
$218B
$1.87 Billion 1.03% of portfolio
3,260
Q4 2024 Added 20.21%
$764B
$1.77 Billion 0.98% of portfolio
2,299
Q4 2024 Reduced 41.19%
$202B
$1.46 Billion 0.8% of portfolio
2,801
Q4 2024 Added 9.12%
$3.85T
$1.08 Billion 0.6% of portfolio
4,331
Q4 2024 Added 0.02%
$523B
$911 Million 0.5% of portfolio
1,731
Q4 2024 Added 201.57%
$231B
$681 Million 0.37% of portfolio
642
Q4 2024 New
$3.3T
$594 Million 0.33% of portfolio
1,410
Q4 2024 Added 16.34%
$782B
$560 Million 0.31% of portfolio
2,337
Q4 2024 Added 17.5%
$208B
$433 Million 0.24% of portfolio
1,194
Q4 2024 Added 18.22%
$1.2T
$429 Million 0.24% of portfolio
2,254
Q4 2024 Added 24.81%
$549B
$423 Million 0.23% of portfolio
1,340
Q4 2024 Added 27.38%
$305B
$353 Million 0.19% of portfolio
2,439
Q4 2024 Added 0.37%
$611B
$340 Million 0.19% of portfolio
749
Q4 2024 Added 29.36%
$1.16T
$253 Million 0.14% of portfolio
1,338
Q3 2024 Reduced 22.61%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $182 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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