Western Financial Corporation Incresed Positions in Q3 2022

Western Financial Corporation

  • $143 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.4K
+ 216.1%
$501.24 - $549.95 $700K - $768K
2.04K $1.03M
AZO
Autozone Inc

Consumer Cyclical
312
+ 118.63%
$2082.64 - $2332.09 $650K - $728K
575 $1.23M
FANG
Diamondback Energy, Inc.

Energy
5.43K
+ 106.26%
$106.71 - $140.17 $579K - $761K
10.5K $1.27M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
193
+ 25.06%
$573.97 - $724.32 $111K - $140K
963 $663K
ANET
Arista Networks, Inc.

Technology
1.06K
+ 23.13%
$93.41 - $132.74 $98.8K - $140K
5.63K $636K
HSY
Hershey CO

Consumer Defensive
869
+ 37.3%
$215.06 - $233.38 $187K - $203K
3.2K $705K
COP
Conocophillips

Energy
765
+ 9.56%
$81.61 - $117.71 $62.4K - $90K
8.77K $897K
IT
Gartner Inc

Technology
394
+ 20.13%
$235.8 - $315.79 $92.9K - $124K
2.35K $650K
MAR
Marriott International Inc

Consumer Cyclical
1.14K
+ 41.17%
$135.65 - $166.24 $154K - $189K
3.9K $547K
COST
Costco Wholesale Corp

Consumer Defensive
397
+ 13.63%
$466.4 - $560.96 $185K - $223K
3.31K $1.56M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
318
+ 28.14%
$372.35 - $446.14 $118K - $142K
1.45K $581K
PXD
Pioneer Natural Resources CO

Energy
805
+ 16.69%
$205.41 - $262.5 $165K - $211K
5.63K $1.22M
EFG
Msci Eafe Growth ETF

ETFs
2.34K
+ 66.06%
$71.9 - $88.11 $168K - $206K
5.89K $427K
PSA
Public Storage

Real Estate
537
+ 35.31%
$18.47 - $344.52 $9.92K - $185K
2.06K $603K
PANW
Palo Alto Networks Inc

Technology
5.45K
+ 234.26%
$161.57 - $574.15 $880K - $3.13M
7.78K $1.27M
JBHT
Hunt J B Transport Services Inc

Industrials
789
+ 25.53%
$156.42 - $195.13 $123K - $154K
3.88K $607K
HD
Home Depot, Inc.

Consumer Cyclical
408
+ 8.73%
$266.58 - $327.38 $109K - $134K
5.08K $1.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.35K
+ 24.05%
$44.1 - $48.01 $148K - $161K
17.3K $769K
AAPL
Apple Inc.

Technology
664
+ 5.26%
$138.2 - $174.55 $91.8K - $116K
13.3K $1.84M
DHR
Danaher Corp

Healthcare
310
+ 6.23%
$247.06 - $1507.4 $76.6K - $467K
5.29K $1.37M
ADM
Archer Daniels Midland CO

Consumer Defensive
936
+ 9.81%
$71.7 - $91.47 $67.1K - $85.6K
10.5K $843K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.42K
+ 12.37%
$41.99 - $50.54 $186K - $223K
40.2K $1.69M
AON
Aon PLC

Financial Services
386
+ 22.07%
$267.1 - $302.57 $103K - $117K
2.14K $572K
TSCO
Tractor Supply CO

Consumer Cyclical
623
+ 20.58%
$183.64 - $207.31 $114K - $129K
3.65K $678K
LLY
Eli Lilly & CO

Healthcare
285
+ 9.43%
$296.48 - $337.87 $84.5K - $96.3K
3.31K $1.07M
ODFL
Old Dominion Freight Line, Inc.

Industrials
409
+ 23.0%
$244.38 - $315.39 $100K - $129K
2.19K $544K
CPRT
Copart Inc

Consumer Cyclical
913
+ 21.8%
$105.08 - $131.63 $95.9K - $120K
5.1K $543K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
+ 3.22%
$636.08 - $743.76 $18.4K - $21.6K
930 $654K
OXY
Occidental Petroleum Corp

Energy
779
+ 7.34%
$41.05 - $75.26 $32K - $58.6K
11.4K $700K
XOM
Exxon Mobil Corp

Energy
546
+ 5.56%
$83.14 - $100.12 $45.4K - $54.7K
10.4K $905K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.09K
+ 17.97%
$18.54 - $19.69 $75.8K - $80.5K
26.9K $501K
CVX
Chevron Corp

Energy
433
+ 13.43%
$135.94 - $164.63 $58.9K - $71.3K
3.66K $525K
SNPS
Synopsys Inc

Technology
154
+ 3.62%
$301.23 - $390.45 $46.4K - $60.1K
4.41K $1.35M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.75K
+ 16.57%
$18.5 - $19.89 $69.3K - $74.5K
26.4K $491K
TMO
Thermo Fisher Scientific Inc.

Healthcare
170
+ 17.42%
$507.19 - $604.49 $86.2K - $103K
1.15K $581K
GD
General Dynamics Corp

Industrials
284
+ 29.1%
$209.79 - $243.69 $59.6K - $69.2K
1.26K $267K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.46K
+ 11.55%
$20.86 - $21.0 $51.3K - $51.6K
23.7K $495K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.8K
+ 12.77%
$19.86 - $20.73 $55.5K - $58K
24.7K $492K
MSFT
Microsoft Corp

Technology
748
+ 13.6%
$232.9 - $293.47 $174K - $220K
6.25K $1.46M
ELV
Elevance Health, Inc.

Healthcare
183
+ 12.81%
$445.98 - $507.0 $81.6K - $92.8K
1.61K $732K
PPBI
Pacific Premier Bancorp Inc

Financial Services
61
+ 0.29%
$28.97 - $36.39 $1.77K - $2.22K
20.8K $645K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.97K
+ 9.02%
$20.36 - $20.88 $40K - $41.1K
23.8K $484K
EOG
Eog Resources Inc

Energy
180
+ 3.22%
$95.12 - $126.73 $17.1K - $22.8K
5.76K $644K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.25K
+ 12.74%
$20.99 - $24.2 $26.2K - $30.2K
11K $232K
COLB
Columbia Banking System, Inc.

Financial Services
67
+ 0.92%
$28.45 - $32.76 $1.91K - $2.19K
7.32K $211K
ZION
Zions Bancorporation, National Association

Financial Services
26
+ 0.61%
$20.08 - $58.97 $522 - $1.53K
4.26K $217K
AVGO
Broadcom Inc.

Technology
249
+ 9.49%
$444.01 - $1748.97 $111K - $435K
2.87K $1.28M
EXC
Exelon Corp

Utilities
3.84K
+ 20.54%
$37.46 - $46.7 $144K - $179K
22.5K $845K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
814
+ 5.23%
$79.41 - $95.97 $64.6K - $78.1K
16.4K $1.3M
Activity Summary
Buys All Purchases 73 New Holdings 14 Increased Positions 59 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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