Western Pacific Wealth Management, LP Purchases in Q2 2025

Western Pacific Wealth Management, LP

  • $98.7 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.22K
+ 3.3%
$94.31 - $157.99 $115K - $193K
38.3K $6.04M
MSFT
Microsoft Corp

Technology
341
+ 2.69%
$354.56 - $497.45 $121K - $170K
13K $6.48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.67K
+ 17.8%
$114.78 - $133.31 $995K - $1.16M
57.4K $7.65M
VIG
Vanguard Dividend Appreciation

ETFs
5.27K
+ 12.5%
N/A
47.5K $8.64M
IVV
Ishares Core S&P 500 ETF

ETFs
702
+ 5400.0%
$498.8 - $620.9 $350K - $436K
715 $443K
MPC
Marathon Petroleum Corp

Energy
2.39K
New
$118.55 - $170.08 $283K - $406K
2.39K $397K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
748
+ 36.38%
$141.37 - $228.57 $106K - $171K
2.8K $635K
BALL
Ball Corp

Consumer Cyclical
4K
New
$44.94 - $56.99 $180K - $228K
4K $224K
NFLX
Netflix Inc

Communication Services
100
+ 49.26%
$855.86 - $1339.13 $85.6K - $134K
303 $405K
BDX
Becton Dickinson & CO

Healthcare
1.18K
New
$165.15 - $226.42 $195K - $267K
1.18K $203K
CAT
Caterpillar Inc

Industrials
450
New
$273.94 - $388.21 $123K - $175K
450 $174K
UBER
Uber Technologies, Inc

Technology
1.2K
+ 90.63%
$64.62 - $93.3 $77.5K - $112K
2.52K $235K
AMD
Advanced Micro Devices Inc

Technology
840
+ 159.39%
$78.21 - $143.81 $65.7K - $121K
1.37K $193K
SEE
Sealed Air Corp

Consumer Cyclical
3.39K
+ 36.77%
$23.93 - $32.95 $81.1K - $112K
12.6K $391K
ORCL
Oracle Corp

Technology
352
+ 70.4%
$122.82 - $218.63 $43.2K - $77K
852 $186K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.84%
$908.13 - $1056.85 $15.4K - $18K
2.05K $2.03M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.2K
+ 17.73%
N/A
7.97K $683K
SNOW
Snowflake Inc.

Technology
400
New
$130.53 - $223.77 $52.2K - $89.5K
400 $89K
BX
Blackstone Inc.

Financial Services
544
+ 78.96%
$120.07 - $151.11 $65.3K - $82.2K
1.23K $184K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.04K
New
$72.71 - $82.56 $75.6K - $85.9K
1.04K $84K
MO
Altria Group, Inc.

Consumer Defensive
1.22K
New
$55.56 - $60.91 $67.8K - $74.3K
1.22K $71K
MTN
Vail Resorts Inc

Consumer Cyclical
405
+ 17.92%
$131.42 - $164.64 $53.2K - $66.7K
2.67K $418K
DDOG
Datadog, Inc.

Technology
150
+ 16.09%
$87.0 - $134.33 $13.1K - $20.1K
1.08K $145K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.42K
New
$32.11 - $38.21 $45.5K - $54.1K
1.42K $53K
IEF
Ishares Barclays

ETFs
560
New
$93.15 - $96.56 $52.2K - $54.1K
560 $53K
IDXX
Idexx Laboratories Inc

Healthcare
31
+ 10.23%
$361.04 - $536.34 $11.2K - $16.6K
334 $179K
WTFC
Wintrust Financial Corp

Financial Services
3
+ 0.07%
$95.17 - $124.21 $286 - $373
4.23K $524K
MA
Mastercard Inc

Financial Services
62
+ 6.33%
$479.92 - $590.74 $29.8K - $36.6K
1.04K $584K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.13%
$496.48 - $617.85 $496 - $618
782 $483K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.4K
+ 300.0%
$50.53 - $212.53 $121K - $510K
3.2K $177K
PM
Philip Morris International Inc.

Consumer Defensive
220
New
$149.23 - $184.95 $32.8K - $40.7K
220 $40K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
400
New
$99.1 - $99.49 $39.6K - $39.8K
400 $39K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
412
New
$91.43 - $91.74 $37.7K - $37.8K
412 $37K
MNST
Monster Beverage Corp

Consumer Defensive
475
+ 44.68%
$55.01 - $64.24 $26.1K - $30.5K
1.54K $96K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
900
+ 10.38%
$483.48 - $539.8 $435K - $486K
9.57K $4.65M
CG
Carlyle Group Inc.

Financial Services
9
+ 0.27%
$34.78 - $51.4 $313 - $463
3.36K $172K
A
Agilent Technologies, Inc.

Healthcare
199
+ 22.79%
$99.29 - $120.52 $19.8K - $24K
1.07K $126K
TYL
Tyler Technologies Inc

Technology
27
+ 19.29%
$521.68 - $592.84 $14.1K - $16K
167 $99K
TRU
Trans Union

Industrials
66
+ 5.0%
$69.26 - $91.89 $4.57K - $6.06K
1.39K $122K
VEA
Vanguard Ftse Developed Market

ETFs
225
New
$45.65 - $57.01 $10.3K - $12.8K
225 $12K
V
Visa Inc.

Financial Services
1
+ 0.05%
$308.27 - $373.31 $308 - $373
1.98K $702K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5
+ 0.32%
$19.1 - $23.83 $95.5 - $119
1.58K $37K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.42%
$17.76 - $22.1 $17.8 - $22.1
239 $5K
Direxion Daily Nvda Bull 2 X Shares
508
+ 103.25%
N/A
1K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1
+ 0.64%
$48.13 - $49.85 $48.1 - $49.9
157 $7K
Reddit Inc Cl A
400
New
N/A
400 $0
Grayscale Bitcoin Mini Trust ETF
1K
+ 250.0%
N/A
1.4K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.94%
$24.32 - $27.87 $48.6 - $55.7
214 $5K
BP
Bp PLC

Energy
1
+ 1.89%
$26.11 - $33.81 $26.1 - $33.8
54 $1K
Activity Summary
Buys All Purchases 56 New Holdings 17 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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