Western Pacific Wealth Management, LP Purchases in Q1 2025

Western Pacific Wealth Management, LP

  • $105 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
4.08K
+ 234.87%
$70.0 - $77.13 $285K - $314K
5.81K $435K
GLD
Spdr Gold Trust

ETFs
600
New
$243.19 - $288.14 $146K - $173K
600 $172K
AVGO
Broadcom Inc.

Technology
1.15K
+ 103.71%
$167.43 - $244.7 $192K - $280K
2.25K $376K
AIG
American International Group, Inc.

Financial Services
125
+ 2.25%
$70.5 - $86.94 $8.81K - $10.9K
5.67K $493K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.31K
+ 56.34%
$30.38 - $34.94 $70.2K - $80.7K
6.41K $219K
PSX
Phillips 66

Energy
490
+ 18.6%
$113.93 - $131.55 $55.8K - $64.5K
3.13K $385K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
740
+ 56.23%
$165.25 - $224.62 $122K - $166K
2.06K $341K
TYL
Tyler Technologies Inc

Technology
140
New
$553.41 - $646.74 $77.5K - $90.5K
140 $81K
MTN
Vail Resorts Inc

Consumer Cyclical
710
+ 45.81%
$153.58 - $184.72 $109K - $131K
2.26K $361K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.54%
$890.62 - $1076.86 $9.8K - $11.8K
2.04K $1.92M
IDXX
Idexx Laboratories Inc

Healthcare
101
+ 50.0%
$406.29 - $469.04 $41K - $47.4K
303 $127K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13
+ 12.87%
$1187.71 - $1432.58 $15.4K - $18.6K
114 $163K
JLL
Jones Lang Lasalle Inc

Real Estate
167
New
$238.0 - $284.76 $39.7K - $47.6K
167 $41K
ASML
Asml Holding Nv

Technology
75
+ 24.27%
$662.63 - $776.99 $49.7K - $58.3K
384 $254K
PDI
Pimco Dynamic Income Fund

Financial Services
2K
New
$18.51 - $20.05 $37K - $40.1K
2K $39K
WEN
Wendy'S CO

Consumer Cyclical
3.62K
+ 38.37%
$14.17 - $16.17 $51.3K - $58.5K
13.1K $190K
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 9.23%
$551.42 - $612.93 $36.4K - $40.5K
781 $436K
DDOG
Datadog, Inc.

Technology
393
+ 72.91%
$98.68 - $151.89 $38.8K - $59.7K
932 $92K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
500
+ 25.0%
$62.43 - $84.12 $31.2K - $42.1K
2.5K $162K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.37%
$279.74 - $321.29 $559 - $643
541 $168K
CVX
Chevron Corp

Energy
1
+ 0.19%
$146.71 - $167.97 $147 - $168
518 $86K
XOM
Exxon Mobil Corp

Energy
1
+ 0.13%
$105.44 - $118.93 $105 - $119
789 $93K
CPRT
Copart Inc

Consumer Cyclical
173
+ 6.49%
$52.3 - $59.83 $9.05K - $10.4K
2.84K $160K
A
Agilent Technologies, Inc.

Healthcare
115
+ 15.17%
$116.69 - $152.6 $13.4K - $17.5K
873 $102K
UL
Unilever PLC

Consumer Defensive
1
+ 1.96%
$54.72 - $60.29 $54.7 - $60.3
52 $3K
INTU
Intuit Inc

Technology
8
+ 3.24%
$555.63 - $630.23 $4.45K - $5.04K
255 $156K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1
+ 0.65%
$49.25 - $50.66 $49.3 - $50.7
156 $7K
Lam Research Corp Com New
1
+ 0.06%
N/A
1.58K $0
BP
Bp PLC

Energy
1
+ 1.92%
$29.93 - $35.31 $29.9 - $35.3
53 $1K
Direxion Daily Nvda Bull 2 X Shares
492
New
N/A
492 $0
Proshares Ultrashort Qqq
15.5K
+ 775.0%
N/A
17.5K $0
BHP
Bhp Group LTD

Basic Materials
1
+ 2.04%
$48.18 - $52.11 $48.2 - $52.1
50 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1
+ 0.47%
$27.01 - $28.54 $27 - $28.5
212 $5K
Oakmark U.S. Large Cap ETF
95.7K
+ 352.64%
N/A
123K $0
Ershares Private Public Crossover ETF
600
New
N/A
600 $0
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.0%
$63.77 - $68.75 $63.8 - $68.8
101 $6K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.02%
$126.11 - $135.06 $1.01K - $1.08K
48.7K $6.21M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4
+ 0.26%
$21.23 - $23.75 $84.9 - $95
1.57K $33K
DIS
Walt Disney CO

Communication Services
3
+ 0.6%
$96.87 - $114.0 $291 - $342
507 $50K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
296
+ 8.63%
$47.79 - $59.89 $14.1K - $17.7K
3.72K $186K
NOW
Service Now, Inc.

Technology
1
+ 0.63%
$783.83 - $1170.39 $784 - $1.17K
159 $126K
WTFC
Wintrust Financial Corp

Financial Services
2
+ 0.05%
$107.76 - $136.92 $216 - $274
4.23K $475K
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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