Western Pacific Wealth Management, LP Incresed Positions 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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
748
+ 36.38%
$141.37 - $228.57 $106K - $171K
2.8K $635K
NFLX
Netflix Inc

Communication Services
100
+ 49.26%
$855.86 - $1339.13 $85.6K - $134K
303 $405K
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
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
BX
Blackstone Inc.

Financial Services
544
+ 78.96%
$120.07 - $151.11 $65.3K - $82.2K
1.23K $184K
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
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
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
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
BP
Bp PLC

Energy
1
+ 1.89%
$26.11 - $33.81 $26.1 - $33.8
54 $1K
Liberty Media Corp Del Com Lbty One S C
500
+ 71.43%
N/A
1.2K $0
Direxion Daily Nvda Bull 2 X Shares
508
+ 103.25%
N/A
1K $0
Oakmark U.S. Large Cap ETF
15.9K
+ 12.94%
N/A
139K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.94%
$24.32 - $27.87 $48.6 - $55.7
214 $5K
Grayscale Bitcoin Mini Trust ETF
1K
+ 250.0%
N/A
1.4K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1
+ 0.64%
$48.13 - $49.85 $48.1 - $49.9
157 $7K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.6K
+ 1400.0%
$87.84 - $1441.89 $140K - $2.3M
1.71K $154K
UNH
Unitedhealth Group Inc

Healthcare
36
+ 12.0%
$274.35 - $599.47 $9.88K - $21.6K
336 $104K
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
Track This Portfolio

Track Western Pacific Wealth Management, LP Portfolio

Follow Western Pacific Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Pacific Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Western Pacific Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email