Western Pacific Wealth Management, LP Incresed Positions in Q3 2024

Western Pacific Wealth Management, LP

  • $149 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
2.01K
+ 0.33%
$71.09 - $89.44 $143K - $180K
609K $53.8M
AAPL
Apple Inc.

Technology
5.6K
+ 9.15%
$207.23 - $234.82 $1.16M - $1.32M
66.9K $15.6M
META
Meta Platforms, Inc.

Communication Services
971
+ 22.75%
$453.41 - $572.44 $440K - $556K
5.24K $3M
PLTR
Palantir Technologies Inc.

Technology
2.27K
+ 3.7%
$24.09 - $37.95 $54.8K - $86.3K
63.8K $2.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
250
+ 2.97%
$405.19 - $478.57 $101K - $120K
8.67K $3.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
+ 420.17%
$434.77 - $502.96 $435K - $503K
1.24K $604K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
206
+ 0.43%
$117.9 - $128.2 $24.3K - $26.4K
48.2K $6.18M
TSLA
Tesla, Inc.

Consumer Cyclical
325
+ 7.51%
$191.76 - $263.26 $62.3K - $85.6K
4.65K $1.22M
XLE
Energy Sector Spdr

ETFs
1.9K
+ 158.33%
$84.35 - $93.39 $160K - $177K
3.1K $272K
WMT
Walmart Inc.

Consumer Defensive
1.11K
+ 19.5%
$66.91 - $81.4 $74.1K - $90.1K
6.78K $547K
DURA
Vaneck Morningstar Durable Div

ETFs
3.75K
+ 147.06%
$31.26 - $34.76 $117K - $130K
6.3K $218K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.6K
+ 31.06%
$85.84 - $85.84 $137K - $137K
6.75K $579K
AMGN
Amgen Inc

Healthcare
380
+ 245.16%
$309.38 - $337.38 $118K - $128K
535 $172K
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 2.9%
$801.83 - $917.05 $45.7K - $52.3K
2.02K $1.79M
UNP
Union Pacific Corp

Industrials
430
+ 126.1%
$221.78 - $256.09 $95.4K - $110K
771 $189K
USB
Us Bancorp \De\

Financial Services
1.6K
+ 45.71%
$39.04 - $47.23 $62.5K - $75.6K
5.1K $233K
TROW
Price T Rowe Group Inc

Financial Services
900
+ 141.73%
$101.71 - $120.75 $91.5K - $109K
1.54K $167K
ADP
Automatic Data Processing Inc

Industrials
300
+ 150.0%
$233.44 - $279.45 $70K - $83.8K
500 $138K
PG
Procter & Gamble CO

Consumer Defensive
400
+ 33.39%
$160.76 - $177.82 $64.3K - $71.1K
1.6K $276K
AMD
Advanced Micro Devices Inc

Technology
424
+ 19.24%
$128.67 - $183.96 $54.6K - $78K
2.63K $431K
PEP
Pepsico Inc

Consumer Defensive
400
+ 34.66%
$161.9 - $179.3 $64.8K - $71.7K
1.55K $264K
VZ
Verizon Communications Inc

Communication Services
1.5K
+ 99.87%
$38.89 - $45.0 $58.4K - $67.5K
3K $134K
MCD
Mcdonalds Corp

Consumer Cyclical
151
+ 31.79%
$245.82 - $304.51 $37.1K - $46K
626 $190K
AVGO
Broadcom Inc.

Technology
872
+ 1503.45%
$136.27 - $1745.86 $119K - $1.52M
930 $160K
CME
Cme Group Inc.

Financial Services
250
+ 116.82%
$193.43 - $220.62 $48.4K - $55.2K
464 $102K
UBER
Uber Technologies, Inc

Technology
650
+ 15.99%
$58.48 - $77.47 $38K - $50.4K
4.71K $354K
LMT
Lockheed Martin Corp

Industrials
71
+ 61.21%
$460.3 - $584.56 $32.7K - $41.5K
187 $109K
VIG
Vanguard Dividend Appreciation

ETFs
380
+ 0.91%
$182.15 - $182.15 $69.2K - $69.2K
42.2K $7.69M
A
Agilent Technologies, Inc.

Healthcare
283
+ 59.58%
$125.42 - $148.48 $35.5K - $42K
758 $112K
ABT
Abbott Laboratories

Healthcare
307
+ 23.58%
$100.07 - $118.13 $30.7K - $36.3K
1.61K $183K
HD
Home Depot, Inc.

Consumer Cyclical
101
+ 102.02%
$333.64 - $405.2 $33.7K - $40.9K
200 $81K
KMB
Kimberly Clark Corp

Consumer Defensive
300
+ 1153.85%
$135.05 - $148.35 $40.5K - $44.5K
326 $46K
WTFC
Wintrust Financial Corp

Financial Services
3
+ 0.07%
$96.43 - $111.89 $289 - $336
4.23K $458K
DHR
Danaher Corp

Healthcare
108
+ 31.95%
$239.25 - $280.76 $25.8K - $30.3K
446 $123K
ACN
Accenture PLC

Technology
40
+ 13.2%
$295.44 - $355.81 $11.8K - $14.2K
343 $121K
PNC
Pnc Financial Services Group, Inc.

Financial Services
46
+ 6.4%
$156.14 - $187.2 $7.18K - $8.61K
765 $141K
WPM
Wheaton Precious Metals Corp.

Basic Materials
212
+ 13.95%
$52.04 - $64.22 $11K - $13.6K
1.73K $105K
PM
Philip Morris International Inc.

Consumer Defensive
98
+ 20.81%
$101.25 - $127.45 $9.92K - $12.5K
569 $69K
CG
Carlyle Group Inc.

Financial Services
314
+ 10.57%
$37.24 - $49.74 $11.7K - $15.6K
3.28K $141K
PFE
Pfizer Inc

Healthcare
386
+ 10.47%
$27.7 - $31.39 $10.7K - $12.1K
4.07K $117K
VEEV
Veeva Systems Inc

Healthcare
28
+ 10.26%
$180.43 - $223.9 $5.05K - $6.27K
301 $63K
CPRT
Copart Inc

Consumer Cyclical
307
+ 16.79%
$49.19 - $55.54 $15.1K - $17.1K
2.14K $111K
ARCC
Ares Capital Corp

Financial Services
307
+ 2.65%
$19.8 - $21.28 $6.08K - $6.53K
11.9K $249K
SO
Southern CO

Utilities
1
+ 0.15%
$77.0 - $90.52 $77 - $90.5
672 $60K
MLM
Martin Marietta Materials Inc

Basic Materials
11
+ 5.98%
$502.48 - $593.35 $5.53K - $6.53K
195 $104K
STWD
Starwood Property Trust, Inc.

Real Estate
4
+ 0.15%
$18.75 - $21.11 $75 - $84.4
2.63K $53K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.58%
$59.93 - $66.52 $180 - $200
520 $34K
UL
Unilever PLC

Consumer Defensive
1
+ 1.19%
$54.7 - $65.59 $54.7 - $65.6
85 $5K
CNA
Cna Financial Corp

Financial Services
1
+ 0.94%
$44.75 - $51.95 $44.8 - $52
107 $5K
Activity Summary
Buys All Purchases 104 New Holdings 38 Increased Positions 66 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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