Western Pacific Wealth Management, LP has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nike, Inc. with a value of $16.2M, Apple Inc. with a value of $13.8M, Amazon Com Inc with a value of $7.69M, Vanguard Dividend Appreciation with a value of $7.68M, and Vanguard Whitehall Fds (Vangua with a value of $6.21M.
Examining the 13F form we can see an decrease of $16M in the current position value, from $121M to 105M.
Below you can find more details about Western Pacific Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$105 Million
Technology: $29.6 Million
Consumer Cyclical: $27 Million
ETFs: $17.6 Million
Communication Services: $11.3 Million
Financial Services: $11.1 Million
Consumer Defensive: $3.49 Million
Healthcare: $2.7 Million
Energy: $911,000
Other: $1.71 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
