Western Pacific Wealth Management, LP Portfolio Holdings
Western Pacific Wealth Management, LP
- $149 Million
- Q3 2024
Western Pacific Wealth Management, LP has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Million distributed in 254 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nike, Inc. with a value of $53.8M, Apple Inc. with a value of $15.6M, Vanguard Dividend Appreciation with a value of $7.69M, Amazon Com Inc with a value of $7.57M, and Vanguard Whitehall Fds (Vangua with a value of $6.18M.
Examining the 13F form we can see an increase of $17M in the current position value, from $132M to 149M.
Below you can find more details about Western Pacific Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$149 Million
Consumer Cyclical: $64.7 Million
Technology: $33.1 Million
ETFs: $18 Million
Communication Services: $11 Million
Financial Services: $9.93 Million
Healthcare: $4.03 Million
Consumer Defensive: $3.76 Million
Industrials: $1.45 Million
Other: $2.54 Million