Western Financial Corp/Ca Incresed Positions in Q4 2024

Western Financial Corp/Ca

  • $182 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
753
+ 8.68%
$213.65 - $479.86 $161K - $361K
9.43K $3.81B
WFC
Wells Fargo & Company

Financial Services
1.03K
+ 1.09%
$54.98 - $77.35 $56.7K - $79.8K
96.1K $6.75B
MA
Mastercard Inc

Financial Services
1.16K
+ 201.57%
$491.3 - $536.15 $568K - $620K
1.73K $911M
GS
Goldman Sachs Group Inc

Financial Services
548
+ 20.21%
$486.1 - $608.57 $266K - $333K
3.26K $1.87B
MMM
3 M CO

Industrials
2.93K
+ 28.9%
$124.74 - $137.12 $365K - $401K
13K $1.68B
AXP
American Express CO

Financial Services
386
+ 6.49%
$267.35 - $305.57 $103K - $118K
6.33K $1.88B
COST
Costco Wholesale Corp

Consumer Defensive
214
+ 9.19%
$873.59 - $994.69 $187K - $213K
2.54K $2.33B
ISRG
Intuitive Surgical Inc

Healthcare
234
+ 9.12%
$471.27 - $550.62 $110K - $129K
2.8K $1.46B
SPG
Simon Property Group Inc

Real Estate
992
+ 10.73%
$167.23 - $183.84 $166K - $182K
10.2K $1.76B
MCK
Mckesson Corp

Healthcare
66
+ 4.32%
$482.27 - $628.5 $31.8K - $41.5K
1.6K $909M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.91K
+ 7.86%
$22.39 - $23.45 $177K - $186K
109K $2.49B
V
Visa Inc.

Financial Services
288
+ 27.38%
$273.87 - $320.91 $78.9K - $92.4K
1.34K $423M
GOOG
Alphabet Inc.

Communication Services
448
+ 24.81%
$163.08 - $198.16 $73.1K - $88.8K
2.25K $429M
COF
Capital One Financial Corp

Financial Services
405
+ 22.78%
$145.19 - $192.01 $58.8K - $77.8K
2.18K $389M
PGF
Invesco Exchange Traded Fd Tr

ETFs
9.03K
+ 70.78%
$14.4 - $15.83 $130K - $143K
21.8K $317M
APH
Amphenol Corp

Technology
922
+ 7.68%
$62.07 - $75.35 $57.2K - $69.5K
12.9K $897M
SHV
Ishares Tr

ETFs
1.09K
+ 8.63%
$109.92 - $110.57 $120K - $121K
13.7K $1.51B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.82K
+ 15.8%
$19.38 - $19.58 $113K - $114K
42.6K $828M
CPRT
Copart Inc

Consumer Cyclical
82
+ 0.4%
$51.36 - $63.8 $4.21K - $5.23K
20.5K $1.18B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.98K
+ 8.92%
$42.33 - $43.3 $126K - $129K
36.4K $1.55B
USB
Us Bancorp \De\

Financial Services
1.66K
+ 19.26%
$43.98 - $53.66 $72.9K - $88.9K
10.3K $491M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.4K
+ 14.87%
$19.42 - $19.76 $105K - $107K
41.7K $813M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.44K
+ 12.57%
$20.6 - $20.71 $91.4K - $91.9K
39.8K $821M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.97K
+ 10.51%
$20.08 - $20.61 $99.8K - $102K
52.2K $1.05B
AAPL
Apple Inc.

Technology
1
+ 0.02%
$221.69 - $259.02 $222 - $259
4.33K $1.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
170
+ 29.36%
$442.29 - $483.08 $75.2K - $82.1K
749 $340M
MSFT
Microsoft Corp

Technology
198
+ 16.34%
$406.35 - $454.46 $80.5K - $90K
1.41K $594M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.45K
+ 10.64%
$50.73 - $51.08 $73.4K - $73.9K
15K $765M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.13K
+ 10.21%
$18.28 - $18.87 $93.7K - $96.8K
55.3K $1.01B
PGR
Progressive Corp

Financial Services
402
+ 14.69%
$239.6 - $268.88 $96.3K - $108K
3.14K $752M
Linde PLC
210
+ 39.03%
N/A
748 $313M
PAYX
Paychex Inc

Industrials
7
+ 0.09%
$135.86 - $148.73 $951 - $1.04K
7.93K $1.11B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.27K
+ 8.82%
$26.55 - $27.32 $60.3K - $62.1K
28K $749M
AZO
Autozone Inc

Consumer Cyclical
4
+ 0.68%
$2981.19 - $3370.27 $11.9K - $13.5K
591 $1.89B
BANC
Banc Of California, Inc.

Financial Services
58
+ 0.11%
$13.66 - $17.77 $792 - $1.03K
55.2K $854M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.42K
+ 15.17%
$87.1 - $98.49 $211K - $238K
18.4K $1.6B
CAT
Caterpillar Inc

Industrials
184
+ 18.22%
$360.37 - $416.88 $66.3K - $76.7K
1.19K $433M
ARCC
Ares Capital Corp

Financial Services
564
+ 2.18%
$20.74 - $22.27 $11.7K - $12.6K
26.4K $578M
PANW
Palo Alto Networks Inc

Technology
2.33K
+ 91.29%
$181.96 - $405.9 $423K - $945K
4.88K $887M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
80
+ 2.29%
$65.31 - $74.15 $5.22K - $5.93K
3.57K $241M
FNDA
Schwab Fundamental U S Small C

ETFs
3.85K
+ 99.69%
$29.26 - $59.11 $113K - $227K
7.71K $229M
PPBI
Pacific Premier Bancorp Inc

Financial Services
8
+ 0.06%
$23.81 - $29.11 $190 - $233
14.3K $357M
CVX
Chevron Corp

Energy
9
+ 0.37%
$141.15 - $162.53 $1.27K - $1.46K
2.44K $353M
PHO
Invesco Exchange Traded Fd Tr

ETFs
94
+ 1.75%
$65.79 - $72.14 $6.18K - $6.78K
5.47K $360M
PFE
Pfizer Inc

Healthcare
126
+ 0.92%
$24.8 - $30.19 $3.12K - $3.8K
13.8K $365M
ROP
Roper Technologies Inc

Industrials
56
+ 3.19%
$519.85 - $575.95 $29.1K - $32.3K
1.81K $940M
IT
Gartner Inc

Technology
23
+ 1.03%
$481.22 - $551.8 $11.1K - $12.7K
2.26K $1.09B
CI
Cigna Corp

Healthcare
333
+ 14.42%
$265.59 - $358.58 $88.4K - $119K
2.64K $730M
PSX
Phillips 66

Energy
261
+ 4.44%
$110.35 - $138.93 $28.8K - $36.3K
6.14K $700M
Activity Summary
Buys All Purchases 77 New Holdings 20 Increased Positions 57 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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