Western Financial Corp/Ca Reduced Holdings in Q3 2024

Western Financial Corp/Ca

  • $176 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-60.3K
- 37.45%
$22.38 - $23.66 $1.35M - $1.43M
101K $2.36B
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.75K
- 29.9%
$217.89 - $392.15 $381K - $686K
4.1K $1.15B
NVDA
Nvidia Corp

Technology
-6.94K
- 22.04%
$98.91 - $134.91 $686K - $936K
24.5K $2.98B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.98K
- 54.49%
$161.02 - $200.0 $641K - $797K
3.33K $620M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-175
- 61.84%
$3305.62 - $4268.05 $578K - $747K
108 $456M
LRCX
Lam Research Corp

Technology
-95
- 7.7%
$731.56 - $1127.3 $69.5K - $107K
1.14K $930M
MRK
Merck & Co., Inc.

Healthcare
-1.74K
- 20.25%
$111.15 - $128.97 $193K - $224K
6.85K $778M
CDNS
Cadence Design Systems Inc

Technology
-169
- 2.64%
$246.84 - $321.11 $41.7K - $54.3K
6.24K $1.69B
MCK
Mckesson Corp

Healthcare
-79
- 4.91%
$479.06 - $630.38 $37.8K - $49.8K
1.53K $756M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.17K
- 14.41%
$60.84 - $67.51 $193K - $214K
18.8K $1.27B
MSFT
Microsoft Corp

Technology
-188
- 13.43%
$395.15 - $467.56 $74.3K - $87.9K
1.21K $521M
GOOGL
Alphabet Inc.

Communication Services
-391
- 22.61%
$148.65 - $191.18 $58.1K - $74.8K
1.34K $222M
PANW
Palo Alto Networks Inc

Technology
-155
- 5.73%
$294.18 - $368.01 $45.6K - $57K
2.55K $871M
CPRT
Copart Inc

Consumer Cyclical
-123
- 0.6%
$49.19 - $55.54 $6.05K - $6.83K
20.4K $1.07B
AZO
Autozone Inc

Consumer Cyclical
-49
- 7.7%
$2815.0 - $3212.87 $138K - $157K
587 $1.85B
IVW
Ishares S&P 500 Growth ETF

ETFs
-458
- 7.24%
$84.77 - $97.13 $38.8K - $44.5K
5.87K $562M
EFG
Msci Eafe Growth ETF

ETFs
-269
- 6.55%
$96.84 - $108.77 $26K - $29.3K
3.84K $413M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-47
- 2.52%
$162.64 - $179.3 $7.64K - $8.43K
1.82K $326M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-24
- 0.38%
$53.62 - $65.67 $1.29K - $1.58K
6.28K $398M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-339
- 3.42%
$44.24 - $49.47 $15K - $16.8K
9.57K $474M
PG
Procter & Gamble CO

Consumer Defensive
-44
- 2.0%
$160.76 - $177.82 $7.07K - $7.82K
2.16K $373M
VBK
Vanguard Small Cap Growth ETF

ETFs
-6
- 0.69%
$240.48 - $267.94 $1.44K - $1.61K
862 $230M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 6.16%
$405.19 - $478.57 $15.4K - $18.2K
579 $266M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-25
- 0.71%
$60.1 - $66.57 $1.5K - $1.66K
3.49K $231M
IVE
Ishares S&P 500 Value ETF

ETFs
-29
- 1.98%
$181.06 - $197.17 $5.25K - $5.72K
1.44K $283M
FNDA
Schwab Fundamental U S Small C

ETFs
-10
- 0.26%
$54.26 - $60.01 $543 - $600
3.86K $230M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-24
- 0.43%
$37.68 - $42.0 $904 - $1.01K
5.61K $233M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14
- 0.71%
$105.53 - $118.34 $1.48K - $1.66K
1.95K $228M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-40
- 0.46%
$37.37 - $43.48 $1.49K - $1.74K
8.62K $374M
Linde PLC
-3
- 0.55%
N/A
538 $257M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-163
- 2.94%
$63.82 - $70.54 $10.4K - $11.5K
5.37K $379M
COF
Capital One Financial Corp

Financial Services
-2
- 0.11%
$131.42 - $153.05 $263 - $306
1.78K $266M
AAPL
Apple Inc.

Technology
-363
- 7.73%
$207.23 - $234.82 $75.2K - $85.2K
4.33K $1.01B
ROST
Ross Stores, Inc.

Consumer Cyclical
-6
- 0.11%
$136.06 - $155.24 $816 - $931
5.47K $823M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-106
- 2.92%
$102.05 - $114.97 $10.8K - $12.2K
3.52K $405M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-257
- 4.79%
$66.28 - $79.78 $17K - $20.5K
5.11K $407M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-5
- 0.1%
$201.82 - $234.36 $1.01K - $1.17K
4.95K $1.14B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-383
- 5.03%
$138.85 - $182.81 $53.2K - $70K
7.24K $1.28B
BANC
Banc Of California, Inc.

Financial Services
-1.11K
- 1.97%
$12.5 - $15.38 $13.9K - $17K
55.2K $813M
ANET
Arista Networks, Inc.

Technology
-260
- 4.2%
$311.42 - $388.21 $81K - $101K
5.93K $2.27B
IT
Gartner Inc

Technology
-17
- 0.75%
$441.32 - $516.47 $7.5K - $8.78K
2.24K $1.13B
PAYX
Paychex Inc

Industrials
-1
- 0.01%
$116.17 - $135.19 $116 - $135
7.92K $1.06B
DHI
Horton D R Inc

Consumer Cyclical
-541
- 10.68%
$135.21 - $197.06 $73.1K - $107K
4.52K $863M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-14
- 0.81%
$1015.62 - $1159.62 $14.2K - $16.2K
1.72K $1.98B
FICO
Fair Isaac Corp

Technology
-60
- 8.37%
$1496.51 - $1947.38 $89.8K - $117K
657 $1.28B
DASH
Door Dash, Inc.

Communication Services
-351
- 4.05%
$100.28 - $143.99 $35.2K - $50.5K
8.32K $1.19B
PLTR
Palantir Technologies Inc.

Technology
-5.58K
- 13.87%
$24.09 - $37.95 $134K - $212K
34.6K $1.29B
HD
Home Depot, Inc.

Consumer Cyclical
-52
- 0.95%
$333.64 - $405.2 $17.3K - $21.1K
5.42K $2.2B
EFSC
Enterprise Financial Services Corp

Financial Services
-36.7K
- 5.64%
$38.94 - $54.0 $1.43M - $1.98M
615K $31.5B
Activity Summary
Buys All Purchases 67 New Holdings 16 Increased Positions 51 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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