Western Financial Corp/Ca has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $31.5B, Arrowhead Pharmaceuticals, Inc. with a value of $15.9B, Wells Fargo & Company with a value of $5.37B, Meta Platforms, Inc. with a value of $4.37B, and Netflix Inc with a value of $4.13B.
Examining the 13F form we can see an increase of $10.7B in the current position value, from $166B to 176B.
Western Financial Corp/Ca is based out at San Diego, CA
Below you can find more details about Western Financial Corp/Ca portfolio as well as his latest detailed transactions.
Portfolio value
$176 Billion
Financial Services: $46.2 Billion
Technology: $30.9 Billion
Healthcare: $25.5 Billion
ETFs: $23.2 Billion
Consumer Cyclical: $17.5 Billion
Industrials: $14.9 Billion
Communication Services: $11 Billion
Consumer Defensive: $2.44 Billion
Other: $3.52 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
