Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $176 Billion
  • Q3 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.06B
$15.9 Billion 9.02% of portfolio
820,239
Q3 2023 Reduced 0.01%
$2.42B
$360 Million 0.2% of portfolio
14,322
Q3 2024 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $176 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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