Western Pacific Wealth Management, LP Incresed Positions in Q2 2024

Western Pacific Wealth Management, LP

  • $132 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.08K
+ 3.51%
$165.0 - $216.67 $343K - $450K
61.3K $12.9M
NVDA
Nvidia Corp

Technology
36.7K
+ 906.84%
$118.11 - $1224.4 $4.33M - $44.9M
40.7K $5.03M
GOOG
Alphabet Inc.

Communication Services
275
+ 1.5%
$151.94 - $186.86 $41.8K - $51.4K
18.6K $3.42M
AMZN
Amazon Com Inc

Consumer Cyclical
99
+ 0.25%
$173.67 - $197.85 $17.2K - $19.6K
40.4K $7.81M
MSFT
Microsoft Corp

Technology
106
+ 0.82%
$389.33 - $452.85 $41.3K - $48K
13.1K $5.86M
PLTR
Palantir Technologies Inc.

Technology
10.3K
+ 20.07%
$20.47 - $25.82 $211K - $266K
61.5K $1.56M
PANW
Palo Alto Networks Inc

Technology
195
+ 12.13%
$265.2 - $340.82 $51.7K - $66.5K
1.8K $610K
LBRDK
Liberty Broadband Corp

Communication Services
2.61K
+ 2088.0%
$48.19 - $55.75 $126K - $146K
2.74K $149K
META
Meta Platforms, Inc.

Communication Services
115
+ 2.77%
$430.17 - $527.34 $49.5K - $60.6K
4.27K $2.15M
PAYC
Paycom Software, Inc.

Technology
1.07K
+ 192.79%
$140.99 - $207.82 $151K - $222K
1.63K $232K
AEM
Agnico Eagle Mines LTD

Basic Materials
765
+ 91.51%
$60.59 - $70.78 $46.4K - $54.1K
1.6K $104K
AMD
Advanced Micro Devices Inc

Technology
491
+ 28.66%
$144.27 - $183.34 $70.8K - $90K
2.2K $357K
FCX
Freeport Mcmoran Inc

Basic Materials
896
+ 47.71%
$47.26 - $54.86 $42.3K - $49.2K
2.77K $134K
VIG
Vanguard Dividend Appreciation

ETFs
262
+ 0.63%
$173.33 - $185.29 $45.4K - $48.5K
41.8K $7.64M
UBER
Uber Technologies, Inc

Technology
790
+ 24.13%
$63.52 - $77.16 $50.2K - $61K
4.06K $295K
CVX
Chevron Corp

Energy
240
+ 115.94%
$152.57 - $166.33 $36.6K - $39.9K
447 $69K
TXN
Texas Instruments Inc

Technology
118
+ 19.63%
$159.68 - $202.54 $18.8K - $23.9K
719 $139K
AIG
American International Group, Inc.

Financial Services
605
+ 21.13%
$72.58 - $80.54 $43.9K - $48.7K
3.47K $257K
DHR
Danaher Corp

Healthcare
118
+ 53.64%
$235.51 - $267.98 $27.8K - $31.6K
338 $84K
KKR
Kkr & Co. Inc.

Financial Services
282
+ 282.0%
$92.62 - $111.49 $26.1K - $31.4K
382 $40K
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 44.38%
$249.37 - $280.22 $36.4K - $40.9K
475 $121K
LRCX
Lam Research Corp

Technology
13
+ 9.85%
$868.07 - $1089.58 $11.3K - $14.2K
145 $154K
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 280.77%
$325.1 - $368.03 $23.7K - $26.9K
99 $34K
BX
Blackstone Inc.

Financial Services
231
+ 52.74%
$116.13 - $132.0 $26.8K - $30.5K
669 $82K
LMT
Lockheed Martin Corp

Industrials
44
+ 61.11%
$447.57 - $471.51 $19.7K - $20.7K
116 $54K
NOW
Service Now, Inc.

Technology
16
+ 8.51%
$643.29 - $786.67 $10.3K - $12.6K
204 $160K
WPM
Wheaton Precious Metals Corp.

Basic Materials
189
+ 14.2%
$47.79 - $57.82 $9.03K - $10.9K
1.52K $79K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.14%
$495.16 - $548.49 $495 - $548
714 $388K
ELV
Elevance Health, Inc.

Healthcare
21
+ 17.36%
$497.49 - $547.8 $10.4K - $11.5K
142 $76K
PM
Philip Morris International Inc.

Consumer Defensive
103
+ 27.99%
$88.6 - $104.24 $9.13K - $10.7K
471 $47K
SPGI
S&P Global Inc.

Financial Services
21
+ 11.17%
$408.56 - $448.91 $8.58K - $9.43K
209 $93K
PNC
Pnc Financial Services Group, Inc.

Financial Services
98
+ 15.78%
$146.54 - $161.4 $14.4K - $15.8K
719 $111K
PYPL
Pay Pal Holdings, Inc.

Financial Services
582
+ 23.28%
$58.03 - $67.92 $33.8K - $39.5K
3.08K $178K
ZTS
Zoetis Inc.

Healthcare
43
+ 8.1%
$145.54 - $178.83 $6.26K - $7.69K
574 $99K
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$34.68 - $40.02 $34.7 - $40
4.52K $179K
CG
Carlyle Group Inc.

Financial Services
523
+ 21.37%
$39.05 - $47.85 $20.4K - $25K
2.97K $119K
SO
Southern CO

Utilities
1
+ 0.15%
$67.77 - $80.71 $67.8 - $80.7
671 $52K
BDX
Becton Dickinson & CO

Healthcare
35
+ 10.54%
$225.07 - $246.17 $7.88K - $8.62K
367 $85K
CNA
Cna Financial Corp

Financial Services
1
+ 0.95%
$42.81 - $46.07 $42.8 - $46.1
106 $4K
BHP
Bhp Group LTD

Basic Materials
1
+ 2.17%
$55.0 - $61.63 $55 - $61.6
47 $2K
ARCC
Ares Capital Corp

Financial Services
13
+ 0.11%
$20.24 - $21.58 $263 - $281
11.6K $241K
Gsk PLC Sponsored Adr
1
+ 1.3%
N/A
78 $0
HLN
Haleon PLC

Healthcare
1
+ 1.04%
$8.01 - $8.64 $8.01 - $8.64
97 $0
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
4
+ 3.2%
$16.71 - $19.67 $66.8 - $78.7
129 $2K
CMRE
Costamare Inc.

Industrials
1
+ 1.79%
$10.68 - $17.19 $10.7 - $17.2
57 $0
Kenvue Inc Com
4
+ 0.51%
N/A
794 $0
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$108.36 - $122.2 $108 - $122
2.32K $267K
A
Agilent Technologies, Inc.

Healthcare
35
+ 7.95%
$129.63 - $154.64 $4.54K - $5.41K
475 $61K
STWD
Starwood Property Trust, Inc.

Real Estate
4
+ 0.15%
$18.61 - $20.82 $74.4 - $83.3
2.63K $49K
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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