Western Pacific Wealth Management, LP Portfolio Holdings
Western Pacific Wealth Management, LP
- $132 Million
- Q2 2024
Western Pacific Wealth Management, LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $132 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nike, Inc. with a value of $45.8M, Apple Inc. with a value of $12.9M, Amazon Com Inc with a value of $7.81M, Vanguard Dividend Appreciation with a value of $7.64M, and Microsoft Corp with a value of $5.86M.
Examining the 13F form we can see an decrease of $5.54M in the current position value, from $137M to 132M.
Below you can find more details about Western Pacific Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$132 Million
Consumer Cyclical: $56.3 Million
Technology: $30.4 Million
ETFs: $15.8 Million
Communication Services: $10.9 Million
Financial Services: $8.65 Million
Healthcare: $3.3 Million
Consumer Defensive: $2.98 Million
Energy: $790,000
Other: $2.39 Million