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Size ($ in 1000's)
At 03/31/2024: $163,178
At 12/31/2023: $149,515
Western Financial Corp CA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Western Financial Corp CA 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Western Financial Corp CA top holdings by largest position size, as per the latest 13f filing made by Western Financial Corp CA.
In the Western Financial Corp CA-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Western Financial Corp CA in that top holding, then the share count change between reporting periods, and finally the Western Financial Corp CA top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ENTERPRISE FINL SVCS CORP |
652,108 |
-4,803 |
$26,449 | | EFSC | 652,108 | -4,803 | $26,449 | | ARROWHEAD PHARMACEUTICALS IN |
820,239 |
UNCH |
$23,459 | | ARWR | 820,239 | UNCH | $23,459 | | WELLS FARGO CO NEW |
90,877 |
UNCH |
$5,267 | | WFC | 90,877 | UNCH | $5,267 | | ISHARES TR (GOVT) |
159,676 |
+16,878 |
$3,636 | | GOVT | 159,676 | +16,878 | $3,636 | | NVIDIA CORPORATION |
3,877 |
-1,046 |
$3,503 | | NVDA | 3,877 | -1,046 | $3,503 | | META PLATFORMS INC |
6,446 |
-270 |
$3,130 | | META | 6,446 | -270 | $3,130 | | ELI LILLY & CO |
3,962 |
+1,274 |
$3,083 | | LLY | 3,962 | +1,274 | $3,083 | | ADVANCED MICRO DEVICES INC |
14,230 |
+1,005 |
$2,568 | | AMD | 14,230 | +1,005 | $2,568 | | GENERAL ELECTRIC CO |
12,805 |
-315 |
$2,248 | | COM | 12,805 | +12,805 | $2,248 | | CROWDSTRIKE HLDGS INC |
6,551 |
+6,551 |
$2,100 | | CRWD | 6,551 | +6,551 | $2,100 | | CADENCE DESIGN SYSTEM INC |
6,294 |
+505 |
$1,959 | | CDNS | 6,294 | +505 | $1,959 | | HOME DEPOT INC |
5,098 |
+341 |
$1,956 | | HD | 5,098 | +341 | $1,956 | | AUTOZONE INC |
613 |
+74 |
$1,931 | | AZO | 613 | +74 | $1,931 | | CHIPOTLE MEXICAN GRILL INC |
663 |
+17 |
$1,927 | | CMG | 663 | +17 | $1,927 | | OREILLY AUTOMOTIVE INC |
1,706 |
+168 |
$1,926 | | ORLY | 1,706 | +168 | $1,926 | | UBER TECHNOLOGIES INC |
24,644 |
+745 |
$1,897 | | UBER | 24,644 | +745 | $1,897 | | ADOBE INC |
3,727 |
+191 |
$1,881 | | ADBE | 3,727 | +191 | $1,881 | | SYNOPSYS INC |
3,275 |
+274 |
$1,871 | | SNPS | 3,275 | +274 | $1,871 | | ARISTA NETWORKS INC |
6,433 |
+2,814 |
$1,865 | | ANET | 6,433 | +2,814 | $1,865 | | SPDR SER TR (SPLG) |
28,708 |
-16,595 |
$1,766 | | SPLG | 28,708 | -16,595 | $1,766 | | TRANSDIGM GROUP INC |
1,426 |
+1,426 |
$1,756 | | TDG | 1,426 | +1,426 | $1,756 | | REGENERON PHARMACEUTICALS |
1,807 |
+132 |
$1,740 | | REGN | 1,807 | +132 | $1,740 | | COINBASE GLOBAL INC |
5,144 |
+5,144 |
$1,364 | | COIN | 5,144 | +5,144 | $1,364 | | BROADCOM INC |
1,022 |
-44 |
$1,355 | | AVGO | 1,022 | -44 | $1,355 | | AMAZON COM INC |
7,501 |
+2,063 |
$1,353 | | AMZN | 7,501 | +2,063 | $1,353 | | ISHARES TR (SHYG) |
31,724 |
+1,223 |
$1,350 | | SHYG | 31,724 | +1,223 | $1,350 | | ISHARES TR (SHV) |
11,845 |
+738 |
$1,309 | | SHV | 11,845 | +738 | $1,309 | | NETFLIX INC |
2,095 |
+281 |
$1,272 | | NFLX | 2,095 | +281 | $1,272 | | LAM RESEARCH CORP |
1,248 |
+245 |
$1,213 | | LRCX | 1,248 | +245 | $1,213 | | COPART INC |
20,398 |
+4,509 |
$1,181 | | CPRT | 20,398 | +4,509 | $1,181 | | DOORDASH INC |
8,269 |
+528 |
$1,139 | | DASH | 8,269 | +528 | $1,139 | | MERCK & CO INC |
8,559 |
+86 |
$1,129 | | MRK | 8,559 | +86 | $1,129 | | CINTAS CORP |
1,638 |
+197 |
$1,126 | | CTAS | 1,638 | +197 | $1,126 | | ROYAL CARIBBEAN GROUP |
8,027 |
+429 |
$1,116 | | RCL | 8,027 | +429 | $1,116 | | MARRIOTT INTL INC NEW |
4,266 |
+743 |
$1,076 | | MAR | 4,266 | +743 | $1,076 | | ISHARES TR (IUSB) |
23,344 |
+4,126 |
$1,064 | | IUSB | 23,344 | +4,126 | $1,064 | | HILTON WORLDWIDE HLDGS INC |
4,953 |
+757 |
$1,056 | | HLT | 4,953 | +757 | $1,056 | | GARTNER INC |
2,206 |
+490 |
$1,052 | | IT | 2,206 | +490 | $1,052 | | SCHWAB STRATEGIC TR |
22,723 |
-4,378 |
$1,045 | | SCHZ | 22,723 | -4,378 | $1,045 | | COSTCO WHSL CORP NEW |
1,416 |
-93 |
$1,038 | | COST | 1,416 | -93 | $1,038 | | CLOUDFLARE INC |
10,724 |
+385 |
$1,038 | | NET | 10,724 | +385 | $1,038 | | BOOKING HOLDINGS INC |
283 |
+52 |
$1,027 | | BKNG | 283 | +52 | $1,027 | | KLA CORP |
1,448 |
-134 |
$1,011 | | KLAC | 1,448 | -134 | $1,011 | | HUBSPOT INC |
1,594 |
+270 |
$999 | | HUBS | 1,594 | +270 | $999 | | OLD DOMINION FREIGHT LINE IN |
4,556 |
+2,880 |
$999 | | ODFL | 4,556 | +2,880 | $999 | | MARATHON PETE CORP |
4,953 |
-411 |
$998 | | MPC | 4,953 | -411 | $998 | | UNITEDHEALTH GROUP INC |
2,005 |
-539 |
$992 | | UNH | 2,005 | -539 | $992 | | ROPER TECHNOLOGIES INC |
1,708 |
+428 |
$958 | | ROP | 1,708 | +428 | $958 | | PAYCHEX INC |
7,796 |
+2,076 |
$957 | | PAYX | 7,796 | +2,076 | $957 | | PALANTIR TECHNOLOGIES INC |
40,765 |
-115 |
$938 | | PLTR | 40,765 | -115 | $938 |
See Full List: All Stocks Held By Western Financial Corp CA
— Including:
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See Details: Top 10 Stocks Held By Western Financial Corp CA
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