The Analysis of Western Financial Corp/CA's Holdings
Currently, Western Financial Corp/CA holds 113 types of securities in its portfolio with a total value $252.1M. In the most recent quarter, they have increased their positions in INTC (+153.0K shares, valued at $5.6M), LLY (+3.1K shares, valued at $3.4M), MU (+11.4K shares, valued at $3.3M); decreased their positions in PLTR (-10.4K shares, valued at $1.8M), CTAS (-6.9K shares, valued at $1.3M), N/A (-8.6K shares, valued at $1.2M); initiated new positions in INTC (+153.0K shares, valued at $5.6M), LLY (+3.1K shares, valued at $3.4M), MU (+11.4K shares, valued at $3.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EFSC ENTERPRISE FINL SVCS CORP577.4K shares-0.95%2025-12-312026-01-21
WFC WELLS FARGO CO NEW96.5K shares-0.34%2025-12-312026-01-21 AMD ADVANCED MICRO DEVICES INC31.1K shares23.65%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE20.0K shares-0.12%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC32.3K shares-24.34%2025-12-312026-01-21 INTC INTEL CORP153.0K sharesnew addition2025-12-312026-01-21 APP APPLOVIN CORP6.1K shares15.24%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC4.3K shares-2.67%2025-12-312026-01-21 BK BANK NEW YORK MELLON CORP32.0K shares0.07%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO9.9K shares-1.59%2025-12-312026-01-21 WMT WALMART INC32.6K shares1.25%2025-12-312026-01-21 CRWD CROWDSTRIKE HLDGS INC7.7K shares-0.23%2025-12-312026-01-21 MMM 3M CO21.2K shares1.37%2025-12-312026-01-21 LLY ELI LILLY & CO3.1K sharesnew addition2025-12-312026-01-21 MU MICRON TECHNOLOGY INC11.4K sharesnew addition2025-12-312026-01-21 ALPHABET INC ALPHABET INC8.7K shares549.10%2025-12-312026-01-21 TSLA TESLA INC5.9K shares1.60%2025-12-312026-01-21 WBD WARNER BROS DISCOVERY INC90.2K sharesnew addition2025-12-312026-01-21 GEV GE VERNOVA INC3.6K shares-1.92%2025-12-312026-01-21 NFLX NETFLIX INC25.0K shares333.95%2025-12-312026-01-21 NVDA NVIDIA CORPORATION12.4K shares26.45%2025-12-312026-01-21 GOVT ISHARES TR98.1K shares-1.21%2025-12-312026-01-21 BROADCOM INC BROADCOM INC6.5K shares90.51%2025-12-312026-01-21 META META PLATFORMS INC3.1K shares-16.40%2025-12-312026-01-21 ORLY OREILLY AUTOMOTIVE INC22.1K shares-0.50%2025-12-312026-01-21 RCL ROYAL CARIBBEAN GROUP7.1K shares10.57%2025-12-312026-01-21 WELL WELLTOWER INC10.7K shares-9.92%2025-12-312026-01-21 SHOP SHOPIFY INC12.1K shares1.57%2025-12-312026-01-21 DASH DOORDASH INC8.6K shares-3.77%2025-12-312026-01-21 TDG TRANSDIGM GROUP INC1.4K shares-4.33%2025-12-312026-01-21 CTAS CINTAS CORP10.1K shares-40.57%2025-12-312026-01-21 BSX BOSTON SCIENTIFIC CORP19.7K shares2.73%2025-12-312026-01-21 TTWO TAKE-TWO INTERACTIVE SOFTWAR7.3K shares2.27%2025-12-312026-01-21 AZO AUTOZONE INC545 shares0.93%2025-12-312026-01-21 APH AMPHENOL CORP NEW13.6K shares59.29%2025-12-312026-01-21 MA MASTERCARD INCORPORATED2.9K shares1.10%2025-12-312026-01-21 TMUS T-MOBILE US INC8.2K shares-17.19%2025-12-312026-01-21 HWM HOWMET AEROSPACE INC7.4K shares-1.36%2025-12-312026-01-21 SHYG ISHARES TR33.2K shares-0.64%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS4.7K shares-7.22%2025-12-312026-01-21 HLT HILTON WORLDWIDE HLDGS INC4.8K shares-0.98%2025-12-312026-01-21 MAR MARRIOTT INTL INC NEW4.4K shares-1.23%2025-12-312026-01-21 IBKR INTERACTIVE BROKERS GROUP IN21.2K shares-0.93%2025-12-312026-01-21 TLT ISHARES TR15.5K shares-0.72%2025-12-312026-01-21 SHV ISHARES TR12.2K shares-0.53%2025-12-312026-01-21 COF CAPITAL ONE FINL CORP5.5K shares-1.47%2025-12-312026-01-21 NET CLOUDFLARE INC6.8K shares-0.49%2025-12-312026-01-21 PWR QUANTA SVCS INC3.1K shares-10.94%2025-12-312026-01-21 ARES ARES MANAGEMENT CORPORATION6.8K shares-1.22%2025-12-312026-01-21 AAPL APPLE INC4.0K shares-0.52%2025-12-312026-01-21 EQT CORP EQT CORP20.5K shares-1.04%2025-12-312026-01-21 ALNY ALNYLAM PHARMACEUTICALS INC2.7K shares0.26%2025-12-312026-01-21 PODD INSULET CORP3.7K shares-1.58%2025-12-312026-01-21 BSCS INVESCO EXCH TRD SLF IDX FD47.9K shares-0.42%2025-12-312026-01-21 BSCT INVESCO EXCH TRD SLF IDX FD50.2K shares-0.86%2025-12-312026-01-21 MCK MCKESSON CORP1.2K shares-6.42%2025-12-312026-01-21 BANC BANC OF CALIFORNIA INC48.9K shares0.10%2025-12-312026-01-21 SYM SYMBOTIC INC15.8K sharesnew addition2025-12-312026-01-21 BSCU INVESCO EXCH TRD SLF IDX FD55.0K sharesnew addition2025-12-312026-01-21 ZS ZSCALER INC4.1K shares-1.15%2025-12-312026-01-21 BSCQ INVESCO EXCH TRD SLF IDX FD44.8K shares0.86%2025-12-312026-01-21 BSCR INVESCO EXCH TRD SLF IDX FD42.9K shares0.29%2025-12-312026-01-21 KKR & CO INC KKR & CO INC6.4K shares1.21%2025-12-312026-01-21 PH PARKER-HANNIFIN CORP915 shares-11.68%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.2.5K shares-3.60%2025-12-312026-01-21 PANW PALO ALTO NETWORKS INC4.2K shares-0.90%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC18.5K shares0.00%2025-12-312026-01-21 PGR PROGRESSIVE CORP3.2K shares4.71%2025-12-312026-01-21 WMB WILLIAMS COS INC12.2K shares-0.67%2025-12-312026-01-21 AMZN AMAZON COM INC3.1K shares1.45%2025-12-312026-01-21 ORCL ORACLE CORP3.6K shares13.07%2025-12-312026-01-21 FALN ISHARES TR25.4K shares-0.71%2025-12-312026-01-21 FLOT ISHARES TR13.6K shares0.10%2025-12-312026-01-21 VV VANGUARD INDEX FDS2.1K shares-16.63%2025-12-312026-01-21 TT TRANE TECHNOLOGIES PLC1.7K shares0.12%2025-12-312026-01-21 SCHZ SCHWAB STRATEGIC TR25.7K shares-5.21%2025-12-312026-01-21 ARCC ARES CAPITAL CORP28.9K shares2.37%2025-12-312026-01-21 V VISA INC1.6K shares4.64%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.7K shares-22.14%2025-12-312026-01-21 SPG SIMON PPTY GROUP INC NEW2.7K shares2.61%2025-12-312026-01-21 IUSB ISHARES TR10.5K shares-9.73%2025-12-312026-01-21 GILD GILEAD SCIENCES INC3.9K shares-2.74%2025-12-312026-01-21 BKNG BOOKING HOLDINGS INC87 shares7.41%2025-12-312026-01-21 XTEN BONDBLOXX ETF TRUST8.7K shares-17.11%2025-12-312026-01-21 MBB ISHARES TR4.1K shares-4.10%2025-12-312026-01-21 CVX CHEVRON CORP NEW2.5K shares0.41%2025-12-312026-01-21 PFE PFIZER INC13.3K shares1.05%2025-12-312026-01-21 SPYM SPDR SERIES TRUST4.0K shares-3.83%2025-12-312026-01-21 DYNF BLACKROCK ETF TRUST5.3K shares3.58%2025-12-312026-01-21 PPA INVESCO EXCHANGE TRADED FD T2.0K shares0.40%2025-12-312026-01-21 PGF INVESCO EXCHANGE TRADED FD T21.0K shares-0.12%2025-12-312026-01-21 IVE ISHARES TR1.4K shares28.97%2025-12-312026-01-21 BINC BLACKROCK ETF TRUST II5.6K shares-2.73%2025-12-312026-01-21 PNQI INVESCO EXCHANGE TRADED FD T5.3K shares0.34%2025-12-312026-01-21 PBW INVESCO EXCHANGE TRADED FD T9.0K shares0.21%2025-12-312026-01-21 IVW ISHARES TR2.2K shares-11.72%2025-12-312026-01-21 GGME INVESCO EXCHANGE TRADED FD T4.5K shares0.47%2025-12-312026-01-21 MSFT MICROSOFT CORP552 shares0.18%2025-12-312026-01-21 XLG INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2025-12-312026-01-21 COIN COINBASE GLOBAL INC1.1K shares-83.00%2025-12-312026-01-21 BDJ BLACKROCK ENHANCED EQUITY DI24.0K shares2.53%2025-12-312026-01-21 IAGG ISHARES TR4.4K shares-3.92%2025-12-312026-01-21 EFV ISHARES TR2.9K shares-36.16%2025-12-312026-01-21 PEJ INVESCO EXCHANGE TRADED FD T3.4K shares-33.41%2025-12-312026-01-21 PRN INVESCO EXCHANGE TRADED FD T1.2K shares-29.04%2025-12-312026-01-21 MFG MIZUHO FINANCIAL GROUP INC13.6K shares-1.54%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available