The Analysis of Western Financial Corp/CA's Holdings


Currently, Western Financial Corp/CA holds 120 types of securities in its portfolio with a total value $229.8M. In the most recent quarter, they have increased their positions in AMD (+25.2K shares, valued at $4.1M), EFSC (+48.4K shares, valued at $2.8M), APP (+3.5K shares, valued at $2.6M); decreased their positions in COST (-2.5K shares, valued at $2.3M), HD (-1.8K shares, valued at $743.6K), RCL (-2.2K shares, valued at $701.8K); initiated new positions in AMD (+25.2K shares, valued at $4.1M), COIN (+6.4K shares, valued at $2.2M), NVDA (+9.8K shares, valued at $1.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
EFSC ENTERPRISE FINL SVCS CORP582.9K shares9.05%2025-09-302025-10-21history
ARWR ARROWHEAD PHARMACEUTICALS IN820.2K shares0.00%2025-09-302025-10-21history
WFC WELLS FARGO CO NEW96.8K shares12.05%2025-09-302025-10-21history
PLTR PALANTIR TECHNOLOGIES INC42.7K shares12.82%2025-09-302025-10-21history
NFLX NETFLIX INC5.8K shares26.90%2025-09-302025-10-21history
GE GE AEROSPACE20.0K shares8.41%2025-09-302025-10-21history
AMD ADVANCED MICRO DEVICES INC25.2K sharesnew addition2025-09-302025-10-21history
CRWD CROWDSTRIKE HLDGS INC7.7K shares75.66%2025-09-302025-10-21history
Sponsored
APP APPLOVIN CORP5.3K shares208.09%2025-09-302025-10-21history
GS GOLDMAN SACHS GROUP INC4.5K shares23.99%2025-09-302025-10-21history
CTAS CINTAS CORP17.1K shares27.85%2025-09-302025-10-21history
BK BANK NEW YORK MELLON CORP32.0K shares24.73%2025-09-302025-10-21history
AXP AMERICAN EXPRESS CO10.0K shares32.34%2025-09-302025-10-21history
WMT WALMART INC32.2K shares39.65%2025-09-302025-10-21history
MMM 3M CO20.9K shares42.82%2025-09-302025-10-21history
PM PHILIP MORRIS INTL INC18.6K shares55.87%2025-09-302025-10-21history
Sponsored
META META PLATFORMS INC3.8K shares0.46%2025-09-302025-10-21history
TSLA TESLA INC5.8K shares-2.51%2025-09-302025-10-21history
DASH DOORDASH INC8.9K shares-9.83%2025-09-302025-10-21history
ORLY OREILLY AUTOMOTIVE INC22.2K shares0.26%2025-09-302025-10-21history
TMUS T-MOBILE US INC10.0K shares3.55%2025-09-302025-10-21history
AZO AUTOZONE INC540 shares0.37%2025-09-302025-10-21history
GOVT ISHARES TR99.3K shares-0.03%2025-09-302025-10-21history
GEV GE VERNOVA INC3.7K shares62.61%2025-09-302025-10-21history
Sponsored
COIN COINBASE GLOBAL INC6.4K sharesnew addition2025-09-302025-10-21history
WELL WELLTOWER INC11.9K shares1.71%2025-09-302025-10-21history
RCL ROYAL CARIBBEAN GROUP6.5K shares-25.14%2025-09-302025-10-21history
TDG TRANSDIGM GROUP INC1.5K shares3.16%2025-09-302025-10-21history
APO APOLLO GLOBAL MGMT INC14.6K shares1.62%2025-09-302025-10-21history
BSX BOSTON SCIENTIFIC CORP19.2K shares8.94%2025-09-302025-10-21history
TTWO TAKE-TWO INTERACTIVE SOFTWAR7.2K shares99.55%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION9.8K sharesnew addition2025-09-302025-10-21history
Sponsored
SHOP SHOPIFY INC11.9K shares432.44%2025-09-302025-10-21history
MSTR STRATEGY INC5.3K shares-25.93%2025-09-302025-10-21history
STX SEAGATE TECHNOLOGY HLDNGS PL7.2K sharesnew addition2025-09-302025-10-21history
MA MASTERCARD INCORPORATED2.9K shares1.68%2025-09-302025-10-21history
AXON AXON ENTERPRISE INC2.2K shares146.97%2025-09-302025-10-21history
RBLX ROBLOX CORP10.9K shares-21.94%2025-09-302025-10-21history
IBKR INTERACTIVE BROKERS GROUP IN21.4K shares-12.35%2025-09-302025-10-21history
HWM HOWMET AEROSPACE INC7.5K shares-0.23%2025-09-302025-10-21history
Sponsored
NET CLOUDFLARE INC6.8K shares-18.91%2025-09-302025-10-21history
SHYG ISHARES TR33.4K shares-1.75%2025-09-302025-10-21history
IBM INTERNATIONAL BUSINESS MACHS5.1K shares20.53%2025-09-302025-10-21history
PWR QUANTA SVCS INC3.4K shares-5.21%2025-09-302025-10-21history
TLT ISHARES TR15.6K shares-1.36%2025-09-302025-10-21history
SHV ISHARES TR12.3K shares-3.80%2025-09-302025-10-21history
HLT HILTON WORLDWIDE HLDGS INC4.9K shares0.27%2025-09-302025-10-21history
ALNY ALNYLAM PHARMACEUTICALS INC2.7K sharesnew addition2025-09-302025-10-21history
Sponsored
ZS ZSCALER INC4.1K sharesnew addition2025-09-302025-10-21history
COF CAPITAL ONE FINL CORP5.6K shares-2.81%2025-09-302025-10-21history
MAR MARRIOTT INTL INC NEW4.5K shares0.76%2025-09-302025-10-21history
PODD INSULET CORP3.7K shares10.48%2025-09-302025-10-21history
EQT EQT CORP20.7K shares20.23%2025-09-302025-10-21history
AVGO BROADCOM INC3.4K shares-17.59%2025-09-302025-10-21history
ARES ARES MANAGEMENT CORPORATION6.9K shares0.23%2025-09-302025-10-21history
TRGP TARGA RES CORP6.4K shares4.48%2025-09-302025-10-21history
Sponsored
APH AMPHENOL CORP NEW8.5K shares-8.96%2025-09-302025-10-21history
AAPL APPLE INC4.1K shares-1.19%2025-09-302025-10-21history
BSCS INVESCO EXCH TRD SLF IDX FD48.1K shares-1.44%2025-09-302025-10-21history
PAYX PAYCHEX INC7.7K shares8.01%2025-09-302025-10-21history
BSCT INVESCO EXCH TRD SLF IDX FD50.6K shares-1.05%2025-09-302025-10-21history
MCK MCKESSON CORP1.2K shares2.33%2025-09-302025-10-21history
ORCL ORACLE CORP3.2K shares-25.04%2025-09-302025-10-21history
BSCQ INVESCO EXCH TRD SLF IDX FD44.4K shares1.99%2025-09-302025-10-21history
Sponsored
BSCP INVESCO EXCH TRD SLF IDX FD41.7K shares2.07%2025-09-302025-10-21history
PANW PALO ALTO NETWORKS INC4.2K shares-5.97%2025-09-302025-10-21history
BSCR INVESCO EXCH TRD SLF IDX FD42.8K shares-0.25%2025-09-302025-10-21history
KKR KKR & CO INC6.3K shares-0.77%2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO.2.6K shares-2.27%2025-09-302025-10-21history
VZ VERIZON COMMUNICATIONS INC18.5K shares1.41%2025-09-302025-10-21history
BANC BANC OF CALIFORNIA INC48.8K shares0.12%2025-09-302025-10-21history
VV VANGUARD INDEX FDS2.6K shares-1.87%2025-09-302025-10-21history
Sponsored
BX BLACKSTONE INC4.6K shares-0.88%2025-09-302025-10-21history
PH PARKER-HANNIFIN CORP1.0K shares-5.22%2025-09-302025-10-21history
WMB WILLIAMS COS INC12.3K shares9.48%2025-09-302025-10-21history
PGR PROGRESSIVE CORP3.1K shares13.36%2025-09-302025-10-21history
TT TRANE TECHNOLOGIES PLC1.7K shares-1.25%2025-09-302025-10-21history
ISRG INTUITIVE SURGICAL INC1.6K shares-46.54%2025-09-302025-10-21history
FALN ISHARES TR25.6K shares-1.35%2025-09-302025-10-21history
NOW SERVICENOW INC771 shares5.62%2025-09-302025-10-21history
Sponsored
FLOT ISHARES TR13.6K shares-0.99%2025-09-302025-10-21history
AMZN AMAZON COM INC3.0K shares0.86%2025-09-302025-10-21history
SCHZ SCHWAB STRATEGIC TR27.1K shares-0.58%2025-09-302025-10-21history
ARCC ARES CAPITAL CORP28.2K shares2.36%2025-09-302025-10-21history
IUSB ISHARES TR11.6K shares-1.81%2025-09-302025-10-21history
GOOG ALPHABET INC2.2K shares-9.35%2025-09-302025-10-21history
T AT&T INC18.0K shares9.05%2025-09-302025-10-21history
V VISA INC1.5K shares2.91%2025-09-302025-10-21history
Sponsored
SPG SIMON PPTY GROUP INC NEW2.7K shares6.18%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW541 shares-81.98%2025-09-302025-10-21history
XTEN BONDBLOXX ETF TRUST10.4K shares1.09%2025-09-302025-10-21history
LIN LINDE PLC991 shares13.00%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL908 shares8.74%2025-09-302025-10-21history
GILD GILEAD SCIENCES INC4.1K shares-12.82%2025-09-302025-10-21history
BKNG BOOKING HOLDINGS INC81 shares0.00%2025-09-302025-10-21history
MBB ISHARES TR4.3K shares-1.73%2025-09-302025-10-21history
Sponsored
CVX CHEVRON CORP NEW2.5K shares0.41%2025-09-302025-10-21history
PFE PFIZER INC13.2K shares1.07%2025-09-302025-10-21history
SPYM SPDR SERIES TRUST4.2K shares-14.38%2025-09-302025-10-21history
GOOGL ALPHABET INC1.3K shares0.07%2025-09-302025-10-21history
QUAL ISHARES TR1.6K shares-9.30%2025-09-302025-10-21history
PPA INVESCO EXCHANGE TRADED FD T2.0K shares-22.97%2025-09-302025-10-21history
EFV ISHARES TR4.6K shares-11.14%2025-09-302025-10-21history
PEJ INVESCO EXCHANGE TRADED FD T5.1K shares-15.79%2025-09-302025-10-21history
Sponsored
PGF INVESCO EXCHANGE TRADED FD T21.0K shares-4.48%2025-09-302025-10-21history
BINC BLACKROCK ETF TRUST II5.7K shares1.31%2025-09-302025-10-21history
DYNF BLACKROCK ETF TRUST5.1K shares-12.73%2025-09-302025-10-21history
IVW ISHARES TR2.5K shares-16.16%2025-09-302025-10-21history
PNQI INVESCO EXCHANGE TRADED FD T5.3K shares-19.55%2025-09-302025-10-21history
GGME INVESCO EXCHANGE TRADED FD T4.5K shares-18.37%2025-09-302025-10-21history
MSFT MICROSOFT CORP551 shares-0.18%2025-09-302025-10-21history
PRN INVESCO EXCHANGE TRADED FD T1.6K shares-17.58%2025-09-302025-10-21history
Sponsored
PHO INVESCO EXCHANGE TRADED FD T3.7K shares-16.43%2025-09-302025-10-21history
PBW INVESCO EXCHANGE TRADED FD T9.0K sharesnew addition2025-09-302025-10-21history
HD HOME DEPOT INC625 shares-74.58%2025-09-302025-10-21history
IAGG ISHARES TR4.6K shares1.47%2025-09-302025-10-21history
IVE ISHARES TR1.1K shares-9.65%2025-09-302025-10-21history
BDJ BLACKROCK ENHANCED EQUITY DI23.4K shares2.08%2025-09-302025-10-21history
IEMG ISHARES INC3.1K shares-11.99%2025-09-302025-10-21history
MFG MIZUHO FINANCIAL GROUP INC13.8K shares0.00%2025-09-302025-10-21history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available