Sponsored

The Analysis of Western Financial Corp/CA's Holdings & P&L

Currently, Western Financial Corp/CA holds 127 types of securities in its portfolio with a total value $255.5M. In the most recent quarter, they have increased their positions in CAT (+6.8K shares, valued at $4.8M), GM (+60.1K shares, valued at $4.5M), AMAT (+11.7K shares, valued at $4.0M); decreased their positions in AMD (-21.5K shares, valued at $4.4M), PLTR (-26.1K shares, valued at $3.8M), AXP (-7.7K shares, valued at $2.3M); initiated new positions in CAT (+6.8K shares, valued at $4.8M), GM (+60.1K shares, valued at $4.5M), AMAT (+11.7K shares, valued at $4.0M).

1M P&L

+17.6M+8.12%

3M P&L

+25.2M+11.99%

HY P&L

+52.2M+28.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional32.2M

18.0%

2N/A19.9M

11.1%

3Semiconductors17.1M

9.6%

Top Industries by Stock Count

1N/A35 stocks

30.2%

2Semiconductors7 stocks

6.0%

3Drug Manufacturers - General6 stocks

5.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN820.2K shares0.00%2026-03-312026-04-23

EFSC ENTERPRISE FINL SVCS CORP576.5K shares-0.15%2026-03-312026-04-23

WFC WELLS FARGO & CO98.1K shares1.74%2026-03-312026-04-23

INTC INTEL CORP161.0K shares5.22%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE20.0K shares-0.23%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP41.2K shares28.92%2026-03-312026-04-23

CAT CATERPILLAR INC6.8K sharesnew addition2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC5.6K shares29.65%2026-03-312026-04-23

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP21.2K shares189.53%2026-03-312026-04-23

GM GENERAL MTRS CO60.1K sharesnew addition2026-03-312026-04-23

WMT WALMART INC35.7K shares9.59%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.3K shares85.67%2026-03-312026-04-23

AMAT APPLIED MATLS INC11.7K sharesnew addition2026-03-312026-04-23

LLY ELI LILLY & CO4.2K shares32.52%2026-03-312026-04-23

MMM 3M CO26.0K shares23.08%2026-03-312026-04-23

ALPHABET INC ALPHABET INC12.8K shares46.65%2026-03-312026-04-23

Sponsored

LMT LOCKHEED MARTIN CORP6.0K sharesnew addition2026-03-312026-04-23

TSLA TESLA INC7.9K shares32.71%2026-03-312026-04-23

ADI ANALOG DEVICES INC9.2K sharesnew addition2026-03-312026-04-23

MU MICRON TECHNOLOGY INC7.7K shares-32.48%2026-03-312026-04-23

ALPHABET INC ALPHABET INC8.8K shares412.84%2026-03-312026-04-23

GOVT ISHARES TR108.5K shares10.61%2026-03-312026-04-23

ASML ASML HLDG NV1.9K sharesnew addition2026-03-312026-04-23

GEV GE VERNOVA INC2.8K shares-22.20%2026-03-312026-04-23

Sponsored

WDC WESTERN DIGITAL CORP9.1K sharesnew addition2026-03-312026-04-23

WBD WARNER BROS DISCOVERY INC84.7K shares-6.19%2026-03-312026-04-23

WELL WELLTOWER INC10.0K shares-6.95%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC9.6K shares-69.20%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC20.7K shares-6.28%2026-03-312026-04-23

BROADCOM INC BROADCOM INC6.1K shares-5.31%2026-03-312026-04-23

KLAC KLA CORP1.3K sharesnew addition2026-03-312026-04-23

RCL ROYAL CARIBBEAN GROUP6.7K shares-6.05%2026-03-312026-04-23

Sponsored

APH AMPHENOL CORP14.0K shares2.86%2026-03-312026-04-23

META META PLATFORMS INC3.1K shares-1.59%2026-03-312026-04-23

AZO AUTOZONE INC509 shares-6.61%2026-03-312026-04-23

AAPL APPLE INC6.5K shares59.72%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC1.4K shares-2.99%2026-03-312026-04-23

PWR QUANTA SVCS INC2.7K shares-11.37%2026-03-312026-04-23

NVDA NVIDIA CORPORATION8.2K shares-33.88%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC4.6K shares-4.30%2026-03-312026-04-23

Sponsored

HWM HOWMET AEROSPACE INC6.0K shares-19.12%2026-03-312026-04-23

SHYG ISHARES TR32.2K shares-3.16%2026-03-312026-04-23

SHV ISHARES TR11.8K shares-3.84%2026-03-312026-04-23

TLT ISHARES TR14.9K shares-3.87%2026-03-312026-04-23

NET CLOUDFLARE INC6.2K shares-7.59%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW3.9K shares-12.30%2026-03-312026-04-23

EQT CORP EQT CORP19.9K shares-2.64%2026-03-312026-04-23

TER TERADYNE INC4.2K sharesnew addition2026-03-312026-04-23

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN18.7K shares-11.81%2026-03-312026-04-23

RTX RTX CORPORATION6.0K sharesnew addition2026-03-312026-04-23

VBIL VANGUARD INSTL INDEX FD13.9K sharesnew addition2026-03-312026-04-23

MA MASTERCARD INCORPORATED2.1K shares-30.00%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC2.6K shares-66.51%2026-03-312026-04-23

EXPE EXPEDIA GROUP INC4.2K sharesnew addition2026-03-312026-04-23

ALNY ALNYLAM PHARMACEUTICALS INC2.9K shares4.94%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO3.2K shares28.45%2026-03-312026-04-23

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD46.0K shares-4.11%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC6.3K shares-80.64%2026-03-312026-04-23

BSCU INVESCO EXCH TRD SLF IDX FD54.2K shares-1.42%2026-03-312026-04-23

BSCT INVESCO EXCH TRD SLF IDX FD48.1K shares-4.06%2026-03-312026-04-23

BANC BANC OF CALIFORNIA INC48.9K shares0.09%2026-03-312026-04-23

BSCQ INVESCO EXCH TRD SLF IDX FD43.4K shares-3.14%2026-03-312026-04-23

BSCR INVESCO EXCH TRD SLF IDX FD42.3K shares-1.28%2026-03-312026-04-23

PODD INSULET CORP3.9K shares5.21%2026-03-312026-04-23

Sponsored

MCK MCKESSON CORP915 shares-20.57%2026-03-312026-04-23

XOM EXXON MOBIL CORP4.5K sharesnew addition2026-03-312026-04-23

WMB WILLIAMS COS INC10.5K shares-14.18%2026-03-312026-04-23

MDB MONGODB INC3.0K sharesnew addition2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC5.9K shares-3.87%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K sharesnew addition2026-03-312026-04-23

FCX FREEPORT MCMORAN INC11.5K sharesnew addition2026-03-312026-04-23

DE DEERE & CO1.2K sharesnew addition2026-03-312026-04-23

Sponsored

AXP AMERICAN EXPRESS CO2.2K shares-77.57%2026-03-312026-04-23

FLOT ISHARES TR13.0K shares-4.49%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC5.5K sharesnew addition2026-03-312026-04-23

FALN ISHARES TR24.6K shares-3.44%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC1.6K shares-9.28%2026-03-312026-04-23

CTAS CINTAS CORP3.8K shares-62.32%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW3.4K shares25.43%2026-03-312026-04-23

VV VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-23

Sponsored

PH PARKER-HANNIFIN CORP713 shares-22.08%2026-03-312026-04-23

GILD GILEAD SCIENCES INC4.6K shares15.61%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON2.6K sharesnew addition2026-03-312026-04-23

COF CAPITAL ONE FINL CORP3.3K shares-40.90%2026-03-312026-04-23

AMGN AMGEN INC1.7K sharesnew addition2026-03-312026-04-23

FDX FEDEX CORP1.6K sharesnew addition2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR24.6K shares-4.25%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION4.3K sharesnew addition2026-03-312026-04-23

Sponsored

ARCC ARES CAPITAL CORP29.6K shares2.68%2026-03-312026-04-23

HCA HCA HEALTHCARE INC1.1K sharesnew addition2026-03-312026-04-23

DASH DOORDASH INC3.5K shares-58.84%2026-03-312026-04-23

CVX CHEVRON CORPORATION2.5K shares0.36%2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP7.9K shares-59.75%2026-03-312026-04-23

IUSB ISHARES TR10.4K shares-0.57%2026-03-312026-04-23

ARES ARES MANAGEMENT CORPORATION4.2K shares-38.53%2026-03-312026-04-23

MPWR MONOLITHIC PWR SYS INC385 sharesnew addition2026-03-312026-04-23

Sponsored

VRT VERTIV HOLDINGS CO1.7K sharesnew addition2026-03-312026-04-23

BKR BAKER HUGHES COMPANY6.8K sharesnew addition2026-03-312026-04-23

PFE PFIZER INC14.5K shares9.18%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW5.5K sharesnew addition2026-03-312026-04-23

SPYM SPDR SERIES TRUST5.0K shares23.29%2026-03-312026-04-23

MBB ISHARES TR3.9K shares-6.77%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC7.2K shares-61.27%2026-03-312026-04-23

XTEN BONDBLOXX ETF TRUST7.8K shares-10.39%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC1.7K shares-45.12%2026-03-312026-04-23

MSFT MICROSOFT CORP878 shares59.06%2026-03-312026-04-23

IVE ISHARES TR1.4K shares2.45%2026-03-312026-04-23

PGF INVESCO EXCHANGE TRADED FD T20.1K shares-4.21%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST4.6K shares-13.74%2026-03-312026-04-23

IVW ISHARES TR2.2K shares-0.69%2026-03-312026-04-23

ABBV ABBVIE INC1.1K sharesnew addition2026-03-312026-04-23

PXJ INVESCO EXCHANGE TRADED FD T5.6K sharesnew addition2026-03-312026-04-23

Sponsored

BINC BLACKROCK ETF TRUST II4.4K shares-21.36%2026-03-312026-04-23

PSI INVESCO EXCHANGE TRADED FD T2.3K sharesnew addition2026-03-312026-04-23

PBD INVESCO EXCH TRADED FD TR II12.1K sharesnew addition2026-03-312026-04-23

IAGG ISHARES TR4.3K shares-1.14%2026-03-312026-04-23

PPA INVESCO EXCHANGE TRADED FD T1.3K shares-36.85%2026-03-312026-04-23

BDJ BLACKROCK ENHANCED EQUITY DI24.5K shares2.02%2026-03-312026-04-23

SMLF ISHARES TR2.8K sharesnew addition2026-03-312026-04-23

KNCT INVESCO EXCHANGE TRADED FD T1.5K sharesnew addition2026-03-312026-04-23

Sponsored

IJR ISHARES TR1.7K sharesnew addition2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.5K sharesnew addition2026-03-312026-04-23

PKB INVESCO EXCHANGE TRADED FD T2.1K sharesnew addition2026-03-312026-04-23

FNDA SCHWAB STRATEGIC TR6.3K sharesnew addition2026-03-312026-04-23

VBK VANGUARD INDEX FDS675 sharesnew addition2026-03-312026-04-23

SAN BANCO SANTANDER SA12.0K sharesnew addition2026-03-312026-04-23

MFG MIZUHO FINANCIAL GROUP INC16.2K shares19.46%2026-03-312026-04-23

ARROWHEAD PHARMACEUTICALS IN

0.00%

Shares820.2K

Event2026-03-31

Filed2026-04-23

EFSC

ENTERPRISE FINL SVCS CORP

-0.15%

Shares576.5K

Event2026-03-31

Filed2026-04-23

WFC

WELLS FARGO & CO

1.74%

Shares98.1K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

5.22%

Shares161.0K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

-0.23%

Shares20.0K

Event2026-03-31

Filed2026-04-23

BANK NEW YORK MELLON CORP

28.92%

Shares41.2K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

New

Shares6.8K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

29.65%

Shares5.6K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

189.53%

Shares21.2K

Event2026-03-31

Filed2026-04-23

GENERAL MTRS CO

New

Shares60.1K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

9.59%

Shares35.7K

Event2026-03-31

Filed2026-04-23

SEAGATE TECHNOLOGY HLDNGS PL

85.67%

Shares10.3K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

New

Shares11.7K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

32.52%

Shares4.2K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

23.08%

Shares26.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

46.65%

Shares12.8K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

New

Shares6.0K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

32.71%

Shares7.9K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

New

Shares9.2K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

-32.48%

Shares7.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

412.84%

Shares8.8K

Event2026-03-31

Filed2026-04-23

GOVT

ISHARES TR

10.61%

Shares108.5K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

New

Shares1.9K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

-22.20%

Shares2.8K

Event2026-03-31

Filed2026-04-23

WDC

WESTERN DIGITAL CORP

New

Shares9.1K

Event2026-03-31

Filed2026-04-23

WBD

WARNER BROS DISCOVERY INC

-6.19%

Shares84.7K

Event2026-03-31

Filed2026-04-23

WELL

WELLTOWER INC

-6.95%

Shares10.0K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

-69.20%

Shares9.6K

Event2026-03-31

Filed2026-04-23

ORLY

OREILLY AUTOMOTIVE INC

-6.28%

Shares20.7K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-5.31%

Shares6.1K

Event2026-03-31

Filed2026-04-23

KLAC

KLA CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-23

RCL

ROYAL CARIBBEAN GROUP

-6.05%

Shares6.7K

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP

2.86%

Shares14.0K

Event2026-03-31

Filed2026-04-23