Western-Financial-Corpca
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ARES", "SMCI", "FNDA", "MMM", "PPBI", "ARWR", "GOOGL", "AXP", "TEAM", "AVGO", "APP", "BDJ", "ARCC", "BSX", "COF", "IBKR", "GILD", "HLT", null, "HD", "QCOM", "ISRG", null, "HWM", "BKNG", "META", null, "IVW", null, null, null, null, null, null, null, null, "LIN", null, "PWR", "MRVL", "MA", "MSFT", "TMUS", "FICO", "GE", "ORLY", "BX", "IJR", "ANET", "KKR", "ORCL", "DASH", "PAYX", "PANW", "PGR", null, "AAPL", null, "NVDA", "GS", "PLTR", "PFE", "VZ", null, "NOW", "SHOP", "SPG", "SPLG", "TDG", "RCL", null, null, null, "TRGP", "GDDY", "IT", null, "TT", "APH", "FI", "EFSC", "AMZN", "IVE", "TPL", "USB", "VBK", "V", "WMT", "WFC", null, "RBLX", null, null, null, "MCK", "AZO", "BANC", "BK", "BRK-B", null, "CVX", "CMG", "CTAS", "NET", "CPRT", "COST", "CRWD", "MAR", "ETN", "GOOG", "LLY", "TSLA", "NFLX", "PH", null, null, "APO", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 121
- Total Value
- 172113777
- Accession Number
- 0001085146-25-002289
- Form Type
- 13F-HR
- Manager Name
- Western-Financial-Corpca
Data Enrichment
77% identified93 identified28 unidentified
Holdings
121 positions • $172.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
20.5K | YoY NEW(+20.5K) | All Managers (Combined) | $176.0K | 0.1% ($176.0K/$172.1M) | YoY NEW(+$176.0K) |