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Name: |
Western Financial Corp/CA |
City: |
SAN DIEGO |
State: |
CA |
Zip: |
92128 |
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Holdings
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21 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
CRWD |
Crowdstrike Holdings, Inc. |
9 |
New |
$380.63 |
$2,100,000 |
6,551 |
1.29% |
2,100,000 |
6,551 |
0.004 |
N/A |
|
TDG |
Transdigm Group Inc |
20 |
New |
$1,321.09 |
$1,756,000 |
1,426 |
1.08% |
1,756,000 |
1,426 |
0.003 |
Aerospace/Defense Pro... |
|
COIN |
Coinbase Global, Inc. |
22 |
New |
$225.86 |
$1,364,000 |
5,144 |
0.84% |
1,364,000 |
5,144 |
0.004 |
N/A |
|
SPG |
Simon Property Group Inc |
51 |
New |
$146.16 |
$918,000 |
5,866 |
0.56% |
918,000 |
5,866 |
0.002 |
REIT - Retail |
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FICO |
Fair Isaac Corp |
56 |
New |
$1,436.11 |
$885,000 |
708 |
0.54% |
885,000 |
708 |
0.002 |
Business Services |
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APO |
Apollo Global Management LLC |
60 |
New |
$117.78 |
$845,000 |
7,512 |
0.52% |
845,000 |
7,512 |
0.001 |
Diversified Investments |
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DELL |
Dell Technologies Inc |
65 |
New |
$145.06 |
$787,000 |
6,897 |
0.48% |
787,000 |
6,897 |
0.003 |
N/A |
|
DHI |
DR Horton Inc |
66 |
New |
$142.39 |
$770,000 |
4,682 |
0.47% |
770,000 |
4,682 |
0.001 |
Residential Construct... |
|
DYNF |
Blackrock Us Equity Factor ... |
81 |
New |
$46.98 |
$469,000 |
10,567 |
0.29% |
469,000 |
10,567 |
0.117 |
N/A |
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USB |
US Bancorp Delaware |
85 |
New |
$39.70 |
$369,000 |
8,244 |
0.23% |
369,000 |
8,244 |
0 |
Domestic Regional Banks |
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IVW |
ishares tr S&P 500 BARRA GR |
92 |
New |
$92.34 |
$357,000 |
4,230 |
0.22% |
357,000 |
4,230 |
0 |
Closed - End Fund - E... |
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INTC |
Intel Corp |
97 |
New |
$31.09 |
$318,000 |
7,201 |
0.19% |
318,000 |
7,201 |
0 |
Semiconductor- Broad... |
|
IVE |
iShares S&P 500/BARRA Value |
100 |
New |
$182.66 |
$290,000 |
1,551 |
0.18% |
290,000 |
1,551 |
0.001 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
101 |
New |
$180.26 |
$289,000 |
1,898 |
0.18% |
289,000 |
1,898 |
0 |
Search Engines & Info... |
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COF |
Capital One Financial Corp |
103 |
New |
$136.77 |
$284,000 |
1,908 |
0.17% |
284,000 |
1,908 |
0 |
Credit Services |
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MA |
MasterCard Inc A |
105 |
New |
$454.85 |
$275,000 |
570 |
0.17% |
275,000 |
570 |
0 |
Business Services |
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BRK.B |
Berkshire Hathaway B |
106 |
New |
$409.62 |
$262,000 |
624 |
0.16% |
262,000 |
624 |
0 |
Property & Casualty I... |
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BINC |
Blackrock Flexible Income Etf |
108 |
New |
$0.00 |
$259,000 |
4,934 |
0.16% |
259,000 |
4,934 |
0.005 |
N/A |
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LIN |
Linde Plc |
109 |
New |
$442.75 |
$247,000 |
532 |
0.15% |
247,000 |
532 |
0 |
N/A |
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SMLF |
Ishares Edge Msci Multifact... |
111 |
New |
$60.74 |
$208,000 |
3,269 |
0.13% |
208,000 |
3,269 |
0.002 |
N/A |
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VUG |
Vanguard Growth VIPERS |
113 |
New |
$373.39 |
$204,000 |
594 |
0.13% |
204,000 |
594 |
0 |
Closed - End Fund - E... |
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