Western Financial Corp/CA has disclosed 116 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $166.00 Mil. The turnover rate is 6%.
In Western Financial Corp/CA's current portfolio as of 2024-06-30, the top 5 holdings are
Enterprise Financial Services Corp (EFSC), Arrowhead Pharmaceuticals Inc (ARWR), Wells Fargo & Co (WFC), NVIDIA Corp (NVDA), iShares U.S. Treasury Bond ETF (GOVT), not including call and put options.
Western Financial Corp/CA did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Western Financial Corp/CA, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Western Financial Corp/CA, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Western Financial Corp/CA.