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Western Pacific Wealth Management

Latest statistics and disclosures from Western Pacific Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NKE, AAPL, VIG, AMZN, VYM, and represent 63.75% of Western Pacific Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, VIG, VYM, GOOGL, PLTR, WMT, DVY, VPU, META, ASML.
Started 85 new stock positions in CSCO, BBCA, FNDF, STLD, CI, FNDX, JNK, NICE, ED, GIS.
Reduced shares in these 10 stocks: KKR, UNP, MOAT, SUSA, IWD, SPY, LBRDK, AAPL, GM, NKE.
Sold out of its positions in APD, AEP, BCV, BLK, BMY, CEG, FNV, HON, FXE, UDN. IWD, SUSA, LBRDA, MKC, MOS, SH, REGL, PSQ, REGN, XLV, STT, MMM, WDAY.
Western Pacific Wealth Management was a net buyer of stock by $4.6M.
Western Pacific Wealth Management has $138M in assets under management (AUM), dropping by 0.73%.
Central Index Key (CIK): 0001907320

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Portfolio Holdings for Western Pacific Wealth Management

Western Pacific Wealth Management holds 303 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nike Inc Cl B Stock (NKE)	41.4	$57M		608k	93.98	View chart
Apple Stock (AAPL)	7.4	$10M		59k	171.48	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	5.5	$7.6M	+12%	42k	182.61	View chart
Amazon Stock (AMZN)	5.3	$7.3M		40k	180.38	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	4.2	$5.7M	+14%	47k	120.99	View chart
Microsoft Corp Stock (MSFT)	4.0	$5.5M	+2%	13k	420.72	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.7	$3.7M	+9%	24k	150.93	View chart
Nvidia Corporation Stock (NVDA)	2.7	$3.7M	+63%	4.0k	903.60	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.5	$3.5M		8.2k	420.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.0	$2.8M	+4%	18k	152.26	View chart
Meta Platforms Inc Cl A Stock (META)	1.5	$2.0M	+11%	4.2k	485.59	View chart
Costco Whsl Corp Stock (COST)	1.0	$1.4M	+3%	2.0k	732.63	View chart
Salesforce Stock (CRM)	1.0	$1.4M	+3%	4.8k	301.18	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.9	$1.2M	+33%	51k	23.01	View chart
Intuitive Surgical Stock (ISRG)	0.7	$931k		2.3k	399.09	View chart
Tesla Stock (TSLA)	0.6	$804k	-7%	4.6k	175.79	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$579k		1.2k	481.64	View chart
Unitedhealth Group Stock (UNH)	0.4	$572k	+28%	1.2k	494.76	View chart
Johnson & Johnson Stock (JNJ)	0.4	$542k	-8%	3.4k	158.19	View chart
Wells Fargo Stock (WFC)	0.4	$506k	+20%	8.7k	57.96	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.3	$463k	-38%	5.2k	89.90	View chart
Visa Inc Com Cl A Stock (V)	0.3	$460k		1.6k	279.07	View chart
Palo Alto Networks Stock (PANW)	0.3	$457k	+59%	1.6k	284.13	View chart
Wintrust Finl Corp Stock (WTFC)	0.3	$441k		4.2k	104.39	View chart
Capital One Finl Corp Stock (COF)	0.3	$395k	+7%	2.7k	148.89	View chart
Ishares Select Dividend Etf Etf (DVY)	0.3	$387k	+140%	3.1k	123.18	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$373k	-28%	713.00	523.19	View chart
Walmart Stock (WMT)	0.2	$342k	+200%	5.7k	60.17	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$310k		4.3k	72.34	View chart
Advanced Micro Devices Stock (AMD)	0.2	$309k	+93%	1.7k	180.49	View chart
Oracle Corp Stock (ORCL)	0.2	$294k	-14%	2.3k	125.61	View chart
Autozone Stock (AZO)	0.2	$290k		92.00	3151.65	View chart
Fiserv Stock (FI)	0.2	$281k	-14%	1.8k	159.82	View chart
General Mtrs Stock (GM)	0.2	$273k	-28%	6.0k	45.35	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$272k		1.4k	200.23	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$270k	+31%	2.3k	116.23	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.2	$267k	+147%	920.00	290.63	View chart
Doordash Inc Cl A Stock (DASH)	0.2	$255k	+88%	1.9k	137.72	View chart
Uber Technologies Stock (UBER)	0.2	$252k	+2%	3.3k	76.99	View chart
Intercontinental Exchange Stock (ICE)	0.2	$242k	+2%	1.8k	137.43	View chart
Ares Capital Corp Cef (ARCC)	0.2	$241k		12k	20.82	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$240k	+648%	247.00	970.47	View chart
Verisk Analytics Stock (VRSK)	0.2	$236k		1.0k	235.73	View chart
Sealed Air Corp Stock (SEE)	0.2	$226k	+125%	6.1k	37.20	View chart
Duke Energy Corp Stock (DUK)	0.2	$225k		2.3k	96.70	View chart
Eog Res Stock (EOG)	0.2	$224k	-26%	1.8k	127.84	View chart
American Intl Group Stock (AIG)	0.2	$224k	+2%	2.9k	78.17	View chart
Merck & Co Stock (MRK)	0.2	$216k		1.6k	131.92	View chart
Vanguard Utilities Etf Etf (VPU)	0.2	$212k	NEW	1.5k	142.58	View chart
Disney Walt Stock (DIS)	0.2	$210k		1.7k	122.34	View chart
Interpublic Group Cos Stock (IPG)	0.1	$206k		6.3k	32.63	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$204k	+27%	70.00	2906.77	View chart
Pepsico Stock (PEP)	0.1	$202k	-26%	1.2k	175.01	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$198k	+3%	2.0k	97.24	View chart
Procter And Gamble Stock (PG)	0.1	$198k	-4%	1.2k	162.31	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$192k	-20%	4.4k	43.35	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$187k	+2%	538.00	346.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$184k		876.00	210.33	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$179k		1.3k	136.05	View chart
Abbvie Stock (ABBV)	0.1	$177k		973.00	182.10	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.1	$176k	+50%	20k	8.73	View chart
Starbucks Corp Stock (SBUX)	0.1	$176k	-11%	1.9k	91.39	View chart
Intuit Stock (INTU)	0.1	$172k	-4%	265.00	650.00	View chart
Bank America Corp Stock (BAC)	0.1	$171k		4.5k	37.92	View chart
Paypal Hldgs Stock (PYPL)	0.1	$168k	+66%	2.5k	66.99	View chart
Okta Inc Cl A Stock (OKTA)	0.1	$165k	+148%	1.6k	104.62	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$164k		1.0k	164.35	View chart
Toll Brothers Stock (TOL)	0.1	$158k		1.2k	129.37	View chart
Us Bancorp Del Stock (USB)	0.1	$157k		3.5k	44.70	View chart
Abbott Labs Stock (ABT)	0.1	$148k	+22%	1.3k	113.66	View chart
Iqvia Hldgs Stock (IQV)	0.1	$148k	+2%	585.00	252.89	View chart
American Express Stock (AXP)	0.1	$144k		634.00	227.69	View chart
Servicenow Stock (NOW)	0.1	$143k	-6%	188.00	762.40	View chart
Phillips 66 Stock (PSX)	0.1	$138k	NEW	845.00	163.34	View chart
Monster Beverage Corp Stock (MNST)	0.1	$138k	+30%	2.3k	59.28	View chart
Howard Hughes Holdings Stock (HHH)	0.1	$135k	+2%	1.9k	72.62	View chart
Ferrari N V Stock (RACE)	0.1	$133k	+989%	305.00	435.94	View chart
Copart Stock (CPRT)	0.1	$133k	+2%	2.3k	57.92	View chart
Linde Stock (LIN)	0.1	$132k	+2%	285.00	464.35	View chart
Lam Research Corp Stock (LRCX)	0.1	$128k	-2%	132.00	971.57	View chart
Deere & Co Stock (DE)	0.1	$127k	NEW	309.00	410.74	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.1	$126k	NEW	2.0k	63.17	View chart
Dte Energy Stock (DTE)	0.1	$125k	+16%	1.1k	112.14	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.1	$123k		1.1k	111.71	View chart
Martin Marietta Matls Stock (MLM)	0.1	$120k	+2%	195.00	613.94	View chart
Oreilly Automotive Stock (ORLY)	0.1	$120k	+16%	106.00	1128.88	View chart
Live Nation Entertainment Stock (LYV)	0.1	$119k	+14%	1.1k	105.77	View chart
Wendys Stock (WEN)	0.1	$119k	NEW	6.3k	18.84	View chart
Sempra Stock (SRE)	0.1	$116k		1.6k	71.83	View chart
Carlyle Group Stock (CG)	0.1	$115k	+14%	2.4k	46.91	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$114k	-19%	1.2k	94.42	View chart
Paycom Software Stock (PAYC)	0.1	$111k	NEW	555.00	199.01	View chart
Apollo Global Mgmt Stock (APO)	0.1	$110k	+2%	974.00	112.45	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$106k		238.00	444.08	View chart
Pfizer Stock (PFE)	0.1	$105k	+243%	3.8k	27.75	View chart
Texas Instrs Stock (TXN)	0.1	$105k	+18%	601.00	174.21	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$104k	+7%	1.5k	70.00	View chart
Union Pac Corp Stock (UNP)	0.1	$102k	-75%	413.00	246.03	View chart
Wisdomtree U.s. High Dividend Fund Etf (DHS)	0.1	$101k		1.2k	86.66	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$100k	+20%	621.00	161.60	View chart
Citigroup Stock (C)	0.1	$95k	+5%	1.5k	63.24	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.1	$95k		2.0k	47.44	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$93k		1.8k	50.28	View chart
Annaly Capital Management Reit (NLY)	0.1	$93k		4.7k	19.69	View chart
Mcdonalds Corp Stock (MCD)	0.1	$93k	-22%	329.00	281.55	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$90k	+2%	531.00	169.21	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$88k	+44%	1.9k	47.02	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$88k	+11%	1.7k	50.08	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$87k		1.0k	87.42	View chart
Kroger Stock (KR)	0.1	$86k	+43%	1.5k	57.13	View chart
Stryker Corporation Stock (SYK)	0.1	$86k		239.00	357.87	View chart
Vaneck Durable High Dividend Etf Etf (DURA)	0.1	$82k		2.6k	32.30	View chart
Broadcom Stock (AVGO)	0.1	$82k	+6%	62.00	1326.52	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$82k		332.00	247.45	View chart
S&p Global Stock (SPGI)	0.1	$80k	NEW	188.00	425.45	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$79k		668.00	118.30	View chart
Price T Rowe Group Stock (TROW)	0.1	$79k	-13%	648.00	121.92	View chart
Newmont Corp Stock (NEM)	0.1	$76k	+37%	2.1k	35.84	View chart
Rio Tinto Adr (RIO)	0.1	$75k		1.2k	63.74	View chart
Exelon Corp Stock (EXC)	0.1	$74k	-36%	2.0k	37.57	View chart
Gilead Sciences Stock (GILD)	0.1	$73k		1.0k	73.25	View chart
Costar Group Stock (CSGP)	0.1	$73k	-17%	754.00	96.60	View chart
International Business Machs Stock (IBM)	0.1	$72k		375.00	190.96	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.1	$71k	+23%	307.00	231.69	View chart
Vanguard Value Etf Etf (VTV)	0.1	$69k	NEW	426.00	162.86	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$66k		242.00	271.76	View chart
Verizon Communications Stock (VZ)	0.0	$65k	+3%	1.5k	41.97	View chart
Agilent Technologies Stock (A)	0.0	$64k	+18%	440.00	145.51	View chart
Iq Merger Arbitrage Etf Etf (MNA)	0.0	$63k		2.0k	31.48	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$63k	+218%	175.00	358.64	View chart
Elevance Health Stock (ELV)	0.0	$63k	NEW	121.00	518.54	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$63k	+19%	1.3k	47.13	View chart
Coca Cola Stock (KO)	0.0	$61k		996.00	61.18	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$60k		454.00	131.98	View chart
Hdfc Bank Adr (HDB)	0.0	$60k		1.1k	55.97	View chart
Blackstone Stock (BX)	0.0	$58k		438.00	131.37	View chart
Boeing Stock (BA)	0.0	$57k		295.00	192.99	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$56k		301.00	187.03	View chart
America Movil Sab De Cv Spon Ads Rp Cl B Adr (AMX)	0.0	$56k		3.0k	18.66	View chart
Danaher Corporation Stock (DHR)	0.0	$55k	NEW	220.00	249.72	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$53k		2.6k	20.33	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$51k		1.6k	31.21	View chart
Las Vegas Sands Corp Stock (LVS)	0.0	$50k	+53%	970.00	51.70	View chart
Automatic Data Processing Stock (ADP)	0.0	$50k	-29%	200.00	249.74	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$50k	NEW	836.00	59.65	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$49k	NEW	142.00	344.20	View chart
Southern Stock (SO)	0.0	$48k		670.00	71.78	View chart
Centerpoint Energy Stock (CNP)	0.0	$48k		1.7k	28.49	View chart
Amgen Stock (AMGN)	0.0	$46k	+27%	162.00	284.32	View chart
Cme Group Stock (CME)	0.0	$46k	-59%	214.00	214.88	View chart
Colgate Palmolive Stock (CL)	0.0	$46k		510.00	90.05	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$46k		700.00	65.60	View chart
Dominion Energy Stock (D)	0.0	$46k	NEW	932.00	49.19	View chart
Target Corp Stock (TGT)	0.0	$42k		237.00	177.47	View chart
At&t Stock (T)	0.0	$41k		2.3k	17.60	View chart
Royal Bk Cda Stock (RY)	0.0	$41k		403.00	100.88	View chart
Eli Lilly & Co Stock (LLY)	0.0	$39k		50.00	779.28	View chart
Firstenergy Corp Stock (FE)	0.0	$37k	NEW	945.00	38.62	View chart
Yum China Hldgs Stock (YUMC)	0.0	$34k		855.00	39.79	View chart
Philip Morris Intl Stock (PM)	0.0	$34k	-11%	368.00	91.62	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$33k		72.00	455.22	View chart
Chevron Corp Stock (CVX)	0.0	$33k		207.00	157.89	View chart
Prologis Reit (PLD)	0.0	$32k		249.00	130.22	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$32k		517.00	61.02	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$30k	+631%	585.00	51.56	View chart
Williams Cos Stock (WMB)	0.0	$28k		711.00	38.97	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$26k		150.00	175.27	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$25k	NEW	436.00	57.85	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$24k		700.00	34.74	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$24k	NEW	92.00	260.72	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.0	$23k	NEW	362.00	63.31	View chart
Nnn Reit Reit (NNN)	0.0	$22k		505.00	42.74	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$21k		350.00	58.74	View chart
Atlanta Braves Hldgs Inc Com Ser C Stock (BATRK)	0.0	$20k		506.00	39.06	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$19k	NEW	379.00	50.69	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Pimco 0 Etf (HYS)	0.0	$18k	NEW	191.00	93.48	View chart
Kenvue Stock (KVUE)	0.0	$17k	-70%	790.00	21.47	View chart
Autonation Stock (AN)	0.0	$17k		100.00	165.58	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$16k		391.00	41.87	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$16k	-83%	100.00	161.60	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$16k	NEW	82.00	191.88	View chart
Dow Stock (DOW)	0.0	$14k		248.00	57.93	View chart
Hca Healthcare Stock (HCA)	0.0	$13k	-75%	40.00	335.07	View chart
Adobe Stock (ADBE)	0.0	$13k		25.00	504.60	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$12k		283.00	43.10	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$12k	NEW	436.00	27.94	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$12k		329.00	36.04	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$11k	+45%	220.00	50.66	View chart
Novo-nordisk A S Adr (NVO)	0.0	$10k		80.00	128.40	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$10k	NEW	118.00	86.48	View chart
Home Depot Stock (HD)	0.0	$10k	-86%	26.00	389.19	View chart
Kkr & Co Stock (KKR)	0.0	$10k	-97%	100.00	100.71	View chart
Old Natl Bancorp Ind Stock (ONB)	0.0	$9.3k		532.00	17.42	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$9.1k	NEW	96.00	95.20	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$8.9k		310.00	28.76	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$8.6k	NEW	129.00	66.81	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$8.1k	-92%	97.00	83.58	View chart
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN)	0.0	$7.7k	NEW	750.00	10.25	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.0	$7.2k	-94%	125.00	57.23	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$6.9k		13.00	532.00	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$6.7k		100.00	66.63	View chart
Vaneck Cef Muni Income Etf Etf (XMPT)	0.0	$6.5k	NEW	300.00	21.65	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$6.3k	+39%	160.00	39.08	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$6.1k	NEW	167.00	36.59	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.0	$5.9k	NEW	134.00	44.05	View chart
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA)	0.0	$5.9k		140.00	41.90	View chart
Sap Se Adr (SAP)	0.0	$5.9k		30.00	195.03	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$5.7k	NEW	49.00	116.84	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$5.5k		68.00	80.87	View chart
Builders Firstsource Stock (BLDR)	0.0	$5.4k	NEW	26.00	208.54	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$5.3k	NEW	78.00	67.38	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$5.2k	NEW	124.00	42.14	View chart
Crown Crafts Stock (CRWS)	0.0	$5.1k		1.0k	5.10	View chart
Ambev Sa Adr (ABEV)	0.0	$5.0k		2.0k	2.48	View chart
Cna Finl Corp Stock (CNA)	0.0	$4.8k		105.00	45.45	View chart
Corteva Stock (CTVA)	0.0	$4.3k		75.00	57.69	View chart
Iqiyi Adr (IQ)	0.0	$4.2k		1.0k	4.23	View chart
Unilever Adr (UL)	0.0	$4.2k		84.00	49.92	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$4.1k		97.00	42.02	View chart
Super Micro Computer Stock (SMCI)	0.0	$4.0k	NEW	4.00	1010.00	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$3.8k	NEW	42.00	89.67	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$3.7k	NEW	60.00	62.07	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$3.7k	NEW	52.00	70.88	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.0	$3.5k	NEW	68.00	51.51	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$3.4k		26.00	129.35	View chart
GSK Adr (GSK)	0.0	$3.3k		77.00	43.09	View chart
Schwab Fundamental Us Small Co. Index Etf Etf (FNDA)	0.0	$3.3k	NEW	58.00	57.03	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$3.3k	NEW	16.00	206.00	View chart
Cisco Sys Stock (CSCO)	0.0	$3.2k	NEW	65.00	49.91	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.0	$3.2k	NEW	115.00	27.76	View chart
Bank Montreal Que Stock (BMO)	0.0	$3.1k		32.00	97.69	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$2.9k	NEW	81.00	35.60	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$2.9k		11.00	261.91	View chart
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.0	$2.7k	NEW	96.00	28.18	View chart
Bhp Group Adr (BHP)	0.0	$2.7k		46.00	58.02	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$2.7k	NEW	51.00	52.16	View chart
Traeger Stock (COOK)	0.0	$2.5k		1.0k	2.53	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	0.0	$2.5k	+3%	125.00	19.92	View chart
Sony Group Corp Adr (SONY)	0.0	$2.5k		29.00	85.72	View chart
Altria Group Stock (MO)	0.0	$2.4k	NEW	56.00	43.62	View chart
Sanofi Adr (SNY)	0.0	$2.4k		50.00	48.60	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$2.4k	NEW	22.00	108.91	View chart
Cadence Design System Stock (CDNS)	0.0	$2.2k	NEW	7.00	311.29	View chart
The Cigna Group Stock (CI)	0.0	$2.2k	NEW	6.00	363.17	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$2.2k	NEW	44.00	49.25	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$2.1k	NEW	83.00	25.25	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$2.1k	NEW	5.00	418.00	View chart
Nice Adr (NICE)	0.0	$2.1k	NEW	8.00	260.62	View chart
Bce Stock (BCE)	0.0	$2.0k		58.00	33.98	View chart
BP Adr (BP)	0.0	$1.9k		50.00	37.38	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.8k	NEW	19.00	92.42	View chart
Aflac Stock (AFL)	0.0	$1.7k	NEW	20.00	85.85	View chart
Schwab Fundamental International Small Co. Index Etf Etf (FNDC)	0.0	$1.7k	NEW	48.00	35.48	View chart
Posco Holdings Adr (PKX)	0.0	$1.6k		21.00	78.43	View chart
Vistra Corp Stock (VST)	0.0	$1.6k	NEW	23.00	69.65	View chart
Everest Group Stock (EG)	0.0	$1.6k	NEW	4.00	397.50	View chart
Williams Sonoma Stock (WSM)	0.0	$1.6k	NEW	5.00	317.60	View chart
Vici Pptys Reit (VICI)	0.0	$1.5k	NEW	52.00	29.79	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$1.5k	+3%	31.00	49.45	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.0	$1.5k	NEW	39.00	37.46	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$1.5k		35.00	41.49	View chart
Kla Corp Stock (KLAC)	0.0	$1.4k	NEW	2.00	698.50	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$1.4k	NEW	39.00	35.79	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.4k	NEW	8.00	172.00	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$1.3k	NEW	20.00	66.80	View chart
Steel Dynamics Stock (STLD)	0.0	$1.3k	NEW	9.00	148.22	View chart
Liberty Media Corp Del Com Lbty Liv S C Stock (LLYVK)	0.0	$1.3k		29.00	43.83	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$1.3k		200.00	6.29	View chart
Applied Matls Stock (AMAT)	0.0	$1.2k	NEW	6.00	206.17	View chart
Ge Aerospace Stock (GE)	0.0	$1.2k	NEW	7.00	175.57	View chart
Diamondback Energy Stock (FANG)	0.0	$1.2k	NEW	6.00	198.17	View chart
Omnicom Group Stock (OMC)	0.0	$1.2k	NEW	12.00	96.75	View chart
Fedex Corp Stock (FDX)	0.0	$1.2k	NEW	4.00	289.75	View chart
T-mobile Us Stock (TMUS)	0.0	$1.2k		7.00	164.57	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$1.1k	-94%	9.00	121.56	View chart
Pbf Energy Inc Cl A Stock (PBF)	0.0	$1.1k	NEW	19.00	57.58	View chart
Consolidated Edison Stock (ED)	0.0	$1.1k	NEW	12.00	90.83	View chart
General Mls Stock (GIS)	0.0	$1.1k	NEW	15.00	70.00	View chart
Pioneer Nat Res Stock (PXD)	0.0	$1.1k	NEW	4.00	262.50	View chart
Trane Technologies Stock (TT)	0.0	$900.999900		3.00	300.33	View chart
Qualcomm Stock (QCOM)	0.0	$847.000000	NEW	5.00	169.40	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$810.998400		96.00	8.45	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$805.999700	NEW	11.00	73.27	View chart
Ishares Gold Trust Etf (IAU)	0.0	$714.000000	NEW	17.00	42.00	View chart
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ)	0.0	$671.001200	NEW	31.00	21.65	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$646.000300	NEW	11.00	58.73	View chart
Costamare Stock (CMRE)	0.0	$638.999200		56.00	11.41	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$628.999300	NEW	31.00	20.29	View chart
Liberty Media Corp Del Com Lbty Liv S A Stock (LLYVA)	0.0	$592.999400		14.00	42.36	View chart
Extra Space Storage Reit (EXR)	0.0	$588.000000	NEW	4.00	147.00	View chart
Cvs Health Corp Stock (CVS)	0.0	$558.000100	NEW	7.00	79.71	View chart
Skyworks Solutions Stock (SWKS)	0.0	$542.000000	NEW	5.00	108.40	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$507.000000	NEW	16.00	31.69	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$471.000000		5.00	94.20	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$471.000000		10.00	47.10	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$413.000100		3.00	137.67	View chart
Woodside Energy Group Adr (WDS)	0.0	$320.000000		16.00	20.00	View chart
United States 12 Month Natural Gas Fund Etf (UNL)	0.0	$310.000000		40.00	7.75	View chart
Liberty Latin America Ltd Com Cl C Stock (LILAK)	0.0	$294.000000		42.00	7.00	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.0	$287.000000	NEW	14.00	20.50	View chart
Organon & Co Stock (OGN)	0.0	$225.999600		12.00	18.83	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$199.000000		20.00	9.95	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$99.000000		9.00	11.00	View chart

Past Filings by Western Pacific Wealth Management

SEC 13F filings are viewable for Western Pacific Wealth Management going back to 2021

Western Pacific Wealth Management 2024 Q1 filed May 15, 2024
Western Pacific Wealth Management 2023 Q4 filed Feb. 9, 2024
Western Pacific Wealth Management 2023 Q3 filed Oct. 26, 2023
Western Pacific Wealth Management 2023 Q2 filed Aug. 8, 2023
Western Pacific Wealth Management 2023 Q1 filed May 11, 2023
Western Pacific Wealth Management 2022 Q4 filed Feb. 3, 2023
Western Pacific Wealth Management 2022 Q3 filed Oct. 27, 2022
Western Pacific Wealth Management 2022 Q2 filed Aug. 1, 2022
Western Pacific Wealth Management 2022 Q1 filed April 21, 2022
Western Pacific Wealth Management 2021 Q4 filed Feb. 14, 2022

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