PacWest Financial Management

Latest statistics and disclosures from PacWest Financial Management's latest quarterly 13F-HR filing:

Portfolio Holdings for PacWest Financial Management

PacWest Financial Management holds 82 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 4.5 $76M +2% 96k 793.70
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.5 $76M 88k 856.99
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iShares S&P SmallCap 600 Index (IJR) 4.0 $68M -3% 49k 1375.18
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Wisdomtree Tr itl hdg div gt (IHDG) 3.6 $60M -4% 228k 263.50
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Microsoft Corporation (MSFT) 2.8 $48M -10% 77k 621.40
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Wisdomtree Tr intl hedge eqt (HEDJ) 2.8 $47M 81k 574.00
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General Electric Company 2.3 $39M +34% 124k 316.00
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iShares S&P 500 Index (IVV) 2.3 $39M -2% 17k 2249.87
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Verizon Communications (VZ) 2.2 $38M 70k 533.80
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TJX Companies (TJX) 2.2 $37M 49k 751.29
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Apple (AAPL) 2.1 $36M 31k 1158.17
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Intel Corporation (INTC) 2.1 $36M 98k 362.69
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Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.9 $33M NEW 62k 527.90
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Cisco Systems (CSCO) 1.9 $32M +39% 105k 302.19
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General Mills (GIS) 1.8 $30M +57% 49k 617.69
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Johnson & Johnson (JNJ) 1.7 $29M 25k 1152.08
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BlackRock (BLK) 1.7 $29M 7.5k 3805.36
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V.F. Corporation (VFC) 1.7 $28M 53k 533.48
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Procter & Gamble Company (PG) 1.6 $28M +25% 33k 840.77
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Home Depot (HD) 1.6 $28M 21k 1340.76
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3M Company (MMM) 1.6 $27M 15k 1785.69
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Berkshire Hathaway (BRK.B) 1.5 $25M -2% 15k 1629.76
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Wells Fargo & Company (WFC) 1.4 $25M -3% 45k 551.08
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U.S. Bancorp (USB) 1.4 $24M -6% 46k 513.70
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Rbc Cad (RY) 1.3 $23M -3% 34k 677.10
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Exxon Mobil Corporation (XOM) 1.3 $22M 25k 902.59
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SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.3 $22M -18% 72k 305.30
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Starbucks Corporation (SBUX) 1.3 $22M -4% 39k 555.18
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United Technologies Corporation 1.3 $21M -2% 20k 1096.16
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Pfizer (PFE) 1.2 $21M +4% 65k 324.79
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Accenture (ACN) 1.2 $21M 18k 1171.28
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Abbvie (ABBV) 1.2 $21M 34k 626.19
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NVIDIA Corporation (NVDA) 1.2 $21M 20k 1067.40
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Midcap Spdr Trust Series 1 untsr1 1.2 $20M -5% 6.7k 3017.19
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Merck & Co (MRK) 1.2 $20M 35k 588.69
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Amphenol Corporation (APH) 1.1 $19M -4% 29k 671.99
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Costco Wholesale Corporation (COST) 1.1 $19M 12k 1601.07
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Nextera Energy (NEE) 1.1 $19M 16k 1194.56
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Becton, Dickinson and (BDX) 1.1 $19M +2% 11k 1655.42
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Bce (BCE) 1.1 $18M +2% 43k 432.40
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Fastenal Company (FAST) 1.0 $17M 36k 469.78
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Amgen (AMGN) 1.0 $17M 11k 1462.08
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Bank of New York Mellon Corporation (BK) 1.0 $16M -3% 35k 473.79
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Novo Nordisk A/S (NVO) 1.0 $17M +2% 46k 358.59
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Medtronic 1.0 $16M +4% 23k 712.27
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Praxair 1.0 $16M 14k 1171.86
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MasterCard Incorporated (MA) 0.9 $16M -4% 15k 1032.47
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Consolidated Edison (ED) 0.9 $16M 22k 736.80
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Stryker Corporation (SYK) 0.9 $16M -4% 13k 1198.07
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China Mobile 0.9 $15M +3% 29k 524.27
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Southern Company (SO) 0.9 $15M +3% 31k 491.87
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Church & Dwight (CHD) 0.9 $15M +2% 34k 441.87
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SPDR KBW Regional Banking (KRE) 0.9 $15M -6% 27k 555.67
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Chevron Corporation (CVX) 0.9 $15M 13k 1176.95
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C.H. Robinson Worldwide (CHRW) 0.9 $15M 20k 732.57
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Nike (NKE) 0.8 $14M 27k 508.27
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Dollar Tree (DLTR) 0.8 $14M -2% 18k 771.75
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Vanguard Dividend Appreciation ETF (VIG) 0.8 $13M 15k 851.76
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Facebook Inc cl a (META) 0.8 $13M +6% 11k 1150.47
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Cerner Corporation 0.7 $13M 27k 473.70
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Schein Henry Inc Cmn Stock cmn 0.7 $12M 8.1k 1516.99
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Alphabet Inc Class C cs (GOOG) 0.7 $12M -2% 1.5k 7718.00
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American Express Company (AXP) 0.6 $10M -14% 14k 740.73
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Vanguard High Dividend Yield ETF (VYM) 0.6 $9.8M 13k 757.68
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Abbott Laboratories (ABT) 0.6 $9.3M NEW 24k 384.09
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Hershey Company (HSY) 0.5 $8.7M 8.4k 1034.22
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SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 0.5 $8.6M -26% 18k 479.34
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Gilead Sciences (GILD) 0.4 $7.2M -37% 10k 716.07
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International Business Machines (IBM) 0.3 $5.5M 3.3k 1659.85
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Flexshares Tr iboxx 3r targt (TDTT) 0.3 $5.0M NEW 20k 246.97
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Illinois Tool Works (ITW) 0.3 $4.9M -7% 4.0k 1224.59
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Spdr S&p 500 Etf (SPY) 0.3 $4.5M NEW 2.0k 2234.83
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Coca-Cola Company (KO) 0.2 $4.0M -12% 9.6k 414.55
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Novartis (NVS) 0.2 $3.9M -14% 5.4k 728.29
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Technology SPDR (XLK) 0.2 $3.2M -8% 6.6k 483.57
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Colgate-Palmolive Company (CL) 0.2 $3.0M +18% 4.5k 654.26
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Kimberly-Clark Corporation (KMB) 0.2 $2.7M +7% 2.4k 1141.13
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JPMorgan Chase & Co. (JPM) 0.1 $2.2M NEW 2.5k 862.57
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Health Care SPDR (XLV) 0.1 $2.2M +4% 3.2k 689.24
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Vanguard Total Stock Market ETF (VTI) 0.1 $2.3M 2.0k 1153.02
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Industrial SPDR (XLI) 0.1 $2.1M NEW 3.4k 621.96
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TravelCenters of America 0.0 $0 40k 0.00
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Past Filings by PacWest Financial Management

SEC 13F filings are viewable for PacWest Financial Management going back to 2011

View all past filings