WP
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Western Pacific Wealth Management, LP13F | |
| Western Pacific Wealth Management, LP | |
| Last update 2025-07-10 | 197 Stocks (17 new) |
| Value $104.00 Mil | Turnover 7 % |
Western Pacific Wealth Managem... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 47,676 | 9,781.6 | -23.51% | 9.380 | -2.94% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 47,452 | 9,712.1 | +12.50% | 9.310 | +1.03% | 0.010 | +12.10% | +5.24% | 89,349.2 | ||
AMZN | Amazon.com Inc | 40,147 | 8,807.9 | -0.70% | 8.450 | -0.05% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 57,384 | 7,649.9 | +17.80% | 7.340 | +1.11% | 0.010 | +12.20% | +6.97% | 58,807.4 | ||
MSFT | Microsoft Corp | 13,021 | 6,476.6 | +2.69% | 6.210 | +0.16% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 38,259 | 6,044.5 | +3.30% | 5.800 | +0.19% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
PLTR | Palantir Technologies Inc | 41,071 | 5,598.8 | -1.44% | 5.370 | -0.05% | 0.000 | +63.70% | +102.99% | 362,293.8 | Software | |
BRK.B | Berkshire Hathaway Inc | 9,574 | 4,650.8 | +10.38% | 4.460 | +0.42% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
META | Meta Platforms Inc | 5,199 | 3,837.6 | -2.33% | 3.680 | -0.06% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
GOOGL | Alphabet Inc | 21,207 | 3,737.4 | -1.17% | 3.580 | -0.03% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media |
Western Pacific Wealth Management, LP's Historical Top Holdings Breakdowns
Western Pacific Wealth Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NKE | Nike Inc | 2025-06-30 | Reduce Reduce | -14.60% | 53.27 ($60.08) 72.04 | $72.47 | 20.62% | Reduce -99.64% | 912 | -254,376 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -2.94% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -23.51% | 47,676 | -14,652 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-06-30 | Add Add | +1.11% | 114.78 ($126.73) 133.31 | $134.69 | 6.28% | Add 17.8% | 57,384 | 8,672 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Add Add | +1.03% | 173.71 ($193.82) 204.67 | $206.10 | 6.34% | Add 12.5% | 47,452 | 5,274 | |
QID | ProShares UltraShort QQQ -2x Shares | 2025-06-30 | Sold Out Sold Out | -0.60% | 25.32 ($32.27) 47.46 | $24.58 | -23.83% | Sold Out | 0 | -17,500 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.42% | 483.48 ($508.26) 539.8 | $473.80 | -6.78% | Add 10.38% | 9,574 | 900 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.42% | 498.8 ($573.99) 620.9 | $630.67 | 9.87% | Add 5400% | 715 | 702 | |
OAKM | Oakmark U.S. Large Cap ETF | 2025-06-30 | Add Add | +0.39% | 21.53 ($24.12) 25.68 | $25.88 | 7.30% | Add 12.94% | 138,666 | 15,883 | |
MPC | Marathon Petroleum Corp | 2025-06-30 | New Buy New Buy | +0.38% | 118.55 ($149.83) 170.08 | $174.21 | 16.27% | New holding | 2,390 | 2,390 | |
PSX | Phillips 66 | 2025-06-30 | Reduce Reduce | -0.34% | 92.87 ($112.21) 125.73 | $125.90 | 12.20% | Reduce -96.96% | 95 | -3,030 |
Western Pacific Wealth Management, LP Total Holding History ($B)
Western Pacific Wealth Management, LP's Asset Allocation
Western Pacific Wealth Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Western Pacific Wealth Management, LP's Hypothetical Growth since 2025-06-30
Western Pacific Wealth Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Western Pacific Wealth Management, LP's Holdings Heat Map
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Western Pacific Wealth Management, LP's Holdings Bubble Chart
Western Pacific Wealth Management, LP News
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