Institutions / Western Pacific Wealth Management, LP / Holdings
Back to Western Pacific Wealth Management, LP

Western Pacific Wealth Management, LP

All holdings · as of Jun 30, 2026

181 positions

CompanyClassValueShares% of portfolio
Warner Bros. Discovery, Inc.—$267.8K10,0450.2%
ICON plc—$254.5K1,4650.2%
AerCap Holdings N.V.—$250.0K1,7150.2%
Netflix Inc—$249.9K3,5000.2%
VANGUARD MORNINGSTAR VALUE ETF—$230.6K1,0580.2%
Verisk Analytics, Inc.—$230.2K1,2820.2%
Accenture plc—$227.1K1,8250.2%
iShares MSCI UAE ETF—$219.4K1,0000.2%
AMERICAN EXPRESS CO—$214.5K6340.2%
ARES CAPITAL CORPARCCCommon Stock$208.7K11,2610.2%
AbbVie Inc.—$208.1K8270.2%
General Motors Co—$206.3K2,6770.2%
Toll Brothers Incorporated—$201.0K1,2200.2%
US BANCORP \DE—$193.5K3,2030.2%
CRISPR THERAPEUTICS AG NAMEN AKT—$180.0K3,3000.2%
Becton Dickinson & Co—$178.4K1,1790.2%
Walmart Inc.—$178.4K1,5750.2%
DoorDash, Inc.—$175.9K9530.2%
MICRON TECHNOLOGY INC—$173.1K1500.2%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF—$170.0K1,6500.2%
GENERAL ELECTRIC CO—$164.8K4410.1%
Salesforce Inc—$159.6K1,0190.1%
Monster Beverage Corp—$159.6K1,6600.1%
IonQ, Inc.—$157.5K2,9580.1%
AMPHENOL CORP /DE—$147.9K8390.1%
UNITEDHEALTH GROUP INC—$144.2K3470.1%
ISHARES SEMICONDUCTOR ETF—$142.2K2220.1%
ABBOTT LABORATORIES—$141.7K1,5620.1%
AMGEN INC—$137.6K3800.1%
MCDONALD'S CORP—$137.1K5070.1%
APPLIED MATERIALS INC /DE—$121.5K1680.1%
Snowflake Inc.—$121.1K4760.1%
Agilent Technologies Inc—$121.1K9120.1%
O REILLY AUTOMOTIVE INC—$120.9K1,3130.1%
LINDE PLC—$118.8K2290.1%
CrowdStrike Holdings, Inc.—$118.3K1550.1%
CH Robinson Worldwide Inc—$114.3K6070.1%
Liberty Media Corp-Liberty Formula One—$114.2K1,2000.1%
FERRARI N V COM—$113.5K3050.1%
IDEXX LABORATORIES INC /DE—$110.6K2100.1%
SPDR GOLD SHARES—$110.5K3000.1%
WISDOMTREE U.S. HIGH DIVIDEND FUND—$110.5K9720.1%
Nebius Group N.V.—$110.5K4000.1%
Seagate Technology Holdings PLC—$106.2K1100.1%
Carlyle Group Inc.—$104.3K2,4780.1%
ExxonMobilXOMCommon Stock$100.2K7330.1%
iShares MSCI UAE ETF—$98.7K6680.1%
TEXAS INSTRUMENTS INC—$95.4K3200.1%
ServiceNow Inc—$93.0K9370.1%
West Pharmaceutical Services Inc—$91.2K2540.1%
← PrevPage 2 of 4Next →