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Western Financial Corp/CA

All holdings · as of Dec 31, 2025

113 positions

CompanyClassValueShares% of portfolio
INVESCO EXCHANGE TRADED FD T$287.0K5,3190.1%
INVESCO EXCHANGE TRADED FD T$274.5K8,9890.1%
ISHARES TR$269.2K2,1840.1%
INVESCO EXCHANGE TRADED FD T$268.4K4,5060.1%
MICROSOFT CORP$267.0K5520.1%
INVESCO EXCHANGE TRADED FD T$260.8K4,4000.1%
Coinbase Global, Inc.$245.4K1,0850.1%
BlackRock Enhanced Equity Dividend TrustBDJClosed-End Fund$227.8K24,0320.1%
ISHARES TR$219.1K4,3820.1%
ISHARES TR$208.3K2,9170.1%
INVESCO EXCHANGE TRADED FD T$207.0K3,3750.1%
INVESCO EXCHANGE TRADED FD T$203.9K1,1680.1%
Mizuho Financial Group, Inc.MFGADR$99.4K13,5750.0%
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