WESTERN FINANCIAL Corp holdings history

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177 is the total number of securities WESTERN FINANCIAL Corp has owned. The longest WESTERN FINANCIAL Corp has owned a single stock is 8 quarters.

WESTERN FINANCIAL Corp historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ARWR ARROWHEAD PHARMACEUTIC...8818.96%28.95%41.38%Q4 2020Q3 20228
EFSC ENTERPRISE FINL SVCS CORP8819.32%22.78%25.51%Q4 2020Q3 20228
WFC WELLS FARGO CO NEW881.84%2.35%2.58%Q4 2020Q3 20228
PACW PACWEST BANCORP DEL881.62%2.13%2.58%Q4 2020Q3 20228
GOVT ISHARES TR880.49%1.99%4.39%Q4 2020Q3 20228
MBB ISHARES TR880.87%1.97%3.01%Q4 2020Q3 20228
IGSB ISHARES TR880.24%1.19%2.31%Q4 2020Q3 20228
AAPL APPLE INC880.92%1.12%1.31%Q4 2020Q3 20228
HD HOME DEPOT INC880.77%0.90%0.98%Q4 2020Q3 20228
MSFT MICROSOFT CORP880.66%0.86%1.02%Q4 2020Q3 20228
AVGO BROADCOM INC880.66%0.82%1.02%Q4 2020Q3 20228
SNPS SYNOPSYS INC880.65%0.80%0.94%Q4 2020Q3 20228
GOOGL ALPHABET INC880.61%0.80%0.98%Q4 2020Q3 20228
ZTS ZOETIS INC880.51%0.77%0.97%Q4 2020Q3 20228
ESGU ISHARES TR880.36%0.72%0.95%Q4 2020Q3 20228
SPLG SPDR SER TR880.32%0.65%1.18%Q4 2020Q3 20228
PFE PFIZER INC880.42%0.63%0.97%Q4 2020Q3 20228
JNJ JOHNSON & JOHNSON880.49%0.61%0.68%Q4 2020Q3 20228
PPBI PACIFIC PREMIER BANCORP880.43%0.49%0.61%Q4 2020Q3 20228
UPS UNITED PARCEL SERVICE INC880.32%0.47%0.63%Q4 2020Q3 20228
KLAC KLA CORP880.35%0.47%0.58%Q4 2020Q3 20228
VZ VERIZON COMMUNICATIONS...880.40%0.47%0.56%Q4 2020Q3 20228
NEE NEXTERA ENERGY INC880.36%0.45%0.56%Q4 2020Q3 20228
ORLY OREILLY AUTOMOTIVE INC880.25%0.38%0.53%Q4 2020Q3 20228
TMO THERMO FISHER SCIENTIF...880.23%0.32%0.41%Q4 2020Q3 20228
CPRT COPART INC880.22%0.30%0.38%Q4 2020Q3 20228
ARCC ARES CAPITAL CORP880.20%0.23%0.26%Q4 2020Q3 20228
PG PROCTER AND GAMBLE CO880.16%0.19%0.22%Q4 2020Q3 20228
EFG ISHARES TR880.13%0.19%0.30%Q4 2020Q3 20228
DHR DANAHER CORPORATION770.59%0.82%0.96%Q1 2021Q3 20227
LOW LOWES COS INC770.53%0.74%0.91%Q4 2020Q2 20227
FALN ISHARES TR770.26%0.61%1.01%Q1 2021Q3 20227
FAST FASTENAL CO770.38%0.50%0.64%Q4 2020Q2 20227
AMAT APPLIED MATLS INC770.27%0.30%0.38%Q4 2020Q2 20227
EFV ISHARES TR770.17%0.22%0.26%Q1 2021Q3 20227
CVX CHEVRON CORP NEW770.13%0.21%0.37%Q1 2021Q3 20227
ZION ZIONS BANCORPORATION N A770.12%0.15%0.16%Q1 2021Q3 20227
SHYG ISHARES TR510.18%0.85%1.39%Q4 2020Q3 20226
NVDA NVIDIA CORPORATION660.52%0.77%1.02%Q4 2020Q1 20226
AMZN AMAZON COM INC660.66%0.76%0.95%Q4 2020Q1 20226
WST WEST PHARMACEUTICAL SV...660.54%0.71%0.88%Q4 2020Q1 20226
ISRG INTUITIVE SURGICAL INC660.42%0.67%0.87%Q4 2020Q1 20226
QCOM QUALCOMM INC420.25%0.63%0.88%Q4 2020Q3 20226
JPM JPMORGAN CHASE & CO660.16%0.49%0.62%Q4 2020Q1 20226
TGT TARGET CORP660.41%0.48%0.59%Q4 2020Q1 20226
FITB FIFTH THIRD BANCORP660.30%0.43%0.56%Q1 2021Q2 20226
WSM WILLIAMS SONOMA INC660.30%0.42%0.51%Q4 2020Q1 20226
SNV SYNOVUS FINL CORP660.33%0.42%0.54%Q4 2020Q1 20226
IUSB ISHARES TR660.24%0.38%0.54%Q2 2021Q3 20226
INTU INTUIT660.26%0.32%0.40%Q4 2020Q1 20226
MSCI MSCI INC660.26%0.31%0.39%Q4 2020Q1 20226
MLM MARTIN MARIETTA MATLS INC660.23%0.30%0.39%Q1 2021Q2 20226
WAL WESTERN ALLIANCE BANCORP660.13%0.17%0.22%Q4 2020Q1 20226
COLB COLUMBIA BKG SYS INC660.12%0.14%0.15%Q2 2021Q3 20226
NGL NGL ENERGY PARTNERS LP660.03%0.04%0.05%Q4 2020Q1 20226
HYG ISHARES TR550.98%1.44%1.86%Q4 2020Q4 20215
TIP ISHARES TR550.82%1.05%1.30%Q3 2021Q3 20225
TSLA TESLA INC550.34%0.72%0.95%Q2 2021Q2 20225
NKE NIKE INC550.62%0.71%0.86%Q4 2020Q4 20215
EMB ISHARES TR550.62%0.68%0.78%Q4 2020Q4 20215
IT GARTNER INC550.29%0.36%0.46%Q3 2021Q3 20225
FTNT FORTINET INC550.26%0.35%0.41%Q2 2021Q2 20225
ABBV ABBVIE INC320.12%0.33%0.65%Q4 2020Q3 20225
SCHP SCHWAB STRATEGIC TR550.22%0.31%0.41%Q3 2021Q3 20225
IDXX IDEXX LABS INC550.24%0.29%0.37%Q4 2020Q4 20215
ADBE ADOBE SYSTEMS INCORPOR...550.24%0.28%0.33%Q4 2020Q4 20215
FNDF SCHWAB STRATEGIC TR550.13%0.14%0.15%Q2 2021Q2 20225
FFWM FIRST FNDTN INC550.12%0.14%0.15%Q3 2021Q3 20225
CFG CITIZENS FINL GROUP INC550.11%0.13%0.15%Q1 2021Q1 20225
COST COSTCO WHSL CORP NEW310.24%0.80%1.09%Q4 2020Q3 20224
PYPL PAYPAL HLDGS INC440.61%0.66%0.69%Q4 2020Q3 20214
ODFL OLD DOMINION FREIGHT L...440.32%0.54%0.77%Q4 2021Q3 20224
SCHJ SCHWAB STRATEGIC TR440.39%0.53%0.62%Q1 2021Q4 20214
CNS COHEN & STEERS INC440.41%0.48%0.58%Q3 2021Q2 20224
GRMN GARMIN LTD440.39%0.44%0.48%Q4 2020Q3 20214
BLK BLACKROCK INC440.39%0.43%0.48%Q1 2021Q4 20214
TSCO TRACTOR SUPPLY CO440.38%0.42%0.47%Q4 2021Q3 20224
UNH UNITEDHEALTH GROUP INC310.12%0.37%0.72%Q4 2020Q3 20224
FB META PLATFORMS INC440.22%0.28%0.36%Q1 2021Q4 20214
ETN EATON CORP PLC310.14%0.15%0.15%Q4 2020Q3 20224
XSOE WISDOMTREE TR310.13%0.14%0.16%Q4 2020Q1 20224
FCBP FIRST CHOICE BANCORP330.88%0.94%0.99%Q4 2020Q2 20213
PXD PIONEER NAT RES CO330.76%0.79%0.85%Q1 2022Q3 20223
SCHZ SCHWAB STRATEGIC TR330.68%0.76%0.82%Q1 2022Q3 20223
EPAM EPAM SYS INC330.56%0.69%0.82%Q2 2021Q4 20213
PANW PALO ALTO NETWORKS INC330.34%0.68%0.89%Q1 2022Q3 20223
EXPD EXPEDITORS INTL WASH INC330.56%0.68%0.80%Q2 2021Q4 20213
DBX DROPBOX INC330.51%0.61%0.69%Q1 2021Q3 20213
FANG DIAMONDBACK ENERGY INC330.44%0.60%0.89%Q1 2022Q3 20223
XOM EXXON MOBIL CORP330.53%0.59%0.63%Q1 2022Q3 20223
MCK MCKESSON CORP330.51%0.58%0.64%Q1 2022Q3 20223
ADM ARCHER DANIELS MIDLAND CO330.52%0.54%0.59%Q1 2022Q3 20223
AZO AUTOZONE INC330.33%0.53%0.86%Q1 2022Q3 20223
COP CONOCOPHILLIPS330.44%0.53%0.63%Q1 2022Q3 20223
JBHT HUNT J B TRANS SVCS INC330.35%0.38%0.42%Q1 2022Q3 20223
ENPH ENPHASE ENERGY INC330.34%0.37%0.41%Q1 2022Q3 20223
PSA PUBLIC STORAGE330.34%0.37%0.42%Q1 2022Q3 20223
NEM NEWMONT CORP330.32%0.35%0.37%Q4 2020Q2 20213
GNRC GENERAC HLDGS INC330.29%0.32%0.33%Q2 2021Q4 20213
BSCN INVESCO EXCH TRD SLF I...330.27%0.31%0.35%Q1 2022Q3 20223
BSCQ INVESCO EXCH TRD SLF I...330.27%0.31%0.35%Q1 2022Q3 20223
UNP UNION PAC CORP330.31%0.31%0.32%Q4 2020Q2 20213
BSCP INVESCO EXCH TRD SLF I...330.27%0.31%0.34%Q1 2022Q3 20223
BSCO INVESCO EXCH TRD SLF I...330.27%0.31%0.34%Q1 2022Q3 20223
BSCR INVESCO EXCH TRD SLF I...330.27%0.31%0.34%Q1 2022Q3 20223
LRCX LAM RESEARCH CORP330.24%0.29%0.36%Q2 2021Q4 20213
IVV ISHARES TR330.28%0.28%0.29%Q2 2021Q4 20213
TMUS T-MOBILE US INC330.24%0.26%0.26%Q4 2020Q2 20213
VLUE ISHARES TR330.15%0.16%0.18%Q2 2021Q4 20213
VCIT VANGUARD SCOTTSDALE FDS330.13%0.15%0.17%Q2 2021Q4 20213
FATE FATE THERAPEUTICS INC330.12%0.13%0.15%Q4 2020Q2 20213
IXUS ISHARES TR330.11%0.13%0.14%Q2 2021Q4 20213
FT FRANKLIN UNVL TR330.06%0.07%0.07%Q4 2020Q2 20213
PIM PUTNAM MASTER INTER IN...330.03%0.03%0.04%Q4 2020Q2 20213
AMD ADVANCED MICRO DEVICES...220.72%0.73%0.75%Q4 2021Q1 20222
LLY LILLY ELI & CO220.70%0.72%0.75%Q2 2022Q3 20222
SQ SQUARE INC220.61%0.66%0.70%Q2 2021Q3 20212
EXC EXELON CORP220.59%0.60%0.60%Q2 2022Q3 20222
CRM SALESFORCE COM INC220.58%0.58%0.59%Q4 2020Q1 20212
NFLX NETFLIX INC220.57%0.58%0.59%Q4 2020Q1 20212
KR KROGER CO220.52%0.52%0.53%Q1 2022Q2 20222
DG DOLLAR GEN CORP NEW110.46%0.50%0.55%Q4 2020Q3 20222
ANTM ELEVANCE HEALTH INC220.49%0.50%0.51%Q2 2022Q3 20222
AIG AMERICAN INTL GROUP INC220.44%0.48%0.52%Q2 2022Q3 20222
OXY OCCIDENTAL PETE CORP220.44%0.47%0.49%Q2 2022Q3 20222
EOG EOG RES INC220.44%0.44%0.45%Q2 2022Q3 20222
MPC MARATHON PETE CORP220.39%0.44%0.49%Q2 2022Q3 20222
WD WALKER & DUNLOP INC220.38%0.43%0.48%Q4 2021Q1 20222
HSY HERSHEY CO220.36%0.42%0.49%Q2 2022Q3 20222
JHG JANUS HENDERSON GROUP PLC220.39%0.40%0.40%Q3 2021Q4 20212
REGN REGENERON PHARMACEUTICALS220.32%0.39%0.46%Q2 2022Q3 20222
DKS DICKS SPORTING GOODS INC220.36%0.39%0.41%Q3 2021Q4 20212
ANET ARISTA NETWORKS INC220.30%0.38%0.44%Q2 2022Q3 20222
AON AON PLC220.34%0.37%0.40%Q2 2022Q3 20222
ULTA ULTA BEAUTY INC220.31%0.36%0.41%Q2 2022Q3 20222
MDC M D C HLDGS INC220.32%0.35%0.37%Q1 2021Q2 20212
MAR MARRIOTT INTL INC NEW220.27%0.32%0.38%Q2 2022Q3 20222
ABT ABBOTT LABS220.13%0.28%0.43%Q4 2020Q1 20212
NOW SERVICENOW INC220.24%0.25%0.26%Q4 2020Q1 20212
RMD RESMED INC220.22%0.23%0.24%Q4 2020Q1 20212
GD GENERAL DYNAMICS CORP220.15%0.17%0.19%Q2 2022Q3 20222
EELV INVESCO EXCH TRADED FD...220.16%0.16%0.16%Q2 2022Q3 20222
USHY ISHARES TR220.16%0.16%0.16%Q1 2021Q2 20212
COMT ISHARES U S ETF TR220.13%0.14%0.14%Q2 2021Q3 20212
PLTR PALANTIR TECHNOLOGIES INC220.13%0.13%0.13%Q2 2021Q3 20212
LULU LULULEMON ATHLETICA INC110.63%0.63%0.63%Q4 2020Q4 20201
V VISA INC110.62%0.62%0.62%Q4 2020Q4 20201
DOCU DOCUSIGN INC110.53%0.53%0.53%Q1 2021Q1 20211
CTVA CORTEVA INC110.52%0.52%0.52%Q3 2022Q3 20221
NOC NORTHROP GRUMMAN CORP110.51%0.51%0.51%Q3 2022Q3 20221
ETSY ETSY INC110.49%0.49%0.49%Q1 2021Q1 20211
DVN DEVON ENERGY CORP NEW110.48%0.48%0.48%Q3 2022Q3 20221
ALB ALBEMARLE CORP110.47%0.47%0.47%Q3 2022Q3 20221
CDNS CADENCE DESIGN SYSTEM INC110.43%0.43%0.43%Q3 2022Q3 20221
CNC CENTENE CORP DEL110.43%0.43%0.43%Q3 2022Q3 20221
LNG CHENIERE ENERGY INC110.42%0.42%0.42%Q3 2022Q3 20221
COG COTERRA ENERGY INC110.42%0.42%0.42%Q3 2022Q3 20221
SLB SCHLUMBERGER LTD110.38%0.38%0.38%Q2 2022Q2 20221
ALNY ALNYLAM PHARMACEUTICAL...110.36%0.36%0.36%Q3 2022Q3 20221
SGEN SEAGEN INC110.36%0.36%0.36%Q3 2022Q3 20221
RBLX ROBLOX CORP110.35%0.35%0.35%Q3 2022Q3 20221
MPWR MONOLITHIC PWR SYS INC110.34%0.34%0.34%Q3 2022Q3 20221
EXPE EXPEDIA GROUP INC110.33%0.33%0.33%Q1 2022Q1 20221
KMB KIMBERLY-CLARK CORP110.31%0.31%0.31%Q4 2020Q4 20201
MED MEDIFAST INC110.30%0.30%0.30%Q2 2021Q2 20211
MKL MARKEL CORP110.30%0.30%0.30%Q2 2022Q2 20221
SCHI SCHWAB STRATEGIC TR110.28%0.28%0.28%Q1 2021Q1 20211
SPIB SPDR SER TR110.28%0.28%0.28%Q4 2020Q4 20201
CRWD CROWDSTRIKE HLDGS INC110.27%0.27%0.27%Q3 2021Q3 20211
HLT HILTON WORLDWIDE HLDGS...110.27%0.27%0.27%Q2 2022Q2 20221
CSGP COSTAR GROUP INC110.25%0.25%0.25%Q4 2020Q4 20201
MA MASTERCARD INCORPORATED110.24%0.24%0.24%Q4 2020Q4 20201
MCO MOODYS CORP110.23%0.23%0.23%Q4 2020Q4 20201
SPLB SPDR SER TR110.21%0.21%0.21%Q4 2020Q4 20201
IGLB ISHARES TR110.18%0.18%0.18%Q1 2021Q1 20211
SCHA SCHWAB STRATEGIC TR110.14%0.14%0.14%Q1 2022Q1 20221
XLE SELECT SECTOR SPDR TR110.14%0.14%0.14%Q1 2022Q1 20221
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The securities at the top of the list , including ARROWHEAD PHARMACEUTICALS IN, ENTERPRISE FINL SVCS CORP, and WELLS FARGO CO NEW, are the highest-conviction holdings of WESTERN FINANCIAL Corp.

The conviction is calculated by counting the number of quarters a security has been reported by WESTERN FINANCIAL Corp. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WESTERN FINANCIAL Corp owns currently or has owned in the past.