Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
NIKE INC CL B | 8 | Q3 2023 | 65.3% |
APPLE INC COM | 8 | Q3 2023 | 8.9% |
AMAZON COM INC COM | 8 | Q3 2023 | 4.2% |
VANGUARD DIVIDEND APPRECIATION INDEX FUND | 8 | Q3 2023 | 4.6% |
VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 8 | Q3 2023 | 3.5% |
MICROSOFT CORP COM | 8 | Q3 2023 | 3.3% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 8 | Q3 2023 | 2.4% |
ALPHABET INC CAP STK CL A | 8 | Q3 2023 | 2.4% |
ALPHABET INC CAP STK CL C | 8 | Q3 2023 | 1.9% |
TESLA INC COM | 8 | Q3 2023 | 1.0% |
View Western Pacific Wealth Management, LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-03 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-01 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-14 |
View Western Pacific Wealth Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.