$155 Million is the total value of Western Pacific Wealth Management, LP's 229 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.