Fund HoldingsWestern Financial Corp/CA

Total Portfolio Value
$136.37M
Total Bought
$15.66M
Total Sold
$25.74M
Net Transaction
-$10.08M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
META PLATFORMS INC(META)06,744+6,74402,0251.48%+2,025
UBER TECHNOLOGIES INC(UBER)031,035+31,03501,4271.05%+1,427
PHILLIPS 66(PSX)06,584+6,58407910.58%+791
ADVANCED MICRO DEVICES INC(AMD)6,58314,102+7,5197501,4501.06%+700
MORGAN STANLEY(MS)08,494+8,49406940.51%+694
BROADCOM INC(AVGO)01,128+1,12809370.69%+937
AMAZON COM INC(AMZN)05,122+5,12206510.48%+651
HUBSPOT INC(HUBS)01,283+1,28306320.46%+632
ADOBE INC(ADBE)01,226+1,22606250.46%+625
ROPER TECHNOLOGIES INC(ROP)01,281+1,28106200.45%+620
ISHARES TR
TRS FLT RT BD
012,189+12,18906180.45%+618
LAM RESEARCH CORP(LRCX)0986+98606180.45%+618
DOORDASH INC(DASH)07,763+7,76306170.45%+617
MONGODB INC(MDB)01,639+1,63905670.42%+567
MERCK & CO INC(MRK)8,08913,701+5,6129331,4101.03%+477
ISHARES TR04,048+4,04803590.26%+359
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
06,850+6,85003460.25%+346
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
07,626+7,62603370.25%+337
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
07,773+7,77303330.24%+333
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
04,235+4,23503330.24%+333
INVESCO EXCHANGE TRADED FD T
FOOD & BEVERAGE
07,700+7,70003260.24%+326
SCHWAB STRATEGIC TR05,564+5,56402350.17%+235
BOOKING HOLDINGS INC(BKNG)166209+434486450.47%+196
SPDR SER TR
ST STR P500ETF
38,92743,725+4,7982,0282,1981.61%+169
REGENERON PHARMACEUTICALS(REGN)1,7781,756-221,2781,4451.06%+168
ISHARES TR9,44112,643+3,2024626190.45%+157
NVIDIA CORPORATION(NVDA)4,9705,105+1352,1032,2201.63%+118
GENERAL ELECTRIC CO(GE)12,43113,273+8421,3661,4671.08%+102
CONOCOPHILLIPS(COP)6,9986,845-1537258200.60%+95
MARATHON PETE CORP(MPC)6,5445,654-8907638560.63%+93
EOG RES INC(EOG)6,0826,040-426967660.56%+70
MICROSOFT CORP(MSFT)1,0161,271+2553464010.29%+55
NETFLIX INC(NFLX)1,3501,715+3655956480.47%+53
SYNOPSYS INC(SNPS)3,6753,551-1241,6001,6301.20%+30
HUNT J B TRANS SVCS INC(JBHT)3,5323,539+76396670.49%+28
ELI LILLY & CO(LLY)3,1252,780-3451,4651,4931.09%+28
CHEVRON CORP NEW(CVX)2,4702,448-223894130.30%+24
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
3,8374,364+5273243480.26%+24
PACIFIC PREMIER BANCORP20,27020,360+904194430.32%+24
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
5,6736,462+7893203440.25%+24
FIRST FNDTN INC
COM
010,608+10,6080640.05%+64
AUTOZONE INC(AZO)570568-21,4211,4421.06%+21
PAYCHEX INC(PAYX)5,4825,496+146136340.46%+21
ALPHABET INC(GOOG)01,720+1,72002250.17%+225
HILTON WORLDWIDE HLDGS INC(HLT)4,2254,215-106156330.46%+18
ARES CAPITAL CORP(ARCC)22,97422,97404324470.33%+16
ROSS STORES INC(ROST)6,2906,317+277057140.52%+8
ABBVIE INC(ABBV)6,7016,090-6119039080.67%+5
THE CIGNA GROUP(CI)2,6642,602-627487440.55%-3
CADENCE DESIGN SYSTEM INC(CDNS)6,1556,119-361,4431,4341.05%-10
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
49,84650,182+3369849720.71%-12
PROCTER AND GAMBLE CO(PG)2,2002,20003343210.24%-13
BOEING CO(BA)8,4729,245+7731,7891,7721.30%-17
INVESCO EXCH TRD SLF IDX FD28,84427,874-9705935760.42%-17
ISHARES TR
FLTG RATE NT ETF
14,91214,471-4417587360.54%-21
GARTNER INC(IT)1,9411,916-256806580.48%-22
CLOUDFLARE INC(NET)10,41110,434+236816580.48%-23
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
32,00531,275-7306095860.43%-23
UNITEDHEALTH GROUP INC(UNH)1,8411,705-1368858600.63%-25
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
32,84431,770-1,0746225970.44%-25
PACWEST BANCORP DEL97,83097,355-4757977700.56%-27
INVESCO EXCH TRD SLF IDX FD30,15628,572-1,5846075750.42%-32
PALANTIR TECHNOLOGIES INC(PLTR)48,98444,329-4,6557517090.52%-42
MARRIOTT INTL INC NEW(MAR)4,0123,530-4827376940.51%-43
MARVELL TECHNOLOGY INC(MRVL)12,05912,482+4237216760.50%-45
COPART INC(CPRT)8,61717,182+8,5657867400.54%-46
ARISTA NETWORKS INC4,5203,719-8017336840.50%-48
ISHARES TR13,92613,474-4521,5381,4881.09%-50
AON PLC(AON)2,2362,227-97727220.53%-50
DEERE & CO(DE)1,9651,971+67967440.55%-52
CINTAS CORP(CTAS)1,5101,449-617516970.51%-54
LAS VEGAS SANDS CORP(LVS)11,06512,810+1,7456425870.43%-55
ISHARES TR
0-5YR HI YL CP
38,49437,290-1,2041,5961,5301.12%-66
VERIZON COMMUNICATIONS INC(VZ)16,01516,293+2785965280.39%-68
OLD DOMINION FREIGHT LINE IN(ODFL)2,0531,670-3837596830.50%-76
MCKESSON CORP(MCK)2,3352,087-2489989070.67%-90
TRACTOR SUPPLY CO(TSCO)3,5883,456-1327937020.51%-92
KLA CORP(KLAC)1,8641,772-929048130.60%-92
EXELON CORP(EXC)20,55719,664-8938387430.54%-94
ULTA BEAUTY INC(ULTA)1,4811,492+116975960.44%-101
THE TRADE DESK INC(TTD)9,5078,097-1,4107346330.46%-101
MICROCHIP TECHNOLOGY INC.(MCHP)9,2979,354+578337300.54%-103
HOME DEPOT INC(HD)5,0414,840-2011,5661,4631.07%-103
WELLS FARGO CO NEW(WFC)91,19091,19003,8923,7852.78%-107
APPLE INC(AAPL)4,6974,688-99118030.59%-108
PFIZER INC(PFE)15,58813,725-1,8635724550.33%-117
ISHARES TR
FALN ANGLS USD
35,20030,481-4,7198937560.55%-137
OREILLY AUTOMOTIVE INC(ORLY)1,7021,636-661,6261,4871.09%-139
CHIPOTLE MEXICAN GRILL INC(CMG)658685+271,4071,2550.92%-153
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
9,3235,624-3,6994132430.18%-169
ISHARES TR
MSCI USA QLT FCT
4,0062,799-1,2075403690.27%-171
ISHARES TR
ESG AWR MSCI USA
5,0753,348-1,7274953140.23%-180
ISHARES TR7,2505,879-1,3716925070.37%-184
SCHWAB STRATEGIC TR31,68728,514-3,1731,4631,2610.92%-202
ISHARES INC
CORE MSCI EMKT
9,0795,117-3,9624482440.18%-204
ISHARES TR10,3548,413-1,9419667470.55%-219
JPMORGAN CHASE & CO(JPM)000000
EATON CORP PLC(ETN)000000
EXXON MOBIL CORP12,0888,585-3,5031,2961,0090.74%-287
ROYAL CARIBBEAN GROUP
COM
9,2107,236-1,9749556670.49%-289
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