WESTERN FINANCIAL CORP/CA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 3K | $1.12M |
 | ORCL | 3K | $886.75K |
 | PGR | 3K | $764.81K |
 | AMZN | 3K | $665.74K |
 | MA | 3K | $1.66M |
 | ALNY | 3K | $1.24M |
 | SPG | 3K | $502.77K |
 | JPM | 3K | $814.44K |
 | CVX | 2K | $383.27K |
 | AXON | 2K | $1.58M |
 | GOOG | 2K | $535.73K |
 | TT | 2K | $730.84K |
 | ISRG | 2K | $718.70K |
 | TDG | 2K | $1.98M |
 | V | 1K | $507.33K |
 | GOOGL | 1K | $325.71K |
 | MCK | 1K | $951.06K |
 | PH | 1K | $785.58K |
 | LIN | 991 | $470.73K |
 | BRK-B | 908 | $456.49K |
Broadcom Inc.
AVGO
Shares Held
3K
Value
$1.12M
Oracle Corporation
ORCL
Shares Held
3K
Value
$886.75K
The Progressive Corporation
PGR
Shares Held
3K
Value
$764.81K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$665.74K
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.66M
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
3K
Value
$1.24M
Simon Property Group, Inc.
SPG
Shares Held
3K
Value
$502.77K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$814.44K
Chevron Corporation
CVX
Shares Held
2K
Value
$383.27K
Axon Enterprise, Inc.
AXON
Shares Held
2K
Value
$1.58M
Alphabet Inc.
GOOG
Shares Held
2K
Value
$535.73K
Trane Technologies plc
TT
Shares Held
2K
Value
$730.84K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$718.70K
TransDigm Group Incorporated
TDG
Shares Held
2K
Value
$1.98M
Visa Inc.
V
Shares Held
1K
Value
$507.33K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$325.71K
McKesson Corporation
MCK
Shares Held
1K
Value
$951.06K
Parker-Hannifin Corporation
PH
Shares Held
1K
Value
$785.58K
Linde plc
LIN
Shares Held
991
Value
$470.73K
Berkshire Hathaway Inc.
BRK-B
Shares Held
908
Value
$456.49K