Western Pacific Wealth Management, LP

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lake Forest, IL
CIK
0001907320
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 241 136,858 NKE, AAPL, VIG, AMZN 13F-HR 2/9/2024 000090901224000021
Q3 2023 274 121,811 NKE, AAPL, VIG, AMZN 13F-HR 10/26/2023 000090901223000101
Q2 2023 280 132,014 NKE, AAPL, VIG, AMZN 13F-HR 8/8/2023 000090901223000082
Q1 2023 302 130,803 NKE, AAPL, VIG, AMZN 13F-HR 5/11/2023 000090901223000059
Q4 2022 292 120,265 NKE, AAPL, VIG, VYM 13F-HR 2/3/2023 000090901223000020
Q3 2022 242 100,667 NKE, AAPL, AMZN, VIG 13F-HR 10/27/2022 000090901222000117
Q2 2022 205 102,506 NKE, AAPL, VIG, AMZN 13F-HR 8/1/2022 000090901222000086
Q1 2022 226 137,160 NKE, AAPL, AMZN, VIG 13F-HR 4/21/2022 000090901222000054
Q4 2021 229 155,480 NKE, AAPL, AMZN, MSFT 13F-HR 2/14/2022 000090901222000043