• 13F History

Western Pacific Wealth Management, LP

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$111M
Signature - Title
Katherine Andersen - Director of Client Services
Location
Lake Forest, IL
Summary
This page shows a list of all the recent 13F filings made by Western Pacific Wealth Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Western Pacific Wealth Management, LP reported 199 stock holdings with total value $111M as of Q1 2025. Top holdings included NKE, AAPL, VIG, AMZN, and VYM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 199 $111M +$4.58M -$9.01M -$4.43M NKE, AAPL, VIG, AMZN, VYM 13F-HR 4/17/2025, 01:43 PM
Q4 2024 209 $124M +$5.85M -$31.6M -$25.7M NKE, AAPL, AMZN, VIG, VYM 13F-HR 1/24/2025, 01:47 PM
Q3 2024 254 $150M +$7.98M -$2.59M +$5.39M NKE, AAPL, VIG, AMZN, VYM 13F-HR 10/31/2024, 03:51 PM
Q2 2024 229 $132M +$7.31M -$2.41M +$4.9M NKE, AAPL, AMZN, VIG, MSFT 13F-HR 8/14/2024, 11:25 AM
Q1 2024 303 $138M +$8.47M -$3.92M +$4.55M NKE, AAPL, VIG, AMZN, VYM 13F-HR 5/15/2024, 10:45 AM
Q4 2023 241 $137M +$2.29M -$2.18M +$111K NKE, AAPL, VIG, AMZN, MSFT 13F-HR 2/9/2024, 12:33 PM
Q3 2023 274 $122M +$3.27M -$1.43M +$1.84M NKE, AAPL, VIG, AMZN, VYM 13F-HR 10/26/2023, 11:56 AM
Q2 2023 279 $132M +$4.76M -$1.36M +$3.39M NKE, AAPL, VIG, AMZN, VYM 13F-HR 8/8/2023, 12:40 PM
Q1 2023 302 $131M +$4.48M -$1.89M +$2.59M NKE, AAPL, VIG, AMZN, VYM 13F-HR 5/11/2023, 11:07 AM
Q4 2022 288 $120M +$4.87M -$2.25M +$2.62M NKE, AAPL, VIG, VYM, AMZN 13F-HR 2/3/2023, 12:33 PM
Q3 2022 218 $101M +$17.7M -$1.4M +$16.3M NKE, AAPL, AMZN, VIG, VYM 13F-HR 10/27/2022, 10:07 AM
Q2 2022 178 $102M +$4.25M -$2.84M +$1.4M NKE, AAPL, VIG, AMZN, VYM 13F-HR 8/1/2022, 10:30 AM
Q1 2022 199 $137M +$6.27M -$1.79M +$4.49M NKE, AAPL, AMZN, VIG, VYM 13F-HR 4/21/2022, 10:36 AM
Q4 2021 210 $155M NKE, AAPL, AMZN, MSFT, GOOG 13F-HR 2/14/2022, 03:22 PM