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  Name: Western Financial Corp/CA
  City: SAN DIEGO
  State: CA
  Zip: 92128
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $163,178,000
  Total Value Change : $13,663,000
  Securities Held Change : 5
   
All Securities Held : 114
  New Positions : 22
  Closed Positions : 17
  Increased Positions : 49
  Unchanged Positions : 4
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 118 Closed $0.00 $0 0 0% -617,000 -12,222 0    N/A
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 124 Closed $280.25 $0 0 0% -744,000 -3,461 0    Specialty Retail, Other
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 130 Closed $95.66 $0 0 0% -678,000 -9,417 0    N/A
   (AON)1 Year Chart         AON Aon Plc 117 Closed $295.39 $0 0 0% -651,000 -2,236 0    Life & Health Insurance
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 123 Closed $0.00 $0 0 0% -329,000 -3,140 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 129 Closed $168.59 $0 0 0% -917,000 -5,915 0    Drug Manufacturers - ...
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 116 Closed $276.26 $0 0 0% -768,000 -1,976 0    CATV Systems
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 122 Closed $0.00 $0 0 0% -249,000 -5,193 0    N/A
   (GE)1 Year Chart         GE General Electric Co 128 Closed $155.88 $0 0 0% -1,675,000 -13,120 0    Conglomerates
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 115 Closed $155.88 $0 0 0% -689,000 -4,034 0    Oil & Gas Equipment &...
   (EXC)1 Year Chart         EXC Exelon Corp 121 Closed $35.54 $0 0 0% -667,000 -18,589 0    Multi Utilities
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 127 Closed $53.09 $0 0 0% -242,000 -4,784 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 114 Closed $109.11 $0 0 0% -892,000 -8,926 0    Integrated Oil & Gas
   (DE)1 Year Chart         DE Deere & Co 120 Closed $378.00 $0 0 0% -753,000 -1,884 0    Farm & Construction M...
   (FFWM)1 Year Chart         FFWM First Foundation Inc. 126 Closed $5.79 $0 0 0% -103,000 -10,626 0    N/A
   (EOG)1 Year Chart         EOG EOG Resources Inc 119 Closed $118.24 $0 0 0% -707,000 -5,847 0    Independent Oil & Gas
   (SCHI)1 Year Chart         SCHI Schwab 5-10 Year Corporate ... 125 Closed $44.41 $0 0 0% -385,000 -8,572 0    N/A
      17 Records Found
  1    
Page 1 of 1
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