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Katherine Andersen

@Western Pacific Wealth Management, Lp

Latest period2024 - Q3ReportedManaged Assets$150.363MTotal holdings254
Assets growth rate13.72%Assets growth rate (2-Q avg)4.82%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Western Pacific Wealth Management, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Western Pacific Wealth Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 150.363M in assets, with a quarterly growth rate of 13.72% and a 2-quarter average growth rate of 4.82%. The portfolio is managed by Katherine Andersen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GDDYGodaddy Inc Cl A
Recent Activity
New Position
0.07%
$97,517
622 shares@ $156.78 avg price
LWLamb Weston Hldgs Inc Com
Recent Activity
New Position
0.07%
$96,786
1,495 shares@ $64.74 avg price
MDTMedtronic Plc Shs
Recent Activity
New Position
0.07%
$94,171
1,046 shares@ $90.03 avg price
BILSpdr Bloomberg 1-3 Month T-bill Etf
Recent Activity
New Position
0.07%
$91,810
1,000 shares@ $91.81 avg price
CATCaterpillar Inc Com
Recent Activity
New Position
0.06%
$82,526
211 shares@ $391.12 avg price
DHILDiamond Hill Invt Group Inc Com New
Recent Activity
New Position
0.06%
$80,805
500 shares@ $161.61 avg price
GDGeneral Dynamics Corp Com
Recent Activity
New Position
0.06%
$75,550
250 shares@ $302.2 avg price
QCOMQualcomm Inc Com
Recent Activity
New Position
0.05%
$68,020
400 shares@ $170.05 avg price
TARKAxs 2x Innovation Etf Fund
Recent Activity
New Position
0.05%
$61,731
950 shares@ $64.98 avg price
TFCTruist Finl Corp Com
Recent Activity
New Position
0.04%
$55,644
1,301 shares@ $42.78 avg price