Wescap Management Group, Inc. Reduced Holdings in Q1 2025

Wescap Management Group, Inc.

  • $403 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-12.7K
- 16.63%
$209.68 - $247.1 $2.66M - $3.13M
63.6K $14.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.08K
- 23.08%
$551.42 - $612.93 $1.14M - $1.27M
6.91K $3.87M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-34.6K
- 19.06%
$25.58 - $29.24 $886K - $1.01M
147K $3.85M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-4.09K
- 2.99%
$96.88 - $111.25 $396K - $455K
133K $13.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.34K
- 1.64%
$169.43 - $182.84 $565K - $610K
200K $34.7M
VB
Vanguard Small Cap ETF

ETFs
-1.14K
- 3.18%
$217.89 - $252.64 $249K - $289K
34.8K $7.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-757
- 11.78%
$507.05 - $563.67 $384K - $427K
5.67K $2.91M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-6.25K
- 8.05%
$55.48 - $59.47 $347K - $372K
71.4K $4.04M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.94K
- 8.09%
$58.81 - $68.2 $232K - $269K
44.7K $2.67M
IWC
Russell Micro Cap ETF

ETFs
-2.85K
- 33.63%
$110.91 - $133.46 $316K - $380K
5.63K $624K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-6.69K
- 2.56%
$32.57 - $35.82 $218K - $240K
255K $8.44M
IHDG
Wisdomtree Tr

ETFs
-6.11K
- 1.45%
$43.4 - $47.51 $265K - $290K
416K $18.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-6.31K
- 3.87%
$50.87 - $51.09 $321K - $323K
157K $8.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.77K
- 6.4%
$40.03 - $46.81 $111K - $130K
40.6K $1.65M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-2.58K
- 3.64%
$74.34 - $81.0 $192K - $209K
68.3K $5.19M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.49K
- 14.43%
$37.07 - $40.63 $315K - $345K
50.4K $1.98M
FDX
Fedex Corp

Industrials
-596
- 27.19%
$230.33 - $281.53 $137K - $168K
1.6K $389K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-8.79K
- 4.64%
$29.72 - $31.94 $261K - $281K
181K $5.58M
IEMG
Ishares Inc

ETFs
-3.69K
- 6.97%
N/A
49.3K $2.64M
FDM
First Trust Dow Jones Select M

ETFs
-511
- 2.21%
$61.73 - $71.81 $31.5K - $36.7K
22.6K $1.4M
VEA
Vanguard Ftse Developed Market

ETFs
-14.8K
- 7.54%
$47.4 - $52.99 $700K - $783K
181K $9.2M
JNJ
Johnson & Johnson

Healthcare
-1.55K
- 34.72%
$142.06 - $167.7 $220K - $259K
2.91K $482K
VNT
Vontier Corp

Technology
-237
- 0.72%
$32.1 - $40.32 $7.61K - $9.56K
32.6K $1.07M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.28K
- 8.07%
$100.32 - $100.76 $128K - $129K
14.6K $1.46M
EWJ
Ishares Msci Japan ETF

ETFs
-2.88K
- 4.9%
$65.24 - $71.7 $188K - $206K
55.9K $3.83M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-996
- 4.67%
$45.21 - $50.33 $45K - $50.1K
20.3K $930K
CRL
Charles River Laboratories International, Inc.

Healthcare
-44
- 1.83%
$150.52 - $190.14 $6.62K - $8.37K
2.35K $354K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-925
- 1.87%
$47.4 - $50.24 $43.8K - $46.5K
48.7K $2.35M
PFE
Pfizer Inc

Healthcare
-1.97K
- 14.83%
$25.01 - $27.13 $49.2K - $53.4K
11.3K $286K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.74K
- 4.91%
$59.28 - $66.1 $399K - $445K
130K $8.29M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-912
- 0.69%
$50.03 - $50.27 $45.6K - $45.8K
131K $6.55M
TPR
Tapestry, Inc.

Consumer Cyclical
-875
- 13.34%
$65.63 - $89.21 $57.4K - $78.1K
5.68K $400K
FLJP
Franklin Templeton ETF Tr

ETFs
-534
- 2.83%
$27.82 - $30.67 $14.9K - $16.4K
18.3K $539K
Fidelity Ethereum Fd
-38
- 0.06%
N/A
66.2K $0
Ishares Ethereum Tr
-335
- 1.1%
N/A
30.2K $0
VUSB
Vanguard Bd Index Fds
-647
- 3.62%
N/A
17.2K $0
TKR
Timken CO

Industrials
-85
- 0.49%
$69.85 - $83.79 $5.94K - $7.12K
17.3K $1.25M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-40
- 0.25%
$50.44 - $50.7 $2.02K - $2.03K
16.1K $814K
CVX
Chevron Corp

Energy
-16
- 0.64%
$146.71 - $167.97 $2.35K - $2.69K
2.5K $418K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-32
- 0.11%
$78.97 - $85.82 $2.53K - $2.75K
28.6K $2.37M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.88K
- 2.73%
$61.2 - $68.24 $115K - $128K
67K $4.42M
HEFA
Ishares Currency Hedged Msci E

ETFs
-11.6K
- 3.45%
$34.83 - $37.52 $404K - $435K
324K $11.8M
GLD
Spdr Gold Trust

ETFs
-168
- 5.24%
$243.19 - $288.14 $40.9K - $48.4K
3.04K $876K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-303
- 1.62%
$73.82 - $89.02 $22.4K - $27K
18.4K $1.58M
RODM
Hartford Multifactor Developed

ETFs
-3.14K
- 2.92%
$28.07 - $31.56 $88.2K - $99.1K
104K $3.24M
CI
Cigna Corp

Healthcare
-47
- 0.95%
$274.49 - $329.0 $12.9K - $15.5K
4.92K $1.62M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-20.5K
- 3.34%
$41.61 - $44.72 $851K - $915K
591K $25.6M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
-1.4K
- 1.67%
$37.97 - $44.02 $53K - $61.4K
82.1K $3.48M
SLV
I Shares Silver Trust

ETFs
-2.18K
- 2.16%
$26.93 - $31.32 $58.7K - $68.3K
98.7K $3.06M
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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