Wespac Advisors, LLC Purchases in Q1 2025

Wespac Advisors, LLC

  • $115 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
22.5K
+ 47.1%
$10.81 - $11.29 $243K - $254K
70.3K $766K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
22.6K
+ 47.35%
$10.65 - $11.24 $241K - $254K
70.4K $753K
IYF
Ishares Tr

ETFs
1.92K
+ 18.08%
$107.69 - $119.37 $207K - $229K
12.5K $1.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
443
New
$442.66 - $534.52 $196K - $237K
443 $235K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.97K
New
$45.56 - $47.23 $227K - $235K
4.97K $233K
ANSS
Ansys Inc

Technology
731
New
$316.56 - $360.36 $231K - $263K
731 $231K
EWA
Ishares Msci Australia ETF

ETFs
9.96K
+ 57.76%
$23.02 - $25.66 $229K - $256K
27.2K $637K
GE
General Electric CO

Industrials
368
+ 8.56%
$168.59 - $212.13 $62K - $78.1K
4.67K $934K
CTAS
Cintas Corp

Industrials
1.04K
New
$182.09 - $208.14 $188K - $215K
1.04K $212K
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1739.0 - $2260.0 $188K - $244K
108 $210K
FCG
First Tr Exchange Traded Fd

ETFs
7.34K
+ 42.72%
$22.37 - $27.09 $164K - $199K
24.5K $609K
QCOM
Qualcomm Inc

Technology
1.02K
+ 14.92%
$151.94 - $175.86 $155K - $180K
7.86K $1.21M
IVV
Ishares Core S&P 500 ETF

ETFs
572
+ 8.1%
$554.06 - $615.85 $317K - $352K
7.64K $4.29M
TMUS
T Mobile Us, Inc.

Communication Services
171
+ 11.41%
$211.3 - $272.83 $36.1K - $46.7K
1.67K $445K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
605
+ 7.29%
$97.38 - $104.52 $58.9K - $63.2K
8.9K $909K
SPG
Simon Property Group Inc

Real Estate
384
+ 7.87%
$159.48 - $187.78 $61.2K - $72.1K
5.27K $874K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
708
+ 9.28%
$27.01 - $28.54 $19.1K - $20.2K
8.34K $233K
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.99%
$158.56 - $176.26 $6.34K - $7.05K
4.07K $694K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
368
+ 2.86%
$65.27 - $71.18 $24K - $26.2K
13.2K $876K
FNDX
Schwab Fundamental U S Large C

ETFs
249
+ 1.53%
$23.03 - $25.01 $5.73K - $6.23K
16.5K $390K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
80
+ 0.61%
$50.48 - $51.04 $4.04K - $4.08K
13.2K $668K
RSP
Invesco S&P 500 Equal Weight E

ETFs
128
+ 1.42%
$169.43 - $182.84 $21.7K - $23.4K
9.17K $1.59M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
10K
New
$0.17 - $0.42 $1.7K - $4.2K
10K $1K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5.3K
New
N/A
5.3K $0
CGMS
Capital Grp Core Plus Income E
6.24K
+ 28.78%
N/A
27.9K $0
Janus Detroit Str Tr
21.5K
New
N/A
21.5K $0
J P Morgan Exchange Traded F
5.12K
New
N/A
5.12K $0
Series Portfolios Tr
31.4K
New
N/A
31.4K $0
FSK
Fs Kkr Capital Corp

Financial Services
1.24K
+ 3.7%
$20.47 - $24.06 $25.3K - $29.7K
34.6K $724K
Fidelity Covington Trust
15.2K
New
N/A
15.2K $0
IAI
Ishares Tr Us Broker Dealers &

ETFs
12
+ 0.73%
$134.68 - $159.3 $1.62K - $1.91K
1.66K $233K
QQQ
Invesco Qqq Trust, Series 1

ETFs
152
+ 7.99%
$468.34 - $539.52 $71.2K - $82K
2.06K $963K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.18%
$347.25 - $424.87 $347 - $425
550 $201K
EOSE
Eos Energy Enterprises, Inc.

Industrials
331
+ 2.62%
$3.78 - $6.08 $1.25K - $2.01K
13K $49K
AMZN
Amazon Com Inc

Consumer Cyclical
357
+ 11.74%
$190.26 - $242.06 $67.9K - $86.4K
3.4K $646K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.18%
$165.25 - $224.62 $496 - $674
1.65K $274K
ENVX
Enovix Corp

Industrials
337
+ 1.4%
$7.21 - $14.33 $2.43K - $4.83K
24.4K $179K
PCT
Pure Cycle Technologies, Inc.

Industrials
1.45K
+ 3.96%
$6.92 - $10.9 $10.1K - $15.8K
38.2K $264K
MSFT
Microsoft Corp

Technology
28
+ 0.88%
$375.39 - $447.2 $10.5K - $12.5K
3.19K $1.2M
Activity Summary
Buys All Purchases 90 New Holdings 50 Increased Positions 40 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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