Wespac Advisors, LLC Purchases in Q2 2025

Wespac Advisors, LLC

  • $128 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.21K
New
$144.94 - $210.94 $175K - $255K
1.21K $254K
AMAT
Applied Materials Inc

Technology
1.29K
New
$126.95 - $183.52 $164K - $237K
1.29K $235K
PLTR
Palantir Technologies Inc.

Technology
1.69K
New
$74.01 - $144.25 $125K - $244K
1.69K $230K
IAK
Ishares Tr

ETFs
1.66K
New
$122.44 - $138.47 $203K - $230K
1.66K $222K
IGLB
Ishares 10+ Year Investment Gr

ETFs
4.4K
New
$47.55 - $50.44 $209K - $222K
4.4K $220K
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
New
$4164.15 - $5789.24 $158K - $220K
38 $219K
IDV
Ishares Tr

ETFs
6.22K
New
$27.79 - $34.84 $173K - $217K
6.22K $214K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
8.7K
+ 67.1%
$22.66 - $23.35 $197K - $203K
21.7K $502K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.55K
+ 49.36%
$23.03 - $23.64 $197K - $202K
25.9K $607K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.54K
+ 48.78%
$23.2 - $23.63 $198K - $202K
26K $613K
CGDV
Capital Group Divid Value ETF

ETFs
917
+ 2.45%
$31.93 - $39.49 $29.3K - $36.2K
38.3K $1.51M
EWO
Ishares Inc Msci Austria ETF

ETFs
3.49K
+ 21.69%
$22.32 - $29.66 $77.8K - $103K
19.6K $574K
CTRA
Coterra Energy Inc.

Energy
7.76K
+ 44.93%
$22.6 - $29.07 $175K - $226K
25K $635K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
195
+ 17.02%
$179.95 - $278.88 $35.1K - $54.4K
1.34K $373K
NFLX
Netflix Inc

Communication Services
7
+ 2.39%
$855.86 - $1339.13 $5.99K - $9.37K
300 $401K
IAU
Ishares Gold Trust

ETFs
656
+ 2.62%
$56.1 - $64.74 $36.8K - $42.5K
25.7K $1.6M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.04%
$210.28 - $289.91 $210 - $290
2.36K $684K
BAC
Bank Of America Corp

Financial Services
3
+ 0.02%
$34.39 - $47.46 $103 - $142
18.8K $890K
ENB
Enbridge Inc

Energy
1.86K
+ 10.11%
$41.09 - $47.16 $76.6K - $87.9K
20.3K $919K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
355
+ 1.31%
$38.78 - $49.2 $13.8K - $17.5K
27.5K $1.34M
SLV
I Shares Silver Trust

ETFs
1.19K
+ 4.04%
$27.08 - $33.74 $32.2K - $40.1K
30.6K $1.01M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$144.7 - $178.6 $145 - $179
4.21K $741K
QCOM
Qualcomm Inc

Technology
227
+ 2.89%
$124.66 - $159.48 $28.3K - $36.2K
8.09K $1.29M
FNDF
Schwab Fundamental Intl Large

ETFs
37
+ 0.19%
$32.25 - $40.02 $1.19K - $1.48K
19.4K $776K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
24
+ 0.18%
$59.24 - $71.39 $1.42K - $1.71K
13.2K $943K
PVAL
Putnam ETF Tr Putnam Focused L
789
+ 10.57%
$33.6 - $40.23 $26.5K - $31.7K
8.25K $331K
FSK
Fs Kkr Capital Corp

Financial Services
2.36K
+ 6.83%
$17.95 - $21.5 $42.4K - $50.8K
37K $766K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
374
+ 7.36%
$91.43 - $91.74 $34.2K - $34.3K
5.46K $500K
ARCC
Ares Capital Corp

Financial Services
1.24K
+ 3.47%
$18.91 - $22.43 $23.4K - $27.8K
37K $811K
ORCC
Owl Rock Capital Corp

Financial Services
1.5K
+ 1.34%
N/A
114K $1.52M
FNDX
Schwab Fundamental U S Large C

ETFs
20
+ 0.12%
$20.84 - $24.54 $417 - $491
16.5K $405K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
268
+ 3.01%
$90.85 - $102.31 $24.3K - $27.4K
9.17K $923K
NRZ
New Residential Investment Corp.

Real Estate
1.88K
+ 1.89%
N/A
102K $736K
HQH
Tekla Healthcare Investors

Financial Services
1.51K
+ 6.12%
$14.14 - $16.32 $21.3K - $24.6K
26.1K $404K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.18%
$335.24 - $380.78 $335 - $381
551 $202K
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.64K
New
N/A
4.64K $0
CGMS
Capital Grp Core Plus Income E
4.33K
+ 15.51%
N/A
32.2K $0
Fidelity Covington Trust
4.08K
+ 26.78%
N/A
19.3K $0
First Tr Exchange Traded Fd
10K
New
N/A
10K $0
Kenvue Inc
26K
New
N/A
26K $0
First Tr Exchng Traded Fd Vi
775
+ 2.26%
N/A
35K $0
TUA
Simpl Exch Traded Fds Sht Term
52.3K
New
N/A
52.3K $0
Janus Detroit Str Tr
1.6K
+ 7.46%
N/A
23.1K $0
J P Morgan Exchange Traded F
21.4K
New
N/A
21.4K $0
J P Morgan Exchange Traded F
201
+ 3.63%
N/A
5.75K $0
J P Morgan Exchange Traded F
46.6K
+ 911.77%
N/A
51.8K $0
Ge Vernova Inc
661
New
N/A
661 $0
Series Portfolios Tr
15.6K
+ 49.69%
N/A
46.9K $0
WM
Waste Management Inc

Industrials
1
+ 0.06%
$216.47 - $242.1 $216 - $242
1.57K $358K
Activity Summary
Buys All Purchases 106 New Holdings 50 Increased Positions 56 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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