Wespac Advisors, LLC Incresed Positions in Q1 2025

Wespac Advisors, LLC

  • $115 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
19.8K
+ 298.19%
$50.82 - $52.7 $1.01M - $1.04M
26.4K $1.39M
T
At&T Inc.

Communication Services
23.4K
+ 55.41%
$21.56 - $28.28 $504K - $661K
65.5K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
+ 289.01%
$551.42 - $612.93 $870K - $967K
2.12K $1.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.92K
+ 209.75%
$408.78 - $448.82 $783K - $859K
2.83K $1.19M
OKE
Oneok Inc

Energy
6.13K
+ 49.81%
$89.57 - $109.85 $549K - $673K
18.4K $1.83M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.72K
+ 69.61%
$34.58 - $45.97 $267K - $355K
18.8K $864K
IAU
Ishares Gold Trust

ETFs
3.88K
+ 18.33%
$49.74 - $58.96 $193K - $229K
25K $1.48M
CLOI
Vaneck ETF Tr

ETFs
6.7K
+ 12.63%
$52.68 - $53.16 $353K - $356K
59.8K $3.16M
FNDF
Schwab Fundamental Intl Large

ETFs
8.44K
+ 77.11%
$32.9 - $37.45 $278K - $316K
19.4K $700K
TFLO
Ishares Treasury Floating Rate

ETFs
5.97K
+ 26.08%
$50.48 - $50.68 $301K - $302K
28.8K $1.46M
SLV
I Shares Silver Trust

ETFs
5.35K
+ 22.2%
$26.93 - $31.32 $144K - $168K
29.5K $912K
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
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
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
CGMS
Capital Grp Core Plus Income E
6.24K
+ 28.78%
N/A
27.9K $0
FSK
Fs Kkr Capital Corp

Financial Services
1.24K
+ 3.7%
$20.47 - $24.06 $25.3K - $29.7K
34.6K $724K
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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