Wespac Advisors, LLC Incresed Positions in Q3 2025

Wespac Advisors, LLC

  • $146 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.65K
+ 79.29%
$620.67 - $670.08 $2.89M - $3.12M
10.5K $7.04M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
28.1K
+ 211.39%
$50.32 - $54.01 $1.41M - $1.52M
41.3K $2.23M
VUG
Vanguard Growth ETF

ETFs
2.89K
+ 85.53%
$433.97 - $484.08 $1.25M - $1.4M
6.27K $3.01M
PULS
Pgim ETF Tr

ETFs
27K
+ 43.4%
$49.58 - $49.83 $1.34M - $1.35M
89.3K $4.45M
CGDV
Capital Group Divid Value ETF

ETFs
24.6K
+ 64.21%
$39.59 - $42.21 $973K - $1.04M
62.9K $2.64M
AMD
Advanced Micro Devices Inc

Technology
5.85K
+ 243.08%
$134.8 - $184.42 $788K - $1.08M
8.25K $1.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.12K
+ 44.99%
$181.56 - $190.33 $748K - $785K
13.3K $2.52M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.16K
+ 69.21%
$70.77 - $73.59 $649K - $674K
22.4K $1.64M
PVAL
Putnam ETF Tr Putnam Focused L
15.2K
+ 184.73%
$39.93 - $42.72 $609K - $651K
23.5K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
508
+ 22.55%
$546.99 - $602.2 $278K - $306K
2.76K $1.66M
GE
General Electric CO

Industrials
585
+ 12.82%
$244.75 - $305.63 $143K - $179K
5.15K $1.55M
IAU
Ishares Gold Trust

ETFs
1.19K
+ 4.63%
$61.62 - $72.77 $73.2K - $86.5K
26.9K $1.96M
SLV
I Shares Silver Trust

ETFs
1.37K
+ 4.48%
$32.73 - $42.5 $45K - $58.4K
32K $1.36M
MSFT
Microsoft Corp

Technology
552
+ 17.64%
$491.09 - $535.64 $271K - $296K
3.68K $1.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.03%
$567.77 - $614.76 $1.14K - $1.23K
7.45K $4.56M
GLD
Spdr Gold Trust

ETFs
637
+ 36.76%
$300.96 - $355.47 $192K - $226K
2.37K $842K
CLOI
Vaneck ETF Tr

ETFs
5.72K
+ 88.4%
$52.8 - $53.1 $302K - $304K
12.2K $647K
GOOGL
Alphabet Inc.

Communication Services
21
+ 0.5%
$174.36 - $254.72 $3.66K - $5.35K
4.23K $1.03M
APH
Amphenol Corp

Technology
465
+ 6.52%
$97.39 - $125.4 $45.3K - $58.3K
7.59K $939K
TPR
Tapestry, Inc.

Consumer Cyclical
620
+ 9.7%
$86.48 - $116.14 $53.6K - $72K
7.01K $794K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.47K
+ 27.31%
$42.75 - $43.37 $191K - $194K
20.8K $901K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.69K
+ 9.11%
$52.55 - $54.37 $141K - $146K
32.2K $1.74M
BTI
British American Tobacco P.L.C.

Consumer Defensive
190
+ 0.87%
$46.69 - $59.27 $8.87K - $11.3K
22.1K $1.17M
ORCC
Owl Rock Capital Corp

Financial Services
8.99K
+ 7.91%
N/A
123K $1.64M
ENB
Enbridge Inc

Energy
328
+ 1.62%
$43.79 - $50.46 $14.4K - $16.6K
20.6K $1.04M
HQH
Tekla Healthcare Investors

Financial Services
1.72K
+ 6.59%
$15.58 - $18.46 $26.8K - $31.8K
27.8K $513K
RL
Ralph Lauren Corp

Consumer Cyclical
69
+ 3.18%
$272.1 - $320.75 $18.8K - $22.1K
2.24K $702K
IYF
Ishares Tr

ETFs
315
+ 2.66%
$119.89 - $127.16 $37.8K - $40.1K
12.2K $1.54M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
264
+ 15.84%
$301.44 - $365.84 $79.6K - $96.6K
1.93K $624K
VOD
Vodafone Group Public LTD CO

Communication Services
903
+ 0.95%
$10.67 - $12.06 $9.64K - $10.9K
96K $1.11M
ORCL
Oracle Corp

Technology
5
+ 0.37%
$218.96 - $328.33 $1.09K - $1.64K
1.36K $382K
CNP
Centerpoint Energy Inc

Utilities
914
+ 3.9%
$35.77 - $39.16 $32.7K - $35.8K
24.3K $944K
AM
Antero Midstream Corp

Energy
1.74K
+ 6.73%
$16.87 - $19.58 $29.3K - $34K
27.5K $535K
MMM
3 M CO

Industrials
67
+ 0.65%
$144.41 - $160.2 $9.68K - $10.7K
10.3K $1.6M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.14%
$303.93 - $329.86 $608 - $660
1.47K $480K
EMB
Ishares Tr

ETFs
238
+ 7.93%
$91.52 - $95.59 $21.8K - $22.8K
3.24K $308K
CVX
Chevron Corp

Energy
1
+ 0.06%
$145.57 - $161.83 $146 - $162
1.79K $277K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
872
+ 8.38%
$20.66 - $20.74 $18K - $18.1K
11.3K $233K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.09%
$132.9 - $142.03 $266 - $284
2.2K $309K
NRG
Nrg Energy, Inc.

Utilities
27
+ 0.36%
$144.77 - $173.91 $3.91K - $4.7K
7.46K $1.21M
NRZ
New Residential Investment Corp.

Real Estate
1.64K
+ 1.61%
N/A
103K $748K
ENVX
Enovix Corp

Industrials
1.97K
+ 8.05%
$8.0 - $15.93 $15.7K - $31.3K
26.4K $262K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.45%
$459.11 - $506.91 $918 - $1.01K
448 $225K
OKE
Oneok Inc

Energy
902
+ 13.73%
$71.36 - $83.47 $64.4K - $75.3K
7.47K $545K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
377
+ 3.91%
$23.03 - $23.12 $8.68K - $8.72K
10K $230K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
120
+ 2.34%
$50.53 - $50.82 $6.06K - $6.1K
5.24K $266K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
165
+ 1.03%
$19.61 - $19.79 $3.24K - $3.27K
16.2K $319K
NFLX
Netflix Inc

Communication Services
39
+ 13.0%
$1147.87 - $1297.18 $44.8K - $50.6K
339 $406K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
122
+ 0.98%
$23.27 - $23.51 $2.84K - $2.87K
12.5K $293K
Activity Summary
Buys All Purchases 106 New Holdings 37 Increased Positions 69 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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