Wespac Advisors, LLC Incresed Positions in Q4 2024

Wespac Advisors, LLC

  • $131 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.83K
+ 1121.67%
$521.84 - $558.82 $3.56M - $3.82M
7.44K $4.01M
XLI
Industrial Sector Spdr

ETFs
15.8K
+ 980.41%
$131.76 - $143.99 $2.08M - $2.27M
17.4K $2.29M
JPM
Jpmorgan Chase & CO

Financial Services
4.99K
+ 295.44%
$205.18 - $250.29 $1.02M - $1.25M
6.68K $1.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
59.6K
+ 903.49%
$25.93 - $105.3 $1.54M - $6.27M
66.2K $1.84M
IYW
Ishares Dj Us Tech ETF

ETFs
5.7K
+ 93.79%
$148.14 - $166.23 $844K - $947K
11.8K $1.88M
MMM
3 M CO

Industrials
7.51K
+ 176.1%
$124.74 - $137.12 $936K - $1.03M
11.8K $1.52M
META
Meta Platforms, Inc.

Communication Services
1.13K
+ 132.51%
$554.08 - $632.68 $626K - $714K
1.98K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
551
+ 34.87%
$213.65 - $479.86 $118K - $264K
2.13K $860K
IVV
Ishares Core S&P 500 ETF

ETFs
574
+ 8.84%
$570.51 - $610.59 $327K - $350K
7.06K $4.16M
BAC
Bank Of America Corp

Financial Services
5.01K
+ 35.75%
$39.22 - $47.77 $197K - $239K
19K $836K
FSK
Fs Kkr Capital Corp

Financial Services
8.91K
+ 36.46%
$19.71 - $22.22 $176K - $198K
33.4K $724K
WDS
Woodside Energy Group LTD

Energy
17.7K
+ 65.74%
$14.38 - $18.32 $254K - $324K
44.5K $693K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
22.5K
+ 89.35%
$10.7 - $11.74 $241K - $265K
47.8K $516K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
22.5K
+ 89.33%
$10.41 - $11.76 $235K - $265K
47.8K $507K
VTI
Vanguard Total Stock Market Et

ETFs
689
+ 60.92%
$280.04 - $302.45 $193K - $208K
1.82K $527K
SHEL
Shell PLC

Energy
3.64K
+ 35.36%
$60.63 - $70.23 $220K - $255K
13.9K $872K
IVW
Ishares S&P 500 Growth ETF

ETFs
730
+ 3.67%
$94.43 - $105.47 $68.9K - $77K
20.6K $2.09M
EOG
Eog Resources Inc

Energy
1.47K
+ 24.41%
$118.22 - $136.54 $174K - $201K
7.5K $919K
FICO
Fair Isaac Corp

Technology
74
+ 18.5%
$1911.01 - $2382.4 $141K - $176K
474 $943K
ENB
Enbridge Inc

Energy
3.1K
+ 19.1%
$40.4 - $43.92 $125K - $136K
19.3K $820K
WMT
Walmart Inc.

Consumer Defensive
262
+ 1.96%
$79.1 - $95.7 $20.7K - $25.1K
13.6K $1.23M
NRZ
New Residential Investment Corp.

Real Estate
20.2K
+ 23.9%
N/A
105K $758K
T
At&T Inc.

Communication Services
4.65K
+ 12.39%
$21.22 - $23.88 $98.6K - $111K
42.2K $960K
HWM
Howmet Aerospace Inc.

Industrials
314
+ 3.47%
$99.72 - $120.09 $31.3K - $37.7K
9.36K $1.02M
HMN
Horace Mann Educators Corp

Financial Services
869
+ 4.62%
$34.36 - $42.64 $29.9K - $37.1K
19.7K $772K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.26K
+ 31.89%
$91.29 - $91.8 $115K - $115K
5.19K $474K
ARCC
Ares Capital Corp

Financial Services
3.17K
+ 8.95%
$20.74 - $22.27 $65.7K - $70.6K
38.6K $844K
NFLX
Netflix Inc

Communication Services
26
+ 5.98%
$687.65 - $936.56 $17.9K - $24.4K
461 $410K
CTRA
Coterra Energy Inc.

Energy
2.84K
+ 16.41%
$22.71 - $27.63 $64.5K - $78.4K
20.1K $514K
ORCC
Owl Rock Capital Corp

Financial Services
6.58K
+ 6.12%
N/A
114K $1.53M
IYF
Ishares Tr

ETFs
156
+ 1.49%
$102.7 - $119.05 $16K - $18.6K
10.6K $1.17M
KR
Kroger CO

Consumer Defensive
377
+ 2.55%
$55.21 - $63.3 $20.8K - $23.9K
15.2K $926K
V
Visa Inc.

Financial Services
1
+ 0.07%
$273.87 - $320.91 $274 - $321
1.49K $472K
SLV
I Shares Silver Trust

ETFs
3.67K
+ 17.98%
$26.33 - $31.74 $96.7K - $117K
24.1K $634K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1K
+ 6.68%
$57.38 - $61.11 $57.4K - $61.2K
16K $933K
ENVX
Enovix Corp

Industrials
554
+ 2.36%
$8.03 - $12.81 $4.45K - $7.1K
24.1K $261K
IDU
Ishares Tr U S Utils ETF

ETFs
604
+ 20.42%
$94.65 - $105.73 $57.2K - $63.9K
3.56K $342K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
163
+ 16.58%
$238.25 - $261.28 $38.8K - $42.6K
1.15K $277K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.6K
+ 9.22%
$20.6 - $20.71 $33K - $33.2K
19K $392K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.51K
+ 12.58%
$23.25 - $23.56 $35K - $35.5K
13.5K $313K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.8K
+ 12.47%
$19.38 - $19.58 $34.9K - $35.2K
16.2K $315K
DVN
Devon Energy Corp

Energy
2.7K
+ 30.66%
$30.52 - $42.96 $82.3K - $116K
11.5K $375K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.42K
+ 9.16%
$23.02 - $23.23 $32.6K - $32.9K
16.9K $389K
PCT
Pure Cycle Technologies, Inc.

Industrials
398
+ 1.1%
$8.81 - $14.3 $3.51K - $5.69K
36.7K $376K
EOSE
Eos Energy Enterprises, Inc.

Industrials
1.8K
+ 16.57%
$2.15 - $5.17 $3.87K - $9.3K
12.6K $63K
XLG
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.23%
$46.94 - $51.62 $798 - $878
7.55K $377K
LAND
Gladstone Land Corp

Real Estate
13.8K
+ 31.85%
$10.48 - $13.85 $145K - $192K
57.3K $621K
STAG
Stag Industrial, Inc.

Real Estate
2.9K
+ 15.95%
$33.22 - $39.1 $96.2K - $113K
21.1K $712K
IYR
Ishares Tr

ETFs
680
+ 9.75%
$90.74 - $102.87 $61.7K - $70K
7.65K $712K
Activity Summary
Buys All Purchases 99 New Holdings 37 Increased Positions 62 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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