Wespac Advisors, LLC New Holdings in Q2 2025

Wespac Advisors, LLC

  • $128 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIS
Vanguard Industrial ETF

ETFs
4.82K
New
$220.04 - $280.07 $1.06M - $1.35M
4.82K $1.35M
CAH
Cardinal Health Inc

Healthcare
6.58K
New
$125.0 - $168.0 $823K - $1.11M
6.58K $1.11M
BTI
British American Tobacco P.L.C.

Consumer Defensive
21.9K
New
$39.43 - $49.34 $863K - $1.08M
21.9K $1.04M
IVE
Ishares S&P 500 Value ETF

ETFs
5.21K
New
$168.34 - $195.42 $877K - $1.02M
5.21K $1.02M
VOD
Vodafone Group Public LTD CO

Communication Services
95.1K
New
$8.19 - $10.66 $779K - $1.01M
95.1K $1.01M
VRSN
Verisign Inc

Technology
3.42K
New
$234.49 - $288.8 $803K - $989K
3.42K $988K
KR
Kroger CO

Consumer Defensive
13.4K
New
$64.62 - $74.0 $867K - $993K
13.4K $962K
DLTR
Dollar Tree, Inc.

Consumer Defensive
9.63K
New
$67.22 - $100.51 $647K - $968K
9.63K $953K
DRI
Darden Restaurants Inc

Consumer Cyclical
4.27K
New
$186.58 - $225.78 $797K - $964K
4.27K $930K
MO
Altria Group, Inc.

Consumer Defensive
15.2K
New
$55.56 - $60.91 $846K - $928K
15.2K $893K
OGE
Oge Energy Corp.

Utilities
18.1K
New
$42.23 - $46.38 $763K - $837K
18.1K $801K
ADC
Agree Realty Corp

Real Estate
10.9K
New
$70.68 - $79.12 $769K - $861K
10.9K $795K
EWS
Ishares Inc Msci Singapore ETF

ETFs
29.9K
New
$20.22 - $26.35 $604K - $787K
29.9K $775K
EWG
Ishares Msci Germany ETF

ETFs
18K
New
$33.22 - $42.57 $599K - $768K
18K $763K
CVS
Cvs Health Corp

Healthcare
11.1K
New
$60.04 - $70.18 $664K - $776K
11.1K $763K
CCI
Crown Castle International Corp

Real Estate
7.38K
New
$94.83 - $107.06 $699K - $790K
7.38K $757K
FNF
Fidelity National Financial, Inc.

Financial Services
13K
New
$53.62 - $66.59 $694K - $862K
13K $726K
ECH
Ishares Inc Mcsi Chile ETF

ETFs
22.7K
New
$26.5 - $33.24 $602K - $755K
22.7K $714K
APH
Amphenol Corp

Technology
7.13K
New
$59.09 - $98.75 $421K - $704K
7.13K $703K
EXC
Exelon Corp

Utilities
16K
New
$42.2 - $47.37 $673K - $756K
16K $692K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
13.3K
New
$39.69 - $51.24 $527K - $680K
13.3K $680K
XITK
Spdr Ser Tr Factset Innovative

ETFs
3.5K
New
$140.43 - $189.36 $492K - $664K
3.5K $663K
DUK
Duke Energy Corp

Utilities
5.61K
New
$112.46 - $124.05 $630K - $695K
5.61K $661K
AEP
American Electric Power CO Inc

Utilities
5.92K
New
$98.59 - $109.11 $584K - $646K
5.92K $614K
RL
Ralph Lauren Corp

Consumer Cyclical
2.17K
New
$182.34 - $286.22 $396K - $621K
2.17K $595K
TPR
Tapestry, Inc.

Consumer Cyclical
6.39K
New
$60.6 - $87.81 $387K - $561K
6.39K $561K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
46.3K
New
$10.59 - $11.48 $490K - $531K
46.3K $531K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.67K
New
$177.93 - $313.14 $297K - $522K
1.67K $522K
AM
Antero Midstream Corp

Energy
25.8K
New
$15.88 - $18.99 $410K - $490K
25.8K $489K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.09K
New
$72.02 - $73.82 $439K - $449K
6.09K $448K
AVGO
Broadcom Inc.

Technology
1.35K
New
$146.29 - $275.65 $197K - $371K
1.35K $371K
AMD
Advanced Micro Devices Inc

Technology
2.41K
New
$78.21 - $143.81 $188K - $346K
2.41K $341K
ORCL
Oracle Corp

Technology
1.36K
New
$122.82 - $218.63 $166K - $296K
1.36K $296K
TTWO
Take Two Interactive Software Inc

Communication Services
1.15K
New
$194.58 - $243.05 $224K - $280K
1.15K $279K
ADSK
Autodesk, Inc.

Technology
1.12K
New
N/A
1.12K $274K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.49K
New
$57.46 - $75.58 $200K - $264K
3.49K $263K
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
Kenvue Inc
26K
New
N/A
26K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.64K
New
N/A
4.64K $0
TUA
Simpl Exch Traded Fds Sht Term
52.3K
New
N/A
52.3K $0
First Tr Exchange Traded Fd
10K
New
N/A
10K $0
Ge Vernova Inc
661
New
N/A
661 $0
J P Morgan Exchange Traded F
21.4K
New
N/A
21.4K $0
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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