Wespac Advisors, LLC New Holdings in Q4 2024

Wespac Advisors, LLC

  • $131 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
86.7K
New
$49.51 - $49.79 $4.29M - $4.32M
86.7K $4.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.04K
New
$174.22 - $187.62 $1.57M - $1.7M
9.04K $1.58M
PLTR
Palantir Technologies Inc.

Technology
20.6K
New
$36.46 - $82.38 $749K - $1.69M
20.6K $1.55M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
52.8K
New
$25.22 - $28.15 $1.33M - $1.49M
52.8K $1.42M
IAU
Ishares Gold Trust

ETFs
21.2K
New
$48.37 - $52.65 $1.02M - $1.11M
21.2K $1.05M
AXON
Axon Enterprise, Inc.

Industrials
1.51K
New
$399.22 - $689.78 $602K - $1.04M
1.51K $896K
NWL
Newell Brands Inc.

Consumer Defensive
87.1K
New
$7.18 - $11.63 $626K - $1.01M
87.1K $867K
WMB
Williams Companies, Inc.

Energy
15.8K
New
$46.37 - $59.74 $734K - $946K
15.8K $856K
SPG
Simon Property Group Inc

Real Estate
4.88K
New
$167.23 - $183.84 $816K - $898K
4.88K $840K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.26K
New
$178.39 - $215.0 $760K - $916K
4.26K $821K
CGGR
Capital Group Growth ETF Shs C

ETFs
20.8K
New
$34.49 - $39.24 $718K - $817K
20.8K $773K
MO
Altria Group, Inc.

Consumer Defensive
14.8K
New
$49.06 - $57.74 $724K - $852K
14.8K $771K
IYC
Ishares U.S. Consumer Discreti

ETFs
7.79K
New
$85.96 - $101.28 $670K - $789K
7.79K $749K
VST
Vistra Corp.

Utilities
5.41K
New
$115.74 - $166.61 $627K - $902K
5.41K $746K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.31K
New
$100.16 - $100.7 $732K - $736K
7.31K $733K
CEG
Constellation Energy Corp

Utilities
3.23K
New
$224.28 - $285.52 $724K - $921K
3.23K $725K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
41.1K
New
$16.73 - $19.67 $688K - $809K
41.1K $712K
TPL
Texas Pacific Land Corp

Energy
458
New
$915.49 - $1730.0 $419K - $792K
458 $506K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.52K
New
$126.68 - $134.74 $446K - $474K
3.52K $449K
FCG
First Tr Exchange Traded Fd

ETFs
17.2K
New
$22.98 - $26.48 $395K - $455K
17.2K $423K
KRE
Spdr S&P Regional Banking ETF

ETFs
6.93K
New
$54.6 - $68.9 $379K - $478K
6.93K $418K
EWA
Ishares Msci Australia ETF

ETFs
17.2K
New
$23.77 - $26.95 $410K - $465K
17.2K $411K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
913
New
$417.69 - $450.94 $381K - $412K
913 $388K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16K
New
$19.42 - $19.76 $311K - $317K
16K $312K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
33.5K
New
$9.1 - $9.51 $305K - $319K
33.5K $311K
BSJR
Invesco Indx Tr

ETFs
13.8K
New
$22.37 - $22.7 $309K - $314K
13.8K $309K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
13K
New
$23.26 - $23.6 $301K - $306K
13K $302K
IVE
Ishares S&P 500 Value ETF

ETFs
1.55K
New
$189.5 - $206.17 $294K - $320K
1.55K $295K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.65K
New
$127.59 - $153.41 $211K - $253K
1.65K $237K
MRVL
Marvell Technology, Inc.

Technology
2K
New
$70.31 - $124.78 $141K - $250K
2K $220K
IWN
Ishares Russell2000 Val ETF

ETFs
1.29K
New
$162.69 - $181.35 $210K - $234K
1.29K $211K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
10K
New
$9.37 - $10.06 $93.7K - $101K
10K $94K
UPLD
Upland Software, Inc.

Technology
12.7K
New
$2.13 - $5.31 $27K - $67.2K
12.7K $54K
J P Morgan Exchange Traded F
5.84K
New
N/A
5.84K $0
Ge Vernova Inc
2.1K
New
N/A
2.1K $0
DRLL
Ea Ser Tr Strive U S Energy Et
12.6K
New
N/A
12.6K $0
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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