Wespac Advisors, LLC New Holdings in Q1 2025

Wespac Advisors, LLC

  • $115 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
18.1K
New
$85.29 - $92.57 $1.54M - $1.67M
18.1K $1.65M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
22.6K
New
$63.07 - $73.5 $1.43M - $1.66M
22.6K $1.59M
CTA
Simplify Exch Traded Fds Simpl

ETFs
51K
New
$27.81 - $30.21 $1.42M - $1.54M
51K $1.51M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
27.2K
New
$39.44 - $47.66 $1.07M - $1.3M
27.2K $1.24M
ABC
Amerisourcebergen Corp

Healthcare
6.51K
New
N/A
6.51K $1.2M
PM
Philip Morris International Inc.

Consumer Defensive
7.15K
New
$117.15 - $158.79 $838K - $1.14M
7.15K $1.14M
CME
Cme Group Inc.

Financial Services
3.85K
New
$225.82 - $266.54 $869K - $1.03M
3.85K $1.02M
EVRG
Evergy, Inc.

Utilities
14.2K
New
$59.9 - $69.52 $852K - $989K
14.2K $980K
BMY
Bristol Myers Squibb CO

Healthcare
15.6K
New
$53.9 - $63.11 $839K - $982K
15.6K $949K
KMI
Kinder Morgan, Inc.

Energy
33.2K
New
$26.1 - $31.22 $866K - $1.04M
33.2K $946K
MAA
Mid America Apartment Communities Inc.

Real Estate
5.19K
New
$146.9 - $170.92 $762K - $887K
5.19K $869K
PNW
Pinnacle West Capital Corp

Utilities
8.78K
New
$81.76 - $95.25 $718K - $837K
8.78K $836K
FFIV
F5, Inc.

Technology
3.06K
New
$251.75 - $310.6 $770K - $950K
3.06K $814K
RF
Regions Financial Corp

Financial Services
36.9K
New
$20.84 - $24.77 $769K - $914K
36.9K $801K
PCOR
Procore Technologies, Inc.

Technology
11.8K
New
$65.21 - $88.33 $772K - $1.05M
11.8K $781K
EWC
Ishares Msci Canada ETF

ETFs
19.2K
New
$39.3 - $42.52 $753K - $815K
19.2K $781K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
24.9K
New
$26.05 - $30.88 $649K - $769K
24.9K $768K
PPLT
Abrdn Platinum ETF Trust

ETFs
8.5K
New
N/A
8.5K $763K
TFC
Truist Financial Corp

Financial Services
18.5K
New
$39.48 - $48.15 $731K - $891K
18.5K $761K
FOX
Fox Corp Cl B (De)

Communication Services
14K
New
$45.64 - $54.23 $641K - $761K
14K $740K
SRE
Sempra Energy

Utilities
10.2K
New
$67.85 - $87.67 $689K - $890K
10.2K $724K
REG
Regency Centers Corp

Real Estate
9.78K
New
$68.83 - $77.74 $673K - $760K
9.78K $721K
NRG
Nrg Energy, Inc.

Utilities
7.46K
New
$84.82 - $113.33 $633K - $846K
7.46K $712K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.7K
New
$48.65 - $53.06 $667K - $727K
13.7K $711K
HYLS
First Tr Tactical High Yield L

ETFs
15.9K
New
$40.95 - $41.77 $651K - $664K
15.9K $652K
USB
Us Bancorp \De\

Financial Services
11.5K
New
$40.92 - $50.9 $471K - $586K
11.5K $486K
EWO
Ishares Inc Msci Austria ETF

ETFs
16.1K
New
$20.67 - $26.81 $332K - $431K
16.1K $403K
XLU
Utilities Sector Spdr

ETFs
5.06K
New
$74.7 - $80.27 $378K - $406K
5.06K $399K
HQH
Tekla Healthcare Investors

Financial Services
24.6K
New
$16.23 - $18.27 $399K - $449K
24.6K $399K
IEF
Ishares Barclays

ETFs
4.14K
New
$91.17 - $95.39 $377K - $394K
4.14K $394K
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.1K
New
$39.18 - $43.52 $356K - $396K
9.1K $380K
TRGP
Targa Resources Corp.

Energy
1.6K
New
$178.44 - $217.22 $285K - $347K
1.6K $320K
XLE
Energy Sector Spdr

ETFs
3.28K
New
$85.7 - $93.96 $281K - $309K
3.28K $306K
PVAL
Putnam ETF Tr Putnam Focused L
7.46K
New
$36.8 - $39.59 $275K - $295K
7.46K $284K
EMB
Ishares Tr

ETFs
3.08K
New
$88.64 - $92.03 $273K - $283K
3.08K $278K
ZS
Zscaler, Inc.

Technology
1.4K
New
$181.66 - $216.87 $255K - $304K
1.4K $278K
GILD
Gilead Sciences, Inc.

Healthcare
2.25K
New
$89.14 - $117.41 $200K - $264K
2.25K $251K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
443
New
$442.66 - $534.52 $196K - $237K
443 $235K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.97K
New
$45.56 - $47.23 $227K - $235K
4.97K $233K
ANSS
Ansys Inc

Technology
731
New
$316.56 - $360.36 $231K - $263K
731 $231K
CTAS
Cintas Corp

Industrials
1.04K
New
$182.09 - $208.14 $188K - $215K
1.04K $212K
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1739.0 - $2260.0 $188K - $244K
108 $210K
ROP
Roper Technologies Inc

Industrials
344
New
$502.71 - $593.81 $173K - $204K
344 $202K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
10K
New
$0.17 - $0.42 $1.7K - $4.2K
10K $1K
Series Portfolios Tr
31.4K
New
N/A
31.4K $0
Fidelity Covington Trust
15.2K
New
N/A
15.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5.3K
New
N/A
5.3K $0
J P Morgan Exchange Traded F
5.12K
New
N/A
5.12K $0
Janus Detroit Str Tr
21.5K
New
N/A
21.5K $0
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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