Wespac Advisors, LLC New Holdings in Q1 2024

Wespac Advisors, LLC

  • $168 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
20.4K
New
$64.34 - $80.83 $1.31M - $1.65M
20.4K $1.64M
XOM
Exxon Mobil Corp

Energy
11.4K
New
$96.8 - $116.24 $1.11M - $1.33M
11.4K $1.33M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
16.6K
New
$53.17 - $60.48 $884K - $1.01M
16.6K $1M
LRCX
Lam Research Corp

Technology
978
New
$731.08 - $994.57 $715K - $973K
978 $950K
BLDR
Builders First Source, Inc.

Industrials
4.5K
New
$157.29 - $211.12 $707K - $949K
4.5K $937K
AKAM
Akamai Technologies Inc

Technology
8.5K
New
$106.95 - $128.32 $910K - $1.09M
8.5K $924K
INTU
Intuit Inc

Technology
1.38K
New
$586.82 - $669.36 $812K - $926K
1.38K $899K
OC
Owens Corning

Industrials
5.34K
New
$139.95 - $167.21 $747K - $893K
5.34K $890K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
34.6K
New
$23.62 - $23.88 $818K - $827K
34.6K $819K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
50.5K
New
$9.78 - $10.69 $494K - $540K
50.5K $533K
BKNG
Booking Holdings Inc.

Consumer Cyclical
129
New
$3408.14 - $3901.99 $440K - $503K
129 $467K
XLG
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$37.01 - $42.29 $407K - $465K
11K $463K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
920
New
$429.43 - $481.35 $395K - $443K
920 $442K
ALLY
Ally Financial Inc.

Financial Services
10.9K
New
$32.13 - $40.6 $349K - $442K
10.9K $441K
AMD
Advanced Micro Devices Inc

Technology
2.42K
New
$135.32 - $211.38 $327K - $510K
2.42K $435K
TGT
Target Corp

Consumer Defensive
2.32K
New
$137.4 - $177.21 $319K - $412K
2.32K $411K
IWM
Ishares Russell 2000 ETF

ETFs
1.95K
New
$189.48 - $210.3 $369K - $410K
1.95K $410K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.8K
New
$52.7 - $57.65 $358K - $392K
6.8K $391K
PINK
Simplify Exchange Traded Fds S

ETFs
11.8K
New
$27.28 - $30.92 $321K - $364K
11.8K $363K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
881
New
$372.72 - $397.76 $328K - $350K
881 $350K
MU
Micron Technology Inc

Technology
2.87K
New
$79.5 - $119.25 $228K - $342K
2.87K $338K
ANSS
Ansys Inc

Technology
942
New
$327.42 - $357.79 $308K - $337K
942 $327K
IVE
Ishares S&P 500 Value ETF

ETFs
1.51K
New
$171.09 - $186.81 $258K - $282K
1.51K $282K
IYJ
Ishares Tr

ETFs
2.12K
New
$111.23 - $125.71 $236K - $267K
2.12K $267K
META
Meta Platforms, Inc.

Communication Services
549
New
$344.47 - $512.19 $189K - $281K
549 $266K
PM
Philip Morris International Inc.

Consumer Defensive
2.64K
New
$88.98 - $96.29 $235K - $254K
2.64K $241K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.06K
New
$164.99 - $234.17 $174K - $247K
1.06K $237K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
7.7K
New
$24.41 - $26.89 $188K - $207K
7.7K $206K
ESS
Essex Property Trust, Inc.

Real Estate
840
New
$225.59 - $249.87 $189K - $210K
840 $205K
CCL
Carnival Corp

Consumer Cyclical
12.5K
New
$14.71 - $17.78 $184K - $222K
12.5K $203K
HUBS
Hubspot Inc

Technology
322
New
$530.25 - $646.63 $171K - $208K
322 $201K
EWA
Ishares Msci Australia ETF

ETFs
8.15K
New
$22.85 - $24.77 $186K - $202K
8.15K $201K
Valued Advisers Tr
76.9K
New
N/A
76.9K $0
Activity Summary
Buys All Purchases 103 New Holdings 34 Increased Positions 69 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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