Wespac Advisors, LLC Reduced Holdings in Q2 2025

Wespac Advisors, LLC

  • $128 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLOI
Vaneck ETF Tr

ETFs
-53.3K
- 89.18%
$51.16 - $53.02 $2.73M - $2.83M
6.47K $342K
OKE
Oneok Inc

Energy
-11.9K
- 64.37%
$78.71 - $100.37 $934K - $1.19M
6.57K $536K
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.6K
- 86.04%
$82.96 - $110.1 $1.04M - $1.38M
2.04K $224K
PULS
Pgim ETF Tr

ETFs
-17.8K
- 22.23%
$49.39 - $49.76 $880K - $886K
62.3K $3.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.77K
- 23.18%
$498.8 - $620.9 $883K - $1.1M
5.87K $3.64M
GLD
Spdr Gold Trust

ETFs
-1.84K
- 51.54%
$273.71 - $316.29 $504K - $583K
1.73K $528K
PM
Philip Morris International Inc.

Consumer Defensive
-3.26K
- 45.58%
$149.23 - $184.95 $487K - $603K
3.89K $709K
BMY
Bristol Myers Squibb CO

Healthcare
-4.12K
- 26.45%
$44.12 - $59.6 $182K - $245K
11.4K $529K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.06K
- 61.13%
$49.79 - $50.75 $401K - $409K
5.12K $259K
AAPL
Apple Inc.

Technology
-9
- 0.07%
$172.42 - $223.89 $1.55K - $2.02K
12.4K $2.55M
TMUS
T Mobile Us, Inc.

Communication Services
-535
- 32.04%
$220.99 - $268.54 $118K - $144K
1.14K $270K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-7.81K
- 42.87%
$20.66 - $20.74 $161K - $162K
10.4K $215K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-6.6K
- 40.63%
$22.87 - $23.14 $151K - $153K
9.64K $222K
XLV
Select Sector Spdr Fund Health

ETFs
-810
- 23.81%
$128.77 - $144.3 $104K - $117K
2.59K $349K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.23K
- 11.98%
$40.82 - $43.14 $90.8K - $96K
16.3K $705K
CME
Cme Group Inc.

Financial Services
-397
- 10.31%
$252.37 - $290.71 $100K - $115K
3.45K $951K
AMZN
Amazon Com Inc

Consumer Cyclical
-584
- 17.19%
$167.32 - $223.3 $97.7K - $130K
2.81K $617K
ABC
Amerisourcebergen Corp

Healthcare
-136
- 2.09%
N/A
6.37K $1.18M
EVRG
Evergy, Inc.

Utilities
-366
- 2.57%
$64.06 - $69.64 $23.4K - $25.5K
13.9K $955K
PPLT
Abrdn Platinum ETF Trust

ETFs
-178
- 2.09%
N/A
8.32K $747K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-166
- 5.87%
$376.48 - $440.65 $62.5K - $73.1K
2.66K $1.17M
EMB
Ishares Tr

ETFs
-75
- 2.44%
$86.54 - $92.62 $6.49K - $6.95K
3K $277K
Valued Advisers Tr
-2.86K
- 3.84%
N/A
71.6K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-192
- 9.04%
$496.48 - $617.85 $95.3K - $119K
1.93K $1.19M
MELI
Mercadolibre Inc

Consumer Cyclical
-23
- 21.3%
$1794.73 - $2613.63 $41.3K - $60.1K
85 $222K
IYF
Ishares Tr

ETFs
-704
- 5.61%
$99.23 - $120.99 $69.9K - $85.2K
11.8K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
-54
- 3.18%
$908.13 - $1056.85 $49K - $57.1K
1.64K $1.63M
KMI
Kinder Morgan, Inc.

Energy
-245
- 0.74%
$25.21 - $29.4 $6.18K - $7.2K
32.9K $968K
MMM
3 M CO

Industrials
-192
- 1.84%
$126.09 - $154.15 $24.2K - $29.6K
10.3K $1.56M
VTI
Vanguard Total Stock Market Et

ETFs
-11
- 0.75%
$243.75 - $303.93 $2.68K - $3.34K
1.46K $444K
ZS
Zscaler, Inc.

Technology
-386
- 27.49%
$174.67 - $315.32 $67.4K - $122K
1.02K $319K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3
- 0.03%
$152.93 - $181.74 $459 - $545
9.16K $1.67M
VUG
Vanguard Growth ETF

ETFs
-150
- 4.25%
$329.49 - $438.4 $49.4K - $65.8K
3.38K $1.48M
GE
General Electric CO

Industrials
-104
- 2.23%
$166.81 - $257.39 $17.3K - $26.8K
4.56K $1.17M
MSFT
Microsoft Corp

Technology
-63
- 1.97%
$354.56 - $497.45 $22.3K - $31.3K
3.13K $1.56M
HWM
Howmet Aerospace Inc.

Industrials
-470
- 5.87%
$112.33 - $186.13 $52.8K - $87.5K
7.54K $1.4M
NRG
Nrg Energy, Inc.

Utilities
-32
- 0.43%
$83.61 - $162.67 $2.68K - $5.21K
7.43K $1.19M
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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