Wespac Advisors, LLC Sells in Q4 2025

Wespac Advisors, LLC

  • $155 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-58.1K
- 58.93%
$24.44 - $27.55 $1.42M - $1.6M
40.5K $1.03M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-17.7K
- 78.92%
$72.21 - $75.0 $1.28M - $1.33M
4.72K $346K
PULS
Pgim ETF Tr

ETFs
-24.5K
- 27.39%
$49.64 - $49.83 $1.21M - $1.22M
64.9K $3.23M
IGM
Ishares Expanded Tech Sector E

ETFs
-8.31K
- 76.19%
$124.25 - $135.72 $1.03M - $1.13M
2.6K $331K
ITA
Ishares Tr

ETFs
-4.83K
- 70.31%
$205.04 - $218.9 $991K - $1.06M
2.04K $420K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5K
- 37.64%
$185.12 - $192.11 $926K - $961K
8.28K $1.55M
IYF
Ishares Tr

ETFs
-7.48K
- 61.58%
$120.85 - $126.31 $904K - $945K
4.67K $577K
COST
Costco Wholesale Corp

Consumer Defensive
-909
- 58.68%
$910.94 - $954.99 $828K - $868K
640 $584K
ILF
Ishares Latin America 40 ETF

ETFs
-30.7K
- 42.92%
$27.22 - $31.12 $835K - $955K
40.8K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
-11.4K
- 76.48%
$56.38 - $66.65 $643K - $760K
3.51K $203K
TFC
Truist Financial Corp

Financial Services
-12.4K
- 73.49%
$41.09 - $45.64 $510K - $566K
4.47K $200K
LNC
Lincoln National Corp

Financial Services
-13.6K
- 74.62%
$38.04 - $42.0 $518K - $572K
4.64K $190K
O
Realty Income Corp

Real Estate
-8.52K
- 65.18%
$56.12 - $60.64 $478K - $516K
4.55K $258K
XLE
Energy Sector Spdr

ETFs
-6.05K
- 57.3%
$85.22 - $92.02 $516K - $557K
4.51K $415K
FNDF
Schwab Fundamental Intl Large

ETFs
-10.3K
- 53.72%
$42.35 - $45.18 $435K - $465K
8.86K $396K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-8.5K
- 40.85%
$42.66 - $43.29 $363K - $368K
12.3K $526K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-3.59K
- 39.53%
$90.08 - $108.94 $323K - $391K
5.49K $503K
QCOM
Qualcomm Inc

Technology
-1.97K
- 24.48%
$153.59 - $187.68 $303K - $370K
6.08K $1.01M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-11.1K
- 37.19%
$27.98 - $29.52 $310K - $327K
18.7K $531K
META
Meta Platforms, Inc.

Communication Services
-183
- 15.64%
$609.01 - $751.67 $111K - $138K
987 $601K
VIS
Vanguard Industrial ETF

ETFs
-802
- 35.69%
$289.12 - $301.69 $232K - $242K
1.45K $422K
VUG
Vanguard Growth ETF

ETFs
-547
- 8.73%
$470.44 - $504.26 $257K - $276K
5.72K $2.77M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.23K
- 25.37%
$100.8 - $103.83 $225K - $232K
6.56K $674K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-6.75K
- 9.36%
$31.9 - $33.19 $215K - $224K
65.3K $2.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
-4.67K
- 37.61%
$43.04 - $45.68 $201K - $213K
7.74K $333K
F
Ford Motor CO

Consumer Cyclical
-18.9K
- 39.97%
$11.41 - $13.84 $216K - $262K
28.4K $374K
GE
General Electric CO

Industrials
-624
- 12.12%
$291.49 - $314.28 $182K - $196K
4.52K $1.36M
TPR
Tapestry, Inc.

Consumer Cyclical
-1.01K
- 14.4%
$98.81 - $117.14 $99.8K - $118K
6K $608K
PG
Procter & Gamble CO

Consumer Defensive
-913
- 22.2%
$145.5 - $153.18 $133K - $140K
3.2K $466K
ABC
Amerisourcebergen Corp

Healthcare
-844
- 13.28%
N/A
5.51K $1.02M
ORCC
Owl Rock Capital Corp

Financial Services
-11.6K
- 9.48%
N/A
111K $1.49M
WMT
Walmart Inc.

Consumer Defensive
-1.4K
- 10.39%
$101.18 - $109.03 $141K - $152K
12K $1.24M
NRG
Nrg Energy, Inc.

Utilities
-1.02K
- 13.65%
$160.42 - $178.5 $163K - $182K
6.44K $1.06M
ENB
Enbridge Inc

Energy
-1.79K
- 8.67%
$46.39 - $50.07 $82.9K - $89.5K
18.8K $899K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.15K
- 6.68%
$53.68 - $54.54 $115K - $117K
30K $1.61M
NVDA
Nvidia Corp

Technology
-667
- 11.45%
$179.83 - $207.04 $120K - $138K
5.16K $962K
AVGO
Broadcom Inc.

Technology
-381
- 33.07%
$324.63 - $385.98 $124K - $147K
771 $264K
HWM
Howmet Aerospace Inc.

Industrials
-824
- 10.95%
$184.09 - $209.74 $152K - $173K
6.7K $1.36M
MMM
3 M CO

Industrials
-1.22K
- 11.83%
$148.75 - $171.6 $182K - $210K
9.11K $1.51M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-9.5K
- 28.36%
$8.76 - $8.98 $83.2K - $85.3K
24K $210K
ARCC
Ares Capital Corp

Financial Services
-4.04K
- 10.35%
$18.9 - $20.61 $76.3K - $83.2K
34.9K $706K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-13.3K
- 50.0%
$4.65 - $5.25 $61.6K - $69.6K
13.3K $64K
HQH
Tekla Healthcare Investors

Financial Services
-4.04K
- 14.53%
$17.76 - $19.69 $71.8K - $79.6K
23.8K $445K
JPM
Jpmorgan Chase & CO

Financial Services
-122
- 6.08%
$294.11 - $320.41 $35.9K - $39.1K
1.88K $565K
AMZN
Amazon Com Inc

Consumer Cyclical
-420
- 14.93%
$213.04 - $254.0 $89.5K - $107K
2.39K $561K
OKE
Oneok Inc

Energy
-485
- 6.49%
$64.31 - $72.98 $31.2K - $35.4K
6.99K $492K
ENVX
Enovix Corp

Industrials
-178
- 0.67%
$8.03 - $13.19 $1.43K - $2.35K
26.2K $210K
NRZ
New Residential Investment Corp.

Real Estate
-6.93K
- 6.71%
N/A
96.3K $698K
BSJR
Invesco Indx Tr

ETFs
-1.44K
- 10.31%
$22.6 - $22.76 $32.5K - $32.8K
12.5K $283K
Activity Summary
Buys All Purchases 81 New Holdings 33 Increased Positions 48 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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