Wespac Advisors, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $168 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $12.4M, Apple Inc. with a value of $4.37M, Ishares Treasury Floating Rate with a value of $4.28M, Ishares Core S&P 500 ETF with a value of $3.59M, and Vanguard Growth ETF with a value of $3.35M.
Examining the 13F form we can see an increase of $25.2M in the current position value, from $143M to 168M.
Below you can find more details about Wespac Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$168 Million
ETFs: $80.5 Million
Technology: $19.8 Million
Healthcare: $12.9 Million
Financial Services: $11.4 Million
Energy: $11 Million
Industrials: $7.42 Million
Consumer Defensive: $7.18 Million
Real Estate: $5.61 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $200 Billions or more