Wespac Advisors, LLC Portfolio Holdings
Wespac Advisors, LLC
- $128 Million
- Q2 2025
Wespac Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $4.23M, Ishares Core S&P 500 ETF with a value of $3.64M, Ishares Treasury Floating Rate with a value of $3.3M, Pgim ETF Tr with a value of $3.1M, and At&T Inc. with a value of $2.78M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $115M to 128M.
Below you can find more details about Wespac Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $62.6 Million
Technology: $11.1 Million
Financial Services: $9.37 Million
Consumer Defensive: $8.15 Million
Communication Services: $6.8 Million
Utilities: $6.6 Million
Industrials: $5.61 Million
Healthcare: $5.61 Million
Other: $11.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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