Wespac Advisors, LLC Portfolio Holdings
Wespac Advisors, LLC
- $146 Million
- Q3 2025
Wespac Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Million distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $7.04M, Vanguard Index Fds S&P 500 ETF with a value of $4.56M, Pgim ETF Tr with a value of $4.45M, Apple Inc. with a value of $3.13M, and Vanguard Growth ETF with a value of $3.01M.
Examining the 13F form we can see an increase of $18.1M in the current position value, from $128M to 146M.
Below you can find more details about Wespac Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$146 Million
ETFs: $78.5 Million
Technology: $13.5 Million
Financial Services: $10.7 Million
Consumer Defensive: $7.43 Million
Communication Services: $7.21 Million
Industrials: $6.18 Million
Consumer Cyclical: $6.11 Million
Utilities: $4.93 Million
Other: $10.1 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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