Wespac Advisors, LLC Portfolio Holdings
Wespac Advisors, LLC
- $115 Million
- Q1 2025
Wespac Advisors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $115 Million distributed in 153 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 $4.29M, Pgim ETF Tr with a value of $3.98M, Vanguard Index Fds S&P 500 ETF with a value of $3.82M, Vaneck ETF Tr with a value of $3.16M, and Apple Inc. with a value of $2.76M.
Examining the 13F form we can see an decrease of $15.7M in the current position value, from $131M to 115M.
Below you can find more details about Wespac Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$115 Million
ETFs: $61.7 Million
Financial Services: $10.5 Million
Technology: $9.53 Million
Energy: $6.01 Million
Industrials: $5.02 Million
Communication Services: $4.81 Million
Consumer Defensive: $4.61 Million
Real Estate: $3.91 Million
Other: $8.48 Million