Wespac Advisors So Cal, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $377 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.9M, Nvidia Corp with a value of $19.7M, Broadcom Inc. with a value of $17.5M, Amazon Com Inc with a value of $16.9M, and Apple Inc. with a value of $16.5M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $339M to 377M.

Below you can find more details about Wespac Advisors So Cal, LLC portfolio as well as his latest detailed transactions.

Portfolio value $377 Million
ETFs: $142 Million
Technology: $94.5 Million
Healthcare: $29.8 Million
Communication Services: $26.4 Million
Consumer Defensive: $25.9 Million
Consumer Cyclical: $25.8 Million
Financial Services: $14.8 Million
Industrials: $6.8 Million
Other: $1.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 91
  • Current Value $377 Million
  • Prior Value $339 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.


Stay updated on Wespac Advisors So Cal, LLC with notifications on news.