Wespac Advisors So Cal, LLC Purchases and Sells in Q1 2025

Wespac Advisors So Cal, LLC

$377 Million
Q1 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WELL	21.7K + 67.24%	$124.05 - $156.86 $2.69M - $3.4M	53.9K $8.26M
JMBS	67.8K + 98.15%	$43.53 - $45.42 $2.95M - $3.08M	137K $6.18M
XLV	11.6K + 12.6%	$137.61 - $149.68 $1.6M - $1.74M	104K $15.2M
XLE	21.6K + 36.95%	$85.7 - $93.96 $1.85M - $2.03M	79.9K $7.47M
JAAA	33.1K + 57.48%	$50.48 - $51.04 $1.67M - $1.69M	90.6K $4.59M
JBBB	23.8K + 23.09%	$48.34 - $49.66 $1.15M - $1.18M	127K $6.18M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMB	109K New	$88.64 - $92.03 $9.68M - $10.1M	109K $9.9M
GS	5.89K New	$524.81 - $672.19 $3.09M - $3.96M	5.89K $3.22M
IBM	7.16K New	$217.4 - $264.74 $1.56M - $1.9M	7.16K $1.78M
CEG	8.68K New	$201.63 - $347.44 $1.75M - $3.02M	8.68K $1.75M
KCE	12.1K New	$122.39 - $146.44 $1.48M - $1.77M	12.1K $1.53M
KBWB	19.1K New	$60.05 - $72.21 $1.15M - $1.38M	19.1K $1.2M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-107K - 73.79%	$84.95 - $100.62 $9.1M - $10.8M	38.1K $3.32M
AVGO	-18.6K - 18.91%	$167.43 - $244.7 $3.11M - $4.55M	79.7K $13.3M
AMZN	-23.5K - 30.86%	$190.26 - $242.06 $4.47M - $5.69M	52.7K $10M
MSFT	-6.56K - 12.94%	$375.39 - $447.2 $2.46M - $2.93M	44.1K $16.6M
SMH	-9.48K - 12.44%	$211.47 - $267.17 $2M - $2.53M	66.7K $14.1M
IGIB	-67.5K - 20.69%	$50.82 - $52.7 $3.43M - $3.56M	259K $13.6M

Activity Summary All Purchases 55 New Holdings 19 Increased Positions 36 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.

News

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