Wespac Advisors So Cal, LLC Purchases and Sells in Q3 2025

Wespac Advisors So Cal, LLC

$453 Million
Q3 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	51.7K + 78.94%	$90.37 - $102.12 $4.67M - $5.28M	117K $11.7M
AVGO	1.83K + 2.98%	$264.74 - $369.57 $484K - $676K	63.3K $20.9M
SMH	2.43K + 3.7%	$275.84 - $326.36 $671K - $794K	68.3K $22.3M
ORCL	1.33K + 4.21%	$218.96 - $328.33 $292K - $437K	33K $9.27M
PLTR	1.13K + 4.04%	$130.68 - $186.97 $147K - $210K	29K $5.29M
XLK	363 + 1.17%	$250.97 - $282.66 $91.1K - $103K	31.5K $8.88M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GRID	20.2K New	$138.08 - $151.2 $2.79M - $3.06M	20.2K $3.06M
SGOV	29.8K New	$100.37 - $100.74 $2.99M - $3M	29.8K $3M
GE	6.84K New	$244.75 - $305.63 $1.67M - $2.09M	6.84K $2.06M
JPST	39.5K New	$50.47 - $50.74 $1.99M - $2M	39.5K $2M
CMF	24.4K New	$55.16 - $57.13 $1.35M - $1.39M	24.4K $1.39M
FCAL	15.3K New	$47.44 - $48.99 $725K - $749K	15.3K $745K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	-22.1K - 27.15%	$129.01 - $139.72 $2.86M - $3.09M	59.4K $8.27M
IGLB	-51.5K - 26.42%	$48.96 - $52.08 $2.52M - $2.68M	144K $7.4M
LMT	-3.65K - 90.02%	$410.74 - $499.21 $1.5M - $1.82M	405 $202K
PG	-3.73K - 7.37%	$150.47 - $161.22 $561K - $602K	46.9K $7.2M
KO	-2.36K - 2.58%	$65.67 - $71.67 $155K - $169K	89.1K $5.91M
NOW	-34 - 0.81%	$850.86 - $1044.69 $28.9K - $35.5K	4.16K $3.83M

Activity Summary All Purchases 53 New Holdings 14 Increased Positions 39 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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