Wespac Advisors So Cal, LLC Purchases in Q4 2025

Wespac Advisors So Cal, LLC

  • $480 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
14K
+ 336.62%
$835.79 - $946.29 $11.7M - $13.3M
18.2K $15.2M
XLK
Technology Sector Spdr

ETFs
31.3K
+ 99.34%
$278.39 - $304.13 $8.71M - $9.52M
62.8K $18.1M
XLE
Energy Sector Spdr

ETFs
73.9K
+ 97.42%
$85.22 - $92.02 $6.3M - $6.8M
150K $13.8M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
32.4K
+ 159.86%
$149.52 - $158.91 $4.84M - $5.14M
52.6K $8.03M
XLU
Utilities Sector Spdr

ETFs
49.2K
+ 156.5%
$87.89 - $92.9 $4.33M - $4.57M
80.7K $7.16M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.25K
+ 3.3%
$325.34 - $368.61 $732K - $830K
70.5K $24.3M
AAPL
Apple Inc.

Technology
3.47K
+ 5.07%
$245.27 - $275.25 $851K - $955K
71.9K $19.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.42K
+ 4.66%
$213.04 - $254.0 $515K - $614K
54.3K $12.7M
AVEM
American Centy ETF Tr Avantis

ETFs
16.7K
New
$73.09 - $78.36 $1.22M - $1.31M
16.7K $1.29M
KCE
Spdr S&P Capital Markets ETF

ETFs
8.46K
+ 72.08%
$144.6 - $152.31 $1.22M - $1.29M
20.2K $2.92M
AVGO
Broadcom Inc.

Technology
227
+ 0.36%
$324.63 - $385.98 $73.7K - $87.6K
63.5K $21.8M
WELL
Welltower Inc.

Real Estate
129
+ 0.24%
$165.94 - $193.82 $21.4K - $25K
53.1K $10.3M
NVDA
Nvidia Corp

Technology
3.82K
+ 6.17%
$179.83 - $207.04 $686K - $790K
65.7K $12.3M
ARGX
Argenx Se

Healthcare
443
+ 26.43%
$767.33 - $907.98 $340K - $402K
2.12K $1.92M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.83K
New
$92.34 - $95.43 $630K - $651K
6.83K $643K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.04K
New
$101.39 - $114.39 $511K - $577K
5.04K $574K
ETN
Eaton Corp PLC

Industrials
2.62K
+ 15.22%
$352.39 - $387.75 $923K - $1.02M
19.8K $6.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
759
New
$600.51 - $631.95 $456K - $480K
759 $468K
CMF
Ishares California Muni Bond E

ETFs
7.51K
+ 30.8%
$56.96 - $57.62 $428K - $433K
31.9K $1.83M
KO
Coca Cola CO

Consumer Defensive
610
+ 0.68%
$66.1 - $71.61 $40.3K - $43.7K
89.7K $6.34M
IBM
International Business Machines Corp

Technology
1.01K
+ 12.91%
$275.97 - $314.98 $279K - $318K
8.83K $2.62M
MS
Morgan Stanley

Financial Services
2.54K
New
$151.86 - $169.92 $385K - $431K
2.54K $404K
JMBS
Janus Detroit Str Tr Henderson

ETFs
8.88K
+ 5.61%
$45.54 - $46.2 $404K - $410K
167K $7.62M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
7.12K
New
$50.59 - $50.93 $360K - $362K
7.12K $360K
MSFT
Microsoft Corp

Technology
1.42K
+ 3.85%
$496.82 - $542.07 $706K - $771K
38.4K $19.5M
VUG
Vanguard Growth ETF

ETFs
639
+ 12.79%
$470.44 - $504.26 $301K - $322K
5.64K $2.73M
EMB
Ishares Tr

ETFs
2.25K
+ 2.07%
$94.63 - $97.03 $212K - $218K
111K $10.6M
COST
Costco Wholesale Corp

Consumer Defensive
321
New
$910.94 - $954.99 $292K - $307K
321 $292K
QQQ
Invesco Qqq Trust, Series 1

ETFs
457
+ 31.41%
$589.5 - $635.77 $269K - $291K
1.91K $1.15M
CEG
Constellation Energy Corp

Utilities
200
+ 0.99%
$335.74 - $401.43 $67.1K - $80.3K
20.4K $6.9M
AMD
Advanced Micro Devices Inc

Technology
1.01K
New
$164.01 - $264.33 $166K - $267K
1.01K $243K
V
Visa Inc.

Financial Services
1.21K
+ 11.2%
$325.75 - $352.42 $394K - $426K
12K $3.91M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.25K
+ 7.56%
$100.37 - $100.72 $226K - $227K
32.1K $3.22M
HUBB
Hubbell Inc

Industrials
483
+ 20.23%
$408.46 - $472.57 $197K - $228K
2.87K $1.24M
HD
Home Depot, Inc.

Consumer Cyclical
581
New
$358.03 - $397.02 $208K - $231K
581 $208K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
608
+ 4.78%
$280.66 - $305.09 $171K - $185K
13.3K $3.76M
WFC
Wells Fargo & Company

Financial Services
2.46K
New
$77.62 - $87.3 $191K - $215K
2.46K $205K
LLY
Eli Lilly & CO

Healthcare
12
+ 1.81%
$799.57 - $1025.28 $9.59K - $12.3K
675 $689K
ROK
Rockwell Automation, Inc

Industrials
219
+ 6.5%
$333.75 - $394.54 $73.1K - $86.4K
3.59K $1.35M
FCAL
First Tr Iii Calif Mun High In

ETFs
3.17K
+ 20.76%
$48.76 - $49.48 $155K - $157K
18.5K $911K
C
Citigroup Inc

Financial Services
2.19K
+ 12.88%
$93.93 - $102.87 $206K - $225K
19.2K $1.89M
XLP
Consumer Staples Sector Spdr

ETFs
2.08K
+ 19.45%
N/A
12.8K $972K
GD
General Dynamics Corp

Industrials
101
+ 0.48%
$330.59 - $353.77 $33.4K - $35.7K
21.2K $7.31M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.72K
+ 6.64%
$73.55 - $79.22 $127K - $136K
27.6K $2.13M
GE
General Electric CO

Industrials
331
+ 4.84%
$291.49 - $314.28 $96.5K - $104K
7.17K $2.15M
XHYH
Bondbloxx ETF Tr Usd High Yiel

ETFs
2.37K
+ 3.13%
$35.49 - $36.24 $84.2K - $86K
78.1K $2.79M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.21K
+ 24.36%
$26.44 - $27.53 $58.5K - $60.9K
11.3K $307K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.11K
+ 1.08%
$53.68 - $54.54 $113K - $115K
197K $10.6M
IYC
Ishares U.S. Consumer Discreti

ETFs
871
+ 8.86%
$100.77 - $104.82 $87.8K - $91.3K
10.7K $1.08M
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email