Wespac Advisors So Cal, LLC Purchases in Q1 2025

Wespac Advisors So Cal, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
109K
New
$88.64 - $92.03 $9.68M - $10.1M
109K $9.9M
WELL
Welltower Inc.

Real Estate
21.7K
+ 67.24%
$124.05 - $156.86 $2.69M - $3.4M
53.9K $8.26M
GS
Goldman Sachs Group Inc

Financial Services
5.89K
New
$524.81 - $672.19 $3.09M - $3.96M
5.89K $3.22M
JMBS
Janus Detroit Str Tr Henderson

ETFs
67.8K
+ 98.15%
$43.53 - $45.42 $2.95M - $3.08M
137K $6.18M
XLV
Select Sector Spdr Fund Health

ETFs
11.6K
+ 12.6%
$137.61 - $149.68 $1.6M - $1.74M
104K $15.2M
XLE
Energy Sector Spdr

ETFs
21.6K
+ 36.95%
$85.7 - $93.96 $1.85M - $2.03M
79.9K $7.47M
IBM
International Business Machines Corp

Technology
7.16K
New
$217.4 - $264.74 $1.56M - $1.9M
7.16K $1.78M
CEG
Constellation Energy Corp

Utilities
8.68K
New
$201.63 - $347.44 $1.75M - $3.02M
8.68K $1.75M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
33.1K
+ 57.48%
$50.48 - $51.04 $1.67M - $1.69M
90.6K $4.59M
KCE
Spdr S&P Capital Markets ETF

ETFs
12.1K
New
$122.39 - $146.44 $1.48M - $1.77M
12.1K $1.53M
JBBB
Janus Detroit Str Tr Henderson

ETFs
23.8K
+ 23.09%
$48.34 - $49.66 $1.15M - $1.18M
127K $6.18M
KO
Coca Cola CO

Consumer Defensive
5.5K
+ 8.75%
$60.81 - $72.32 $334K - $398K
68.3K $4.89M
BX
Blackstone Inc.

Financial Services
5.78K
New
$136.53 - $186.74 $789K - $1.08M
5.78K $808K
C
Citigroup Inc

Financial Services
10.5K
New
$67.23 - $84.63 $707K - $890K
10.5K $746K
ELV
Elevance Health, Inc.

Healthcare
1.29K
+ 50.63%
$365.9 - $436.25 $471K - $562K
3.83K $1.67M
KKR
Kkr & Co. Inc.

Financial Services
6.17K
New
$108.17 - $167.07 $667K - $1.03M
6.17K $712K
PG
Procter & Gamble CO

Consumer Defensive
3.27K
+ 8.24%
$158.56 - $176.26 $519K - $577K
43K $7.33M
XLP
Consumer Staples Sector Spdr

ETFs
8.15K
+ 40.83%
N/A
28.1K $2.14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.62K
+ 14.48%
$85.29 - $92.57 $394K - $428K
36.5K $3.33M
VST
Vistra Corp.

Utilities
4.52K
New
$108.49 - $191.89 $491K - $868K
4.52K $531K
ETN
Eaton Corp PLC

Industrials
6.86K
+ 30.32%
$271.83 - $371.23 $1.86M - $2.55M
29.5K $8.01M
HUBB
Hubbell Inc

Industrials
1.45K
New
$330.91 - $456.86 $480K - $663K
1.45K $480K
RACE
Ferrari N.V.

Consumer Cyclical
1.08K
+ 30.09%
$413.73 - $508.15 $447K - $549K
4.67K $2M
IAI
Ishares Tr Us Broker Dealers &

ETFs
6.01K
+ 6.49%
$134.68 - $159.3 $809K - $957K
98.5K $13.8M
COST
Costco Wholesale Corp

Consumer Defensive
435
New
$890.62 - $1076.86 $387K - $468K
435 $411K
U
Unity Software Inc.

Technology
20.9K
New
$19.44 - $28.34 $407K - $593K
20.9K $410K
EQIX
Equinix Inc

Real Estate
643
+ 62.25%
$803.0 - $959.97 $516K - $617K
1.68K $1.37M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
18.1K
New
$18.17 - $22.43 $329K - $406K
18.1K $388K
PLTR
Palantir Technologies Inc.

Technology
2.46K
+ 13.65%
$64.98 - $124.62 $160K - $306K
20.5K $1.73M
XHYH
Bondbloxx ETF Tr Usd High Yiel

ETFs
10.2K
+ 15.71%
$34.53 - $35.21 $352K - $359K
75.1K $2.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
793
+ 24.94%
$308.86 - $455.36 $245K - $361K
3.97K $1.4M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.89K
+ 8.87%
$157.71 - $180.77 $456K - $523K
35.5K $5.7M
XLC
Select Sector Spdr Tr Communic

ETFs
3.04K
+ 8.39%
$94.84 - $105.31 $288K - $320K
39.3K $3.79M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.38K
New
$68.32 - $75.06 $231K - $254K
3.38K $252K
MPC
Marathon Petroleum Corp

Energy
1.7K
New
$134.72 - $159.03 $229K - $270K
1.7K $247K
CVX
Chevron Corp

Energy
1.29K
New
$146.71 - $167.97 $190K - $217K
1.29K $216K
SRLN
Ssga Active Trust

ETFs
6.12K
+ 3.92%
$41.02 - $41.99 $251K - $257K
162K $6.67M
NFLX
Netflix Inc

Communication Services
11
+ 0.31%
$828.4 - $1058.6 $9.11K - $11.6K
3.6K $3.36M
FISV
Fiserv Inc

Technology
958
+ 25.24%
N/A
4.75K $595K
META
Meta Platforms, Inc.

Communication Services
290
+ 8.0%
$576.36 - $736.67 $167K - $214K
3.91K $2.26M
XLU
Utilities Sector Spdr

ETFs
3
+ 0.01%
$74.7 - $80.27 $224 - $241
22.9K $1.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.44K
+ 3.34%
$62.72 - $71.92 $90.4K - $104K
44.6K $2.81M
OMFL
Invesco Exchange Traded Self I

ETFs
545
+ 10.09%
$52.19 - $57.45 $28.4K - $31.3K
5.95K $316K
Proshares Tr
12.5K
New
N/A
12.5K $0
Ge Vernova Inc
529
+ 12.35%
N/A
4.81K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
60.2K
New
N/A
60.2K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
110
+ 2.31%
$53.6 - $58.97 $5.9K - $6.49K
4.88K $266K
LMT
Lockheed Martin Corp

Industrials
98
+ 2.64%
$423.19 - $506.29 $41.5K - $49.6K
3.81K $1.7M
IYC
Ishares U.S. Consumer Discreti

ETFs
584
+ 2.07%
$85.71 - $101.2 $50.1K - $59.1K
28.8K $2.54M
Activity Summary
Buys All Purchases 55 New Holdings 19 Increased Positions 36 Sells All Sells 39 Reductions 39 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