Wespac Advisors So Cal, LLC Purchases in Q3 2025

Wespac Advisors So Cal, LLC

  • $453 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
51.7K
+ 78.94%
$90.37 - $102.12 $4.67M - $5.28M
117K $11.7M
AVGO
Broadcom Inc.

Technology
1.83K
+ 2.98%
$264.74 - $369.57 $484K - $676K
63.3K $20.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.43K
+ 3.7%
$275.84 - $326.36 $671K - $794K
68.3K $22.3M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
20.2K
New
$138.08 - $151.2 $2.79M - $3.06M
20.2K $3.06M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
29.8K
New
$100.37 - $100.74 $2.99M - $3M
29.8K $3M
ORCL
Oracle Corp

Technology
1.33K
+ 4.21%
$218.96 - $328.33 $292K - $437K
33K $9.27M
GE
General Electric CO

Industrials
6.84K
New
$244.75 - $305.63 $1.67M - $2.09M
6.84K $2.06M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.5K
New
$50.47 - $50.74 $1.99M - $2M
39.5K $2M
PLTR
Palantir Technologies Inc.

Technology
1.13K
+ 4.04%
$130.68 - $186.97 $147K - $210K
29K $5.29M
CMF
Ishares California Muni Bond E

ETFs
24.4K
New
$55.16 - $57.13 $1.35M - $1.39M
24.4K $1.39M
HOOD
Robinhood Markets, Inc.

Technology
406
+ 2.22%
$91.27 - $143.18 $37.1K - $58.1K
18.7K $2.68M
FCAL
First Tr Iii Calif Mun High In

ETFs
15.3K
New
$47.44 - $48.99 $725K - $749K
15.3K $745K
GS
Goldman Sachs Group Inc

Financial Services
232
+ 3.75%
$696.56 - $806.32 $162K - $187K
6.42K $5.11M
BGNE
Bei Gene, Ltd.

Healthcare
3.12K
New
N/A
3.12K $706K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
7.19K
+ 38.4%
$71.75 - $79.74 $516K - $573K
25.9K $2.03M
EMB
Ishares Tr

ETFs
3.44K
+ 3.27%
$91.52 - $95.59 $315K - $329K
108K $10.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.6K
+ 4.06%
$52.55 - $54.37 $399K - $413K
195K $10.5M
ARGX
Argenx Se

Healthcare
181
+ 12.11%
$538.64 - $768.0 $97.5K - $139K
1.68K $1.24M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.67K
+ 6.54%
$50.53 - $50.82 $388K - $390K
125K $6.35M
VUG
Vanguard Growth ETF

ETFs
394
+ 8.56%
$433.97 - $484.08 $171K - $191K
5K $2.4M
C
Citigroup Inc

Financial Services
233
+ 1.39%
$85.57 - $103.49 $19.9K - $24.1K
17K $1.73M
XLC
Select Sector Spdr Tr Communic

ETFs
232
+ 0.94%
$105.99 - $119.41 $24.6K - $27.7K
25K $2.96M
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.44K
+ 2.22%
$44.34 - $45.94 $153K - $158K
158K $7.23M
KKR
Kkr & Co. Inc.

Financial Services
2.12K
+ 20.97%
$129.95 - $152.16 $275K - $322K
12.2K $1.59M
U
Unity Software Inc.

Technology
6K
New
$24.01 - $46.53 $144K - $279K
6K $240K
CEG
Constellation Energy Corp

Utilities
313
+ 1.57%
$298.82 - $354.89 $93.5K - $111K
20.2K $6.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4K
New
$55.61 - $57.37 $223K - $230K
4K $228K
XHYH
Bondbloxx ETF Tr Usd High Yiel

ETFs
5.21K
+ 7.38%
$35.24 - $35.96 $184K - $187K
75.7K $2.72M
SPOT
Spotify Technology S.A.

Communication Services
360
+ 25.3%
$620.01 - $738.53 $223K - $266K
1.78K $1.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 2.75%
$546.99 - $602.2 $21.3K - $23.5K
1.46K $873K
SRLN
Ssga Active Trust

ETFs
1.97K
+ 2.51%
$41.28 - $41.65 $81.4K - $82.1K
80.6K $3.35M
ROK
Rockwell Automation, Inc

Industrials
65
+ 1.97%
$328.67 - $358.52 $21.4K - $23.3K
3.37K $1.18M
META
Meta Platforms, Inc.

Communication Services
118
+ 2.92%
$695.21 - $791.73 $82K - $93.4K
4.16K $3.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
559
+ 5.11%
$284.17 - $319.49 $159K - $179K
11.5K $3.56M
HUBB
Hubbell Inc

Industrials
9
+ 0.38%
$410.51 - $450.93 $3.69K - $4.06K
2.39K $1.03M
VGT
Vanguard Information Technolog

ETFs
39
+ 12.66%
$656.44 - $753.15 $25.6K - $29.4K
347 $259K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
121
+ 10.62%
$236.25 - $257.69 $28.6K - $31.2K
1.26K $323K
AVUS
American Centy ETF Tr Avantis

ETFs
156
+ 4.53%
$101.2 - $109.16 $15.8K - $17K
3.6K $391K
VST
Vistra Corp.

Utilities
88
+ 1.01%
$182.0 - $217.92 $16K - $19.2K
8.83K $1.73M
V
Visa Inc.

Financial Services
506
+ 4.92%
$332.09 - $358.86 $168K - $182K
10.8K $3.69M
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.58K
+ 4.21%
N/A
188K $0
First Tr Exchange Traded Fd
15.2K
+ 22.4%
N/A
83K $0
Vanguard Calif Tax Free Fds
9.71K
New
N/A
9.71K $0
Arista Networks Inc
7.38K
New
N/A
7.38K $0
Dimensional ETF Trust
15.4K
New
N/A
15.4K $0
Blackrock ETF Trust Ii
19.1K
New
N/A
19.1K $0
AVGE
American Centy ETF Tr Avantis
27
+ 0.9%
N/A
3.04K $0
Pimco ETF Tr
324K
New
N/A
324K $0
IBM
International Business Machines Corp

Technology
301
+ 4.0%
$234.77 - $292.47 $70.7K - $88K
7.82K $2.21M
Activity Summary
Buys All Purchases 53 New Holdings 14 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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