Wespac Advisors So Cal, LLC Incresed Positions in Q3 2024

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
111K
+ 60.39%
$50.85 - $53.88 $5.66M - $6M
296K $15.9M
IAK
Ishares Tr

ETFs
46.3K
+ 1097.23%
$112.0 - $130.47 $5.19M - $6.04M
50.5K $6.52M
ITB
Ishares Tr

ETFs
18.3K
+ 39.11%
$97.52 - $128.64 $1.78M - $2.35M
65.1K $8.27M
IGLB
Ishares 10+ Year Investment Gr

ETFs
52.5K
+ 43.53%
$49.38 - $54.19 $2.59M - $2.84M
173K $9.27M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
52.6K
+ 32.79%
$40.79 - $42.86 $2.15M - $2.25M
213K $9.13M
WMT
Walmart Inc.

Consumer Defensive
3.18K
+ 1.82%
$66.91 - $81.4 $213K - $259K
178K $14.3M
XLV
Select Sector Spdr Fund Health

ETFs
11.6K
+ 13.61%
$143.3 - $157.24 $1.66M - $1.83M
96.9K $14.9M
TMUS
T Mobile Us, Inc.

Communication Services
2.89K
+ 4.91%
$175.14 - $206.36 $506K - $596K
61.7K $12.7M
AVUV
American Centy ETF Tr Avantis

ETFs
14K
+ 9.17%
$88.24 - $99.7 $1.23M - $1.39M
166K $15.9M
AAPL
Apple Inc.

Technology
1.19K
+ 1.55%
$207.23 - $234.82 $247K - $279K
77.7K $18.1M
XLI
Industrial Sector Spdr

ETFs
1.55K
+ 2.01%
$120.56 - $135.44 $187K - $210K
78.9K $10.7M
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.69K
+ 2.22%
$115.73 - $128.74 $195K - $217K
77.7K $9.99M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.25K
+ 43.44%
$89.91 - $101.33 $832K - $937K
30.5K $3M
JMBS
Janus Detroit Str Tr Henderson

ETFs
16.5K
+ 43.15%
$44.13 - $47.01 $728K - $775K
54.7K $2.55M
LLY
Eli Lilly & CO

Healthcare
1.29K
+ 8.38%
$772.14 - $960.02 $996K - $1.24M
16.7K $14.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.8K
+ 79.62%
$38.04 - $45.36 $563K - $672K
33.4K $1.49M
XLU
Utilities Sector Spdr

ETFs
6.23K
+ 34.3%
$67.67 - $80.78 $421K - $503K
24.4K $1.97M
XLK
Technology Sector Spdr

ETFs
3.05K
+ 12.95%
$197.34 - $237.68 $602K - $725K
26.6K $6.01M
PG
Procter & Gamble CO

Consumer Defensive
1.95K
+ 5.11%
$160.76 - $177.82 $313K - $346K
40K $6.93M
NOW
Service Now, Inc.

Technology
205
+ 5.56%
$730.87 - $937.36 $150K - $192K
3.89K $3.48M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.09K
+ 19.56%
$139.03 - $157.34 $291K - $329K
12.8K $2.01M
LMT
Lockheed Martin Corp

Industrials
107
+ 2.93%
$460.3 - $584.56 $49.3K - $62.5K
3.76K $2.2M
XLF
Financial Sector Spdr

ETFs
6.81K
+ 16.84%
$40.84 - $45.74 $278K - $312K
47.3K $2.14M
XLP
Consumer Staples Sector Spdr

ETFs
6.12K
+ 26.83%
$76.04 - $76.04 $465K - $465K
28.9K $2.2M
AXON
Axon Enterprise, Inc.

Industrials
516
+ 22.16%
$286.16 - $399.6 $148K - $206K
2.85K $1.14M
GD
General Dynamics Corp

Industrials
627
+ 3.39%
$279.51 - $308.09 $175K - $193K
19.1K $5.78M
META
Meta Platforms, Inc.

Communication Services
140
+ 4.15%
$453.41 - $572.44 $63.5K - $80.1K
3.52K $2.01M
QJUN
First Tr ETF
8.63K
+ 6.55%
$24.85 - $27.22 $214K - $235K
140K $3.79M
RACE
Ferrari N.V.

Consumer Cyclical
182
+ 5.58%
$405.92 - $496.79 $73.9K - $90.4K
3.44K $1.62M
ELV
Elevance Health, Inc.

Healthcare
435
+ 21.26%
$500.12 - $562.29 $218K - $245K
2.48K $1.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 1.82%
$405.19 - $478.57 $20.3K - $23.9K
2.8K $1.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
450
+ 3.08%
$147.95 - $191.05 $66.6K - $86K
15.1K $2.61M
AMD
Advanced Micro Devices Inc

Technology
378
+ 23.91%
$128.67 - $183.96 $48.6K - $69.5K
1.96K $321K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
569
+ 7.79%
$46.67 - $50.52 $26.6K - $28.7K
7.87K $397K
AVGE
American Centy ETF Tr Avantis
243
+ 6.42%
N/A
4.03K $0
BP
Bp PLC

Energy
700
+ 8.66%
$30.78 - $37.05 $21.5K - $25.9K
8.79K $275K
ASML
Asml Holding Nv

Technology
1.54K
+ 15.08%
$749.82 - $1098.95 $1.15M - $1.69M
11.7K $9.76M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
74
+ 0.1%
$211.47 - $281.27 $15.6K - $20.8K
71.3K $17.5M
AVGO
Broadcom Inc.

Technology
94.9K
+ 718.59%
$136.27 - $1745.86 $12.9M - $166M
108K $18.7M
Activity Summary
Buys All Purchases 59 New Holdings 19 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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