Wespac Advisors So Cal, LLC Incresed Positions in Q4 2024

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
19.8K
+ 154.82%
$153.8 - $176.52 $3.04M - $3.49M
32.6K $5.4M
IAI
Ishares Tr Us Broker Dealers &

ETFs
14.7K
+ 18.96%
$127.59 - $153.41 $1.88M - $2.26M
92.5K $13.3M
ETN
Eaton Corp PLC

Industrials
8.02K
+ 54.92%
$326.96 - $377.52 $2.62M - $3.03M
22.6K $7.51M
IAK
Ishares Tr

ETFs
19.6K
+ 38.75%
$123.78 - $138.16 $2.42M - $2.71M
70.1K $8.87M
TSLA
Tesla, Inc.

Consumer Cyclical
3.81K
+ 136.52%
$213.65 - $479.86 $815K - $1.83M
6.61K $2.67M
JBBB
Janus Detroit Str Tr Henderson

ETFs
28.4K
+ 38.09%
$48.59 - $49.45 $1.38M - $1.41M
103K $5.07M
PLTR
Palantir Technologies Inc.

Technology
11.5K
+ 177.08%
$36.46 - $82.38 $420K - $948K
18K $1.36M
WELL
Welltower Inc.

Real Estate
8.48K
+ 35.72%
$123.11 - $139.3 $1.04M - $1.18M
32.2K $4.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.95K
+ 6.94%
$238.25 - $261.28 $1.18M - $1.29M
76.2K $18.5M
IYC
Ishares U.S. Consumer Discreti

ETFs
8.16K
+ 40.75%
$85.96 - $101.28 $701K - $826K
28.2K $2.71M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
30.6K
+ 10.35%
$51.33 - $53.74 $1.57M - $1.64M
326K $16.8M
AXON
Axon Enterprise, Inc.

Industrials
573
+ 20.14%
$399.22 - $689.78 $229K - $395K
3.42K $2.03M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.2K
+ 31.11%
$58.39 - $67.04 $597K - $686K
43.1K $2.74M
SRLN
Ssga Active Trust

ETFs
12.7K
+ 8.83%
$41.48 - $42.08 $525K - $533K
156K $6.51M
JMBS
Janus Detroit Str Tr Henderson

ETFs
14.3K
+ 26.15%
$44.03 - $46.65 $630K - $668K
69K $3.05M
STOT
Spdr Doubleline Short Duration

ETFs
10.1K
+ 24.76%
$46.75 - $47.33 $473K - $479K
51K $2.39M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
14.9K
+ 7.0%
$41.68 - $42.56 $621K - $634K
228K $9.5M
XHYH
Bondbloxx ETF Tr Usd High Yiel

ETFs
8.62K
+ 15.31%
$34.62 - $35.69 $299K - $308K
64.9K $2.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
244
+ 17.78%
$481.22 - $538.17 $117K - $131K
1.62K $826K
CMF
Ishares California Muni Bond E

ETFs
2.6K
+ 49.49%
$56.66 - $58.1 $147K - $151K
7.86K $450K
META
Meta Platforms, Inc.

Communication Services
106
+ 3.01%
$554.08 - $632.68 $58.7K - $67.1K
3.62K $2.14M
EQIX
Equinix Inc

Real Estate
63
+ 6.49%
$865.69 - $985.0 $54.5K - $62.1K
1.03K $974K
IAU
Ishares Gold Trust

ETFs
1.12K
+ 19.88%
$48.37 - $52.65 $54.1K - $58.9K
6.75K $334K
SPY
Spdr S&P 500 ETF Trust

ETFs
72
+ 17.73%
$567.81 - $607.81 $40.9K - $43.8K
478 $280K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
260
+ 4.43%
$47.71 - $49.76 $12.4K - $12.9K
6.13K $299K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
100
+ 2.14%
$56.06 - $61.35 $5.61K - $6.14K
4.77K $269K
AVGE
American Centy ETF Tr Avantis
206
+ 5.11%
N/A
4.23K $0
Ge Vernova Inc
1.46K
+ 51.93%
N/A
4.28K $0
First Tr Exchng Traded Fd Vi
3.87K
+ 2.91%
N/A
137K $0
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.24%
$385.02 - $431.37 $770 - $863
828 $322K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.91K
+ 186.28%
$26.93 - $84.95 $159K - $502K
9.08K $247K
RACE
Ferrari N.V.

Consumer Cyclical
149
+ 4.33%
$422.83 - $490.34 $63K - $73.1K
3.59K $1.53M
GD
General Dynamics Corp

Industrials
2.08K
+ 10.86%
$260.28 - $314.03 $540K - $652K
21.2K $5.58M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.37K
+ 4.49%
$87.1 - $98.49 $120K - $135K
31.9K $2.79M
ELV
Elevance Health, Inc.

Healthcare
63
+ 2.54%
$365.96 - $514.62 $23.1K - $32.4K
2.54K $939K
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.35K
+ 4.25%
$49.36 - $53.72 $363K - $395K
180K $8.91M
ITB
Ishares Tr

ETFs
3.81K
+ 5.85%
$103.31 - $129.34 $393K - $493K
68.9K $7.12M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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