Wespac Advisors So Cal, LLC Incresed Positions in Q2 2025

Wespac Advisors So Cal, LLC

  • $423 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
15.1K
+ 42.64%
$144.94 - $210.94 $2.19M - $3.19M
50.6K $10.7M
CEG
Constellation Energy Corp

Utilities
11.2K
+ 128.91%
$170.96 - $322.76 $1.91M - $3.61M
19.9K $6.42M
XLK
Technology Sector Spdr

ETFs
12.7K
+ 68.58%
$179.73 - $253.23 $2.28M - $3.21M
31.1K $7.89M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
46.3K
+ 103.94%
$57.46 - $75.58 $2.66M - $3.5M
90.9K $6.87M
IAK
Ishares Tr

ETFs
23.7K
+ 35.94%
$122.44 - $138.47 $2.9M - $3.28M
89.6K $12M
AVUV
American Centy ETF Tr Avantis

ETFs
27.4K
+ 71.99%
$75.17 - $91.21 $2.06M - $2.5M
65.5K $5.96M
PLTR
Palantir Technologies Inc.

Technology
7.38K
+ 36.06%
$74.01 - $144.25 $546K - $1.06M
27.8K $3.8M
GOOGL
Alphabet Inc.

Communication Services
1.75K
+ 2.34%
$144.7 - $178.6 $253K - $312K
76.3K $13.5M
JPM
Jpmorgan Chase & CO

Financial Services
177
+ 0.45%
$210.28 - $289.91 $37.2K - $51.3K
39.7K $11.5M
KO
Coca Cola CO

Consumer Defensive
23.1K
+ 33.84%
$68.37 - $73.9 $1.58M - $1.71M
91.5K $6.47M
AMZN
Amazon Com Inc

Consumer Cyclical
127
+ 0.24%
$167.32 - $223.3 $21.2K - $28.4K
52.8K $11.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
26.8K
+ 29.54%
$49.79 - $50.75 $1.33M - $1.36M
117K $5.95M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.2K
+ 30.24%
$321.63 - $509.31 $386K - $612K
5.17K $2.63M
NOW
Service Now, Inc.

Technology
305
+ 7.84%
$721.65 - $1040.18 $220K - $317K
4.2K $4.31M
AXON
Axon Enterprise, Inc.

Industrials
163
+ 4.72%
$497.13 - $827.94 $81K - $135K
3.62K $3M
GS
Goldman Sachs Group Inc

Financial Services
299
+ 5.07%
$462.22 - $707.75 $138K - $212K
6.19K $4.38M
VST
Vistra Corp.

Utilities
4.22K
+ 93.19%
$98.07 - $195.04 $413K - $822K
8.74K $1.69M
JMBS
Janus Detroit Str Tr Henderson

ETFs
18K
+ 13.16%
$43.89 - $45.45 $790K - $818K
155K $6.97M
IGLB
Ishares 10+ Year Investment Gr

ETFs
15.4K
+ 8.57%
$47.55 - $50.44 $732K - $776K
195K $9.79M
XLU
Utilities Sector Spdr

ETFs
8.59K
+ 37.59%
$73.09 - $82.77 $628K - $711K
31.5K $2.57M
PG
Procter & Gamble CO

Consumer Defensive
7.62K
+ 17.72%
$157.66 - $172.39 $1.2M - $1.31M
50.6K $8.06M
META
Meta Platforms, Inc.

Communication Services
131
+ 3.35%
$484.66 - $738.09 $63.5K - $96.7K
4.04K $2.98M
C
Citigroup Inc

Financial Services
6.26K
+ 59.5%
$58.13 - $85.12 $364K - $533K
16.8K $1.43M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.24K
+ 273.14%
$68.13 - $74.77 $630K - $691K
12.6K $919K
KKR
Kkr & Co. Inc.

Financial Services
3.94K
+ 63.9%
$92.79 - $134.29 $366K - $529K
10.1K $1.34M
FISV
Fiserv Inc

Technology
4.56K
+ 96.0%
N/A
9.32K $1.17M
GD
General Dynamics Corp

Industrials
526
+ 2.5%
$247.68 - $291.66 $130K - $153K
21.6K $6.29M
HUBB
Hubbell Inc

Industrials
927
+ 63.84%
$315.94 - $408.41 $293K - $379K
2.38K $971K
V
Visa Inc.

Financial Services
1.18K
+ 12.98%
$308.27 - $373.31 $365K - $442K
10.3K $3.65M
IBM
International Business Machines Corp

Technology
359
+ 5.01%
$221.03 - $294.78 $79.3K - $106K
7.52K $2.22M
BX
Blackstone Inc.

Financial Services
2.01K
+ 34.76%
$120.07 - $151.11 $241K - $304K
7.79K $1.17M
LMT
Lockheed Martin Corp

Industrials
252
+ 6.62%
$430.82 - $486.45 $109K - $123K
4.06K $1.88M
WELL
Welltower Inc.

Real Estate
17
+ 0.03%
$136.49 - $155.22 $2.32K - $2.64K
53.9K $8.29M
EQIX
Equinix Inc

Real Estate
58
+ 3.46%
$740.07 - $914.43 $42.9K - $53K
1.73K $1.38M
XTEN
Bondbloxx ETF Tr Bloomberg 10
120K
+ 199.59%
N/A
180K $0
Ge Vernova Inc
1.13K
+ 23.55%
N/A
5.95K $0
ELV
Elevance Health, Inc.

Healthcare
412
+ 10.75%
$372.27 - $452.69 $153K - $187K
4.24K $1.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.04%
$483.48 - $539.8 $483 - $540
2.56K $1.24M
TMUS
T Mobile Us, Inc.

Communication Services
912
+ 1.62%
$220.99 - $268.54 $202K - $245K
57.1K $13.6M
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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