Wespac Advisors So Cal, LLC Incresed Positions in Q1 2025

Wespac Advisors So Cal, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
21.7K
+ 67.24%
$124.05 - $156.86 $2.69M - $3.4M
53.9K $8.26M
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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
33.1K
+ 57.48%
$50.48 - $51.04 $1.67M - $1.69M
90.6K $4.59M
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
ELV
Elevance Health, Inc.

Healthcare
1.29K
+ 50.63%
$365.9 - $436.25 $471K - $562K
3.83K $1.67M
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
ETN
Eaton Corp PLC

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

Real Estate
643
+ 62.25%
$803.0 - $959.97 $516K - $617K
1.68K $1.37M
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
NFLX
Netflix Inc

Communication Services
11
+ 0.31%
$828.4 - $1058.6 $9.11K - $11.6K
3.6K $3.36M
SRLN
Ssga Active Trust

ETFs
6.12K
+ 3.92%
$41.02 - $41.99 $251K - $257K
162K $6.67M
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
Ge Vernova Inc
529
+ 12.35%
N/A
4.81K $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
URA
Global X Uranium ETF

ETFs
3.16K
+ 4.74%
$22.92 - $30.98 $72.5K - $98K
69.9K $1.6M
AXON
Axon Enterprise, Inc.

Industrials
38
+ 1.11%
$496.65 - $710.01 $18.9K - $27K
3.46K $1.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
154
+ 1.22%
$165.25 - $224.62 $25.4K - $34.6K
12.8K $2.12M
NOW
Service Now, Inc.

Technology
220
+ 5.99%
$783.83 - $1170.39 $172K - $257K
3.89K $3.1M
GOOGL
Alphabet Inc.

Communication Services
560
+ 0.76%
$154.33 - $206.19 $86.4K - $115K
74.6K $11.5M
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
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