Wespac Advisors So Cal, LLC Reduced Holdings in Q1 2025

Wespac Advisors So Cal, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-107K
- 73.79%
$84.95 - $100.62 $9.1M - $10.8M
38.1K $3.32M
AVGO
Broadcom Inc.

Technology
-18.6K
- 18.91%
$167.43 - $244.7 $3.11M - $4.55M
79.7K $13.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-23.5K
- 30.86%
$190.26 - $242.06 $4.47M - $5.69M
52.7K $10M
MSFT
Microsoft Corp

Technology
-6.56K
- 12.94%
$375.39 - $447.2 $2.46M - $2.93M
44.1K $16.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-9.48K
- 12.44%
$211.47 - $267.17 $2M - $2.53M
66.7K $14.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-67.5K
- 20.69%
$50.82 - $52.7 $3.43M - $3.56M
259K $13.6M
EME
Emcor Group, Inc.

Industrials
-1.88K
- 10.45%
$361.16 - $535.99 $679K - $1.01M
16.1K $5.96M
XLK
Technology Sector Spdr

ETFs
-7.42K
- 28.66%
$206.38 - $242.18 $1.53M - $1.8M
18.5K $3.81M
AAPL
Apple Inc.

Technology
-571
- 0.8%
$209.68 - $247.1 $120K - $141K
70.7K $15.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.2K
- 63.58%
$222.15 - $428.22 $933K - $1.8M
2.41K $623K
NVDA
Nvidia Corp

Technology
-52
- 0.07%
$106.98 - $149.43 $5.56K - $7.77K
70.8K $7.67M
WMT
Walmart Inc.

Consumer Defensive
-14.7K
- 8.58%
$84.5 - $105.05 $1.24M - $1.54M
157K $13.7M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-37K
- 14.82%
$47.08 - $50.67 $1.74M - $1.87M
213K $10.7M
VUG
Vanguard Growth ETF

ETFs
-2.27K
- 22.73%
$369.1 - $427.61 $838K - $971K
7.72K $2.86M
XLI
Industrial Sector Spdr

ETFs
-6.37K
- 67.21%
$128.78 - $141.67 $820K - $902K
3.11K $407K
LLY
Eli Lilly & CO

Healthcare
-1.04K
- 55.65%
$725.72 - $929.72 $751K - $962K
825 $681K
JPM
Jpmorgan Chase & CO

Financial Services
-1.71K
- 4.13%
$225.19 - $279.95 $384K - $477K
39.6K $9.7M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-5.31K
- 34.66%
$27.95 - $30.87 $148K - $164K
10K $283K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-200
- 12.38%
$468.34 - $539.52 $93.7K - $108K
1.42K $663K
AVUS
American Centy ETF Tr Avantis

ETFs
-963
- 18.97%
$90.7 - $101.57 $87.3K - $97.8K
4.11K $380K
HD
Home Depot, Inc.

Consumer Cyclical
-246
- 29.71%
$347.25 - $424.87 $85.4K - $105K
582 $213K
AVLV
American Centy ETF Tr Avantis
-1.51K
- 31.01%
$63.51 - $70.42 $95.6K - $106K
3.35K $218K
XOM
Exxon Mobil Corp

Energy
-1.17K
- 25.08%
$105.44 - $118.93 $123K - $139K
3.49K $415K
ISRG
Intuitive Surgical Inc

Healthcare
-78
- 8.77%
$476.63 - $610.45 $37.2K - $47.6K
811 $401K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.01K
- 12.87%
$49.36 - $53.08 $49.6K - $53.3K
6.81K $339K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-534
- 8.72%
$47.09 - $50.46 $25.1K - $26.9K
5.59K $266K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-48
- 0.93%
$41.35 - $44.46 $1.98K - $2.13K
5.11K $215K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-3
- 0.06%
$44.11 - $47.04 $132 - $141
4.72K $210K
First Tr Exchng Traded Fd Vi
-75.3K
- 55.03%
N/A
61.5K $0
AVGE
American Centy ETF Tr Avantis
-295
- 6.97%
N/A
3.94K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
-501
- 2.2%
$39.18 - $43.52 $19.6K - $21.8K
22.3K $933K
IAU
Ishares Gold Trust

ETFs
-70
- 1.04%
$49.74 - $58.96 $3.48K - $4.13K
6.68K $393K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-230
- 8.25%
$442.66 - $534.52 $102K - $123K
2.56K $1.36M
V
Visa Inc.

Financial Services
-640
- 6.56%
$306.92 - $362.71 $196K - $232K
9.11K $3.19M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-635
- 0.35%
$48.32 - $51.22 $30.7K - $32.5K
180K $9.02M
GD
General Dynamics Corp

Industrials
-148
- 0.7%
$241.94 - $272.58 $35.8K - $40.3K
21K $5.74M
IAK
Ishares Tr

ETFs
-4.2K
- 5.99%
$121.85 - $137.9 $511K - $579K
65.9K $9.08M
TMUS
T Mobile Us, Inc.

Communication Services
-3.58K
- 5.99%
$211.3 - $272.83 $755K - $975K
56.1K $15M
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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