Wespac Advisors So Cal, LLC Reduced Holdings in Q4 2024

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-14.8K
- 88.85%
$727.2 - $932.06 $10.8M - $13.8M
1.86K $1.44M
XLI
Industrial Sector Spdr

ETFs
-69.4K
- 87.98%
$131.76 - $143.99 $9.14M - $9.99M
9.48K $1.25M
ASML
Asml Holding Nv

Technology
-4.16K
- 35.49%
$658.43 - $872.27 $2.74M - $3.63M
7.56K $5.24M
XLV
Select Sector Spdr Fund Health

ETFs
-4.6K
- 4.75%
$136.28 - $154.74 $627K - $712K
92.3K $12.7M
AVUV
American Centy ETF Tr Avantis

ETFs
-21K
- 12.63%
$94.37 - $106.41 $1.98M - $2.23M
145K $14M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-15.5K
- 5.85%
$47.77 - $51.75 $741K - $803K
249K $12.1M
XLC
Select Sector Spdr Tr Communic

ETFs
-15.5K
- 29.91%
$89.66 - $102.16 $1.39M - $1.58M
36.2K $3.51M
VUG
Vanguard Growth ETF

ETFs
-3.18K
- 24.14%
$378.79 - $428.11 $1.2M - $1.36M
9.99K $4.1M
MSFT
Microsoft Corp

Technology
-873
- 1.69%
$406.35 - $454.46 $355K - $397K
50.7K $21.4M
KO
Coca Cola CO

Consumer Defensive
-2.16K
- 3.32%
$61.74 - $71.71 $133K - $155K
62.8K $3.91M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-10.6K
- 31.72%
$40.06 - $45.21 $425K - $479K
22.8K $928K
XLE
Energy Sector Spdr

ETFs
-3.93K
- 6.31%
$83.32 - $97.27 $328K - $383K
58.3K $5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.87K
- 13.36%
$50.62 - $50.97 $449K - $452K
57.5K $2.92M
LMT
Lockheed Martin Corp

Industrials
-49
- 1.3%
$479.66 - $614.62 $23.5K - $30.1K
3.71K $1.8M
PG
Procter & Gamble CO

Consumer Defensive
-300
- 0.75%
$161.05 - $179.7 $48.3K - $53.9K
39.7K $6.66M
AAPL
Apple Inc.

Technology
-6.44K
- 8.28%
$221.69 - $259.02 $1.43M - $1.67M
71.3K $17.9M
XLF
Financial Sector Spdr

ETFs
-8.02K
- 16.96%
$44.89 - $51.34 $360K - $412K
39.3K $1.9M
XLU
Utilities Sector Spdr

ETFs
-1.52K
- 6.22%
$74.89 - $82.93 $114K - $126K
22.9K $1.73M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-8.12K
- 3.92%
$46.18 - $48.09 $375K - $390K
199K $9.43M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.54K
- 23.31%
$94.36 - $102.06 $146K - $157K
5.08K $492K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.42K
- 16.07%
$172.07 - $207.36 $416K - $501K
12.6K $2.49M
AVLV
American Centy ETF Tr Avantis
-558
- 10.31%
$65.51 - $71.22 $36.6K - $39.7K
4.85K $324K
GOOGL
Alphabet Inc.

Communication Services
-10.7K
- 12.58%
$161.86 - $196.66 $1.73M - $2.1M
74K $14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.25%
$442.29 - $483.08 $3.1K - $3.38K
2.79K $1.26M
QJUN
First Tr ETF
-5.44K
- 3.87%
$26.78 - $28.75 $146K - $156K
135K $3.78M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-400
- 3.85%
$29.73 - $30.81 $11.9K - $12.3K
10K $304K
CATH
Global X Fds Global X S&P 500

ETFs
-200
- 1.69%
$68.5 - $73.81 $13.7K - $14.8K
11.7K $826K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-59
- 0.75%
$50.07 - $52.35 $2.95K - $3.09K
7.81K $401K
XLK
Technology Sector Spdr

ETFs
-705
- 2.65%
$220.26 - $241.44 $155K - $170K
25.9K $6.02M
NVDA
Nvidia Corp

Technology
-7.07K
- 9.08%
$117.0 - $148.88 $827K - $1.05M
70.8K $9.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
-378
- 10.63%
$275.15 - $388.2 $104K - $147K
3.18K $1.09M
V
Visa Inc.

Financial Services
-502
- 4.9%
$273.87 - $320.91 $137K - $161K
9.75K $3.08M
NOW
Service Now, Inc.

Technology
-223
- 5.73%
$867.18 - $1148.42 $193K - $256K
3.67K $3.89M
JPM
Jpmorgan Chase & CO

Financial Services
-3.54K
- 7.89%
$205.18 - $250.29 $725K - $885K
41.3K $9.89M
TMUS
T Mobile Us, Inc.

Communication Services
-1.95K
- 3.16%
$206.1 - $246.94 $402K - $482K
59.7K $13.2M
NFLX
Netflix Inc

Communication Services
-264
- 6.85%
$687.65 - $936.56 $182K - $247K
3.59K $3.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.36K
- 9.88%
$180.88 - $232.93 $1.51M - $1.95M
76.2K $16.7M
WMT
Walmart Inc.

Consumer Defensive
-6.36K
- 3.58%
$79.1 - $95.7 $503K - $609K
171K $15.5M
AVGO
Broadcom Inc.

Technology
-9.82K
- 9.08%
$159.67 - $250.0 $1.57M - $2.45M
98.3K $22.8M
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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