Wespac Advisors So Cal, LLC Reduced Holdings in Q3 2025

Wespac Advisors So Cal, LLC

  • $453 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-22.1K
- 27.15%
$129.01 - $139.72 $2.86M - $3.09M
59.4K $8.27M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-51.5K
- 26.42%
$48.96 - $52.08 $2.52M - $2.68M
144K $7.4M
LMT
Lockheed Martin Corp

Industrials
-3.65K
- 90.02%
$410.74 - $499.21 $1.5M - $1.82M
405 $202K
PG
Procter & Gamble CO

Consumer Defensive
-3.73K
- 7.37%
$150.47 - $161.22 $561K - $602K
46.9K $7.2M
KO
Coca Cola CO

Consumer Defensive
-2.36K
- 2.58%
$65.67 - $71.67 $155K - $169K
89.1K $5.91M
NOW
Service Now, Inc.

Technology
-34
- 0.81%
$850.86 - $1044.69 $28.9K - $35.5K
4.16K $3.83M
TMUS
T Mobile Us, Inc.

Communication Services
-1.84K
- 3.22%
$226.02 - $259.01 $415K - $476K
55.2K $13.2M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-9.29K
- 13.16%
$49.98 - $52.24 $464K - $485K
61.3K $3.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-942
- 1.78%
$211.65 - $238.24 $199K - $224K
51.9K $11.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-2.38K
- 2.62%
$70.85 - $76.96 $169K - $183K
88.5K $6.73M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.23K
- 9.76%
$72.01 - $74.44 $88.7K - $91.7K
11.4K $837K
XLP
Consumer Staples Sector Spdr

ETFs
-766
- 6.68%
N/A
10.7K $814K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.1K
- 22.56%
$55.15 - $58.11 $60.7K - $63.9K
3.78K $216K
LLY
Eli Lilly & CO

Healthcare
-46
- 6.49%
$625.65 - $812.69 $28.8K - $37.4K
663 $505K
IAK
Ishares Tr

ETFs
-45
- 0.05%
$126.37 - $134.46 $5.69K - $6.05K
89.5K $12M
RACE
Ferrari N.V.

Consumer Cyclical
-10
- 0.22%
$436.24 - $517.65 $4.36K - $5.18K
4.63K $2.24M
XLI
Industrial Sector Spdr

ETFs
-217
- 8.0%
$147.94 - $154.99 $32.1K - $33.6K
2.5K $385K
OMFL
Invesco Exchange Traded Self I

ETFs
-420
- 7.06%
$57.41 - $60.45 $24.1K - $25.4K
5.53K $332K
Ge Vernova Inc
-26
- 0.44%
N/A
5.92K $0
First Tr Exchange Traded Fd
-14.3K
- 1.88%
N/A
744K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
-304
- 1.4%
$40.94 - $42.85 $12.4K - $13K
21.5K $905K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-90
- 1.72%
$51.7 - $54.73 $4.65K - $4.93K
5.15K $282K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.78%
$459.11 - $506.91 $9.18K - $10.1K
2.54K $1.28M
IAU
Ishares Gold Trust

ETFs
-394
- 5.99%
$61.62 - $72.77 $24.3K - $28.7K
6.18K $449K
IYC
Ishares U.S. Consumer Discreti

ETFs
-78
- 0.79%
$98.12 - $105.85 $7.65K - $8.26K
9.83K $1.03M
KCE
Spdr S&P Capital Markets ETF

ETFs
-172
- 1.44%
$145.94 - $157.83 $25.1K - $27.1K
11.7K $1.79M
BX
Blackstone Inc.

Financial Services
-409
- 5.25%
$152.77 - $188.68 $62.5K - $77.2K
7.38K $1.26M
ETN
Eaton Corp PLC

Industrials
-474
- 2.68%
$342.99 - $392.76 $163K - $186K
17.2K $6.44M
XLU
Utilities Sector Spdr

ETFs
-4
- 0.01%
$81.14 - $87.32 $325 - $349
31.4K $2.74M
XLE
Energy Sector Spdr

ETFs
-1.69K
- 2.18%
$84.25 - $91.99 $142K - $155K
75.9K $6.78M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-500
- 4.44%
$50.79 - $76.4 $25.4K - $38.2K
10.8K $822K
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.83%
$293.94 - $444.72 $5.88K - $8.89K
2.39K $1.06M
WMT
Walmart Inc.

Consumer Defensive
-4.38K
- 2.83%
$94.4 - $104.27 $414K - $457K
150K $15.5M
MSFT
Microsoft Corp

Technology
-473
- 1.26%
$491.09 - $535.64 $232K - $253K
37K $19.1M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-841
- 0.86%
$168.93 - $178.7 $142K - $150K
97.4K $17.2M
JPM
Jpmorgan Chase & CO

Financial Services
-1.23K
- 3.09%
$282.78 - $316.06 $347K - $387K
38.5K $12.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-13
- 0.1%
$224.68 - $282.71 $2.92K - $3.68K
12.7K $3.55M
NVDA
Nvidia Corp

Technology
-6.42K
- 9.4%
$153.3 - $186.58 $984K - $1.2M
61.9K $11.5M
GD
General Dynamics Corp

Industrials
-428
- 1.98%
$293.92 - $341.0 $126K - $146K
21.1K $7.21M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-404
- 0.8%
$205.52 - $234.96 $83K - $94.9K
50.2K $11.8M
WELL
Welltower Inc.

Real Estate
-915
- 1.7%
$150.71 - $178.14 $138K - $163K
53K $9.44M
EME
Emcor Group, Inc.

Industrials
-459
- 3.3%
$530.88 - $655.83 $244K - $301K
13.5K $8.74M
AAPL
Apple Inc.

Technology
-1.79K
- 2.55%
$202.38 - $256.87 $362K - $460K
68.4K $17.4M
GOOGL
Alphabet Inc.

Communication Services
-2.04K
- 2.67%
$174.36 - $254.72 $355K - $519K
74.3K $18.1M
Activity Summary
Buys All Purchases 53 New Holdings 14 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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