Wespac Advisors So Cal, LLC Sells in Q2 2025

Wespac Advisors So Cal, LLC

  • $423 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-147K
- 69.16%
$44.37 - $50.04 $6.52M - $7.36M
65.5K $3.12M
XLV
Select Sector Spdr Fund Health

ETFs
-22.4K
- 21.54%
$128.77 - $144.3 $2.88M - $3.23M
81.5K $11M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-93.1K
- 56.86%
$42.44 - $50.03 $3.95M - $4.66M
70.6K $3.53M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-71.5K
- 27.62%
$51.1 - $53.29 $3.65M - $3.81M
187K $9.98M
SRLN
Ssga Active Trust

ETFs
-83.6K
- 51.54%
$39.47 - $41.59 $3.3M - $3.48M
78.6K $3.27M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-65.2K
- 51.4%
$46.79 - $48.56 $3.05M - $3.17M
61.7K $2.97M
ETN
Eaton Corp PLC

Industrials
-11.8K
- 40.04%
$246.52 - $356.99 $2.91M - $4.21M
17.7K $6.31M
IYC
Ishares U.S. Consumer Discreti

ETFs
-18.9K
- 65.57%
$79.19 - $99.64 $1.49M - $1.88M
9.9K $986K
AAPL
Apple Inc.

Technology
-499
- 0.71%
$172.42 - $223.89 $86K - $112K
70.2K $14.4M
XLP
Consumer Staples Sector Spdr

ETFs
-16.7K
- 59.2%
N/A
11.5K $872K
XLE
Energy Sector Spdr

ETFs
-2.37K
- 2.96%
$76.44 - $94.13 $181K - $223K
77.5K $6.58M
VUG
Vanguard Growth ETF

ETFs
-3.11K
- 40.34%
$329.49 - $438.4 $1.03M - $1.36M
4.6K $2.02M
COST
Costco Wholesale Corp

Consumer Defensive
-233
- 53.56%
$908.13 - $1056.85 $212K - $246K
202 $199K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.21K
- 3.3%
$83.97 - $92.85 $101K - $112K
35.3K $3.12M
EMB
Ishares Tr

ETFs
-4.25K
- 3.89%
$86.54 - $92.62 $368K - $394K
105K $9.72M
LLY
Eli Lilly & CO

Healthcare
-116
- 14.06%
$713.71 - $898.95 $82.8K - $104K
709 $552K
XHYH
Bondbloxx ETF Tr Usd High Yiel

ETFs
-4.62K
- 6.14%
$33.67 - $35.63 $155K - $164K
70.5K $2.51M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2K
- 29.39%
$46.04 - $53.67 $92.1K - $107K
4.81K $257K
XOM
Exxon Mobil Corp

Energy
-359
- 10.29%
$99.93 - $119.04 $35.9K - $42.7K
3.13K $337K
AVUS
American Centy ETF Tr Avantis

ETFs
-671
- 16.31%
$81.38 - $100.82 $54.6K - $67.7K
3.44K $347K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-525
- 2.35%
$37.08 - $42.26 $19.5K - $22.2K
21.8K $902K
XLI
Industrial Sector Spdr

ETFs
-394
- 12.68%
$116.42 - $147.52 $45.9K - $58.1K
2.71K $400K
AVGE
American Centy ETF Tr Avantis
-930
- 23.61%
N/A
3.01K $0
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-347
- 6.21%
$43.86 - $51.74 $15.2K - $18K
5.24K $271K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-250
- 4.57%
$39.93 - $46.67 $9.98K - $11.7K
5.22K $243K
IAU
Ishares Gold Trust

ETFs
-100
- 1.5%
$56.1 - $64.74 $5.61K - $6.47K
6.58K $410K
ISRG
Intuitive Surgical Inc

Healthcare
-10
- 1.23%
$451.58 - $565.94 $4.52K - $5.66K
801 $435K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-414
- 2.16%
$53.5 - $71.62 $22.1K - $29.7K
18.7K $1.34M
KCE
Spdr S&P Capital Markets ETF

ETFs
-209
- 1.72%
$108.52 - $144.93 $22.7K - $30.3K
11.9K $1.73M
RACE
Ferrari N.V.

Consumer Cyclical
-38
- 0.81%
$397.86 - $499.02 $15.1K - $19K
4.64K $2.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-50
- 0.39%
$141.37 - $228.57 $7.07K - $11.4K
12.7K $2.88M
WMT
Walmart Inc.

Consumer Defensive
-1.84K
- 1.18%
$81.79 - $99.98 $151K - $184K
155K $15.1M
EME
Emcor Group, Inc.

Industrials
-2.2K
- 13.66%
$342.02 - $534.89 $753K - $1.18M
13.9K $7.44M
MSFT
Microsoft Corp

Technology
-6.69K
- 15.15%
$354.56 - $497.45 $2.37M - $3.33M
37.4K $18.6M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-230
- 0.23%
$122.04 - $169.14 $28.1K - $38.9K
98.2K $16.6M
NVDA
Nvidia Corp

Technology
-2.47K
- 3.49%
$94.31 - $157.99 $233K - $391K
68.3K $10.8M
AVGO
Broadcom Inc.

Technology
-18.3K
- 22.94%
$146.29 - $275.65 $2.68M - $5.04M
61.4K $16.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-900
- 1.35%
$179.95 - $278.88 $162K - $251K
65.8K $18.4M
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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