Wespac Advisors So Cal, LLC Sells in Q3 2024

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
-155K
- 96.63%
$60.05 - $65.83 $9.33M - $10.2M
5.41K $356K
XLE
Energy Sector Spdr

ETFs
-61.4K
- 49.66%
$84.35 - $93.39 $5.18M - $5.74M
62.3K $5.47M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-76K
- 53.4%
$50.52 - $50.95 $3.84M - $3.87M
66.4K $3.38M
GOOGL
Alphabet Inc.

Communication Services
-8.14K
- 8.77%
$148.65 - $191.18 $1.21M - $1.56M
84.7K $14M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.21K
- 6.84%
$161.02 - $200.0 $1M - $1.24M
84.6K $15.8M
MSFT
Microsoft Corp

Technology
-1.98K
- 3.7%
$395.15 - $467.56 $783K - $927K
51.6K $22.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-24.4K
- 42.63%
$52.1 - $59.66 $1.27M - $1.46M
32.9K $1.95M
NVDA
Nvidia Corp

Technology
-3.11K
- 3.84%
$98.91 - $134.91 $308K - $419K
77.9K $9.46M
VUG
Vanguard Growth ETF

ETFs
-1.76K
- 11.81%
$341.08 - $391.94 $601K - $691K
13.2K $5.05M
URA
Global X Uranium ETF

ETFs
-16.8K
- 35.76%
$23.18 - $31.26 $390K - $525K
30.2K $863K
XOM
Exxon Mobil Corp

Energy
-1.81K
- 27.94%
$109.72 - $119.0 $198K - $215K
4.66K $546K
XLC
Select Sector Spdr Tr Communic

ETFs
-4.9K
- 8.66%
$82.16 - $90.4 $403K - $443K
51.7K $4.67M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-11.2K
- 5.14%
$43.21 - $46.51 $485K - $522K
207K $9.62M
V
Visa Inc.

Financial Services
-819
- 7.4%
$253.74 - $291.56 $208K - $239K
10.3K $2.82M
IYW
Ishares Dj Us Tech ETF

ETFs
-300
- 9.97%
$133.16 - $158.73 $39.9K - $47.6K
2.71K $410K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-96
- 6.54%
$434.77 - $502.96 $41.7K - $48.3K
1.37K $669K
OMFL
Invesco Exchange Traded Self I

ETFs
-495
- 8.4%
$47.65 - $52.99 $23.6K - $26.2K
5.4K $286K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 12.5%
$517.38 - $573.86 $30K - $33.3K
406 $232K
AVUS
American Centy ETF Tr Avantis

ETFs
-410
- 5.83%
$86.27 - $95.15 $35.4K - $39K
6.62K $629K
ISRG
Intuitive Surgical Inc

Healthcare
-24
- 2.63%
$416.14 - $494.01 $9.99K - $11.9K
889 $436K
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.36%
$191.76 - $263.26 $1.92K - $2.63K
2.79K $730K
JPM
Jpmorgan Chase & CO

Financial Services
-304
- 0.67%
$194.9 - $224.8 $59.2K - $68.3K
44.8K $9.44M
KO
Coca Cola CO

Consumer Defensive
-629
- 0.96%
$62.69 - $73.01 $39.4K - $45.9K
65K $4.67M
Activity Summary
Buys All Purchases 59 New Holdings 19 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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