Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $423 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HEIA
Heico Crp Cl A
Q2 2019 Filed on Jul 30, 2019
101
N/A
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2019 Filed on Jul 30, 2019
114
$112.01 - $135.18 $12.8K - $15.4K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
33
$12.64 - $14.21 $417 - $469
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
230
$110.89 - $123.88 $25.5K - $28.5K
ENTG
Entegris Inc

Technology
Q2 2019 Filed on Jul 30, 2019
225
$34.3 - $41.99 $7.72K - $9.45K
DIOD
Diodes Inc

Technology
Q2 2019 Filed on Jul 30, 2019
257
$30.93 - $39.2 $7.95K - $10.1K
Perspecta Inc
Q2 2019 Filed on Jul 30, 2019
18
N/A
STLD
Steel Dynamics Inc

Basic Materials
Q2 2019 Filed on Jul 30, 2019
50
$25.15 - $35.84 $1.26K - $1.79K
NVS
Novartis Ag

Healthcare
Q2 2019 Filed on Jul 30, 2019
1,775
$75.4 - $92.8 $134K - $165K
NOC
Northrop Grumman Corp

Industrials
Q2 2019 Filed on Jul 30, 2019
400
$266.76 - $323.82 $107K - $130K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
300
$77.14 - $89.2 $23.1K - $26.8K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
226
$13.41 - $16.63 $3.03K - $3.76K
New Home Company Inc (The)
Q2 2019 Filed on Jul 30, 2019
200
N/A
NCR
Ncr Corp

Technology
Q2 2019 Filed on Jul 30, 2019
24
$28.26 - $32.74 $678 - $786
MSI
Motorola Solutions, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
16
$140.63 - $166.86 $2.25K - $2.67K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
1,042
$49.61 - $55.48 $51.7K - $57.8K
LITE
Lumentum Holdings Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
2
$40.47 - $63.74 $80.9 - $127
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
230
$27.4 - $33.27 $6.3K - $7.65K
SJM
J M Smucker CO

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
3
$115.19 - $127.5 $346 - $383
SLV
I Shares Silver Trust

ETFs
Q2 2019 Filed on Jul 30, 2019
500
$13.46 - $14.46 $6.73K - $7.23K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2019 Filed on Jul 30, 2019
595
$39.91 - $44.59 $23.7K - $26.5K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
75
$63.4 - $66.99 $4.76K - $5.02K
IYJ
Ishares Tr

ETFs
Q2 2019 Filed on Jul 30, 2019
100
$73.79 - $79.44 $7.38K - $7.94K
IYE
Ishares Tr

ETFs
Q2 2019 Filed on Jul 30, 2019
700
$31.84 - $37.32 $22.3K - $26.1K
NCA
Nuveen California Municipal Value Fund

Financial Services
Q2 2019 Filed on Jul 30, 2019
990
$9.61 - $10.09 $9.51K - $9.99K
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2019 Filed on Jul 30, 2019
200
$88.16 - $108.08 $17.6K - $21.6K
Onco Sec Medical Inc
Q2 2019 Filed on Jul 30, 2019
200
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
350
$73.96 - $84.69 $25.9K - $29.6K
Sprint Corp
Q2 2019 Filed on Jul 30, 2019
510
N/A
GLD
Spdr Gold Trust

ETFs
Q2 2019 Filed on Jul 30, 2019
100
$119.94 - $134.2 $12K - $13.4K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2019 Filed on Jul 30, 2019
600
$248.22 - $268.08 $149K - $161K
Seagate Technology PLC
Q2 2019 Filed on Jul 30, 2019
2,291
N/A
SLB
Schlumberger Limited

Energy
Q2 2019 Filed on Jul 30, 2019
568
$34.69 - $47.41 $19.7K - $26.9K
SANM
Sanmina Corp

Technology
Q2 2019 Filed on Jul 30, 2019
66
$26.59 - $34.24 $1.75K - $2.26K
SPGI
S&P Global Inc.

Financial Services
Q2 2019 Filed on Jul 30, 2019
40
$208.68 - $231.28 $8.35K - $9.25K
Raytheon CO
Q2 2019 Filed on Jul 30, 2019
500
N/A
QCOM
Qualcomm Inc

Technology
Q2 2019 Filed on Jul 30, 2019
555
$55.9 - $89.29 $31K - $49.6K
PSA
Public Storage

Real Estate
Q2 2019 Filed on Jul 30, 2019
50
$214.35 - $245.21 $10.7K - $12.3K
PRU
Prudential Financial Inc

Financial Services
Q2 2019 Filed on Jul 30, 2019
200
$92.38 - $105.71 $18.5K - $21.1K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2019 Filed on Jul 30, 2019
150
$126.76 - $137.28 $19K - $20.6K
PZC
Pimco California Municipal Income Fund Iii

Financial Services
Q2 2019 Filed on Jul 30, 2019
2,795
$10.27 - $11.18 $28.7K - $31.2K
PSX
Phillips 66

Energy
Q2 2019 Filed on Jul 30, 2019
300
$80.8 - $98.61 $24.2K - $29.6K
KALU
Kaiser Aluminum Corp

Basic Materials
Q2 2019 Filed on Jul 30, 2019
5,590
$89.12 - $108.79 $498K - $608K
PANW
Palo Alto Networks Inc

Technology
Q2 2019 Filed on Jul 30, 2019
93
$195.54 - $250.77 $18.2K - $23.3K
IPGP
Ipg Photonics Corp

Technology
Q2 2019 Filed on Jul 30, 2019
100
$125.17 - $181.63 $12.5K - $18.2K
INGN
Inogen Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
75
$63.19 - $95.15 $4.74K - $7.14K
IMO
Imperial Oil LTD

Energy
Q2 2019 Filed on Jul 30, 2019
1,800
$26.7 - $30.08 $48.1K - $54.1K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
3,298
$67.55 - $73.99 $223K - $244K
CLX
Clorox CO

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
306
$146.72 - $159.73 $44.9K - $48.9K
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email