Wespac Advisors So Cal, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $377 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.9M, Nvidia Corp with a value of $19.7M, Broadcom Inc. with a value of $17.5M, Amazon Com Inc with a value of $16.9M, and Apple Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $38.4M in the current position value, from $339M to 377M.
Below you can find more details about Wespac Advisors So Cal, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$377 Million
ETFs: $142 Million
Technology: $94.5 Million
Healthcare: $29.8 Million
Communication Services: $26.4 Million
Consumer Defensive: $25.9 Million
Consumer Cyclical: $25.8 Million
Financial Services: $14.8 Million
Industrials: $6.8 Million
Other: $1.29 Million
Stock Holdings Table Market Cap. of $200 Billions or more