Wespac Advisors So Cal, LLC Portfolio Holdings
Wespac Advisors So Cal, LLC
- $377 Million
- Q1 2025
Wespac Advisors So Cal, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $377 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.6M, Apple Inc. with a value of $15.7M, Select Sector Spdr Fund Health with a value of $15.2M, T Mobile Us, Inc. with a value of $15M, and Vaneck ETF Tr Semiconductor Et with a value of $14.1M.
Examining the 13F form we can see an decrease of $57.8M in the current position value, from $435M 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: $172 Million
Technology: $64.9 Million
Communication Services: $32.1 Million
Consumer Defensive: $26.4 Million
Industrials: $23.7 Million
Financial Services: $20.2 Million
Consumer Cyclical: $12.9 Million
Real Estate: $9.62 Million
Other: $5.91 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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