Wespac Advisors So Cal, LLC Portfolio Holdings
Wespac Advisors So Cal, LLC
- $423 Million
- Q2 2025
Wespac Advisors So Cal, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $423 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 $18.6M, Vaneck ETF Tr Semiconductor Et with a value of $18.4M, Broadcom Inc. with a value of $16.9M, Ishares Tr Us Broker Dealers & with a value of $16.6M, and Walmart Inc. with a value of $15.1M.
Examining the 13F form we can see an increase of $45.8M in the current position value, from $377M to 423M.
Below you can find more details about Wespac Advisors So Cal, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$423 Million
ETFs: $174 Million
Technology: $86.8 Million
Communication Services: $36 Million
Consumer Defensive: $29.9 Million
Financial Services: $28.8 Million
Industrials: $27 Million
Consumer Cyclical: $14.6 Million
Real Estate: $9.67 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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