Wescap Management Group, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $405 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $35.7M, Vanguard Intermediate Term Cor with a value of $27.6M, Xtrackers Msci Eafe Hedged Equ with a value of $25.3M, Schwab Fundamental Intl Large with a value of $21.2M, and Ishares Gold Trust with a value of $19.3M.
Examining the 13F form we can see an increase of $9.19M in the current position value, from $395M to 405M.
Wescap Management Group, Inc. is based out at Glendale, CA
Below you can find more details about Wescap Management Group, Inc. portfolio as well as his latest detailed transactions.