Wespac Advisors, LLC Purchases in Q4 2025

Wespac Advisors, LLC

  • $155 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
16.4K
+ 209.6%
$278.39 - $304.13 $4.57M - $4.99M
24.3K $6.99M
MRK
Merck & Co., Inc.

Healthcare
27.8K
New
$82.49 - $92.93 $2.29M - $2.58M
27.8K $2.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.95K
+ 142.88%
$589.5 - $635.77 $2.33M - $2.51M
6.71K $4.05M
CLOI
Vaneck ETF Tr

ETFs
41.4K
+ 339.83%
$52.83 - $53.07 $2.19M - $2.2M
53.6K $2.84M
IVV
Ishares Core S&P 500 ETF

ETFs
3.03K
+ 28.77%
$656.2 - $690.71 $1.99M - $2.09M
13.5K $9.15M
CGDV
Capital Group Divid Value ETF

ETFs
39.7K
+ 63.11%
$41.33 - $43.47 $1.64M - $1.72M
103K $4.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
52.9K
+ 151.86%
$31.41 - $33.69 $1.66M - $1.78M
87.7K $2.83M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10.7K
+ 293.93%
$136.06 - $140.64 $1.46M - $1.51M
14.3K $1.98M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.3K
+ 339.85%
$91.46 - $91.76 $1.4M - $1.41M
19.8K $1.82M
XLV
Select Sector Spdr Fund Health

ETFs
8.45K
+ 327.23%
$141.95 - $152.82 $1.2M - $1.29M
11K $1.67M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
17.9K
+ 43.28%
$52.81 - $55.35 $944K - $990K
59.2K $3.22M
MLPX
Global X Mlp & Energy Infrastr

ETFs
14.7K
New
$57.84 - $62.5 $850K - $919K
14.7K $887K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
19.2K
+ 43.38%
$38.05 - $43.23 $732K - $831K
63.6K $2.56M
PVAL
Putnam ETF Tr Putnam Focused L
18.4K
+ 78.3%
$41.58 - $44.36 $765K - $816K
41.9K $1.83M
XLU
Utilities Sector Spdr

ETFs
9.15K
+ 209.89%
$87.89 - $92.9 $804K - $850K
13.5K $1.2M
IVE
Ishares S&P 500 Value ETF

ETFs
3.71K
+ 71.26%
$202.52 - $212.07 $752K - $787K
8.92K $1.87M
GILD
Gilead Sciences, Inc.

Healthcare
6.33K
New
$110.56 - $125.2 $700K - $792K
6.33K $785K
KNTK
Kinetik Holdings Inc.

Energy
21.9K
New
$32.89 - $40.81 $720K - $894K
21.9K $755K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
9.73K
New
$68.28 - $84.44 $665K - $822K
9.73K $741K
WDC
Western Digital Corp

Technology
4.61K
New
$113.13 - $174.22 $521K - $802K
4.61K $726K
AMGN
Amgen Inc

Healthcare
2.09K
New
$290.13 - $341.71 $606K - $713K
2.09K $713K
MU
Micron Technology Inc

Technology
2.81K
New
$181.6 - $253.3 $510K - $712K
2.81K $693K
TER
Teradyne, Inc

Technology
3.86K
New
$132.08 - $187.59 $510K - $724K
3.86K $655K
IAU
Ishares Gold Trust

ETFs
6.78K
+ 25.24%
$72.65 - $82.5 $493K - $560K
33.7K $2.59M
TBUX
T Rowe Price Exchange Traded F

ETFs
11.7K
New
$49.81 - $50.02 $584K - $586K
11.7K $585K
NEM
Newmont Corp

Basic Materials
6.71K
New
$78.63 - $98.27 $528K - $660K
6.71K $584K
MPWR
Monolithic Power Systems Inc

Technology
601
New
$904.44 - $1105.05 $544K - $664K
601 $553K
ALB
Albemarle Corp

Basic Materials
4.55K
New
$84.47 - $115.14 $384K - $524K
4.55K $524K
MSFT
Microsoft Corp

Technology
1.02K
+ 27.78%
$496.82 - $542.07 $508K - $555K
4.71K $2.39M
IWM
Ishares Russell 2000 ETF

ETFs
2.03K
+ 35.27%
$236.79 - $250.33 $481K - $509K
7.8K $1.85M
XLP
Consumer Staples Sector Spdr

ETFs
5.18K
New
N/A
5.18K $393K
GLD
Spdr Gold Trust

ETFs
847
+ 35.74%
$354.79 - $403.15 $301K - $341K
3.22K $1.21M
VXF
Vanguard Extended Market ETF

ETFs
1.8K
+ 74.82%
$204.22 - $215.05 $367K - $387K
4.2K $857K
TTWO
Take Two Interactive Software Inc

Communication Services
1.56K
+ 151.85%
$232.0 - $262.29 $361K - $409K
2.58K $607K
WBD
Warner Bros. Discovery, Inc.

Communication Services
13.3K
New
$17.1 - $23.05 $228K - $307K
13.3K $306K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.04K
+ 15.48%
$50.99 - $54.42 $257K - $274K
37.6K $2.02M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
13K
New
$23.01 - $23.18 $299K - $301K
13K $300K
GOOGL
Alphabet Inc.

Communication Services
565
+ 13.37%
$236.57 - $291.31 $134K - $165K
4.79K $1.32M
SLV
I Shares Silver Trust

ETFs
3.46K
+ 10.81%
$42.4 - $49.17 $147K - $170K
35.5K $1.63M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.46K
New
$110.58 - $112.2 $272K - $276K
2.46K $272K
EWJ
Ishares Msci Japan ETF

ETFs
3.08K
New
$78.36 - $84.34 $241K - $260K
3.08K $258K
GOOG
Alphabet Inc.

Communication Services
600
+ 30.44%
$237.49 - $291.74 $142K - $175K
2.57K $734K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
9.95K
New
$25.44 - $25.56 $253K - $254K
9.95K $253K
VT
Vanguard Total World Stk Index

ETFs
1.74K
New
$135.16 - $141.78 $235K - $247K
1.74K $242K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.03K
New
$56.5 - $60.52 $228K - $244K
4.03K $236K
UBER
Uber Technologies, Inc

Technology
2.58K
New
$91.62 - $100.1 $236K - $258K
2.58K $236K
KEY
Keycorp

Financial Services
13.2K
New
$16.78 - $18.63 $221K - $246K
13.2K $232K
EXC
Exelon Corp

Utilities
4.96K
New
$44.97 - $48.24 $223K - $239K
4.96K $227K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
535
+ 40.35%
$325.34 - $368.61 $174K - $197K
1.86K $642K
Activity Summary
Buys All Purchases 81 New Holdings 33 Increased Positions 48 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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