Wespac Advisors, LLC Purchases in Q4 2025

Wespac Advisors, LLC

  • $155 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
2.34K
New
$88.13 - $92.69 $206K - $217K
2.34K $209K
EXPE
Expedia Group, Inc.

Consumer Cyclical
736
New
$210.33 - $273.65 $155K - $201K
736 $194K
MS
Morgan Stanley

Financial Services
1.19K
New
$151.86 - $169.92 $181K - $203K
1.19K $190K
HBAN
Huntington Bancshares Inc

Financial Services
11.8K
New
$15.16 - $17.21 $179K - $203K
11.8K $185K
HII
Huntington Ingalls Industries, Inc.

Industrials
592
New
$280.02 - $324.19 $166K - $192K
592 $185K
BAC
Bank Of America Corp

Financial Services
3.54K
+ 20.44%
$48.65 - $54.11 $172K - $192K
20.9K $1.07M
AAPL
Apple Inc.

Technology
39
+ 0.32%
$245.27 - $275.25 $9.57K - $10.7K
12.3K $3.3M
EMB
Ishares Tr

ETFs
1.45K
+ 44.74%
$94.63 - $97.03 $137K - $141K
4.69K $449K
EOSE
Eos Energy Enterprises, Inc.

Industrials
4K
+ 30.82%
$12.36 - $19.19 $49.4K - $76.8K
17K $239K
TSLA
Tesla, Inc.

Consumer Cyclical
396
+ 19.0%
$401.99 - $468.37 $159K - $185K
2.48K $1.01M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.33K
+ 3.31%
$10.53 - $10.74 $24.5K - $25K
72.6K $773K
LQD
Ishares Iboxx $ Investment Gra

ETFs
259
+ 10.36%
$110.25 - $112.92 $28.6K - $29.2K
2.76K $304K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2.29K
+ 3.25%
$10.64 - $10.96 $24.3K - $25.1K
72.7K $789K
IBM
International Business Machines Corp

Technology
5
+ 0.43%
$275.97 - $314.98 $1.38K - $1.57K
1.17K $347K
SCCO
Southern Copper Corp

Basic Materials
14
+ 0.81%
$122.64 - $141.68 $1.72K - $1.98K
1.75K $228K
FNDX
Schwab Fundamental U S Large C

ETFs
4
+ 0.03%
$25.68 - $26.95 $103 - $108
15.7K $416K
BND
Vanguard Bd Index Fd Inc Total

ETFs
62
+ 1.2%
$74.09 - $75.1 $4.59K - $4.66K
5.23K $387K
ORCL
Oracle Corp

Technology
391
+ 28.75%
$217.57 - $313.0 $85.1K - $122K
1.75K $384K
SPYI
Shp ETF Tr Neos S&P 500 High I
17.6K
New
N/A
17.6K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
20
+ 0.41%
N/A
4.85K $0
Ge Vernova Inc
68
+ 8.85%
N/A
836 $0
Innventure Inc
10K
New
N/A
10K $0
ETF Opportunities Trust
75.2K
New
N/A
75.2K $0
T1 Energy Inc
10K
New
N/A
10K $0
J P Morgan Exchange Traded F
24.3K
+ 55.02%
N/A
68.6K $0
Pimco ETF Tr
103K
+ 996.51%
N/A
113K $0
Pgim ETF Tr
160
+ 0.98%
N/A
16.5K $0
J P Morgan Exchange Traded F
37.1K
+ 40.13%
N/A
129K $0
V
Visa Inc.

Financial Services
30
+ 2.19%
$325.75 - $352.42 $9.77K - $10.6K
1.4K $455K
NFLX
Netflix Inc

Communication Services
2.51K
+ 740.71%
$110.29 - $1241.35 $277K - $3.12M
2.85K $314K
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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