Wespac Advisors, LLC Incresed Positions in Q3 2024

Wespac Advisors, LLC

  • $131 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.2K
+ 124.7%
$89.91 - $101.33 $917K - $1.03M
18.4K $1.8M
WMT
Walmart Inc.

Consumer Defensive
5.74K
+ 75.41%
$66.91 - $81.4 $384K - $468K
13.4K $1.08M
ITA
Ishares Tr

ETFs
1.23K
+ 7.23%
$131.58 - $149.64 $161K - $184K
18.2K $2.72M
IAK
Ishares Tr

ETFs
1.85K
+ 20.61%
$112.0 - $130.47 $207K - $241K
10.8K $1.4M
AAPL
Apple Inc.

Technology
13
+ 0.08%
$207.23 - $234.82 $2.69K - $3.05K
16.9K $3.94M
AMGN
Amgen Inc

Healthcare
985
+ 30.82%
$309.38 - $337.38 $305K - $332K
4.18K $1.35M
IYF
Ishares Tr

ETFs
2.25K
+ 27.42%
$93.83 - $105.05 $211K - $237K
10.5K $1.09M
RTX
Raytheon Technologies Corp

Industrials
89
+ 0.91%
$99.55 - $123.34 $8.86K - $11K
9.82K $1.19M
CGDV
Capital Group Divid Value ETF

ETFs
1.42K
+ 3.15%
$32.96 - $36.48 $46.8K - $51.8K
46.4K $1.69M
TXN
Texas Instruments Inc

Technology
1.01K
+ 18.44%
$194.6 - $194.6 $196K - $196K
6.48K $1.26M
KO
Coca Cola CO

Consumer Defensive
58
+ 0.3%
$62.69 - $73.01 $3.64K - $4.23K
19.6K $1.41M
MMM
3 M CO

Industrials
91
+ 2.18%
$99.69 - $139.42 $9.07K - $12.7K
4.26K $582K
ENB
Enbridge Inc

Energy
1.95K
+ 13.67%
$35.27 - $41.18 $68.9K - $80.4K
16.2K $659K
FSK
Fs Kkr Capital Corp

Financial Services
6.78K
+ 38.37%
$18.74 - $20.43 $127K - $138K
24.4K $482K
TTE
Total Energies Se

Energy
1.7K
+ 22.52%
$68.61 - $68.61 $117K - $117K
9.24K $634K
AVGO
Broadcom Inc.

Technology
5.67K
+ 947.08%
$136.27 - $1745.86 $773K - $9.9M
6.27K $1.08M
LDOS
Leidos Holdings, Inc.

Technology
258
+ 6.81%
$142.66 - $163.02 $36.8K - $42.1K
4.04K $659K
INDA
Ishares Msci India Index Fund

ETFs
720
+ 3.12%
$54.86 - $59.22 $39.5K - $42.6K
23.8K $1.39M
GRMN
Garmin LTD

Technology
215
+ 4.31%
$161.1 - $183.29 $34.6K - $39.4K
5.21K $916K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
169
+ 38.41%
$475.2 - $527.7 $80.3K - $89.2K
609 $321K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.15K
+ 3.92%
$24.39 - $25.28 $52.5K - $54.4K
57.1K $1.43M
EOG
Eog Resources Inc

Energy
857
+ 16.58%
$117.9 - $132.65 $101K - $114K
6.03K $740K
HSY
Hershey CO

Consumer Defensive
285
+ 6.71%
$182.45 - $203.25 $52K - $57.9K
4.53K $868K
CLOI
Vaneck ETF Tr

ETFs
1.51K
+ 2.85%
$52.65 - $53.04 $79.6K - $80.2K
54.5K $2.89M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
807
+ 0.87%
$18.55 - $19.57 $15K - $15.8K
93.4K $1.8M
NTAP
Net App, Inc.

Technology
875
+ 16.95%
$114.18 - $134.62 $99.9K - $118K
6.04K $745K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.26%
$801.83 - $917.05 $4.01K - $4.59K
1.95K $1.73M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.08K
+ 4.81%
$41.95 - $43.42 $45.1K - $46.7K
23.4K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 1.31%
$517.38 - $573.86 $10.9K - $12.1K
1.62K $931K
NFLX
Netflix Inc

Communication Services
55
+ 14.47%
$598.55 - $722.26 $32.9K - $39.7K
435 $308K
AMZN
Amazon Com Inc

Consumer Cyclical
354
+ 13.18%
$161.02 - $200.0 $57K - $70.8K
3.04K $566K
SHEL
Shell PLC

Energy
1.47K
+ 16.63%
$65.65 - $73.28 $96.2K - $107K
10.3K $678K
TER
Teradyne, Inc

Technology
765
+ 17.7%
$114.25 - $163.0 $87.4K - $125K
5.09K $681K
NRZ
New Residential Investment Corp.

Real Estate
5.5K
+ 6.97%
N/A
84.4K $611K
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.65%
$160.76 - $177.82 $4.18K - $4.62K
4.03K $698K
FNDX
Schwab Fundamental U S Large C

ETFs
13
+ 0.19%
$65.36 - $71.76 $850 - $933
7.03K $504K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 4.63%
$255.18 - $283.2 $12.8K - $14.2K
1.13K $320K
LLY
Eli Lilly & CO

Healthcare
84
+ 3.54%
$772.14 - $960.02 $64.9K - $80.6K
2.46K $2.18M
MPC
Marathon Petroleum Corp

Energy
429
+ 10.27%
$158.61 - $180.75 $68K - $77.5K
4.61K $750K
APH
Amphenol Corp

Technology
625
+ 8.01%
$58.39 - $70.41 $36.5K - $44K
8.43K $548K
WDS
Woodside Energy Group LTD

Energy
3.24K
+ 13.71%
$15.64 - $20.01 $50.7K - $64.8K
26.9K $463K
LAND
Gladstone Land Corp

Real Estate
695
+ 1.63%
$13.38 - $15.2 $9.3K - $10.6K
43.5K $604K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.12%
$194.9 - $224.8 $390 - $450
1.69K $356K
IYW
Ishares Dj Us Tech ETF

ETFs
44
+ 0.73%
$133.16 - $158.73 $5.86K - $6.98K
6.07K $920K
NVDA
Nvidia Corp

Technology
281
+ 2.11%
$98.91 - $134.91 $27.8K - $37.9K
13.6K $1.65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 1.23%
$147.95 - $191.05 $2.96K - $3.82K
1.65K $286K
ORCC
Owl Rock Capital Corp

Financial Services
160
+ 0.15%
N/A
107K $1.44M
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.4K
+ 25.73%
N/A
6.83K $0
CGMS
Capital Grp Core Plus Income E
1.78K
+ 8.67%
N/A
22.2K $0
Activity Summary
Buys All Purchases 88 New Holdings 30 Increased Positions 58 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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