Wespac Advisors, LLC Incresed Positions 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
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
IDV
Ishares Tr

ETFs
29.4K
+ 472.3%
$35.91 - $38.56 $1.06M - $1.13M
35.6K $1.36M
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
IAU
Ishares Gold Trust

ETFs
6.78K
+ 25.24%
$72.65 - $82.5 $493K - $560K
33.7K $2.59M
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
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
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.04K
+ 15.48%
$50.99 - $54.42 $257K - $274K
37.6K $2.02M
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
GOOG
Alphabet Inc.

Communication Services
600
+ 30.44%
$237.49 - $291.74 $142K - $175K
2.57K $734K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
535
+ 40.35%
$325.34 - $368.61 $174K - $197K
1.86K $642K
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
CVX
Chevron Corp

Energy
513
+ 28.71%
$148.9 - $157.72 $76.4K - $80.9K
2.3K $356K
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
J P Morgan Exchange Traded F
24.3K
+ 55.02%
N/A
68.6K $0
J P Morgan Exchange Traded F
37.1K
+ 40.13%
N/A
129K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
20
+ 0.41%
N/A
4.85K $0
Pgim ETF Tr
160
+ 0.98%
N/A
16.5K $0
Ge Vernova Inc
68
+ 8.85%
N/A
836 $0
Pimco ETF Tr
103K
+ 996.51%
N/A
113K $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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