Wespac Advisors, LLC Portfolio Holdings
Wespac Advisors, LLC
- $131 Million
- Q4 2024
Wespac Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $4.77M, Pgim ETF Tr with a value of $4.3M, Apple Inc. with a value of $4.18M, Ishares Core S&P 500 ETF with a value of $4.16M, and Vanguard Index Fds S&P 500 ETF with a value of $4.01M.
Examining the 13F form we can see an decrease of $61K in the current position value, from $131M to 131M.
Below you can find more details about Wespac Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$131 Million
ETFs: $64.5 Million
Technology: $18.1 Million
Financial Services: $10.3 Million
Energy: $7.83 Million
Consumer Defensive: $7.3 Million
Industrials: $6.46 Million
Real Estate: $4.55 Million
Communication Services: $4.21 Million
Other: $7.34 Million