Wespac Advisors So Cal, LLC Purchases and Sells in Q2 2024

Wespac Advisors So Cal, LLC

$390 Million
Q2 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	52.5K + 160.07%	$138.43 - $147.09 $7.27M - $7.72M	85.3K $12.4M
AVGO	29 + 0.22%	$1204.71 - $1828.87 $34.9K - $53K	13.2K $21.2M
IGIB	58.7K + 46.66%	$50.02 - $51.62 $2.93M - $3.03M	184K $9.45M
LLY	938 + 6.49%	$724.87 - $909.04 $680K - $853K	15.4K $13.9M
XLE	26K + 26.65%	$88.04 - $98.08 $2.29M - $2.55M	124K $11.3M
JAAA	38.7K + 37.37%	$50.49 - $50.93 $1.96M - $1.97M	142K $7.25M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FMAY	218K New	$42.92 - $44.74 $9.36M - $9.76M	218K $9.74M
XEMD	160K New	$40.6 - $41.68 $6.51M - $6.69M	160K $6.59M
QJUN	132K New	$24.53 - $26.55 $3.23M - $3.5M	132K $3.49M
XAR	10.7K New	$132.1 - $144.92 $1.41M - $1.55M	10.7K $1.5M
URA	47K New	$28.77 - $33.21 $1.35M - $1.56M	47K $1.36M
QMAR	15.3K New	$25.43 - $28.05 $390K - $430K	15.3K $428K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-2.23K - 1.44%	$86.93 - $93.77 $194K - $209K	152K $13.7M
TLT	-5.9K - 21.7%	$87.78 - $94.67 $518K - $559K	21.3K $1.95M
XLI	-816 - 1.04%	$120.47 - $125.94 $98.3K - $103K	77.3K $9.42M
AAPL	-19.6K - 20.4%	$165.0 - $216.67 $3.24M - $4.25M	76.5K $16.1M
JPM	-1.11K - 2.4%	$180.08 - $204.79 $200K - $227K	45.1K $9.12M
KO	-4.57K - 6.51%	$58.06 - $64.15 $265K - $293K	65.6K $4.18M

Activity Summary All Purchases 51 New Holdings 10 Increased Positions 41 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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