Wespac Advisors So Cal, LLC Purchases in Q4 2025

Wespac Advisors So Cal, LLC

  • $480 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
330
+ 3.07%
$68.28 - $84.44 $22.5K - $27.9K
11.1K $844K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
592
+ 9.87%
$33.05 - $33.87 $19.6K - $20.1K
6.59K $221K
JEPI
J P Morgan Exchange Traded Fd

ETFs
174
+ 4.35%
$56.0 - $57.6 $9.74K - $10K
4.18K $237K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
48
+ 1.27%
$55.63 - $58.98 $2.67K - $2.83K
3.82K $224K
First Tr Exchange Traded Fd
18.2K
+ 21.86%
N/A
101K $0
QTUM
ETF Ser Solutions Defiance Qua
3.49K
New
N/A
3.49K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
3.63K
+ 1.93%
N/A
191K $0
Pimco ETF Tr
10.6K
+ 3.28%
N/A
334K $0
Ge Vernova Inc
305
+ 5.15%
N/A
6.22K $0
Vanguard Calif Tax Free Fds
2.35K
+ 24.15%
N/A
12.1K $0
Arista Networks Inc
6.51K
+ 88.22%
N/A
13.9K $0
Dimensional ETF Trust
2.88K
+ 18.68%
N/A
18.3K $0
GS
Goldman Sachs Group Inc

Financial Services
164
+ 2.55%
$744.6 - $838.97 $122K - $138K
6.59K $5.11M
XLRE
Select Sector Spdr Tr Real Est

ETFs
299
+ 1.39%
$40.65 - $42.74 $12.2K - $12.8K
21.8K $892K
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 4.53%
$401.99 - $468.37 $43.4K - $50.6K
2.49K $1.02M
VST
Vistra Corp.

Utilities
746
+ 8.45%
$171.56 - $210.85 $128K - $157K
9.57K $1.67M
PLTR
Palantir Technologies Inc.

Technology
876
+ 3.02%
$172.14 - $207.18 $151K - $181K
29.9K $5.19M
AVUV
American Centy ETF Tr Avantis

ETFs
1.11K
+ 0.95%
$95.19 - $100.66 $105K - $111K
118K $11.5M
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.36K
+ 1.4%
$170.22 - $179.29 $232K - $244K
98.8K $17.1M
HOOD
Robinhood Markets, Inc.

Technology
1.71K
+ 9.12%
$121.53 - $152.46 $207K - $260K
20.4K $2.5M
EME
Emcor Group, Inc.

Industrials
325
+ 2.42%
$618.96 - $777.0 $201K - $253K
13.8K $8.54M
NFLX
Netflix Inc

Communication Services
34.7K
+ 916.91%
$110.29 - $1241.35 $3.82M - $43M
38.4K $4.24M
META
Meta Platforms, Inc.

Communication Services
264
+ 6.34%
$609.01 - $751.67 $161K - $198K
4.43K $2.7M
JPM
Jpmorgan Chase & CO

Financial Services
203
+ 0.53%
$294.11 - $320.41 $59.7K - $65K
38.7K $11.6M
AXON
Axon Enterprise, Inc.

Industrials
114
+ 3.13%
$554.37 - $759.44 $63.2K - $86.6K
3.75K $2.08M
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email