Wespac Advisors So Cal, LLC Sells in Q4 2025

Wespac Advisors So Cal, LLC

  • $480 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
-19.4K
- 35.08%
$201.01 - $233.26 $3.89M - $4.52M
35.8K $7.74M
ORCL
Oracle Corp

Technology
-1.57K
- 4.77%
$217.57 - $313.0 $342K - $492K
31.4K $6.9M
PG
Procter & Gamble CO

Consumer Defensive
-4.56K
- 9.72%
$145.5 - $153.18 $663K - $698K
42.3K $6.17M
RACE
Ferrari N.V.

Consumer Cyclical
-1.16K
- 24.97%
$378.72 - $504.09 $437K - $582K
3.47K $1.45M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-281
- 0.56%
$227.13 - $251.24 $63.8K - $70.6K
49.9K $11.4M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.23K
- 4.9%
$111.33 - $117.16 $137K - $144K
23.8K $2.65M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.99K
- 2.25%
$74.62 - $78.21 $149K - $156K
86.5K $6.47M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-2.45K
- 1.71%
$50.67 - $52.58 $124K - $129K
141K $7.15M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-3.35K
- 5.46%
$51.71 - $52.8 $173K - $177K
58K $3.04M
XLI
Industrial Sector Spdr

ETFs
-846
- 33.88%
$149.9 - $155.79 $127K - $132K
1.65K $250K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.35K
- 1.08%
$50.55 - $50.74 $68.1K - $68.4K
124K $6.26M
WMT
Walmart Inc.

Consumer Defensive
-517
- 0.34%
$101.18 - $109.03 $52.3K - $56.4K
150K $15.4M
SRLN
Ssga Active Trust

ETFs
-335
- 0.42%
$41.05 - $41.54 $13.8K - $13.9K
80.2K $3.31M
BGNE
Bei Gene, Ltd.

Healthcare
-158
- 5.07%
N/A
2.96K $670K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-585
- 11.35%
$54.06 - $55.46 $31.6K - $32.4K
4.57K $250K
U
Unity Software Inc.

Technology
-185
- 3.08%
$34.72 - $43.13 $6.42K - $7.98K
5.82K $213K
AVUS
American Centy ETF Tr Avantis

ETFs
-100
- 2.78%
$105.96 - $111.17 $10.6K - $11.1K
3.5K $381K
First Tr Exchange Traded Fd
-12.7K
- 1.71%
N/A
731K $0
AVGE
American Centy ETF Tr Avantis
-122
- 4.02%
N/A
2.91K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 0.71%
$475.68 - $513.11 $8.56K - $9.24K
2.52K $1.28M
IAU
Ishares Gold Trust

ETFs
-186
- 3.01%
$72.65 - $82.5 $13.5K - $15.3K
6K $461K
ISRG
Intuitive Surgical Inc

Healthcare
-11
- 1.37%
$429.59 - $576.2 $4.73K - $6.34K
790 $431K
CRWD
Crowd Strike Holdings, Inc.

Technology
-143
- 2.74%
$482.23 - $557.53 $69K - $79.7K
5.08K $2.73M
GOOGL
Alphabet Inc.

Communication Services
-18
- 0.02%
$236.57 - $291.31 $4.26K - $5.24K
74.3K $20.5M
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
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