Wespac Advisors So Cal, LLC Portfolio Holdings
Wespac Advisors So Cal, LLC
- $426 Million
- Q3 2024
Wespac Advisors So Cal, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $426 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.2M, Broadcom Inc. with a value of $18.7M, Apple Inc. with a value of $18.1M, Vaneck ETF Tr Semiconductor Et with a value of $17.5M, and American Centy ETF Tr Avantis with a value of $15.9M.
Examining the 13F form we can see an increase of $35.8M in the current position value, from $390M to 426M.
Below you can find more details about Wespac Advisors So Cal, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$426 Million
ETFs: $196 Million
Technology: $86.3 Million
Communication Services: $31.5 Million
Consumer Defensive: $26.1 Million
Healthcare: $19.9 Million
Consumer Cyclical: $18.4 Million
Industrials: $13.9 Million
Financial Services: $13.9 Million
Other: $4.72 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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