Sponsored

The Analysis of WESPAC Advisors SoCal, LLC's Holdings & P&L

Currently, WESPAC Advisors SoCal, LLC holds 119 types of securities in its portfolio with a total value $470.2M. In the most recent quarter, they have increased their positions in N/A (+120.1K shares, valued at $6.0M), JIVE (+66.2K shares, valued at $5.7M), N/A (+53.1K shares, valued at $4.7M); decreased their positions in EMB (-108.3K shares, valued at $10.2M), WCMI (-601.0K shares, valued at $10.1M), IAI (-39.1K shares, valued at $6.4M); initiated new positions in N/A (+120.1K shares, valued at $6.0M), JIVE (+66.2K shares, valued at $5.7M), XSVN (+78.7K shares, valued at $3.8M).

1M P&L

+18.7M+4.38%

3M P&L

+20.4M+4.80%

HY P&L

+39.8M+9.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A205.0M

52.1%

2Software - Infrastructure26.1M

6.6%

3Semiconductors19.5M

5.0%

Top Industries by Stock Count

1N/A64 stocks

60.4%

2Semiconductors5 stocks

4.7%

3Software - Infrastructure4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SMH VANECK ETF TRUST61.2K shares-13.26%2026-03-312026-04-15

ALPHABET INC ALPHABET INC69.8K shares-6.02%2026-03-312026-04-15

BROADCOM INC BROADCOM INC61.9K shares-2.54%2026-03-312026-04-15

WMT WALMART INC146.8K shares-1.96%2026-03-312026-04-15

AAPL APPLE INC68.7K shares-4.46%2026-03-312026-04-15

MSFT MICROSOFT CORP39.1K shares1.84%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR214.7K shares43.36%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR115.6K shares-2.26%2026-03-312026-04-15

Sponsored

XAR SPDR SERIES TRUST49.4K shares-1.11%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO40.7K shares5.12%2026-03-312026-04-15

AMZN AMAZON COM INC55.4K shares2.08%2026-03-312026-04-15

GRID FIRST TR EXCHANGE-TRADED FD67.1K shares27.69%2026-03-312026-04-15

NVDA NVIDIA CORPORATION62.4K shares-5.09%2026-03-312026-04-15

IGIB ISHARES TR201.9K shares2.45%2026-03-312026-04-15

WELL WELLTOWER INC53.9K shares1.51%2026-03-312026-04-15

EME EMCOR GROUP INC13.9K shares1.19%2026-03-312026-04-15

Sponsored

PYLD PIMCO ETF TR385.4K shares15.24%2026-03-312026-04-15

IAI ISHARES TR59.7K shares-39.54%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR66.2K shares7.74%2026-03-312026-04-15

JMBS JANUS DETROIT STR TR197.0K shares17.89%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC22.3K shares12.72%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP27.6K shares35.42%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR57.8K shares-7.92%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP22.0K shares3.47%2026-03-312026-04-15

Sponsored

JAAA JANUS DETROIT STR TR139.7K shares12.99%2026-03-312026-04-15

KO COCA COLA CO88.9K shares-0.89%2026-03-312026-04-15

PG PROCTER & GAMBLE CO43.7K shares3.14%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC7.4K shares11.99%2026-03-312026-04-15

VANECK FDS VANECK FDS120.1K sharesnew addition2026-03-312026-04-15

JIVE J P MORGAN EXCHANGE TRADED F66.2K sharesnew addition2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR59.1K shares885.89%2026-03-312026-04-15

ORCL ORACLE CORP34.4K shares9.67%2026-03-312026-04-15

Sponsored

GEV GE VERNOVA INC5.3K shares-14.81%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC31.3K shares5.00%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC13.1K shares-1.71%2026-03-312026-04-15

NFLX NETFLIX INC.41.7K shares8.57%2026-03-312026-04-15

XSVN BONDBLOXX ETF TRUST78.7K sharesnew addition2026-03-312026-04-15

XTRE BONDBLOXX ETF TRUST74.4K sharesnew addition2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR79.7K shares-1.15%2026-03-312026-04-15

V VISA INC11.7K shares-2.73%2026-03-312026-04-15

Sponsored

MBB ISHARES TR37.0K sharesnew addition2026-03-312026-04-15

MU MICRON TECHNOLOGY INC10.3K sharesnew addition2026-03-312026-04-15

XFIV BONDBLOXX ETF TRUST69.4K sharesnew addition2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD51.1K shares-40.96%2026-03-312026-04-15

SGOV ISHARES TR29.8K shares-7.03%2026-03-312026-04-15

FMAY FIRST TR EXCHNG TRADED FD VI51.3K shares-11.51%2026-03-312026-04-15

META META PLATFORMS INC4.6K shares4.36%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR22.9K shares-3.85%2026-03-312026-04-15

Sponsored

TIP ISHARES TR20.1K sharesnew addition2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC19.3K shares0.59%2026-03-312026-04-15

WCMI FIRST TR EXCHANGE-TRADED FD130.4K shares-82.18%2026-03-312026-04-15

AXON AXON ENTERPRISE INC5.1K shares37.14%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO8.3K sharesnew addition2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS8.2K shares-6.67%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F39.5K shares0.00%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE7.0K shares-2.65%2026-03-312026-04-15

Sponsored

HUBBELL INC HUBBELL INC4.0K shares39.99%2026-03-312026-04-15

VUG VANGUARD INDEX FDS4.5K shares-20.16%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC15.9K shares14.35%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC5.0K shares-2.36%2026-03-312026-04-15

HOOD ROBINHOOD MKTS INC27.4K shares34.15%2026-03-312026-04-15

VST VISTRA CORP12.2K shares27.66%2026-03-312026-04-15

ARGX ARGENX SE2.5K shares17.98%2026-03-312026-04-15

XBI SPDR SERIES TRUST13.9K shares174.85%2026-03-312026-04-15

Sponsored

KCE SPDR SERIES TRUST12.8K shares-36.43%2026-03-312026-04-15

CMF ISHARES TR29.0K shares-9.16%2026-03-312026-04-15

ROK ROCKWELL AUTOMATION INC4.3K shares18.93%2026-03-312026-04-15

ONC BEONE MEDICINES LTD4.9K shares66.55%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR16.5K shares-0.79%2026-03-312026-04-15

COPX GLOBAL X FDS16.4K sharesnew addition2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.5K shares-0.52%2026-03-312026-04-15

MS MORGAN STANLEY7.1K shares179.76%2026-03-312026-04-15

Sponsored

PICK ISHARES INC19.8K sharesnew addition2026-03-312026-04-15

VTEC VANGUARD CALIF TAX FREE FDS10.8K shares-10.23%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-4.29%2026-03-312026-04-15

CALI BLACKROCK ETF TRUST II20.7K shares-14.54%2026-03-312026-04-15

GDX VANECK ETF TRUST11.1K shares0.00%2026-03-312026-04-15

IYC ISHARES TR10.5K shares-1.92%2026-03-312026-04-15

GDXJ VANECK ETF TRUST8.3K sharesnew addition2026-03-312026-04-15

KBWB INVESCO EXCH TRADED FD TR II11.8K shares-57.26%2026-03-312026-04-15

Sponsored

CATH GLOBAL X FDS11.7K shares0.00%2026-03-312026-04-15

TSLA TESLA INC2.4K shares-2.25%2026-03-312026-04-15

AGNC AGNC INVT CORP86.5K sharesnew addition2026-03-312026-04-15

DFCA DIMENSIONAL ETF TRUST14.6K shares-20.33%2026-03-312026-04-15

FCAL FIRST TR EXCH TRADED FD III14.8K shares-19.82%2026-03-312026-04-15

USMV ISHARES TR6.8K shares0.00%2026-03-312026-04-15

LLY ELI LILLY & CO673 shares-0.30%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T918 sharesnew addition2026-03-312026-04-15

Sponsored

SCHW SCHWAB CHARLES CORP5.8K shares0.00%2026-03-312026-04-15

XOM EXXON MOBIL CORP3.1K shares0.00%2026-03-312026-04-15

INTC INTEL CORP11.5K sharesnew addition2026-03-312026-04-15

IYW ISHARES TR2.7K shares0.00%2026-03-312026-04-15

NOW SERVICENOW INC4.0K shares-77.98%2026-03-312026-04-15

PAVE GLOBAL X FDS8.1K sharesnew addition2026-03-312026-04-15

FDL FIRST TR EXCHANGE-TRADED FD7.5K shares0.00%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC790 shares0.00%2026-03-312026-04-15

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI10.6K shares60.40%2026-03-312026-04-15

OMFL INVESCO EXCH TRD SLF IDX FD5.5K shares0.00%2026-03-312026-04-15

AVUS AMERICAN CENTY ETF TR2.9K shares-16.15%2026-03-312026-04-15

IVW ISHARES TR2.9K sharesnew addition2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F5.7K shares36.38%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION321 shares0.00%2026-03-312026-04-15

GIB CGI INC4.3K shares0.00%2026-03-312026-04-15

VGT VANGUARD WORLD FD414 shares19.31%2026-03-312026-04-15

Sponsored

SCHD SCHWAB STRATEGIC TR9.1K shares-19.59%2026-03-312026-04-15

QTUM ETF SER SOLUTIONS2.6K shares-26.40%2026-03-312026-04-15

DTCR GLOBAL X FDS10.6K sharesnew addition2026-03-312026-04-15

FJUL FIRST TR EXCHNG TRADED FD VI4.5K shares-2.34%2026-03-312026-04-15

AVGE AMERICAN CENTY ETF TR2.7K shares-5.83%2026-03-312026-04-15

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-15

COWZ PACER FDS TR3.8K shares-1.26%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR1.4K shares-13.20%2026-03-312026-04-15

Sponsored

DOGG FIRST TR EXCHANGE-TRADED FD10.6K sharesnew addition2026-03-312026-04-15

EMB ISHARES TR2.4K shares-97.82%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS368 shares-51.52%2026-03-312026-04-15

ITA ISHARES TR992 sharesnew addition2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.0K shares0.20%2026-03-312026-04-15

MTUM ISHARES TR851 sharesnew addition2026-03-312026-04-15

SLQD ISHARES TR4.0K shares-44.23%2026-03-312026-04-15

SMH

VANECK ETF TRUST

-13.26%

Shares61.2K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-6.02%

Shares69.8K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-2.54%

Shares61.9K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-1.96%

Shares146.8K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-4.46%

Shares68.7K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

1.84%

Shares39.1K

Event2026-03-31

Filed2026-04-15

XLE

SELECT SECTOR SPDR TR

43.36%

Shares214.7K

Event2026-03-31

Filed2026-04-15

AVUV

AMERICAN CENTY ETF TR

-2.26%

Shares115.6K

Event2026-03-31

Filed2026-04-15

XAR

SPDR SERIES TRUST

-1.11%

Shares49.4K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

5.12%

Shares40.7K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

2.08%

Shares55.4K

Event2026-03-31

Filed2026-04-15

GRID

FIRST TR EXCHANGE-TRADED FD

27.69%

Shares67.1K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-5.09%

Shares62.4K

Event2026-03-31

Filed2026-04-15

IGIB

ISHARES TR

2.45%

Shares201.9K

Event2026-03-31

Filed2026-04-15

WELL

WELLTOWER INC

1.51%

Shares53.9K

Event2026-03-31

Filed2026-04-15

EME

EMCOR GROUP INC

1.19%

Shares13.9K

Event2026-03-31

Filed2026-04-15

PYLD

PIMCO ETF TR

15.24%

Shares385.4K

Event2026-03-31

Filed2026-04-15

IAI

ISHARES TR

-39.54%

Shares59.7K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

7.74%

Shares66.2K

Event2026-03-31

Filed2026-04-15

JMBS

JANUS DETROIT STR TR

17.89%

Shares197.0K

Event2026-03-31

Filed2026-04-15

EATON CORP PLC

12.72%

Shares22.3K

Event2026-03-31

Filed2026-04-15

CEG

CONSTELLATION ENERGY CORP

35.42%

Shares27.6K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

-7.92%

Shares57.8K

Event2026-03-31

Filed2026-04-15

GENERAL DYNAMICS CORP

3.47%

Shares22.0K

Event2026-03-31

Filed2026-04-15

JAAA

JANUS DETROIT STR TR

12.99%

Shares139.7K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

-0.89%

Shares88.9K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

3.14%

Shares43.7K

Event2026-03-31

Filed2026-04-15

GOLDMAN SACHS GROUP INC

11.99%

Shares7.4K

Event2026-03-31

Filed2026-04-15

VANECK FDS

New

Shares120.1K

Event2026-03-31

Filed2026-04-15

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares66.2K

Event2026-03-31

Filed2026-04-15

ISHARES GOLD TR

885.89%

Shares59.1K

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORP

9.67%

Shares34.4K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

-14.81%

Shares5.3K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

5.00%

Shares31.3K

Event2026-03-31

Filed2026-04-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.71%

Shares13.1K

Event2026-03-31

Filed2026-04-15

NFLX

NETFLIX INC.

8.57%

Shares41.7K

Event2026-03-31

Filed2026-04-15

XSVN

BONDBLOXX ETF TRUST

New

Shares78.7K

Event2026-03-31

Filed2026-04-15

XTRE

BONDBLOXX ETF TRUST

New

Shares74.4K

Event2026-03-31

Filed2026-04-15

XLU

SELECT SECTOR SPDR TR

-1.15%

Shares79.7K

Event2026-03-31

Filed2026-04-15

VISA INC

-2.73%

Shares11.7K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

New

Shares37.0K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

New

Shares10.3K

Event2026-03-31

Filed2026-04-15

XFIV

BONDBLOXX ETF TRUST

New

Shares69.4K

Event2026-03-31

Filed2026-04-15

CIBR

FIRST TR EXCHANGE-TRADED FD

-40.96%

Shares51.1K

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

-7.03%

Shares29.8K

Event2026-03-31

Filed2026-04-15

FMAY

FIRST TR EXCHNG TRADED FD VI

-11.51%

Shares51.3K

Event2026-03-31

Filed2026-04-15