The Analysis of WESPAC Advisors SoCal, LLC's Holdings
Currently, WESPAC Advisors SoCal, LLC holds 110 types of securities in its portfolio with a total value $495.9M. In the most recent quarter, they have increased their positions in GRID (+32.4K shares, valued at $5.0M), XLK (+31.3K shares, valued at $4.5M), XLE (+73.9K shares, valued at $3.3M); decreased their positions in TMUS (-19.4K shares, valued at $3.9M), PG (-4.6K shares, valued at $652.8K), RACE (-1.2K shares, valued at $426.9K); initiated new positions in AVEM (+16.7K shares, valued at $1.3M), USMV (+6.8K shares, valued at $642.7K), XBI (+5.0K shares, valued at $614.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SMH VANECK ETF TRUST70.5K shares3.30%2025-12-312026-01-07
ALPHABET INC ALPHABET INC74.3K shares-0.02%2025-12-312026-01-07 BROADCOM INC BROADCOM INC63.5K shares0.36%2025-12-312026-01-07 AAPL APPLE INC71.9K shares5.07%2025-12-312026-01-07 MSFT MICROSOFT CORP38.4K shares3.85%2025-12-312026-01-07 IAI ISHARES TR98.8K shares1.40%2025-12-312026-01-07 WMT WALMART INC149.8K shares-0.34%2025-12-312026-01-07 AMZN AMAZON COM INC54.3K shares4.66%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.38.7K shares0.53%2025-12-312026-01-07 WCMI FIRST TR EXCHANGE-TRADED FD731.3K shares-1.71%2025-12-312026-01-07 NVDA NVIDIA CORPORATION65.7K shares6.17%2025-12-312026-01-07 AVUV AMERICAN CENTY ETF TR118.2K shares0.95%2025-12-312026-01-07 XAR SPDR SERIES TRUST49.9K shares-0.56%2025-12-312026-01-07 EMB ISHARES TR110.7K shares2.07%2025-12-312026-01-07 IGIB ISHARES TR197.0K shares1.08%2025-12-312026-01-07 WELL WELLTOWER INC53.1K shares0.24%2025-12-312026-01-07 XLV SELECT SECTOR SPDR TR61.5K shares3.47%2025-12-312026-01-07 XLK SELECT SECTOR SPDR TR62.8K shares99.34%2025-12-312026-01-07 PYLD PIMCO ETF TR334.4K shares3.28%2025-12-312026-01-07 XTEN BONDBLOXX ETF TRUST191.4K shares1.93%2025-12-312026-01-07 EME EMCOR GROUP INC13.8K shares2.42%2025-12-312026-01-07 GRID FIRST TR EXCHANGE TRADED FD52.6K shares159.86%2025-12-312026-01-07 JMBS JANUS DETROIT STR TR167.1K shares5.61%2025-12-312026-01-07 TMUS T-MOBILE US INC35.8K shares-35.08%2025-12-312026-01-07 CEG CONSTELLATION ENERGY CORP20.4K shares0.99%2025-12-312026-01-07 IGLB ISHARES TR141.1K shares-1.71%2025-12-312026-01-07 XLE SELECT SECTOR SPDR TR149.8K shares97.42%2025-12-312026-01-07 KO COCA COLA CO89.7K shares0.68%2025-12-312026-01-07 JAAA JANUS DETROIT STR TR123.6K shares-1.08%2025-12-312026-01-07 CIBR FIRST TR EXCHANGE TRADED FD86.5K shares-2.25%2025-12-312026-01-07 ORCL ORACLE CORP31.4K shares-4.77%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO42.3K shares-9.72%2025-12-312026-01-07 GS GOLDMAN SACHS GROUP INC6.6K shares2.55%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC29.9K shares3.02%2025-12-312026-01-07 V VISA INC12.0K shares11.20%2025-12-312026-01-07 GEV GE VERNOVA INC6.2K shares5.15%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD13.3K shares4.78%2025-12-312026-01-07 NFLX NETFLIX INC38.4K shares916.91%2025-12-312026-01-07 XLU SELECT SECTOR SPDR TR80.7K shares156.50%2025-12-312026-01-07 SRLN SSGA ACTIVE ETF TR80.2K shares-0.42%2025-12-312026-01-07 SGOV ISHARES TR32.1K shares7.56%2025-12-312026-01-07 FMAY FIRST TR EXCHNG TRADED FD VI58.0K shares-5.46%2025-12-312026-01-07 KCE SPDR SERIES TRUST20.2K shares72.08%2025-12-312026-01-07 META META PLATFORMS INC4.4K shares6.34%2025-12-312026-01-07 XLC SELECT SECTOR SPDR TR23.8K shares-4.90%2025-12-312026-01-07 NOW SERVICENOW INC18.2K shares336.62%2025-12-312026-01-07 VUG VANGUARD INDEX FDS5.6K shares12.79%2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS8.8K shares12.91%2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC5.1K shares-2.74%2025-12-312026-01-07 KBWB INVESCO EXCH TRADED FD TR II27.6K shares6.64%2025-12-312026-01-07 HOOD ROBINHOOD MKTS INC20.4K shares9.12%2025-12-312026-01-07 CITIGROUP INC CITIGROUP INC19.2K shares12.88%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE7.2K shares4.84%2025-12-312026-01-07 AXON AXON ENTERPRISE INC3.8K shares3.13%2025-12-312026-01-07 JPST J P MORGAN EXCHANGE TRADED F39.5K shares0.00%2025-12-312026-01-07 CMF ISHARES TR31.9K shares30.80%2025-12-312026-01-07 ARGX ARGENX SE2.1K shares26.43%2025-12-312026-01-07 WCME FIRST TR EXCHANGE-TRADED FD101.2K shares21.86%2025-12-312026-01-07 VST VISTRA CORP9.6K shares8.45%2025-12-312026-01-07 ROK ROCKWELL AUTOMATION INC3.6K shares6.50%2025-12-312026-01-07 AVEM AMERICAN CENTY ETF TR16.7K sharesnew addition2025-12-312026-01-07 RACE FERRARI N V3.5K shares-24.97%2025-12-312026-01-07 HUBBELL INC HUBBELL INC2.9K shares20.23%2025-12-312026-01-07 CALI BLACKROCK ETF TRUST II24.2K shares26.95%2025-12-312026-01-07 VTEC VANGUARD CALIF TAX FREE FDS12.1K shares24.15%2025-12-312026-01-07 TSLA TESLA INC2.5K shares4.53%2025-12-312026-01-07 IYC ISHARES TR10.7K shares8.86%2025-12-312026-01-07 SPOT SPOTIFY TECHNOLOGY S A1.7K shares-2.08%2025-12-312026-01-07 XLP SELECT SECTOR SPDR TR12.8K shares19.45%2025-12-312026-01-07 CATH GLOBAL X FDS11.7K shares0.00%2025-12-312026-01-07 GDX VANECK ETF TRUST11.1K shares3.07%2025-12-312026-01-07 DFCA DIMENSIONAL ETF TRUST18.3K shares18.68%2025-12-312026-01-07 FCAL FIRST TR EXCH TRADED FD III18.5K shares20.76%2025-12-312026-01-07 ONC BEONE MEDICINES LTD3.0K shares-5.07%2025-12-312026-01-07 XLRE SELECT SECTOR SPDR TR21.8K shares1.39%2025-12-312026-01-07 LLY ELI LILLY & CO675 shares1.81%2025-12-312026-01-07 USMV ISHARES TR6.8K sharesnew addition2025-12-312026-01-07 XBI SPDR SERIES TRUST5.0K sharesnew addition2025-12-312026-01-07 SCHW SCHWAB CHARLES CORP5.8K shares0.00%2025-12-312026-01-07 IYW ISHARES TR2.7K shares0.00%2025-12-312026-01-07 MS MORGAN STANLEY2.5K sharesnew addition2025-12-312026-01-07 ISRG INTUITIVE SURGICAL INC790 shares-1.37%2025-12-312026-01-07 GIB CGI INC4.3K shares0.00%2025-12-312026-01-07 AVUS AMERICAN CENTY ETF TR3.5K shares-2.78%2025-12-312026-01-07 QTUM ETF SER SOLUTIONS3.5K sharesnew addition2025-12-312026-01-07 XOM EXXON MOBIL CORP3.1K shares0.00%2025-12-312026-01-07 SLQD ISHARES TR7.1K sharesnew addition2025-12-312026-01-07 OMFL INVESCO EXCH TRD SLF IDX FD5.5K shares0.00%2025-12-312026-01-07 FDL FIRST TR EXCHANGE-TRADED FD7.5K shares0.00%2025-12-312026-01-07 SCHD SCHWAB STRATEGIC TR11.3K shares24.36%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW321 sharesnew addition2025-12-312026-01-07 VGT VANGUARD WORLD FD347 shares0.00%2025-12-312026-01-07 U UNITY SOFTWARE INC5.8K shares-3.08%2025-12-312026-01-07 XLI SELECT SECTOR SPDR TR1.7K shares-33.88%2025-12-312026-01-07 FJUL FIRST TR EXCHNG TRADED FD VI4.6K shares-11.35%2025-12-312026-01-07 AVGE AMERICAN CENTY ETF TR2.9K shares-4.02%2025-12-312026-01-07 JEPI J P MORGAN EXCHANGE TRADED F4.2K shares4.35%2025-12-312026-01-07 COWZ PACER FDS TR3.8K shares1.27%2025-12-312026-01-07 WFC WELLS FARGO CO NEW2.5K sharesnew addition2025-12-312026-01-07 BUFR FIRST TR EXCHNG TRADED FD VI6.6K shares9.87%2025-12-312026-01-07 AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-12-312026-01-07 HD HOME DEPOT INC581 sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available