WESPAC Advisors SoCal, LLC stock holdings
WESPAC Advisors SoCal, LLC holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund like WESPAC Advisors SoCal, LLC. Portfolio holdings may encompass a wide range of investment products, including stocks, bonds, mutual funds, options, futures, and exchange traded funds (ETFs).
| Security | Amount | Value (x1000) | Date |
|---|---|---|---|
| MICROSOFT CORP (COM) | 54,541 (-682) | $20,509,576 (+$3,072,889) | Dec 31st |
| APPLE INC (COM) | 105,426 (+252) | $20,297,702 (+$2,290,869) | Dec 31st |
| BROADCOM INC (COM) | 13,140 (+57) | $14,667,827 (+$3,801,857) | Dec 31st |
| AMAZON COM INC (COM) | 91,266 (+68,152) | $13,866,956 (+$10,928,704) | Dec 31st |
| AMERICAN CENTY ETF TR (US SML CP VALU) | 153,405 (-14,310) | $13,775,769 (+$702,385) | Dec 31st |
| ALPHABET INC (CAP STK CL A) | 97,961 (+73) | $13,684,172 (+$874,548) | Dec 31st |
| INDEXIQ ETF TR (FTSE INTERNL EQT) | 516,830 (-27,215) | $12,853,562 (+$264,361) | Dec 31st |
| VANECK ETF TRUST (SEMICONDUCTR ETF) | 62,903 | $10,999,913 | Dec 31st |
| UNITEDHEALTH GROUP INC (COM) | 20,421 (+433) | $10,751,153 (+$673,299) | Dec 31st |
| NVIDIA CORPORATION (COM) | 21,301 (+522) | $10,548,565 (+$1,510,053) | Dec 31st |
| (COM) | 67,027 (-3,148) | $10,505,768 (-$424,101) | Dec 31st |
| T-MOBILE US INC (COM) | 56,483 (+741) | $9,055,919 (+$1,249,252) | Dec 31st |
| SELECT SECTOR SPDR TR (INDL) | 76,536 | $8,724,339 | Dec 31st |
| COCA COLA CO (COM) | 139,659 (-2,873) | $8,230,091 (+$251,149) | Dec 31st |
| (COM) | 13,883 | $8,092,678 | Dec 31st |
| (COM) | 46,999 (+710) | $7,994,530 (+$1,281,699) | Dec 31st |
| ASML HOLDING N V (N Y REGISTRY SHS) | 9,922 (+3,624) | $7,510,160 (+$3,802,779) | Dec 31st |
| SELECT SECTOR SPDR TR (ENERGY) | 88,768 (+52,090) | $7,442,309 (+$4,126,985) | Dec 31st |
| MCDONALDS CORP (COM) | 23,072 (+355) | $6,841,079 (+$856,513) | Dec 31st |
| WALMART INC (COM) | 42,248 (+1,283) | $6,660,397 (+$108,865) | Dec 31st |
WESPAC Advisors SoCal, LLC SEC filings
The Securities and Exchange Commission (SEC) requires public companies, certain company insiders like WESPAC Advisors SoCal, LLC, and broker-dealers to file periodic - annual report of financial statements and other disclosures. Finance professionals and investors rely on SEC filings like annual reports to make informed decisions when evaluating whether to invest in a company. SEC filings can be accessed for free at EDGAR, the commission's online database.
WESPAC Advisors SoCal, LLC SEC Form 13f
WESPAC Advisors SoCal, LLC SEC Form 13f: The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report - not annually reported that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide some insights into what the smart money is doing in the market. However, studies have found that 13F filings also have serious flaws and can't be taken at face value.
WESPAC Advisors SoCal, LLC SEC Form 13f
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