$77 Million is the total value of WESPAC Advisors, LLC's 116 reported holdings in Q4 2012. The portfolio turnover from Q3 2012 to Q4 2012 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2012 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 41 | Q2 2024 | 11.6% |
| PROCTER & GAMBLE CO | 39 | Q2 2024 | 1.4% |
| ISHARES TR | 34 | Q1 2024 | 0.9% |
| MICROSOFT CORP | 33 | Q2 2024 | 11.9% |
| VANGUARD INDEX FDS | 33 | Q2 2024 | 2.0% |
| ALPHABET INC | 32 | Q2 2024 | 3.1% |
| SELECT SECTOR SPDR TR | 32 | Q2 2024 | 2.9% |
| FIRST TR EXCHANGE-TRADED FD | 31 | Q2 2024 | 2.5% |
| ALTRIA GROUP INC | 31 | Q4 2021 | 3.5% |
| VANGUARD INDEX FDS | 31 | Q4 2023 | 3.4% |
View WESPAC Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-01 |
View WESPAC Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.