$52.2 Million is the total value of WESPAC Advisors, LLC's 96 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 61.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,769,000 | -52.2% | 7,852 | -54.6% | 3.39% | +22.4% |
| SPHB | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $1,414,000 | -58.7% | 18,709 | -62.0% | 2.71% | +5.9% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,256,000 | -55.9% | 3,310 | -62.0% | 2.40% | +13.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,168,000 | -58.9% | 7,508 | -59.8% | 2.24% | +5.3% |
| NUE | Sell | NUCOR CORP | $1,060,000 | -41.9% | 11,048 | -51.4% | 2.03% | +48.9% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,011,000 | -53.2% | 18,775 | -57.4% | 1.94% | +19.7% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $958,000 | -45.5% | 35,951 | -45.6% | 1.83% | +39.6% |
| DFS | Sell | DISCOVER FINL SVCS | $908,000 | -36.4% | 7,675 | -48.9% | 1.74% | +63.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $881,000 | -59.1% | 6,994 | -62.1% | 1.69% | +4.8% |
| TIP | Sell | ISHARES TRtips bd etf | $861,000 | -46.9% | 6,729 | -47.9% | 1.65% | +36.0% |
| PSF | Sell | COHEN & STEERS SELECT PFD & | $839,000 | -42.7% | 27,387 | -48.1% | 1.61% | +46.9% |
| TXN | Sell | TEXAS INSTRS INC | $825,000 | -63.0% | 4,290 | -63.6% | 1.58% | -5.1% |
| IVOL | Sell | KRANESHARES TRquadrtc int rt | $816,000 | -34.0% | 29,542 | -31.7% | 1.56% | +69.0% |
| AAPL | Sell | APPLE INC | $812,000 | -71.9% | 5,928 | -75.0% | 1.55% | -28.1% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $782,000 | -54.8% | 6,833 | -53.4% | 1.50% | +15.7% |
| FDX | Sell | FEDEX CORP | $775,000 | -57.8% | 2,599 | -59.8% | 1.48% | +8.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $767,000 | -57.7% | 314 | -64.3% | 1.47% | +8.3% |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $765,000 | -53.5% | 5,865 | -55.2% | 1.46% | +19.1% |
| SCCO | Sell | SOUTHERN COPPER CORP | $760,000 | -56.1% | 11,823 | -53.6% | 1.46% | +12.5% |
| GM | Sell | GENERAL MTRS CO | $760,000 | -60.0% | 12,842 | -61.2% | 1.46% | +2.5% |
| IXUS | Sell | ISHARES TRcore msci total | $751,000 | -24.7% | 10,241 | -27.8% | 1.44% | +92.9% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $749,000 | -47.0% | 36,227 | -48.0% | 1.43% | +35.9% |
| LAND | Sell | GLADSTONE LD CORP | $732,000 | -38.0% | 30,412 | -52.8% | 1.40% | +58.8% |
| WRK | Sell | WESTROCK CO | $714,000 | -53.6% | 13,413 | -54.6% | 1.37% | +19.0% |
| VLO | New | VALERO ENERGY CORP | $705,000 | – | 9,029 | +100.0% | 1.35% | – |
| ABBV | Sell | ABBVIE INC | $696,000 | -51.7% | 6,181 | -53.6% | 1.33% | +23.7% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $664,000 | -46.8% | 13,837 | -47.0% | 1.27% | +36.2% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $661,000 | -53.5% | 32,772 | -52.4% | 1.26% | +19.0% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $633,000 | -49.1% | 13,054 | -48.9% | 1.21% | +30.5% |
| SLRC | Sell | SLR INVESTMENT CORP | $631,000 | -44.5% | 33,864 | -47.1% | 1.21% | +42.1% |
| BLK | Sell | BLACKROCK INC | $630,000 | -51.9% | 720 | -58.6% | 1.21% | +23.1% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $612,000 | -53.9% | 30,452 | -51.2% | 1.17% | +18.0% |
| FISV | Sell | FISERV INC | $610,000 | -56.7% | 5,711 | -51.7% | 1.17% | +10.9% |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $609,000 | – | 5,923 | +100.0% | 1.17% | – |
| BBY | Sell | BEST BUY INC | $600,000 | -55.8% | 5,221 | -55.8% | 1.15% | +13.3% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $594,000 | -59.1% | 4,944 | -59.8% | 1.14% | +4.6% |
| OXY | Sell | OCCIDENTAL PETE CORP | $593,000 | -47.1% | 18,951 | -55.0% | 1.14% | +35.6% |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $591,000 | – | 41,389 | +100.0% | 1.13% | – |
| ETN | New | EATON CORP PLC | $589,000 | – | 3,975 | +100.0% | 1.13% | – |
| CSX | Buy | CSX CORP | $579,000 | -58.0% | 18,036 | +26.3% | 1.11% | +7.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $572,000 | -51.9% | 1,963 | -59.9% | 1.10% | +23.3% |
| OKE | Buy | ONEOK INC NEW | $570,000 | +70.7% | 10,252 | +55.3% | 1.09% | +336.4% |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $566,000 | – | 38,818 | +100.0% | 1.08% | – |
| IGM | ISHARES TRexpnd tec sc etf | $566,000 | +12.1% | 1,400 | 0.0% | 1.08% | +187.3% | |
| IYF | Sell | ISHARES TRu.s. finls etf | $554,000 | -68.1% | 6,838 | -70.6% | 1.06% | -18.4% |
| AMZN | Sell | AMAZON COM INC | $544,000 | -48.9% | 158 | -54.1% | 1.04% | +30.9% |
| COF | New | CAPITAL ONE FINL CORP | $542,000 | – | 3,501 | +100.0% | 1.04% | – |
| PHM | Sell | PULTE GROUP INC | $537,000 | -61.3% | 9,842 | -62.8% | 1.03% | -0.8% |
| EQIX | Sell | EQUINIX INC | $529,000 | -48.8% | 659 | -56.7% | 1.01% | +30.9% |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $523,000 | -48.6% | 58,867 | -50.3% | 1.00% | +31.5% |
| STAG | Sell | STAG INDL INC | $517,000 | -49.4% | 13,819 | -54.6% | 0.99% | +29.6% |
| ARCC | Sell | ARES CAPITAL CORP | $495,000 | -50.5% | 25,261 | -52.7% | 0.95% | +26.8% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $491,000 | -80.6% | 12,258 | -81.4% | 0.94% | -50.4% |
| INTC | Sell | INTEL CORP | $490,000 | -57.4% | 8,729 | -51.5% | 0.94% | +9.1% |
| GD | Sell | GENERAL DYNAMICS CORP | $488,000 | -49.5% | 2,590 | -51.3% | 0.93% | +29.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $462,000 | -52.0% | 4,515 | -53.8% | 0.88% | +22.8% |
| MRO | Sell | MARATHON OIL CORP | $454,000 | -57.5% | 33,348 | -66.6% | 0.87% | +9.0% |
| KLAC | Sell | KLA CORP | $447,000 | -67.7% | 1,380 | -67.1% | 0.86% | -17.3% |
| TSLA | Sell | TESLA INC | $445,000 | -55.4% | 654 | -56.2% | 0.85% | +14.4% |
| TPR | Sell | TAPESTRY INC | $423,000 | -61.1% | 9,721 | -63.2% | 0.81% | -0.2% |
| MS | Sell | MORGAN STANLEY | $413,000 | -35.6% | 4,499 | -45.5% | 0.79% | +64.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $407,000 | +86.7% | 946 | +72.9% | 0.78% | +377.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $379,000 | -54.5% | 1,037 | -55.7% | 0.72% | +16.6% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $349,000 | -56.8% | 3,717 | -66.2% | 0.67% | +10.8% |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $344,000 | – | 4,464 | +100.0% | 0.66% | – |
| SYF | Sell | SYNCHRONY FINANCIAL | $336,000 | -35.8% | 6,929 | -46.1% | 0.64% | +64.5% |
| ICVT | Sell | ISHARES TRconv bd etf | $320,000 | -41.4% | 3,138 | -43.6% | 0.61% | +50.0% |
| SIVB | Sell | SVB FINANCIAL GROUP | $315,000 | -48.6% | 567 | -54.3% | 0.60% | +31.7% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $315,000 | -75.5% | 1,087 | -76.8% | 0.60% | -37.3% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $297,000 | – | 6,705 | +100.0% | 0.57% | – |
| EWT | New | ISHARES INCmsci taiwan etf | $293,000 | – | 4,579 | +100.0% | 0.56% | – |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $289,000 | +42.4% | 14,383 | +22.1% | 0.55% | +263.8% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $287,000 | -76.5% | 5,965 | -77.8% | 0.55% | -39.9% |
| EWL | New | ISHARES INCmsci switzerland | $280,000 | – | 5,760 | +100.0% | 0.54% | – |
| EWN | New | ISHARES INCmsci netherl etf | $274,000 | – | 5,664 | +100.0% | 0.52% | – |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $273,000 | -68.8% | 1,952 | -72.2% | 0.52% | -20.0% |
| EWG | New | ISHARES INCmsci germany etf | $269,000 | – | 7,772 | +100.0% | 0.52% | – |
| AMP | Sell | AMERIPRISE FINL INC | $265,000 | -32.9% | 1,066 | -37.3% | 0.51% | +71.9% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $264,000 | -45.5% | 10,000 | -51.9% | 0.50% | +39.5% |
| INDA | Sell | ISHARES TRmsci india etf | $258,000 | -88.4% | 5,830 | -88.9% | 0.49% | -70.2% |
| MOS | Sell | MOSAIC CO NEW | $254,000 | -18.8% | 7,958 | -19.6% | 0.49% | +107.7% |
| CPER | New | UNITED STS COMMODITY INDEX Fcm rep copp fd | $253,000 | – | 9,657 | +100.0% | 0.48% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $253,000 | -46.6% | 2,695 | -55.3% | 0.48% | +36.7% |
| DVN | Sell | DEVON ENERGY CORP NEW | $253,000 | -40.3% | 8,674 | -55.3% | 0.48% | +52.7% |
| AMAT | Sell | APPLIED MATLS INC | $252,000 | -64.1% | 1,768 | -66.4% | 0.48% | -8.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $250,000 | -62.3% | 1,852 | -62.2% | 0.48% | -3.4% |
| WMB | Sell | WILLIAMS COS INC | $249,000 | -71.4% | 9,380 | -74.4% | 0.48% | -26.6% |
| MSTB | Sell | ETF SER SOLUTIONSlha mkt st tactl | $234,000 | -27.3% | 7,621 | -32.1% | 0.45% | +85.9% |
| CTVA | Sell | CORTEVA INC | $231,000 | -48.3% | 5,211 | -45.7% | 0.44% | +32.3% |
| EWRE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $230,000 | – | 6,358 | +100.0% | 0.44% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $226,000 | -39.6% | 90 | -50.3% | 0.43% | +55.2% |
| WFC | New | WELLS FARGO CO NEW | $221,000 | – | 4,879 | +100.0% | 0.42% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $220,000 | – | 4,192 | +100.0% | 0.42% | – |
| BA | Sell | BOEING CO | $210,000 | -47.1% | 875 | -43.9% | 0.40% | +35.4% |
| MTB | New | M & T BK CORP | $202,000 | – | 1,387 | +100.0% | 0.39% | – |
| ETJ | EATON VANCE RISK-MANAGED DIV | $138,000 | +7.0% | 12,000 | 0.0% | 0.26% | +175.0% | |
| STKL | Exit | SUNOPTA INC | $0 | – | -11,000 | -100.0% | -0.12% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,454 | -100.0% | -0.15% | – |
| BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -8,888 | -100.0% | -0.15% | – |
| FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -12,200 | -100.0% | -0.15% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -2,082 | -100.0% | -0.16% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -2,039 | -100.0% | -0.16% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -1,422 | -100.0% | -0.16% | – |
| APTV | Exit | APTIV PLC | $0 | – | -1,594 | -100.0% | -0.16% | – |
| MP | Exit | MP MATERIALS CORP | $0 | – | -6,232 | -100.0% | -0.17% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,139 | -100.0% | -0.17% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,209 | -100.0% | -0.17% | – |
| UDOW | Exit | PROSHARES TRultrpro dow30 | $0 | – | -1,753 | -100.0% | -0.17% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,000 | -100.0% | -0.17% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -1,706 | -100.0% | -0.17% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -4,000 | -100.0% | -0.17% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -3,699 | -100.0% | -0.18% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -3,584 | -100.0% | -0.18% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,764 | -100.0% | -0.18% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -4,620 | -100.0% | -0.18% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,300 | -100.0% | -0.18% | – |
| NSP | Exit | INSPERITY INC | $0 | – | -3,000 | -100.0% | -0.19% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -3,262 | -100.0% | -0.19% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -744 | -100.0% | -0.19% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -2,907 | -100.0% | -0.19% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -844 | -100.0% | -0.20% | – |
| T | Exit | AT&T INC | $0 | – | -8,652 | -100.0% | -0.20% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,418 | -100.0% | -0.20% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -1,934 | -100.0% | -0.20% | – |
| IYK | Exit | ISHARES TRu.s. cnsm gd etf | $0 | – | -1,500 | -100.0% | -0.20% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -4,000 | -100.0% | -0.21% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -2,161 | -100.0% | -0.21% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -8,632 | -100.0% | -0.21% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -725 | -100.0% | -0.21% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -8,437 | -100.0% | -0.21% | – |
| V | Exit | VISA INC | $0 | – | -1,364 | -100.0% | -0.22% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,583 | -100.0% | -0.22% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -1,443 | -100.0% | -0.22% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -3,993 | -100.0% | -0.22% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -1,198 | -100.0% | -0.23% | – |
| INTU | Exit | INTUIT | $0 | – | -800 | -100.0% | -0.23% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -2,400 | -100.0% | -0.23% | – |
| MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -7,300 | -100.0% | -0.23% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -2,000 | -100.0% | -0.24% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -6,250 | -100.0% | -0.24% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -3,681 | -100.0% | -0.24% | – |
| TCOM | Exit | TRIP COM GROUP LTDads | $0 | – | -8,258 | -100.0% | -0.24% | – |
| MHK | Exit | MOHAWK INDS INC | $0 | – | -1,725 | -100.0% | -0.25% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -3,240 | -100.0% | -0.25% | – |
| QUS | Exit | SPDR SER TRmsci usa strtgic | $0 | – | -3,028 | -100.0% | -0.25% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -235 | -100.0% | -0.26% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -2,689 | -100.0% | -0.26% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -6,968 | -100.0% | -0.26% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -667 | -100.0% | -0.27% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -7,276 | -100.0% | -0.27% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -741 | -100.0% | -0.27% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -644 | -100.0% | -0.29% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -2,335 | -100.0% | -0.30% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -742 | -100.0% | -0.30% | – |
| WMT | Exit | WALMART INC | $0 | – | -3,053 | -100.0% | -0.31% | – |
| IYT | Exit | ISHARES TRtrans avg etf | $0 | – | -1,635 | -100.0% | -0.32% | – |
| SSO | Exit | PROSHARES TR | $0 | – | -4,175 | -100.0% | -0.32% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,216 | -100.0% | -0.32% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -11,646 | -100.0% | -0.33% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -22,310 | -100.0% | -0.37% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -4,081 | -100.0% | -0.40% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -3,789 | -100.0% | -0.41% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -10,336 | -100.0% | -0.42% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -9,814 | -100.0% | -0.47% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,125 | -100.0% | -0.48% | – |
| OUNZ | Exit | VANECK MERK GOLD TRgold trust | $0 | – | -40,385 | -100.0% | -0.50% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -2,607 | -100.0% | -0.52% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -3,025 | -100.0% | -0.53% | – |
| DISCA | Exit | DISCOVERY INC | $0 | – | -17,000 | -100.0% | -0.55% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -16,778 | -100.0% | -0.57% | – |
| CTAS | Exit | CINTAS CORP | $0 | – | -2,230 | -100.0% | -0.57% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,308 | -100.0% | -0.64% | – |
| TTE | Exit | TOTAL SEsponsored ads | $0 | – | -21,312 | -100.0% | -0.74% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -18,868 | -100.0% | -0.82% | – |
| MRK | Exit | MERCK & CO. INC | $0 | – | -14,320 | -100.0% | -0.82% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -19,192 | -100.0% | -0.93% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -11,087 | -100.0% | -0.99% | – |
| AES | Exit | AES CORP | $0 | – | -56,612 | -100.0% | -1.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 38 | Q3 2023 | 11.6% |
| PROCTER & GAMBLE CO | 36 | Q3 2023 | 1.4% |
| ISHARES TR | 32 | Q3 2023 | 0.9% |
| ALTRIA GROUP INC | 31 | Q4 2021 | 3.5% |
| MICROSOFT CORP | 30 | Q3 2023 | 11.9% |
| VERIZON COMMUNICATIONS INC | 30 | Q1 2021 | 2.2% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 1.5% |
| SELECT SECTOR SPDR TR | 29 | Q3 2023 | 2.9% |
| ALPHABET INC | 29 | Q3 2023 | 3.1% |
View WESPAC Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-28 |
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.