$250 Million is the total value of WESCAP Management Group, Inc.'s 81 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGX | Exit | PowerShares Preferredpfd portfolio | $0 | – | -47,917 | -100.0% | -0.28% | – |
| SNI | Exit | Scripps Networks Interactive | $0 | – | -21,406 | -100.0% | -0.72% | – |
| JETS | Exit | US Global Jets ETFus glb jets | $0 | – | -68,349 | -100.0% | -0.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Deutsche X-Trackers MSCI EAFE | 32 | Q3 2023 | 30.6% |
| WISDOMTREE TR | 32 | Q3 2023 | 11.0% |
| ISHARES TR | 32 | Q3 2023 | 8.6% |
| Schwab US Mid-Cap ETF | 32 | Q3 2023 | 3.9% |
| Fiserv Inc. Wisc Pv 1CT | 32 | Q3 2023 | 1.4% |
| Laboratory Crp of Amer Hldgs | 32 | Q3 2023 | 1.1% |
| Ball Corporation | 32 | Q3 2023 | 1.1% |
| Walt Disney Company | 32 | Q3 2023 | 0.7% |
| Chevron Corporation | 32 | Q3 2023 | 0.5% |
| NORFOLK SOUTHN CORP | 32 | Q3 2023 | 0.3% |
View WESCAP Management Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-11 |
View WESCAP Management Group, Inc.'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.