$283 Million is the total value of WESCAP Management Group, Inc.'s 84 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Vanguard Specialized Portfoliodiv app etf | $757,000 | +13.3% | 6,466 | 0.0% | 0.27% | -4.3% | |
| SPSM | SPDR Portfolio Small Cap ETFportfolio s&p600 | $703,000 | +21.6% | 26,489 | 0.0% | 0.25% | +2.9% | |
| INTC | Intel Corp. | $658,000 | +10.6% | 11,005 | 0.0% | 0.23% | -6.5% | |
| NKE | Nikecl b | $528,000 | +18.4% | 5,393 | 0.0% | 0.19% | 0.0% | |
| SPSB | SPDR Portfolio Short Term Corpportfolio short | $353,000 | +3.5% | 11,275 | 0.0% | 0.12% | -12.0% | |
| CAT | Caterpillar Inc. | $328,000 | +9.0% | 2,600 | 0.0% | 0.12% | -7.9% | |
| MDY | Standard and Poors Midcaputser1 s&pdcrp | $288,000 | +23.6% | 889 | 0.0% | 0.10% | +5.2% | |
| DLTR | Dollar Tree Inc Com | $253,000 | +26.5% | 2,731 | 0.0% | 0.09% | +7.2% | |
| SDY | SPDR S&P Dividend ETFs&p divid etf | $242,000 | +14.2% | 2,658 | 0.0% | 0.08% | -4.5% | |
| UDR | UDR | $207,000 | +2.5% | 5,552 | 0.0% | 0.07% | -13.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
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.