| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 35 | Q2 2024 | 7.1% |
| MICROSOFT CORP | 35 | Q2 2024 | 6.3% |
| Alphabet Inc A | 35 | Q2 2024 | 4.6% |
| AMAZON COM INC | 35 | Q2 2024 | 4.6% |
| NVIDIA CORPORATION | 35 | Q2 2024 | 5.2% |
| LOCKHEED MARTIN CORP | 35 | Q2 2024 | 3.8% |
| VISA INC | 35 | Q2 2024 | 1.7% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 1.2% |
| NETFLIX INC | 35 | Q2 2024 | 0.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 35 | Q2 2024 | 0.6% |
View WESPAC Advisors SoCal, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-19 |
View WESPAC Advisors SoCal, 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.