$252 Million is the total value of WESPAC Advisors SoCal, LLC's 75 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -843 | -100.0% | -0.10% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -700 | -100.0% | -0.10% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,015 | -100.0% | -0.11% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -3,000 | -100.0% | -0.12% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,265 | -100.0% | -0.14% | – |
| SAP | Exit | SAP SEspon adr | $0 | – | -2,025 | -100.0% | -0.15% | – |
| HUM | Exit | HUMANA INC | $0 | – | -800 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 32 | Q3 2023 | 7.1% |
| MICROSOFT CORP | 32 | Q3 2023 | 6.3% |
| UNITEDHEALTH GROUP INC | 32 | Q3 2023 | 4.7% |
| JOHNSON & JOHNSON | 32 | Q3 2023 | 5.1% |
| Alphabet Inc A | 32 | Q3 2023 | 4.6% |
| HOME DEPOT INC | 32 | Q3 2023 | 4.4% |
| COMCAST CORP NEW | 32 | Q3 2023 | 3.4% |
| AMAZON COM INC | 32 | Q3 2023 | 4.6% |
| NVIDIA CORPORATION | 32 | Q3 2023 | 3.1% |
| LOCKHEED MARTIN CORP | 32 | Q3 2023 | 3.8% |
View WESPAC Advisors SoCal, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-19 |
| 13F-HR/A | 2022-02-03 |
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.