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WESPAC Advisors SoCal, LLC
WESPAC Advisors SoCal, LLC is an institution, managing $477.4M across 103 long positions as of Q3 2025 with 44% ETF concentration.
- Portfolio Value
- $477.4M
- Positions
- 103
- Top Holding
- SMH at 4.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WESPAC Advisors SoCal, LLC's portfolio (35.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.3M | 4.67% | +$794.0K Bought | — 68.3K shares | |
Semiconductors Technology | $20.9M | 4.37% | +$603.1K Bought | 0.00% 63.3K shares | |
Software - Infrastructure Technology | $19.1M | 4.01% | -$245.0K Sold | 0.00% 37.0K shares | |
Internet Content & Information Communication Services | $18.1M | 3.78% | -$495.4K Sold | 0.00% 74.3K shares | |
Consumer Electronics Technology | $17.4M | 3.65% | -$455.5K Sold | 0.00% 68.4K shares | |
ETF ETF | $17.2M | 3.61% | -$148.8K Sold | — 97.4K shares | |
Discount Stores Consumer Defensive | $15.5M | 3.24% | -$451.5K Sold | 0.00% 150.3K shares | |
Telecommunications Services Communication Services | $13.2M | 2.77% | -$439.5K Sold | 0.00% 55.2K shares | |
Banks - Diversified Financial Services | $12.1M | 2.54% | -$386.7K Sold | 0.00% 38.5K shares | |
ETF ETF | $12.0M | 2.51% | -$6.0K Sold | — 89.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WESPAC Advisors SoCal, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for WESPAC Advisors SoCal, LLC
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