WESPAC ADVISORS SOCAL, LLC 13F Portfolio
WESPAC ADVISORS SOCAL, LLC runs WESPAC ADVISORS SOCAL, LLC and currently holds 122 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $560.34M. Their top holdings are SMH, GOOGL, AVGO, AAPL, MU. The top five represent 20.1% of reported portfolio weight. WESPAC ADVISORS SOCAL, LLC ranks #514 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WESPAC ADVISORS SOCAL, LLC initiated 4 new positions. They added to 69 existing positions. They trimmed 22 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$560.34M
Alpha Score
57.5
#514 of 1000
Holdings
122
WESPAC ADVISORS SOCAL, LLC Current 13F Holdings
Reported holdings from WESPAC ADVISORS SOCAL, LLC's latest SEC 13F filing, ranked by portfolio weight.
122 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SMH VANECK ETF TRUST | 5.63% | $195.57 | $603.33 | +208.50% | Trimmed -21.42% |
 GOOGL ALPHABET INC | 4.03% | $55.88 | $351.66 | +529.31% | Trimmed -9.53% |
 AVGO BROADCOM INC | 3.95% | $38.12 | $361.54 | +848.43% | Trimmed -5.42% |
 AAPL APPLE INC | 3.46% | $59.06 | $336.68 | +470.07% | Trimmed -2.38% |
 MU MICRON TECHNOLOGY INC | 3.01% | $577.84 | $1,029.00 | +78.08% | Added +41.63% |
 WMT WALMART INC | 2.99% | $53.22 | $111.35 | +109.23% | Added +0.69% |
 AVUV AMERICAN CENTY ETF TR | 2.69% | $91.68 | $119.63 | +30.49% | Added +4.72% |
 MSFT MICROSOFT CORP | 2.68% | $126.87 | $535.07 | +321.75% | Added +2.95% |
 NVDA NVIDIA CORPORATION | 2.59% | $46.39 | $229.28 | +394.24% | Added +16.43% |
 XAR SPDR SERIES TRUST | 2.55% | $175.33 | $228.41 | +30.27% | Added +2.15% |
Showing 1-10 of 122