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WESPAC ADVISORS SOCAL, LLC 13F portfolio summary

WESPAC ADVISORS SOCAL, LLC of WESPAC ADVISORS SOCAL, LLC has 118 current stock holdings with a reported portfolio value of $470.2M. The portfolio 1 year return is +15.86%. Top holdings include XSVN (0.00%), SPY (0.00%), QQQ (0.00%), XFIV (0.00%), XTRE (0.00%).

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WESPAC ADVISORS SOCAL, LLC

WESPAC ADVISORS SOCAL, LLC
Latest filing: 2026-03-31

WESPAC ADVISORS SOCAL, LLC runs WESPAC ADVISORS SOCAL, LLC and currently holds 118 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $470.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WESPAC ADVISORS SOCAL, LLC ranks #781 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WESPAC ADVISORS SOCAL, LLC's portfolio at WESPAC ADVISORS SOCAL, LLC has delivered returns of +15.86%. Their 3-year annualized return is +56.67%. Looking at the 5-year horizon, WESPAC ADVISORS SOCAL, LLC has achieved +60.45% annualized returns at WESPAC ADVISORS SOCAL, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.86%
#837/1000
3 Year
+56.67%
#724/1000
5 Year
+60.45%
#686/1000

Portfolio Value

$470.23M

Alpha Score

44.1

#781 of 1000

Holdings

118

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change