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Home > Institutional Investor > Wespac Advisors, Llc > Profile

Instuitional Investor - Wespac Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wespac Advisors, Llc
Portfolio Value $122,711,943
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 7,636 $4,290,448 3.5%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 80,109 $3,983,821 3.25%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 7,440 $3,823,490 3.12%
4.
Vaneck Etf Trust - CLO ETF
 59,799 $3,159,785 2.57%
5.
Apple Inc.
 AAPL 12,428 $2,760,615 2.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)