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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 $144,022,011
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 53,819 $10,288,578 7.14%
2.
Apple Inc.
 AAPL 25,507 $4,910,885 3.4%
3.
Ishares Tr
 88,639 $4,473,610 3.1%
4.
Ishares Trust
 IEF 6,899 $3,295,169 2.28%
5.
Sector Spdr Trust
 XLB 23,646 $3,224,825 2.23%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)