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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 $197,537,137
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 11,346 $8,689,589 4.4%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 162,200 $8,022,424 4.06%
3.
Vanguard Intl Equity Index Funds
 VWO 40,624 $6,412,455 3.25%
4.
Series Portfolios Tr
 195,870 $5,151,371 2.61%
5.
J P Morgan Exchange Traded F - ACTIVE BOND ETF
 93,519 $4,780,672 2.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.