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Home > Institutional Investor > Wespac Advisors Socal, Llc > Profile

Instuitional Investor - Wespac Advisors Socal, Llc

Fund Profile
Filing Period:
Fund Name: Wespac Advisors Socal, Llc
Portfolio Value $383,912,931
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 44,130 $16,565,855 4.32%
2.
Apple Inc.
 AAPL 70,712 $15,707,221 4.09%
3.
Sector Spdr Trust
 XLB 103,925 $15,174,111 3.95%
4.
T-Mobile Us Inc.
 TMUS 56,139 $14,972,833 3.9%
5.
Vaneck Etf Trust - SEMICONDUCTR ETF
 66,720 $14,109,232 3.68%
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)