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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 $553,197,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Market Vectors Etf Trust
 GDX 47,830 $29,128,641 5.27%
2.
Apple Inc.
 AAPL 66,182 $22,039,933 3.98%
3.
Alphabet Inc.
 GOOGL 63,520 $21,856,017 3.95%
4.
Microsoft Corp
 MSFT 42,055 $21,570,121 3.9%
5.
Broadcom Inc.
 AVGO 58,046 $20,385,286 3.68%
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.