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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 $135,897,857
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 19,715 $4,773,593 3.51%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 86,706 $4,296,282 3.16%
3.
Apple Inc.
 AAPL 16,702 $4,182,525 3.07%
4.
Ishares Trust
 IEF 7,064 $4,158,517 3.06%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 7,440 $4,008,746 2.94%
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)