Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $442,091,383
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 98,311 $22,792,322 5.15%
2.
Microsoft Corp
 MSFT 50,691 $21,366,310 4.83%
3.
Vaneck Etf Trust
 76,197 $18,452,574 4.17%
4.
Apple Inc.
 AAPL 71,283 $17,850,580 4.03%
5.
Ishares Tr
 326,332 $16,809,361 3.8%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)