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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 $343,272,223
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 54,541 $20,509,576 5.97%
2.
Apple Inc.
 AAPL 105,426 $20,297,702 5.91%
3.
Broadcom Inc.
 AVGO 131,400 $14,667,827 4.27%
4.
Amazon Com Inc
 AMZN 91,266 $13,866,956 4.03%
5.
American Centy Etf Tr
 153,405 $13,775,769 4.01%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)