Wespac Advisors Socal, LLC - Q12026 Holdings
Wespac Advisors Socal, LLC holds 119 stocks with a total portfolio value of $ 470.23M as of Q12026. In Q12026, Wespac Advisors Socal, LLC added 22 new positions, increased stakes in 37 stocks, reduced 48 holdings, and fully exited 13 positions. The largest holding is Vaneck Etf Trust (SMH), representing 4.99% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options