WESPAC Advisors 13F filings and top holdings and stakes - stockzoa
Add alert Latest statistics and disclosures from WESPAC Advisors's latest quarterly 13F-HR filing: . Top 5 stock holdings are GLD, AAPL, TFLO, IVV, XLV, and represent 18.19% of WESPAC …
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WESPAC Advisors 13F Filings And Top Holdings And Stakes - Stockzoa
1 week from now
Add alert Latest statistics and disclosures from WESPAC Advisors's latest quarterly 13F-HR filing: . Top 5 stock holdings are GLD, AAPL, TFLO, IVV, XLV, and represent 18.19% of WESPAC …
stockzoa.com
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WESPAC Advisors SoCal, LLC Q3 2024 13F Top Portfolio Holdings
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Jul 23, 2024 · WESPAC Advisors SoCal, LLC reported 95 holdings with total value $432 M as of Q3 2024. Top holdings included MSFT, AVGO, AAPL, SMH, and AVUV ... WESPAC Advisors …
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WESPAC Advisors, LLC Q3 2024 13F Top Portfolio Holdings
1 week from now
Jul 30, 2024 · WESPAC Advisors, LLC reported 150 holdings with total value $135 M as of Q3 2024. Top holdings included GLD, TFLO, AAPL, IVV, and CLOI. WESPAC Advisors, LLC ...
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WESPAC Advisors, LLC Q2 2024 13F Top Portfolio Holdings
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WESPAC Advisors, LLC reported 142 holdings with total value $128 M as of Q2 2024. Top holdings included GLD, TFLO, IVV, AAPL, and CLOI. WESPAC Advisors, LLC Q2 2024 13F …
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WESPAC ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com
1 week from now
Wespac Advisors is a large advisory firm with 632 clients and discretionary assets under management (AUM) of $926,337,523 (Form ADV from 2024-04-02). Their last reported 13F …
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WESPAC Advisors, LLC Q3 2019 13F Top Portfolio Holdings
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WESPAC Advisors, LLC reported 95 holdings with total value $100 M as of Q3 2019. Top holdings included FPE, XLP, SHY, BF-B, and XLU. WESPAC Advisors, LLC Q3 2019 13F …
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Westpac Banking Corporation 13F Filings And Top Holdings And …
1 week from now
Latest statistics and disclosures from Westpac Banking Corp's latest quarterly 13F-HR filing: Top 5 stock holdings are MSFT, NVDA, AAPL, AMZN, GOOGL, and represent 25.13% of Westpac …
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West Financial Advisors 13F Filings And Top Holdings And Stakes
1 week from now
Add alert Latest statistics and disclosures from West Financial Advisors's latest quarterly 13F-HR filing: . Top 5 stock holdings are SPY, BND, VEA, VTEB, DFAE, and represent 59.74% of …
stockzoa.com
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