WESPAC Advisors, Latest Trades, 13F, 13D/G - GuruFocus.com

Detailed information regarding WESPAC Advisors LLC's latest trades and stock picks. The SEC filings include 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider …

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WESPAC Advisors, LLC 13F Filings

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WESPAC Advisors, LLC 13F Portfolio Filings Most recent 13F Q4 2023. Location Orinda, CA CIK 0001484540 All SEC filings View on sec.gov. Holdings Value Quarter Holdings Value ($000) …

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WESPAC Advisors, LLC Q3 2024 13F Top Portfolio Holdings

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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 Q3 …

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WESPAC Advisors 13F Filings And Top Holdings And Stakes - Stockzoa

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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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Overview: Where Gurus Found Value In The 4th Quarter - Forbes

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Mar 8, 2024 · Background. Managers with more than $100 million in assets under management are required to disclose their holdings to the SEC each quarter via 13F filings. These filings …

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WESPAC Advisors SoCal LLC Acquires 1,535 Shares Of ASML

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1 day ago · November 17, 2024. WESPAC Advisors SoCal LLC boosted its holdings in ASML Holding (NASDAQ:ASML - Free Report) by 15.1% during the 3rd quarter, according to the …

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Avoro Capital Advisors LLC Adjusts Stake In Spyre ... - GuruFocus

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The firm reduced its holdings by 954,079 shares, resulting in a new total of 885,059 shares valued at a trading price of $29.41 each. This transaction has altered Avoro Capital Advisors LLC …

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