WESPAC Advisors, LLC Q2 2024 13F Top Portfolio Holdings

WESPAC Advisors, LLC Q2 2024 13F Top Portfolio Holdings

1 week from now

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 …

13f.info

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 …

whalewisdom.com

WESPAC Advisors, LLC Portfolio Filings

1 week from now

WESPAC Advisors, LLC 13F Portfolio Filings Latest 13F report Q2 2024 - Jul 30, 2024. Value $ $128M ... 4 Orinda Way, Suite 100 B, Orinda, California Holdings Value Quarter Holdings …

portfoliosavvy.com

WESPAC Advisors SoCal, LLC Q2 2024 13F Top Portfolio Holdings

1 week from now

Apr 18, 2024  · WESPAC Advisors SoCal, LLC reported 88 holdings with total value $398 M as of Q2 2024. Top holdings included MSFT, AVGO, SMH, AMZN, and GOOGL. WESPAC …

13f.info

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

WESPAC ADVISORS SOCAL, LLC Top 13F Holdings

1 week from now

Wespac Advisors Socal is a large advisory firm with 360 clients and discretionary assets under management (AUM) of $427,080,146 (Form ADV from 2024-03-27). Their last reported 13F filing for Q3 2024 included $432,355,734 in managed 13F securities and a top 10 holdings concentration of 38.87%. Wespac Advisors Socal's largest holding is Microsoft ...

whalewisdom.com

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 ...

13f.info

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

1 week from now

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 ownership change reports. ... Current Holdings: 142Stocks(21 new) Top holdings: GLD(5.52%) TFLO(3.54%) IVV(2.84%) AAPL(2.78%) CLOI(2.19%) Last update: 2024-07-31 ...

gurufocus.com

WESPAC Advisors SoCal LLC Boosts Stock Holdings In Eli Lilly And ...

1 week from now

1 day ago  · WESPAC Advisors SoCal LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 8.4% in the third quarter, according to the company in its most …

marketbeat.com

WESPAC Advisors SoCal LLC Acquires 1,535 Shares Of ASML

1 week from now

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

marketbeat.com

WESPAC Advisors SoCal, LLC Q3 2024 13F Top Portfolio Holdings

1 week from now

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. ... Location …

13f.info

List Of Top New Jersey Private Equity Firms - Crunchbase

1 week from now

Aug 30, 2018  · Location New Jersey, United States, North America. CB Rank (Hub) 62,152. Number of Founders 63. Average Founded Date Sep 9, 2004. Percentage Acquired 6%. …

crunchbase.com