WESPAC ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

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 SOCAL, LLC Top 13F Holdings

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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 …

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WESPAC Advisors, LLC 13F Filings

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WESPAC Advisors, LLC reported 152 holdings with total value $144 M as of Q4 2023. Top holdings included GLD, AAPL, TFLO, IVV, and XLV. WESPAC Advisors, LLC 13F Portfolio …

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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 ...

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WESPAC Advisors LLC 13F Portfolio - HedgeFollow

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Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; WESPAC Advisors LLC: WESPAC Advisors LLC: 5.60%: $127770000: 142

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WESPAC Advisors, LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

WESPAC Advisors, LLC reported 167 holdings with total value $172 M as of Q1 2024. Top holdings included GLD, AAPL, TFLO, IVV, and VUG. WESPAC Advisors, LLC Q1 2024 13F …

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

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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 …

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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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W ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

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W ADVISORS, LLC. W Advisors is based out of Germantown. W Advisors is a large advisory firm with 95 clients and discretionary assets under management (AUM) of $115,571,836 (Form …

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WESPAC Advisors, LLC Q1 2022 13F Top Portfolio Holdings

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WESPAC Advisors, LLC reported 100 holdings with total value $92.4 M as of Q1 2022. Top holdings included GLD, AAPL, FXG, VTV, and XLE. WESPAC Advisors, LLC Q1 2022 13F …

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HIGH PROBABILITY ADVISORS, LLC Top 13F Holdings

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Sep 30, 2024  · Their last reported 13F filing for Q3 2024 included $587,241,566 in managed 13F securities and a top 10 holdings concentration of 65.18%. High Probability Advisors's largest …

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MISSION HILLS FINANCIAL ADVISORY, LLC Top 13F Holdings

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Mission Hills Financial Advisory is a large advisory firm with 308 clients and discretionary assets under management (AUM) of $157,472,510 (Form ADV from 2024-09-30). Their last reported …

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AMERICAN ALPHA ADVISORS, LLC Top 13F Holdings

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Sep 30, 2024  · American Alpha Advisors is a large advisory firm with 56 clients and discretionary assets under management (AUM) of $251,464,333 (Form ADV from 2024-03-28). Their last …

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PROMETHIUM ADVISORS,LLC Top 13F Holdings

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Sep 30, 2024  · PROMETHIUM ADVISORS,LLC. Promethium Advisors is based out of Bethesda. Their last reported 13F filing for Q3 2024 included $141,504,651 in managed 13F securities …

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WEXFORD CAPITAL LP Top 13F Holdings - WhaleWisdom.com

1 week from now

Wexford Capital is a hedge fund with 19 clients and discretionary assets under management (AUM) of $1,741,434,712 (Form ADV from 2024-03-28). Their last reported 13F filing for Q3 …

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