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

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. WESPAC Advisors …

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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 …

whalewisdom.com

WESPAC Advisors SoCal, LLC 13F Filings

1 week from now

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 Advisors SoCal, LLC …

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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 …

whalewisdom.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

Netflix, Inc. (NASDAQ:NFLX) Stake Lifted By WESPAC Advisors …

1 week from now

1 day ago  · WESPAC Advisors SoCal LLC increased its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 101.5% during the 3rd quarter, according to the company …

marketbeat.com

WESPAC Advisors SoCal 13F Filings And Top Holdings And Stakes

1 week from now

WESPAC Advisors SoCal. Add alert Latest statistics and disclosures from WESPAC Advisors SoCal's latest quarterly 13F-HR filing: Top 5 ... , AVUV, and represent 24.21% of WESPAC …

stockzoa.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 Q3 …

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How Much Does A Financial Advisor Cost? (Updated For 2024)

1 week from now

Apr 2, 2024  · Average Financial Advisor Fees in 2024. A fee based on the percentage of your total managed assets. A $500,000 portfolio could cost between $2,500 and $10,000 per year. …

harnesswealth.com

WESPAC Advisors SoCal, LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

Jan 25, 2024  · WESPAC Advisors SoCal, LLC reported 91 holdings with total value $382 M as of Q1 2024. Top holdings included MSFT, NVDA, AVGO, AMZN, and AAPL. WESPAC Advisors …

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New Jersey Sets Private Equity Commitment, Hedge Fund Investment

1 week from now

Jan 18, 2013  · New Jersey Division of Investment committed $200 million to a private equity fund and gave $150 million to a hedge fund.

pionline.com