Notify me when WESPAC Advisors SoCal, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 110 | $495,873,336 | +$40,460,050 | -$26,476,877 | +$13,983,173 | SMH, GOOGL, AVGO, AAPL, MSFT | 13F-HR | 07 Jan 2026, 09:38 |
| Q3 2025 | 106 | $492,486,438 | +$38,273,923 | -$30,049,222 | +$8,224,701 | SMH, AVGO, MSFT, GOOGL, AAPL | 13F-HR | 22 Oct 2025, 10:16 |
| Q2 2025 | 103 | $448,156,885 | +$68,683,309 | -$52,895,736 | +$15,787,573 | MSFT, SMH, AVGO, IAI, WMT | 13F-HR | 30 Jul 2025, 08:56 |
| Q1 2025 | 103 | $383,912,931 | +$50,084,138 | -$87,617,420 | -$37,533,282 | MSFT, AAPL, XLV, TMUS, SMH | 13F-HR | 06 May 2025, 12:36 |
| Q4 2024 | 99 | $442,091,383 | +$48,700,039 | -$49,543,238 | -$843,199 | AVGO, MSFT, SMH, AAPL, IGIB | 13F-HR | 24 Jan 2025, 17:49 |
| Q3 2024 | 95 | $432,355,734 | +$96,173,647 | -$54,598,542 | +$41,575,105 | MSFT, AVGO, AAPL, SMH, AVUV | 13F-HR | 06 Nov 2024, 16:16 |
| Q2 2024 | 88 | $398,122,829 | +$65,677,864 | -$52,071,865 | +$13,605,999 | MSFT, AVGO, SMH, AMZN, GOOGL | 13F-HR | 23 Jul 2024, 15:18 |
| Q1 2024 | 91 | $382,224,997 | +$40,909,175 | -$32,051,491 | +$8,857,684 | MSFT, NVDA, AVGO, AMZN, AAPL | 13F-HR | 18 Apr 2024, 15:38 |
| Q4 2023 | 92 | $343,272,223 | +$71,601,931 | -$50,346,462 | +$21,255,469 | MSFT, AAPL, AVGO, AMZN, AVUV | 13F-HR | 25 Jan 2024, 14:06 |
| Q3 2023 | 87 | $295,946,035 | +$25,521,805 | -$13,781,959 | +$11,739,846 | AAPL, MSFT, AVUV, GOOGL, HFXI | 13F-HR | 09 Nov 2023, 15:01 |
| Q2 2023 | 84 | $292,049,683 | +$16,577,832 | -$35,540,626 | -$18,962,794 | AAPL, MSFT, AVUV, HFXI, JNJ | 13F-HR | 20 Jul 2023, 14:29 |
| Q1 2023 | 87 | $289,886,111 | +$27,910,640 | -$14,797,187 | +$13,113,453 | AAPL, MSFT, AVUV, AVGO, JNJ | 13F-HR | 15 May 2023, 13:04 |
| Q4 2022 | 87 | $268,914,271 | +$36,300,328 | -$6,299,623 | +$30,000,705 | AAPL, MSFT, JNJ, AVGO, UNH | 13F-HR | 25 Jan 2023, 14:08 |
| Q3 2022 | 67 | $201,473,000 | +$45,213,591 | -$78,648,885 | -$33,435,294 | AAPL, MSFT, JNJ, UNH, GOOGL | 13F-HR | 10 Nov 2022, 17:22 |
| Q2 2022 | 76 | $261,660,000 | +$23,767,948 | -$24,543,429 | -$775,481 | AAPL, MSFT, JNJ, GOOGL, UNH | 13F-HR | 19 Jul 2022, 15:49 |
| Q1 2022 | 80 | $324,213,000 | +$26,641,235 | -$33,335,546 | -$6,694,311 | AAPL, MSFT, AMZN, GOOGL, JNJ | 13F-HR | 19 May 2022, 14:04 |
| Q4 2021 | 79 | $320,570,000 | +$31,493,056 | -$28,955,531 | +$2,537,525 | AAPL, MSFT, AMZN, GOOGL, JNJ | Restatement | 03 Feb 2022, 10:23 |
| Q3 2021 | 83 | $302,850,000 | +$39,706,135 | -$26,027,710 | +$13,678,425 | MSFT, AAPL, GOOGL, AMZN, AVGO | 13F-HR | 14 Oct 2021, 14:00 |
| Q2 2021 | 81 | $301,520,000 | +$56,424,473 | -$31,471,155 | +$24,953,318 | MSFT, AAPL, AMZN, AVGO, JNJ | 13F-HR | 29 Jul 2021, 14:07 |
| Q1 2021 | 72 | $254,986,000 | +$39,616,702 | -$40,580,980 | -$964,278 | AAPL, MSFT, AVGO, AMZN, HD | 13F-HR | 30 Apr 2021, 11:11 |
| Q4 2020 | 75 | $252,027,000 | +$35,994,420 | -$4,703,128 | +$31,291,292 | IAU, AAPL, AMZN, MSFT, AVGO | 13F-HR | 02 Feb 2021, 10:22 |
| Q3 2020 | 73 | $210,106,000 | +$33,367,888 | -$46,299,074 | -$12,931,186 | AAPL, IAU, MSFT, AMZN, HD | 13F-HR | 23 Oct 2020, 15:06 |
| Q2 2020 | 79 | $214,955,000 | +$26,570,740 | -$8,815,955 | +$17,754,785 | IAU, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 17 Jul 2020, 14:17 |
| Q1 2020 | 79 | $166,247,000 | +$20,231,451 | -$54,612,604 | -$34,381,153 | IAU, MSFT, AAPL, GOOGL, JNJ | 13F-HR | 30 Apr 2020, 10:49 |
| Q4 2019 | 82 | $210,640,000 | +$16,414,625 | -$26,178,787 | -$9,764,162 | AAPL, IAU, IGRO, MSFT, GOOGL | 13F-HR | 13 Feb 2020, 17:23 |
| Q3 2019 | 82 | $202,454,000 | +$28,317,044 | -$16,405,385 | +$11,911,659 | AAPL, IAU, VIXY, GOOGL, MSFT | 13F-HR | 17 Oct 2019, 10:35 |
| Q2 2019 | 84 | $187,684,000 | +$23,292,557 | -$22,918,696 | +$373,861 | DIS, AAPL, MSFT, DVYE, JNJ | 13F-HR | 30 Jul 2019, 13:59 |
| Q1 2019 | 329 | $180,725,000 | +$36,998,519 | -$30,858,093 | +$6,140,426 | AAPL, GOOGL, UNH, MSFT, JNJ | 13F-HR | 02 May 2019, 15:40 |
| Q4 2018 | 331 | $158,361,000 | +$16,851,759 | -$33,322,261 | -$16,470,502 | SPY, UNH, GOOGL, DIS, JNJ | Restatement | 06 May 2019, 15:25 |
| Q3 2018 | 305 | $199,233,000 | +$32,549,490 | -$18,145,447 | +$14,404,043 | AAPL, UNH, GOOGL, JNJ, IDV | 13F-HR | 22 Oct 2018, 16:48 |
| Q2 2018 | 91 | $173,634,000 | +$8,614,984 | -$11,718,533 | -$3,103,549 | AAPL, UNH, GOOGL, MSFT, IDV | Restatement | 03 Aug 2018, 10:47 |
| Q1 2018 | 267 | $172,595,000 | +$11,263,233 | -$12,544,200 | -$1,280,967 | AAPL, MSFT, GOOGL, UNH, IDV | 13F-HR | 16 Apr 2018, 15:55 |
| Q4 2017 | 251 | $175,279,000 | +$21,844,738 | -$23,369,227 | -$1,524,489 | AAPL, GOOGL, UNH, MSFT, IDV | 13F-HR | 13 Feb 2018, 08:06 |
| Q3 2017 | 264 | $167,993,000 | +$12,800,801 | -$6,681,998 | +$6,118,803 | AAPL, GOOGL, UNH, MSFT, DIS | 13F-HR | 03 Nov 2017, 16:28 |
| Q2 2017 | 239 | $156,412,000 | +$7,633,782 | -$15,215,070 | -$7,581,288 | AAPL, GOOGL, UNH, DIS, NWL | 13F-HR | 11 Aug 2017, 14:12 |
| Q1 2017 | 248 | $161,168,600 | +$18,403,156 | -$15,713,609 | +$2,689,547 | AAPL, DIS, GOOGL, UNH, GE | 13F-HR | 12 May 2017, 12:30 |
| Q4 2016 | 256 | $154,322,361 | +$19,482,116 | -$16,348,743 | +$3,133,373 | AAPL, GE, HON, DIS, UNH | 13F-HR | 13 Feb 2017, 12:03 |
| Q3 2016 | 279 | $148,194,254 | +$6,445,253 | -$12,402,505 | -$5,957,252 | ACN, HON, CVS, GE, SJM | 13F-HR | 14 Nov 2016, 10:38 |
| Q2 2016 | 279 | $153,504,180 | +$18,020,759 | -$4,076,035 | +$13,944,724 | UNH, CVS, ACN, GE, SJM | 13F-HR | 12 Aug 2016, 13:18 |
| Q1 2016 | 282 | $135,766,824 | +$15,968,882 | -$34,093,739 | -$18,124,857 | ACN, GE, UNH, HON, WM | 13F-HR | 12 Aug 2016, 12:31 |
| Q4 2015 | 254 | $151,532,000 | $0 | $0 | $0 | KR, AAPL, GE, ACN, UNH | 13F-HR | 02 Mar 2016, 17:49 |