Notify me when WESPAC Advisors SoCal, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 106 | $492M | +$38.3M | -$30M | +$8.22M | SMH, AVGO, MSFT, GOOGL, AAPL | 13F-HR | 10/22/2025, 10:16 AM |
| Q2 2025 | 103 | $448M | +$68.7M | -$52.9M | +$15.8M | MSFT, SMH, AVGO, IAI, WMT | 13F-HR | 7/30/2025, 08:56 AM |
| Q1 2025 | 103 | $384M | +$50.1M | -$87.6M | -$37.5M | MSFT, AAPL, XLV, TMUS, SMH | 13F-HR | 5/6/2025, 12:36 PM |
| Q4 2024 | 99 | $442M | +$48.7M | -$49.5M | -$843K | AVGO, MSFT, SMH, AAPL, IGIB | 13F-HR | 1/24/2025, 05:49 PM |
| Q3 2024 | 95 | $432M | +$96.2M | -$54.6M | +$41.6M | MSFT, AVGO, AAPL, SMH, AVUV | 13F-HR | 11/6/2024, 04:16 PM |
| Q2 2024 | 88 | $398M | +$65.7M | -$52.1M | +$13.6M | MSFT, AVGO, SMH, AMZN, GOOGL | 13F-HR | 7/23/2024, 03:18 PM |
| Q1 2024 | 91 | $382M | +$40.9M | -$32.1M | +$8.86M | MSFT, NVDA, AVGO, AMZN, AAPL | 13F-HR | 4/18/2024, 03:38 PM |
| Q4 2023 | 92 | $343M | +$71.6M | -$50.3M | +$21.3M | MSFT, AAPL, AVGO, AMZN, AVUV | 13F-HR | 1/25/2024, 02:06 PM |
| Q3 2023 | 87 | $296M | +$25.5M | -$13.8M | +$11.7M | AAPL, MSFT, AVUV, GOOGL, HFXI | 13F-HR | 11/9/2023, 03:01 PM |
| Q2 2023 | 84 | $292M | +$16.6M | -$35.5M | -$19M | AAPL, MSFT, AVUV, HFXI, JNJ | 13F-HR | 7/20/2023, 02:29 PM |
| Q1 2023 | 87 | $290M | +$27.9M | -$14.8M | +$13.1M | AAPL, MSFT, AVUV, AVGO, JNJ | 13F-HR | 5/15/2023, 01:04 PM |
| Q4 2022 | 87 | $269M | +$36.3M | -$6.3M | +$30M | AAPL, MSFT, JNJ, AVGO, UNH | 13F-HR | 1/25/2023, 02:08 PM |
| Q3 2022 | 67 | $201M | +$45.2M | -$78.6M | -$33.4M | AAPL, MSFT, JNJ, UNH, GOOGL | 13F-HR | 11/10/2022, 05:22 PM |
| Q2 2022 | 76 | $262M | +$23.8M | -$24.5M | -$775K | AAPL, MSFT, JNJ, GOOGL, UNH | 13F-HR | 7/19/2022, 03:49 PM |
| Q1 2022 | 80 | $324M | +$26.6M | -$33.3M | -$6.69M | AAPL, MSFT, AMZN, GOOGL, JNJ | 13F-HR | 5/19/2022, 02:04 PM |
| Q4 2021 | 79 | $321M | +$31.5M | -$29M | +$2.54M | AAPL, MSFT, AMZN, GOOGL, JNJ | Restatement | 2/3/2022, 10:23 AM |
| Q3 2021 | 83 | $303M | +$39.7M | -$26M | +$13.7M | MSFT, AAPL, GOOGL, AMZN, AVGO | 13F-HR | 10/14/2021, 02:00 PM |
| Q2 2021 | 81 | $302M | +$56.4M | -$31.5M | +$25M | MSFT, AAPL, AMZN, AVGO, JNJ | 13F-HR | 7/29/2021, 02:07 PM |
| Q1 2021 | 72 | $255M | +$39.6M | -$40.6M | -$964K | AAPL, MSFT, AVGO, AMZN, HD | 13F-HR | 4/30/2021, 11:11 AM |
| Q4 2020 | 75 | $252M | +$36M | -$4.7M | +$31.3M | IAU, AAPL, AMZN, MSFT, AVGO | 13F-HR | 2/2/2021, 10:22 AM |
| Q3 2020 | 73 | $210M | +$33.4M | -$46.3M | -$12.9M | AAPL, IAU, MSFT, AMZN, HD | 13F-HR | 10/23/2020, 03:06 PM |
| Q2 2020 | 79 | $215M | +$26.6M | -$8.82M | +$17.8M | IAU, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 7/17/2020, 02:17 PM |
| Q1 2020 | 79 | $166M | +$20.2M | -$54.6M | -$34.4M | IAU, MSFT, AAPL, GOOGL, JNJ | 13F-HR | 4/30/2020, 10:49 AM |
| Q4 2019 | 82 | $211M | +$16.4M | -$26.2M | -$9.76M | AAPL, IAU, IGRO, MSFT, GOOGL | 13F-HR | 2/13/2020, 05:23 PM |
| Q3 2019 | 82 | $202M | +$28.3M | -$16.4M | +$11.9M | AAPL, IAU, VIXY, GOOGL, MSFT | 13F-HR | 10/17/2019, 10:35 AM |
| Q2 2019 | 84 | $188M | +$23.3M | -$22.9M | +$374K | DIS, AAPL, MSFT, DVYE, JNJ | 13F-HR | 7/30/2019, 01:59 PM |
| Q1 2019 | 329 | $181M | +$37M | -$30.9M | +$6.14M | AAPL, GOOGL, UNH, MSFT, JNJ | 13F-HR | 5/2/2019, 03:40 PM |
| Q4 2018 | 331 | $158M | +$16.9M | -$33.3M | -$16.5M | SPY, UNH, GOOGL, DIS, JNJ | Restatement | 5/6/2019, 03:25 PM |
| Q3 2018 | 305 | $199M | +$32.5M | -$18.1M | +$14.4M | AAPL, UNH, GOOGL, JNJ, IDV | 13F-HR | 10/22/2018, 04:48 PM |
| Q2 2018 | 91 | $174M | +$8.61M | -$11.7M | -$3.1M | AAPL, UNH, GOOGL, MSFT, IDV | Restatement | 8/3/2018, 10:47 AM |
| Q1 2018 | 267 | $173M | +$11.3M | -$12.5M | -$1.28M | AAPL, MSFT, GOOGL, UNH, IDV | 13F-HR | 4/16/2018, 03:55 PM |
| Q4 2017 | 251 | $175M | +$21.8M | -$23.4M | -$1.52M | AAPL, GOOGL, UNH, MSFT, IDV | 13F-HR | 2/13/2018, 08:06 AM |
| Q3 2017 | 264 | $168M | +$12.8M | -$6.68M | +$6.12M | AAPL, GOOGL, UNH, MSFT, DIS | 13F-HR | 11/3/2017, 04:28 PM |
| Q2 2017 | 239 | $156M | +$7.63M | -$15.2M | -$7.58M | AAPL, GOOGL, UNH, DIS, NWL | 13F-HR | 8/11/2017, 02:12 PM |
| Q1 2017 | 248 | $161M | +$18.4M | -$15.7M | +$2.69M | AAPL, DIS, GOOGL, UNH, GE | 13F-HR | 5/12/2017, 12:30 PM |
| Q4 2016 | 256 | $154M | +$19.5M | -$16.3M | +$3.13M | AAPL, GE, HON, DIS, UNH | 13F-HR | 2/13/2017, 12:03 PM |
| Q3 2016 | 279 | $148M | +$6.45M | -$12.4M | -$5.96M | ACN, HON, CVS, GE, SJM | 13F-HR | 11/14/2016, 10:38 AM |
| Q2 2016 | 279 | $154M | +$18M | -$4.08M | +$13.9M | UNH, CVS, ACN, GE, SJM | 13F-HR | 8/12/2016, 01:18 PM |
| Q1 2016 | 282 | $136M | +$16M | -$34.1M | -$18.1M | ACN, GE, UNH, HON, WM | 13F-HR | 8/12/2016, 12:31 PM |
| Q4 2015 | 254 | $152M | $0 | $0 | KR, AAPL, GE, ACN, UNH | 13F-HR | 3/2/2016, 05:49 PM |