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Portfolio (Quarterly) Guide ↗

WESPAC Advisors SoCal, LLC

· CIK 0001668188
13F Portfolio $470M AUM 119 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 36 Added 47 Reduced 13 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 39,101.0 $14.5M 3.08% +707.0 +1.8% $370.17 +12.9%
2 XLE SELECT SECTOR SPDR TR 214,686.0 $13.2M 2.80% +65K +43.4% $61.26 -3.2%
3 JPM JPMORGAN CHASE & CO Financial Services 40,697.0 $12.0M 2.55% +2K +5.1% $294.16 +4.8%
4 AMZN AMAZON COM INC Consumer Cyclical 55,423.0 $11.5M 2.46% +1K +2.1% $208.27 +28.1%
5 GRID FIRST TR EXCHANGE-TRADED FD 67,149.0 $11.0M 2.34% +15K +27.7% $163.58 +20.4%
6 IGIB ISHARES TR 201,866.0 $10.7M 2.29% +5K +2.5% $53.22 -0.3%
7 WELL WELLTOWER INC Real Estate 53,926.0 $10.7M 2.27% +803.0 +1.5% $197.71 +10.3%
8 EME EMCOR GROUP INC Industrials 13,941.0 $10.3M 2.19% +164.0 +1.2% $738.32 +17.3%
9 PYLD PIMCO ETF TR 385,406.0 $10.1M 2.15% +51K +15.2% $26.20 +0.7%
10 XLV SELECT SECTOR SPDR TR 66,215.0 $9.7M 2.06% +5K +7.7% $146.61 +1.4%
11 JMBS JANUS DETROIT STR TR 197,015.0 $8.9M 1.89% +30K +17.9% $45.18 -0.2%
12 ETN EATON CORP PLC Industrials 22,347.0 $8.0M 1.70% +3K +12.7% $357.67 +12.8%
13 CEG CONSTELLATION ENERGY CORP Utilities 27,610.0 $7.7M 1.64% +7K +35.4% $279.25 +10.1%
14 GD GENERAL DYNAMICS CORP Industrials 21,985.0 $7.5M 1.60% +738.0 +3.5% $343.22 -0.4%
15 JAAA JANUS DETROIT STR TR 139,686.0 $7.0M 1.50% +16K +13.0% $50.37 +0.7%
16 PG PROCTER & GAMBLE CO Consumer Defensive 43,660.0 $6.3M 1.34% +1K +3.1% $144.44 -0.4%
17 GS GOLDMAN SACHS GROUP INC Financial Services 7,377.0 $6.2M 1.33% +790.0 +12.0% $845.94 +19.0%
18 IAU ISHARES GOLD TR Financial Services 59,124.0 $5.2M 1.11% +53K +885.9% $88.16 -3.7%
19 ORCL ORACLE CORP Technology 34,418.0 $5.1M 1.08% +3K +9.7% $147.11 +31.7%
20 PLTR PALANTIR TECHNOLOGIES INC Technology 31,343.0 $4.6M 0.97% +1K +5.0% $146.28 -7.8%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Industrials 13.8%
Financial Services 13.4%
Consumer Defensive 12.3%
Communication Services 10.4%
Utilities 5.5%
Consumer Cyclical 4.8%
Real Estate 4.5%
Healthcare 1.1%
Energy 0.3%