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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 106 | $492,486,438 | +$38,273,926 | -$30,049,221 | +$8,224,705 | SMH, AVGO, MSFT, GOOGL, AAPL | 13F-HR | 22 Oct 2025, 10:16 |
| Q2 2025 | 103 | $448,156,885 | +$68,683,309 | -$52,895,728 | +$15,787,581 | MSFT, SMH, AVGO, IAI, WMT | 13F-HR | 30 Jul 2025, 08:56 |
| Q1 2025 | 103 | $383,912,931 | +$50,084,138 | -$87,617,425 | -$37,533,287 | MSFT, AAPL, XLV, TMUS, SMH | 13F-HR | 06 May 2025, 12:36 |
| Q4 2024 | 99 | $442,091,383 | +$48,700,043 | -$49,543,240 | -$843,197 | AVGO, MSFT, SMH, AAPL, IGIB | 13F-HR | 24 Jan 2025, 17:49 |
| Q3 2024 | 95 | $432,355,734 | +$96,173,647 | -$54,598,544 | +$41,575,103 | MSFT, AVGO, AAPL, SMH, AVUV | 13F-HR | 06 Nov 2024, 16:16 |
| Q2 2024 | 88 | $398,122,829 | +$65,677,867 | -$52,071,863 | +$13,606,004 | MSFT, AVGO, SMH, AMZN, GOOGL | 13F-HR | 23 Jul 2024, 15:18 |
| Q1 2024 | 91 | $382,224,997 | +$40,909,174 | -$32,051,490 | +$8,857,684 | MSFT, NVDA, AVGO, AMZN, AAPL | 13F-HR | 18 Apr 2024, 15:38 |
| Q4 2023 | 92 | $343,272,223 | +$71,601,927 | -$50,346,460 | +$21,255,467 | MSFT, AAPL, AVGO, AMZN, AVUV | 13F-HR | 25 Jan 2024, 14:06 |
| Q3 2023 | 93 | $295,946,035 | +$25,521,805 | -$13,781,956 | +$11,739,849 | AAPL, MSFT, AVUV, GOOGL, HFXI | 13F-HR | 09 Nov 2023, 15:01 |
| Q2 2023 | 84 | $292,049,683 | +$16,577,832 | -$27,902,503 | -$11,324,671 | AAPL, MSFT, AVUV, HFXI, JNJ | 13F-HR | 20 Jul 2023, 14:29 |
| Q1 2023 | 87 | $289,886,111 | +$27,910,636 | -$3,942,643 | +$23,967,993 | AAPL, MSFT, AVUV, AVGO, JNJ | 13F-HR | 15 May 2023, 13:04 |
| Q4 2022 | 87 | $268,914,271 | +$36,415,839 | -$6,364,614 | +$30,051,225 | AAPL, MSFT, JNJ, AVGO, UNH | 13F-HR | 25 Jan 2023, 13:08 |
| Q3 2022 | 58 | $201,473,000 | +$45,213,594 | -$17,920,880 | +$27,292,714 | AAPL, MSFT, JNJ, UNH, GOOGL | 13F-HR | 10 Nov 2022, 16:22 |
| Q2 2022 | 76 | $261,660,000 | +$23,767,954 | -$9,203,429 | +$14,564,525 | AAPL, MSFT, JNJ, GOOGL, UNH | 13F-HR | 19 Jul 2022, 15:49 |
| Q1 2022 | 80 | $324,213,000 | +$27,446,945 | -$10,704,140 | +$16,742,805 | AAPL, MSFT, AMZN, GOOGL, JNJ | 13F-HR | 19 May 2022, 14:04 |
| Q4 2021 | 76 | $320,570,000 | +$31,493,043 | -$7,514,531 | +$23,978,512 | AAPL, MSFT, AMZN, GOOGL, JNJ | Restatement | 03 Feb 2022, 09:23 |
| Q3 2021 | 82 | $302,850,000 | +$39,706,137 | -$26,027,710 | +$13,678,427 | MSFT, AAPL, GOOGL, AMZN, AVGO | 13F-HR | 14 Oct 2021, 14:00 |
| Q2 2021 | 81 | $301,520,000 | +$56,424,477 | -$31,471,153 | +$24,953,324 | MSFT, AAPL, AMZN, AVGO, JNJ | 13F-HR | 29 Jul 2021, 14:07 |
| Q1 2021 | 72 | $254,986,000 | +$39,616,707 | -$40,580,982 | -$964,275 | AAPL, MSFT, AVGO, AMZN, HD | 13F-HR | 30 Apr 2021, 11:11 |
| Q4 2020 | 75 | $252,027,000 | +$35,994,421 | -$2,853,128 | +$33,141,293 | IAUXXXX, AAPL, AMZN, MSFT, AVGO | 13F-HR | 02 Feb 2021, 09:22 |
| Q3 2020 | 73 | $210,106,000 | +$33,367,889 | -$10,358,039 | +$23,009,850 | AAPL, IAUXXXX, MSFT, AMZN, HD | 13F-HR | 23 Oct 2020, 15:06 |
| Q2 2020 | 78 | $214,955,000 | +$26,773,268 | -$6,874,451 | +$19,898,817 | IAUXXXX, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 17 Jul 2020, 14:17 |
| Q1 2020 | 75 | $166,247,000 | +$20,231,451 | -$9,606,605 | +$10,624,846 | IAUXXXX, MSFT, AAPL, GOOGL, JNJ | 13F-HR | 30 Apr 2020, 10:49 |
| Q4 2019 | 82 | $210,640,000 | +$16,414,623 | -$8,147,786 | +$8,266,837 | AAPL, IAUXXXX, IGRO, MSFT, GOOGL | 13F-HR | 13 Feb 2020, 16:23 |
| Q3 2019 | 82 | $202,454,000 | +$28,317,039 | -$4,995,385 | +$23,321,654 | AAPL, IAUXXXX, VIXYXXXX, GOOGL, MSFT | 13F-HR | 17 Oct 2019, 10:35 |
| Q2 2019 | 84 | $187,684,000 | +$23,292,548 | -$5,625,697 | +$17,666,851 | DIS, AAPL, MSFT, DVYE, JNJ | 13F-HR | 30 Jul 2019, 13:59 |
| Q1 2019 | 314 | $180,730,000 | +$37,005,965 | -$9,588,093 | +$27,417,872 | AAPL, GOOGL, UNH, MSFT, JNJ | 13F-HR | 02 May 2019, 15:40 |
| Q4 2018 | 315 | $158,361,000 | +$16,840,759 | -$4,705,313 | +$12,135,446 | SPY, UNH, GOOGL, DIS, JNJ | Restatement | 06 May 2019, 15:25 |
| Q3 2018 | 283 | $199,175,000 | +$32,491,483 | -$5,589,448 | +$26,902,035 | AAPL, UNH, GOOGL, JNJ, IDV | 13F-HR | 22 Oct 2018, 16:48 |
| Q2 2018 | 91 | $173,634,000 | +$8,614,990 | -$2,312,532 | +$6,302,458 | AAPL, UNH, GOOGL, MSFT, IDV | Restatement | 03 Aug 2018, 10:47 |
| Q1 2018 | 252 | $172,591,000 | +$11,292,230 | -$5,453,197 | +$5,839,033 | AAPL, MSFT, GOOGL, UNH, IDV | 13F-HR | 16 Apr 2018, 15:55 |
| Q4 2017 | 236 | $175,291,000 | +$21,857,904 | -$14,620,230 | +$7,237,674 | AAPL, GOOGL, UNH, MSFT, IDV | 13F-HR | 13 Feb 2018, 07:06 |
| Q3 2017 | 248 | $167,990,000 | +$12,800,800 | -$6,625,998 | +$6,174,802 | AAPL, GOOGL, UNH, MSFT, DIS | 13F-HR | 03 Nov 2017, 16:28 |
| Q2 2017 | 228 | $156,409,000 | +$7,633,780 | -$7,670,703 | -$36,923 | AAPL, GOOGL, UNH, DIS, NWL | 13F-HR | 11 Aug 2017, 14:12 |
| Q1 2017 | 246 | $161,168,342 | +$18,402,898 | -$10,762,239 | +$7,640,659 | AAPL, DIS, GOOGL, UNH, GEXXXX | 13F-HR | 12 May 2017, 12:30 |
| Q4 2016 | 254 | $154,113,410 | +$19,280,662 | -$10,592,009 | +$8,688,653 | AAPL, GEXXXX, HON, DIS, UNH | 13F-HR | 13 Feb 2017, 11:03 |
| Q3 2016 | 279 | $148,183,208 | +$6,443,922 | -$12,719,917 | -$6,275,995 | ACN, HON, CVS, GEXXXX, SJM | 13F-HR | 14 Nov 2016, 09:38 |
| Q2 2016 | 278 | $153,491,667 | +$18,020,760 | -$3,253,990 | +$14,766,770 | UNH, CVS, ACN, GEXXXX, SJM | 13F-HR | 12 Aug 2016, 13:18 |
| Q1 2016 | 282 | $135,761,460 | +$16,013,016 | -$25,069,052 | -$9,056,036 | ACN, GEXXXX, UNH, HON, WM | 13F-HR | 12 Aug 2016, 12:31 |
| Q4 2015 | 235 | $151,526,000 | $0 | KR, AAPL, GEXXXX, ACN, UNH | 13F-HR | 02 Mar 2016, 16:49 |