WESPAC Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Orinda, CA
CIK
0001484540
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 152 144,022 GLD, AAPL, TFLO, IVV 13F-HR 1/25/2024 000108514624000509
Q3 2023 143 133,691 GLD, AAPL, SGOV, XLV 13F-HR 10/25/2023 000108514623003932
Q2 2023 125 124,817 GLD, AAPL, IEF, XLV 13F-HR 7/28/2023 000108514623002956
Q1 2023 108 106,286 GLD, UUP, AAPL, XLV 13F-HR 4/26/2023 000108514623001897
Q4 2022 63 57,748 MSFT, AAPL, XLV, FXG 13F-HR 1/31/2023 000108514623000502
Q3 2022 77 74,275 AAPL, MSFT, AMZN, GOOGL 13F-HR 10/18/2022 000108514622003465
Q2 2022 87 131,168 AAPL, SPY, MSFT, GLD 13F-HR 8/1/2022 000108514622002661
Q1 2022 100 92,403 GLD, AAPL, FXG, VTV 13F-HR 4/27/2022 000108514622001597
Q4 2021 143 149,374 IVW, MTUM, AAPL, GS 13F-HR 1/27/2022 000108514622000373
Q3 2021 168 162,184 MTUM, IVW, GS, AAPL 13F-HR 10/14/2021 000108514621002779
Q2 2021 96 52,248 VB, SPHB, GS, JPM 13F-HR 8/2/2021 000108514621002181
Q1 2021 161 133,822 VB, SPHB, AAPL, GS 13F-HR 5/10/2021 000108514621001511
Q4 2020 142 129,527 AAPL, VB, SPYD, SPHB 13F-HR 2/2/2021 000108514621000389
Q3 2020 86 80,745 TLT, AAPL, XLV, FIXD 13F-HR 10/27/2020 000108514620002669
Q2 2020 100 88,146 SHY, DVY, JPM, AAPL 13F-HR 7/22/2020 000108514620001859
Q1 2020 49 41,682 SHY, XLU, XLP, FIXD 13F-HR 4/22/2020 000108514620001177
Q4 2019 95 102,058 FPE, SHY, XLU, BF-B 13F-HR 2/7/2020 000108514620000462
Q3 2019 95 100,365 FPE, XLP, SHY, BF-B 13F-HR 10/29/2019 000108514619002658
Q2 2019 106 134,070 FPE, XLP, MLPA, SHY 13F-HR 7/23/2019 000108514619001950
Q1 2019 125 144,728 FPE, MO, CSCO, CVX 13F-HR 4/19/2019 000108514619001200
Q4 2018 99 103,142 FPE, BRK-B, ABBV, CSCO 13F-HR 1/31/2019 000108514619000272
Q3 2018 147 171,413 FPE, ITA, XBI, NOC 13F-HR 11/2/2018 000108514618002477
Q2 2018 104 96,932 ITA, XBI, FPE, IYE 13F-HR 8/8/2018 000108514618001897
Q1 2018 145 163,776 NOC, FPE, QQQ, LHX 13F-HR 5/8/2018 000108514618001265
Q4 2017 119 107,777 LMT, NOC, BRK-B, BAC 13F-HR 1/30/2018 000108514618000259
Q3 2017 138 151,585 LMT, QQQ, NOC, FPE 13F-HR 10/24/2017 000108514617002112
Q2 2017 132 146,219 QQQ, LMT, AMLP, NOC 13F-HR 8/10/2017 000108514617001709
Q1 2017 107 86,635 QQQ, AMLP, LMT, XLK 13F-HR 5/8/2017 000108514617001112
Q4 2016 105 89,088 AMLP, ITA, XLE, NOC 13F-HR 2/1/2017 000108514617000237
Q3 2016 102 88,516 AMLP, XLK, LMT, XLV 13F-HR 10/18/2016 000108514616004505
Q2 2016 104 96,721 MO, AMLP, FXG, TLT 13F-HR 7/26/2016 000108514616004046
Q1 2016 91 80,426 JKG, FXG, MO, SDOG 13F-HR 4/25/2016 000108514616003511
Q4 2015 87 86,385 FDN, RYDEX ETF TRUST, FXG, FXD 13F-HR 2/4/2016 000108514616002770
Q3 2015 64 56,966 FDN, FXG, FXD, JKG 13F-HR 11/3/2015 000108514615002131
Q2 2015 113 133,150 FXH, JKG, FDN, FXG 13F-HR 7/16/2015 000108514615001452
Q1 2015 116 132,014 FXH, FBT, FXG, JKG 13F-HR 4/27/2015 000108514615000982
Q4 2014 119 142,649 AAPL, FXG, GE, JKG 13F-HR 2/10/2015 000108514615000339
Q3 2014 129 124,662 TRN, IYT, WMB, FXD 13F-HR 10/17/2014 000108514614001908
Q2 2014 110 87,782 TRN, EWP, FXZ, FXR 13F-HR 7/31/2014 000108514614001461
Q1 2014 134 115,451 TRN, FXZ, EWP, FXR 13F-HR 4/30/2014 000108514614000932
Q4 2013 144 120,186 PDP, SCHX, FXZ, TMO 13F-HR 2/3/2014 000108514614000207