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WESPAC Advisors SoCal, LLC

All holdings · as of Dec 31, 2025

110 positions

CompanyClassValueShares% of portfolio
INTERNATIONAL BUSINESS MACHINES CORP$2.62M8,8320.5%
CrowdStrike Holdings, Inc.$2.38M5,0810.5%
INVESCO EXCH TRADED FD TR II$2.33M27,6240.5%
Robinhood Markets, Inc.$2.31M20,4100.5%
CITIGROUP INC$2.24M19,2060.5%
GENERAL ELECTRIC CO$2.21M7,1710.4%
Axon Enterprise Inc$2.13M3,7510.4%
J P MORGAN EXCHANGE TRADED F$2.00M39,4500.4%
ISHARES TR$1.83M31,8960.4%
Arista Networks, Inc.ANETCommon Stock$1.82M13,8850.4%
ARGENX SE$1.78M2,1190.4%
FIRST TR EXCHANGE-TRADED FD$1.74M101,1940.4%
Vistra Corp.$1.54M9,5740.3%
Rockwell Automation Inc$1.40M3,5870.3%
AMERICAN CENTY ETF TR$1.28M16,6800.3%
FERRARI N V$1.28M3,4700.3%
HUBBELL INC$1.28M2,8710.3%
Warren E. Buffett$1.27M2,5220.3%
BLACKROCK ETF TRUST II$1.22M24,2180.2%
VANGUARD CALIF TAX FREE FDS$1.21M12,0540.2%
INVESCO QQQ TR$1.17M1,9120.2%
Tesla Inc$1.12M2,4940.2%
ISHARES TR$1.10M10,6970.2%
SPOTIFY TECHNOLOGY S A$1.01M1,7460.2%
SELECT SECTOR SPDR TR$993.7K12,7920.2%
GLOBAL X FDS$958.9K11,6620.2%
VANECK ETF TRUST$951.6K11,0950.2%
DIMENSIONAL ETF TRUST$915.9K18,2880.2%
FIRST TR EXCH TRADED FD III$910.2K18,4600.2%
BeOne Medicines Ltd.ONCADR$898.4K2,9570.2%
SELECT SECTOR SPDR TR$879.1K21,7870.2%
ELI LILLY & Co$725.4K6750.1%
iShares MSCI UAE ETF$642.7K6,8260.1%
SPDR SERIES TRUST$614.8K5,0420.1%
SCHWAB CHARLES CORP$580.0K5,8050.1%
ISHARES TR$541.1K2,7100.1%
ISHARES GOLD TR$486.8K5,9970.1%
VANGUARD INDEX FDS$475.9K7590.1%
Morgan Stanley$450.0K2,5350.1%
Intuitive Surgical Inc$447.4K7900.1%
CGI INC$396.9K4,3000.1%
AMERICAN CENTY ETF TR$391.1K3,4990.1%
ETF SER SOLUTIONS$382.9K3,4920.1%
EXXON MOBIL CORP$376.8K3,1310.1%
ISHARES TR$360.7K7,1150.1%
INVESCO EXCH TRD SLF IDX FD$337.7K5,5250.1%
FIRST TR EXCHANGE-TRADED FD$334.8K7,5500.1%
SCHWAB STRATEGIC TR$309.6K11,2860.1%
COSTCO WHOLESALE CORP /NEW$276.8K3210.1%
VANGUARD WORLD FD$261.6K3470.1%
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