Holdings
WESPAC Advisors SoCal, LLC
As of Sep 30, 2026, WESPAC Advisors SoCal, LLC reported 49 positions worth US$292M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 66,182 | US$22M | −876 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 63,520 | US$21.9M | +359 | Sep 30, 2026 |
| Microsoft Corp. | 42,055 | US$21.6M | +1,800 | Sep 30, 2026 |
| Broadcom Inc. | 58,046 | US$20.4M | −474 | Sep 30, 2026 |
| Nvidia Corporation | 74,134 | US$16.9M | +1,512 | Sep 30, 2026 |
| Micron Technology, Inc. | 14,796 | US$15.8M | +168 | Sep 30, 2026 |
| Walmart Inc. | 147K | US$15.3M | −824 | Sep 30, 2026 |
| Amazon.com, Inc. | 56,109 | US$14M | −715 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 41,523 | US$13.7M | −456 | Sep 30, 2026 |
| Welltower Inc. | 54,981 | US$12.7M | −64 | Sep 30, 2026 |