Portfolio (Quarterly)
Guide ↗
WESPAC Advisors SoCal, LLC
· CIK 0001668188| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 29,805 | $3.0M | 0.64% | SOLD |
| 2 | C | CITIGROUP INC | Financial Services | 19,319 | $2.2M | 0.47% | SOLD |
| 3 | — | J P MORGAN EXCHANGE TRADED F | — | 39,450 | $2.0M | 0.42% | SOLD |
| 4 | USMV | ISHARES TR | — | 6,826 | $633K | 0.14% | SOLD |
| 5 | NOW | SERVICENOW INC | Technology | 4,002 | $418K | 0.09% | SOLD |
| 6 | IVW | ISHARES TR | — | 2,867 | $324K | 0.07% | SOLD |
| 7 | FJUL | FIRST TR EXCHNG TRADED FD VI | — | 4,462 | $244K | 0.05% | SOLD |
| 8 | CVX | CHEVRON CORPORATION | Energy | 1,154 | $239K | 0.05% | SOLD |
| 9 | EMB | ISHARES TR | — | 2,411 | $226K | 0.05% | SOLD |
| 10 | SLQD | ISHARES TR | — | 3,968 | $200K | 0.04% | SOLD |
Sector Allocation
Technology
37.8%
Industrials
14.4%
Financial Services
12.6%
Consumer Defensive
9.9%
Communication Services
9.2%
Consumer Cyclical
5.2%
Utilities
4.9%
Real Estate
4.7%
Healthcare
1.2%
Energy
0.1%