Notify me when WESPAC Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 178 | $184,443,190 | +$52,095,527 | -$41,242,325 | +$10,853,202 | IVV, JBND, JIVE, VOO, CGDV | 13F-HR | 14 Jan 2026, 14:07 |
| Q3 2025 | 177 | $171,121,188 | +$48,319,604 | -$27,065,736 | +$21,253,868 | IVV, JBND, VOO, PULS, JIVE | 13F-HR | 27 Oct 2025, 13:42 |
| Q2 2025 | 171 | $142,981,967 | +$45,234,516 | -$31,417,684 | +$13,816,832 | VOO, IVV, TFLO, PULS, T | 13F-HR | 23 Jul 2025, 16:36 |
| Q1 2025 | 153 | $122,711,943 | +$41,797,815 | -$55,064,101 | -$13,266,286 | IVV, PULS, VOO, CLOI, AAPL | 13F-HR | 30 Apr 2025, 17:33 |
| Q4 2024 | 160 | $135,897,857 | +$43,023,119 | -$42,916,065 | +$107,054 | GLD, PULS, AAPL, IVV, VOO | 13F-HR | 03 Feb 2025, 21:48 |
| Q3 2024 | 150 | $135,125,226 | +$25,681,300 | -$21,409,129 | +$4,272,171 | GLD, TFLO, AAPL, IVV, CLOI | 13F-HR | 12 Nov 2024, 17:19 |
| Q2 2024 | 142 | $127,771,802 | +$17,444,775 | -$66,903,839 | -$49,459,064 | GLD, TFLO, IVV, AAPL, CLOI | 13F-HR | 30 Jul 2024, 17:28 |
| Q1 2024 | 167 | $171,733,358 | +$35,861,496 | -$13,804,761 | +$22,056,735 | GLD, AAPL, TFLO, IVV, VUG | 13F-HR | 24 Apr 2024, 09:48 |
| Q4 2023 | 152 | $144,022,011 | +$31,207,138 | -$28,219,503 | +$2,987,635 | GLD, AAPL, TFLO, IVV, XLV | 13F-HR | 25 Jan 2024, 21:10 |
| Q3 2023 | 143 | $133,691,272 | +$22,510,673 | -$8,301,940 | +$14,208,733 | GLD, AAPL, SGOV, XLV, FXG | 13F-HR | 25 Oct 2023, 21:50 |
| Q2 2023 | 125 | $124,817,573 | +$25,391,556 | -$9,297,823 | +$16,093,733 | GLD, AAPL, IEF, XLV, SGOV | 13F-HR | 28 Jul 2023, 14:07 |
| Q1 2023 | 108 | $106,286,105 | +$76,798,523 | -$31,117,484 | +$45,681,039 | GLD, UUP, AAPL, XLV, FXG | 13F-HR | 26 Apr 2023, 19:20 |
| Q4 2022 | 63 | $57,748,844 | +$12,520,234 | -$31,610,318 | -$19,090,084 | MSFT, AAPL, XLV, FXG, XLP | 13F-HR | 31 Jan 2023, 20:46 |
| Q3 2022 | 77 | $74,275,000 | +$17,083,620 | -$64,548,604 | -$47,464,984 | AAPL, MSFT, AMZN, GOOGL, FXG | 13F-HR | 18 Oct 2022, 08:08 |
| Q2 2022 | 87 | $131,168,000 | +$80,320,689 | -$33,111,186 | +$47,209,503 | AAPL, SPY, MSFT, GLD, AMZN | 13F-HR | 29 Jul 2022, 20:46 |
| Q1 2022 | 100 | $92,403,000 | +$22,505,557 | -$76,062,124 | -$53,556,567 | GLD, AAPL, FXG, VTV, XLE | 13F-HR | 27 Apr 2022, 17:14 |
| Q4 2021 | 143 | $149,374,000 | +$22,141,075 | -$45,968,701 | -$23,827,626 | IVW, MTUM, AAPL, GS, IYC | 13F-HR | 27 Jan 2022, 21:44 |
| Q3 2021 | 168 | $162,184,000 | +$116,136,092 | -$5,372,674 | +$110,763,418 | MTUM, IVW, GS, AAPL, JPM | 13F-HR | 14 Oct 2021, 17:09 |
| Q2 2021 | 96 | $52,248,000 | +$7,032,338 | -$94,429,330 | -$87,396,992 | VB, SPHB, GS, JPM, NUE | 13F-HR | 02 Aug 2021, 21:11 |
| Q1 2021 | 161 | $133,822,000 | +$30,647,228 | -$35,880,735 | -$5,233,507 | VB, SPHB, AAPL, GS, JPM | 13F-HR | 07 May 2021, 19:09 |
| Q4 2020 | 142 | $129,527,000 | +$70,286,331 | -$25,522,927 | +$44,763,404 | AAPL, VB, SPYD, SPHB, XLV | 13F-HR | 02 Feb 2021, 06:56 |
| Q3 2020 | 86 | $80,745,000 | +$16,578,108 | -$27,374,232 | -$10,796,124 | TLT, AAPL, XLV, FIXD, UCON | 13F-HR | 27 Oct 2020, 17:11 |
| Q2 2020 | 100 | $88,146,000 | +$54,618,974 | -$12,712,553 | +$41,906,421 | SHY, DVY, JPM, AAPL, FIXD | 13F-HR | 22 Jul 2020, 17:12 |
| Q1 2020 | 49 | $41,682,000 | +$7,694,748 | -$62,206,072 | -$54,511,324 | SHY, XLU, XLP, FIXD, TIP | 13F-HR | 22 Apr 2020, 14:58 |
| Q4 2019 | 95 | $100,996,000 | +$25,080,798 | -$26,095,672 | -$1,014,874 | FPE, SHY, XLU, BFB, XLB | 13F-HR | 07 Feb 2020, 17:27 |
| Q3 2019 | 95 | $100,365,000 | +$26,993,360 | -$63,247,585 | -$36,254,225 | FPE, XLP, SHY, BFB, XLU | 13F-HR | 28 Oct 2019, 18:13 |
| Q2 2019 | 106 | $134,070,000 | +$53,960,446 | -$64,019,712 | -$10,059,266 | FPE, XLP, MLPA, SHY, CVX | 13F-HR | 23 Jul 2019, 16:59 |
| Q1 2019 | 125 | $142,675,000 | +$51,335,968 | -$20,839,732 | +$30,496,236 | FPE, MO, CSCO, CVX, VNQ | 13F-HR | 19 Apr 2019, 07:22 |
| Q4 2018 | 99 | $103,142,000 | +$45,806,598 | -$104,654,533 | -$58,847,935 | FPE, BRKB, ABBV, CSCO, GLW | 13F-HR | 31 Jan 2019, 08:28 |
| Q3 2018 | 147 | $171,413,000 | +$76,618,093 | -$6,189,901 | +$70,428,192 | FPE, ITA, XBI, NOC, LHO | 13F-HR | 02 Nov 2018, 15:53 |
| Q2 2018 | 104 | $96,932,000 | +$16,496,809 | -$83,970,512 | -$67,473,703 | ITA, XBI, FPE, IYE, HRS | 13F-HR | 08 Aug 2018, 11:45 |
| Q1 2018 | 145 | $163,776,000 | +$77,767,075 | -$20,765,359 | +$57,001,716 | NOC, FPE, QQQ, HRS, ITA | 13F-HR | 08 May 2018, 13:59 |
| Q4 2017 | 119 | $107,777,000 | +$12,522,688 | -$62,559,430 | -$50,036,742 | LMT, NOC, BRKB, BAC, HRS | 13F-HR | 30 Jan 2018, 12:35 |
| Q3 2017 | 138 | $151,585,000 | +$27,643,758 | -$27,134,722 | +$509,036 | LMT, QQQ, NOC, FPE, HRS | 13F-HR | 23 Oct 2017, 21:55 |
| Q2 2017 | 132 | $146,219,000 | +$66,808,875 | -$8,895,654 | +$57,913,221 | QQQ, LMT, AMLP, NOC, XLK | 13F-HR | 09 Aug 2017, 21:48 |
| Q1 2017 | 107 | $86,635,000 | +$24,274,208 | -$30,885,431 | -$6,611,223 | QQQ, AMLP, LMT, XLK, NOC | 13F-HR | 05 May 2017, 17:39 |
| Q4 2016 | 105 | $89,088,000 | +$40,331,135 | -$40,368,762 | -$37,627 | AMLP, ITA, XLE, NOC, LMT | 13F-HR | 31 Jan 2017, 19:55 |
| Q3 2016 | 102 | $88,516,000 | +$24,267,918 | -$33,341,977 | -$9,074,059 | AMLP, XLK, LMT, XLV, NOC | 13F-HR | 17 Oct 2016, 17:31 |
| Q2 2016 | 104 | $96,721,000 | +$33,679,949 | -$20,037,885 | +$13,642,064 | MO, FXG, AMLP, TLT, EQIX | 13F-HR | 25 Jul 2016, 21:36 |
| Q1 2016 | 91 | $80,426,000 | +$48,569,787 | -$55,749,158 | -$7,179,371 | IMCB, FXG, MO, SDOG, TLT | 13F-HR | 22 Apr 2016, 18:13 |
| Q4 2015 | 87 | $86,385,000 | +$40,050,437 | -$12,668,293 | +$27,382,144 | FDN, FXG, FXD, IMCB, NOC | 13F-HR | 03 Feb 2016, 19:11 |
| Q3 2015 | 64 | $56,966,000 | +$3,360,930 | -$75,612,023 | -$72,251,093 | FDN, FXG, FXD, IMCB, NOC | 13F-HR | 02 Nov 2015, 20:19 |
| Q2 2015 | 113 | $133,150,000 | +$30,600,143 | -$29,683,956 | +$916,187 | FXH, IMCB, FDN, FXG, FXD | 13F-HR | 15 Jul 2015, 17:33 |
| Q1 2015 | 116 | $132,014,000 | +$26,685,207 | -$41,631,029 | -$14,945,822 | FXH, FBT, FXG, IMCB, FXD | 13F-HR | 24 Apr 2015, 19:06 |
| Q4 2014 | 119 | $142,649,000 | +$72,586,280 | -$56,287,536 | +$16,298,744 | AAPL, FXG, GE, IMCB, FXH | 13F-HR | 09 Feb 2015, 21:11 |
| Q3 2014 | 129 | $124,662,000 | +$51,307,416 | -$13,164,313 | +$38,143,103 | TRN, IYT, WMB, FXD, NOC | 13F-HR | 16 Oct 2014, 17:41 |
| Q2 2014 | 110 | $87,782,000 | +$11,561,329 | -$40,738,454 | -$29,177,125 | TRN, EWP, FXZ, FXR, WMB | 13F-HR | 30 Jul 2014, 18:30 |
| Q1 2014 | 134 | $115,451,000 | +$24,117,140 | -$31,639,679 | -$7,522,539 | TRN, FXZ, EWP, FXR, TMO | 13F-HR | 29 Apr 2014, 18:33 |
| Q4 2013 | 144 | $120,186,000 | $0 | $0 | $0 | PDP, SCHX, FXZ, TMO, GE | 13F-HR | 31 Jan 2014, 19:10 |