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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
25
4
2
1
3
1
20
9
4
WESPAC ADVISORS LLC

Time Period2019-03-31

Total Holdings125

Total Value ($x1000)144,728
Activities
New42

Increased47

Unchanged18

Decreased18

Sold Out16

Top 10 Stock Holdingstotal 24.63%
FPE3.47

MO3.47

CSCO2.48

CVX2.27

VNQ2.2

 
MLPA2.17

OKE2.16

VZ2.15

BXP2.14

UNP2.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FPE
3.47%
PFD SECS INC ETF
MO
3.47%
COM
CSCO
2.48%
COM
CVX
2.27%
COM
VNQ
2.2%
REIT ETF
MLPA
2.17%
GLBL X MLP ETF
OKE
2.16%
COM
VZ
2.15%
COM
BXP
2.14%
COM
UNP
2.12%
COM
GPC
2.1%
COM
SON
2.08%
COM
BRK.B
2.06%
CL B NEW
GLW
2%
COM
EDV
1.99%
EXTENDED DUR
COP
1.89%
COM
OXY
1.87%
COM
FTSL
1.85%
SENIOR LN FD
HYLS
1.84%
FIRST TR TA HIYL
UTX
1.82%
COM
PCAR
1.8%
COM
LLY
1.79%
COM
XLE
1.72%
SBI INT-ENERGY
INTC
1.68%
COM
AMGN
1.65%
COM
IGV
1.59%
NA TEC-SFTWR ETF
IYY
1.45%
DOW JONES US ETF
HYXU
1.3%
GL HGYL CP ETF
IYC
1.29%
U.S. CNSM SV ETF
AAPL
1.28%
COM
SCHV
1.22%
US LCAP VA ETF
RNP
1.2%
COM
QQQE
1.2%
NAS100 EQL WGT
SHY
1.13%
1-3 YR TR BD ETF
CWB
1.12%
BRC CNV SECS ETF
ITB
1.09%
US HOME CONS ETF
LADR
1.03%
CL A
ARI
1.01%
COM
NLY
0.95%
COM
O
0.92%
COM
AGM/A
0.87%
CL A
CIO
0.82%
COM
ITA
0.81%
U.S. AER&DEF ETF
STAG
0.8%
COM
IYJ
0.78%
U.S. INDS ETF
GBDC
0.76%
COM
ARCC
0.74%
COM
V
0.73%
COM CL A
VO
0.72%
MID CAP ETF
RDS/B
0.7%
SPON ADR B
T
0.69%
COM
FDUS
0.68%
COM
XLU
0.67%
SBI INT-UTILS
VRSN
0.62%
COM
IWP
0.61%
RUS MD CP GR ETF
AWK
0.6%
COM
DRE
0.59%
COM NEW
CMG
0.59%
COM
MELI
0.56%
COM
XLNX
0.52%
COM
IBB
0.52%
NASDQ BIOTEC ETF
INTU
0.5%
COM
IGM
0.48%
N AMER TECH ETF
VPL
0.47%
MEGA CAP GRO ETF
VTI
0.46%
TOTAL STK MKT
DG
0.44%
COM
PG
0.43%
COM
VRTX
0.43%
COM
VB
0.4%
SMALL CP ETF
AMZN
0.38%
COM
WDAY
0.37%
CL A
CRM
0.37%
COM
FISV
0.37%
COM
XOM
0.33%
COM
MA
0.31%
CL A
VUG
0.3%
GROWTH ETF
BSJL
0.29%
BULSHS 2021 HY
EPD
0.29%
COM
GOOGL
0.29%
CAP STK CL A
XEL
0.27%
COM
IHF
0.26%
US HLTHCR PR ETF
FL
0.26%
COM
ADP
0.25%
COM
MSFT
0.24%
COM
CDNS
0.24%
COM
UNH
0.24%
COM
WM
0.23%
COM
BSCL
0.23%
BULSHS 2021 CB
ADBE
0.22%
COM
IWD
0.2%
RUS 1000 VAL ETF
ETN
0.2%
SHS
SBUX
0.2%
COM
CP
0.2%
COM
VLO
0.2%
COM
VBK
0.2%
SML CP GRW ETF
LULU
0.19%
COM
XLK
0.19%
TECHNOLOGY
ISRG
0.19%
COM NEW
JNJ
0.19%
COM
USB
0.18%
COM NEW
FAST
0.18%
COM
TMUS
0.18%
COM
FNDA
0.17%
SCHWAB FDT US SC
IJK
0.17%
S&P MC 400GR ETF
FXH
0.17%
HLTH CARE ALPH
VAR
0.17%
COM
PSA
0.17%
COM
WMB
0.17%
COM
VTR
0.16%
COM
MTD
0.16%
COM
ANSS
0.16%
COM
BSCN
0.16%
BULSHS 2023 CB
HLT
0.16%
WHEN ISSUED
BSCM
0.16%
BULSHS 2022 CB
BSJN
0.16%
BULSHS 2023 HY
NOC
0.16%
COM
BSJM
0.16%
BULSHS 2022 HY
KNOW
0.16%
ALL CP INSIDER
IWV
0.14%
RUSSELL 3000 ETF
FDX
0.14%
COM
SNH
0.1%
SH BEN INT
EXK
0.09%
COM
GE
0.08%
COM
FAX
0.04%
COM
BORN
0.01%
ADR
ABBV
2.88%
COM
ADM
2.57%
COM
WHR
2.54%
COM
TIP
1.76%
TIPS BD ETF
WIP
1.65%
DB INT GVT ETF
IHI
1.16%
U.S. MED DVC ETF
BX
0.96%
COM UNIT LTD
IAI
0.84%
U.S. BR-DEAL ETF
PFG
0.7%
COM
RSG
0.65%
COM
CNC
0.62%
COM
CSX
0.55%
COM
BA
0.54%
COM
MRCC
0.34%
COM
TSCO
0.31%
COM
SPY
0.28%
TR UNIT