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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
69
14
19
4
5
1
54
15
29
WESPAC ADVISORS SOCAL LLC

Time Period2018-12-31

Total Holdings356

Total Value ($x1000)158,578
Activities
New74

Increased52

Unchanged166

Decreased64

Sold Out41

Top 10 Stock Holdingstotal 38.94%
UNH4.7

GOOGL4.33

DIS4.16

JNJ4.13

AAPL3.8

 
MSFT3.73

INTC3.68

WM3.59

HON3.47

RDS/A3.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
4.72%
PRN
UNH
4.7%
COM
GOOGL
4.33%
CAP STK CL A
DIS
4.16%
COM DISNEY
JNJ
4.13%
COM
AAPL
3.8%
COM
MSFT
3.73%
COM
INTC
3.68%
COM
WM
3.59%
COM
HON
3.47%
COM
RDS/A
3.35%
SPONS ADR A
JPM
3.22%
COM
AMGN
3.05%
COM
HD
2.91%
COM
CMCSA
2.86%
CL A
VFC
2.74%
COM
ICE
2.67%
COM
UPS
2.55%
CL B
CSCO
2.32%
COM
BK
2.26%
COM
CM
2.24%
COM
DOX
2.08%
ORD
MDU
1.81%
COM
NVDA
1.28%
COM
AMZN
1.17%
COM
FB
1.16%
CL A
ISRG
0.95%
COM NEW
V
0.9%
COM CL A
IWF
0.78%
PRN
ABBV
0.65%
COM
NDAQ
0.64%
COM
ITOT
0.64%
PRN
LMT
0.64%
COM
ATVI
0.62%
COM
COST
0.61%
COM
BRK.B
0.56%
CL B NEW
BABA
0.55%
SPONSORED ADS
BKNG
0.45%
COM
KSU
0.43%
COM NEW
APH
0.39%
CL A
TTC
0.38%
COM
CHD
0.36%
COM
FDX
0.35%
COM
KALU
0.33%
COM PAR $0.01
NFLX
0.32%
COM
DHR
0.3%
COM
PII
0.3%
COM
IOO
0.29%
PRN
LH
0.28%
COM NEW
IYC
0.27%
PRN
IAU
0.26%
PRN
BAC
0.26%
COM
FDN
0.25%
PRN
RSP
0.23%
PRN
FTV
0.23%
COM
QQQ
0.22%
PRN
DVN
0.22%
COM
VEA
0.22%
PRN
XLV
0.21%
PRN
ITA
0.2%
PRN
IVV
0.18%
PRN
WFC
0.18%
COM
SPXU
0.18%
PRN
SCHW
0.17%
COM
EW
0.17%
COM
IVW
0.17%
PRN
GIB
0.17%
CL A SUB VTG
SAP
0.16%
SPON ADR
TSM
0.16%
SPONSORED ADR
TOT
0.16%
SPONSORED ADR
ILMN
0.16%
COM
RHT
0.16%
COM
IGE
0.15%
PRN
GDX
0.15%
PRN
CP
0.13%
COM
XLK
0.13%
PRN
CL
0.12%
COM
INFY
0.12%
SPONSORED ADR
IHI
0.12%
PRN
BP
0.11%
SPONSORED ADR
IWP
0.11%
PRN
VTV
0.11%
PRN
SRE
0.11%
COM
NBIX
0.11%
COM
CBOE
0.11%
COM
MRK
0.1%
COM
MU
0.1%
COM
CCMP
0.1%
COM
NVS
0.1%
SPONSORED ADR
DIA
0.09%
PRN
ORCL
0.09%
COM
C
0.08%
COM NEW
PXD
0.08%
COM
LYB
0.08%
SHS - A -
VT
0.08%
PRN
IJR
0.08%
PRN
GOOG
0.07%
CAP STK CL C
NOC
0.06%
COM
MCD
0.06%
COM
XOM
0.06%
COM
UNP
0.06%
COM
STX
0.06%
SHS
EUFN
0.05%
PRN
VLO
0.05%
COM
AMD
0.05%
COM
BA
0.05%
COM
RTN
0.05%
COM NEW
PG
0.05%
COM
IJT
0.05%
PRN
PFE
0.05%
COM
MHK
0.04%
COM
VZ
0.04%
COM
PM
0.04%
COM
ADP
0.04%
COM
PFF
0.04%
PRN
ADBE
0.04%
COM
S
0.03%
COM SER 1
TARO
0.03%
SHS
HPQ
0.03%
COM
EXPE
0.03%
COM NEW
MDT
0.03%
SHS
CAH
0.03%
COM
MO
0.03%
COM
CLX
0.03%
COM
LOW
0.03%
COM
IMO
0.03%
COM NEW
F
0.03%
COM PAR $0.01
XLY
0.03%
SBI CONS DISCR
ETV
0.03%
COM
EMLC
0.03%
PRN
MDLZ
0.03%
CL A
PYPL
0.03%
COM
AXP
0.02%
COM
TMO
0.02%
COM
AMX
0.02%
SPON ADR L SHS
DXCM
0.02%
COM
CI
0.02%
COM
MCHP
0.02%
COM
VOT
0.02%
PRN
SYK
0.02%
COM
BAX
0.02%
COM
IHF
0.02%
PRN
QCOM
0.02%
COM
HPE
0.02%
COM
SCHX
0.02%
PRN
FISV
0.02%
COM
SPHD
0.02%
PRN
RDWR
0.02%
ORD
MDY
0.02%
PRN
DG
0.02%
COM
EIX
0.02%
COM
TR
0.02%
COM
BMY
0.02%
COM
PZC
0.02%
PRN
AMT
0.02%
COM
USB
0.02%
COM NEW
SKX
0.02%
CL A
ANTM
0.02%
COM
UTX
0.02%
COM
PSX
0.02%
COM
IJH
0.02%
PRN
BLK
0.02%
COM
NEE
0.02%
COM
FIS
0.01%
COM
SBUX
0.01%
COM
VO
0.01%
PRN
TJX
0.01%
COM
CMI
0.01%
COM
NKE
0.01%
CL B
CTRP
0.01%
AMERICAN DEP SHS
NVO
0.01%
ADR
IYE
0.01%
PRN
EEM
0.01%
PRN
NXTM
0.01%
COM
ETN
0.01%
PRN
CVX
0.01%
COM
CRM
0.01%
COM
EWH
0.01%
PRN
INTU
0.01%
COM
SLB
0.01%
COM
FXI
0.01%
PRN
WPM
0.01%
COM
VCSH
0.01%
PRN
OLED
0.01%
COM
DELL
0.01%
CL C
AVGO
0.01%
COM
PEP
0.01%
COM
DBEF
0.01%
PRN
SCHM
0.01%
PRN
TXN
0.01%
COM
PNC
0.01%
COM
ANF
0.01%
CL A
T
0.01%
COM
IEUR
0.01%
PRN
PANW
0.01%
COM
BLUE
0.01%
COM
COF
0.01%
COM
CDNS
0.01%
COM
ETR
0.01%
COM
MAR
0.01%
CL A
PRU
0.01%
COM
CSX
0.01%
COM
FRC
0.01%
COM
HAL
0.01%
COM
HAS
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
NXPI
0.01%
COM
BX
0.01%
COM UNIT LTD
FIT
0.01%
CL A
MELI
0.01%
COM
KO
0.01%
COM
YEXT
0.01%
COM
AWK
0.01%
COM
RTEC
0.01%
COM
IR
0.01%
SHS
HCA
0.01%
COM
D
0.01%
COM
EMR
0.01%
COM
MTB
0.01%
COM
VUG
0.01%
PRN
IYJ
0.01%
PRN
ERII
0.01%
COM
ITW
0.01%
COM
AVY
0.01%
COM
FUN
0.01%
DEPOSITRY UNIT
PACW
0.01%
COM
GLD
0.01%
PRN
TRIB
0.01%
SPON ADR NEW
VBK
0.01%
PRN
CHTR
0.01%
CL A
BLDP
0.01%
COM
SQM
0.01%
SPON ADR SER B
CCI
0.01%
COM
MASI
0.01%
COM
IPGP
0.01%
COM
XAR
0.01%
PRN
USPH
0.01%
COM
SON
0.01%
COM
CSL
0.01%
COM
BBT
0.01%
COM
DXC
0.01%
COM
GE
0.01%
COM
VBR
0.01%
PRN
XYL
0.01%
COM
CTXS
0.01%
COM
MRO
0.01%
COM
PSA
0.01%
COM
KHC
0.01%
COM
XLP
0.01%
SBI CONS STPLS
RFG
0.01%
PRN
NCA
0.01%
PRN
NUE
0.01%
COM
SDY
0.01%
PRN
IDTI
0.01%
COM
CONE
0.01%
COM
INGN
0.01%
COM
SPLV
0.01%
PRN
FLIC
0.01%
COM
ERF
< 0.01%
COM
EME
< 0.01%
COM
PNR
< 0.01%
SHS
DIOD
0.01%
COM
TSLA
0.01%
COM
WPC
0.01%
COM
SLV
< 0.01%
PRN
CLDR
< 0.01%
COM
YUM
< 0.01%
COM
VOO
< 0.01%
PRN
WST
< 0.01%
COM
XLF
< 0.01%
PRN
WDFC
< 0.01%
COM
DBX
< 0.01%
CL A
SPGI
< 0.01%
COM
CVS
< 0.01%
COM
ABR
< 0.01%
COM
BSX
< 0.01%
COM
IQ
< 0.01%
SPONSORED ADS
HEI/A
< 0.01%
CL A
ENTG
< 0.01%
COM
ABT
< 0.01%
COM
EXEL
< 0.01%
COM
WWD
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
ROK
< 0.01%
COM
BRKR
< 0.01%
COM
PUK
< 0.01%
PRN
MLHR
< 0.01%
COM
LUV
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
CASY
< 0.01%
COM
LARE
< 0.01%
PRN
OKE
< 0.01%
COM
WTR
< 0.01%
COM
NVT
< 0.01%
SHS
VIOO
< 0.01%
PRN
WWW
< 0.01%
COM
NTCT
< 0.01%
COM
ACIW
< 0.01%
COM
EXC
< 0.01%
COM
ED
< 0.01%
COM
LAD
< 0.01%
CL A
BDX
< 0.01%
COM
STWD
< 0.01%
COM
NMRD
< 0.01%
COM
IVE
< 0.01%
PRN
YUMC
< 0.01%
COM
WMT
< 0.01%
COM
ACAD
< 0.01%
COM
EFA
< 0.01%
PRN
AMTD
< 0.01%
COM
MNRO
< 0.01%
COM
RYT
< 0.01%
PRN
JACK
< 0.01%
COM
TWTR
< 0.01%
COM
VNQ
< 0.01%
PRN
STLD
< 0.01%
COM
MSI
< 0.01%
COM NEW
MGM
< 0.01%
COM
VIG
< 0.01%
PRN
UBS
< 0.01%
SHS
SANM
< 0.01%
COM
PJP
< 0.01%
PRN
NWHM
< 0.01%
COM
KEYS
< 0.01%
COM
NCR
< 0.01%
COM
EVFM
< 0.01%
COM
MNKD
< 0.01%
COM NEW
LOGM
< 0.01%
COM
XLRE
< 0.01%
PRN
VGT
< 0.01%
PRN
FLEX
< 0.01%
ORD
IBM
< 0.01%
COM
TLYS
< 0.01%
CL A
BLV
< 0.01%
PRN
AMAT
< 0.01%
COM
CTL
< 0.01%
COM
BRKS
< 0.01%
COM
DHF
< 0.01%
SH BEN INT
DRYS
< 0.01%
COM PAR NEW
FRO
< 0.01%
SHS NEW
NOK
< 0.01%
SPONSORED ADR
ANY
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
sbot
< 0.01%
COM
FTR
< 0.01%
COM NEW
MFGP
< 0.01%
SPON ADR NEW
CLSN
< 0.01%
NEW
PRSP
< 0.01%
COM
GPK
< 0.01%
COM
VIAV
< 0.01%
COM
LITE
< 0.01%
COM
PJT
< 0.01%
COM CL A
AGEN
< 0.01%
COM NEW
ASIX
< 0.01%
COM
ONCS
< 0.01%
COM NEW
SJM
< 0.01%
COM NEW
IDV
3.4%
PRN
GD
2.24%
COM
PPG
2.11%
COM
IP
1.99%
COM
LRCX
1.99%
COM
ALB
0.58%
COM
AET
0.39%
COM
WRK
0.36%
COM
KMG
0.35%
COM
SWKS
0.29%
COM
CRI
0.2%
COM
AAXJ
0.12%
PRN
BUD
0.11%
SPONSORED ADR
MSTR
0.05%
CL A NEW
ADX
0.04%
COM
DVMT
0.02%
COM CL V
SKX
0.02%
PRN
IVR
0.02%
COM
ESRX
0.02%
COM
NIE
0.01%
COM
JBLU
0.01%
COM
WIX
0.01%
SHS
GS
0.01%
COM
EPD
0.01%
COM
HRS
0.01%
COM
INGR
0.01%
COM
AGNC
0.01%
COM
HSY
0.01%
COM
DWDP
< 0.01%
COM
THRM
< 0.01%
COM
BSV
< 0.01%
PRN
XLU
< 0.01%
PRN
CELG
< 0.01%
COM
LARE
< 0.01%
TIERRA XP LATIN
GLW
< 0.01%
COM
GILD
< 0.01%
COM
RYU
< 0.01%
PRN
ECYT
< 0.01%
COM
CDK
< 0.01%
COM
WDC
< 0.01%
COM
ANY
< 0.01%
COM NEW