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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
67
15
17
3
5
1
56
17
29
WESPAC ADVISORS SOCAL LLC

Time Period2019-03-31

Total Holdings355

Total Value ($x1000)180,751
Activities
New91

Increased46

Unchanged175

Decreased43

Sold Out92

Top 10 Stock Holdingstotal 39.5%
AAPL4.54

GOOGL4.41

UNH4.18

MSFT4.04

JNJ3.99

 
DIS3.79

INTC3.74

HON3.65

WM3.58

CSCO3.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.54%
COM
GOOGL
4.41%
CAP STK CL A
UNH
4.18%
COM
MSFT
4.04%
COM
JNJ
3.99%
COM
DIS
3.79%
COM DISNEY
INTC
3.74%
COM
HON
3.65%
COM
WM
3.58%
COM
CSCO
3.58%
COM
HD
3.23%
COM
RDS/A
3.21%
SPONS ADR A
ADP
3.12%
COM
CMCSA
3.05%
CL A
JPM
2.94%
COM
UPS
2.57%
CL B
MDU
2.56%
COM
BK
2.52%
COM
KMI
2.49%
COM
ICE
2.44%
COM
VZ
2.44%
COM
AMGN
2.1%
COM
CM
2.08%
COM
FB
1.28%
CL A
AMZN
1.23%
COM
ISRG
1.1%
COM NEW
V
1.05%
COM CL A
BKNG
0.67%
COM
BABA
0.67%
SPONSORED ADS
LMT
0.62%
COM
NDAQ
0.62%
COM
NVDA
0.62%
COM
ADBE
0.61%
COM
COST
0.6%
COM
DHR
0.56%
COM
DVN
0.53%
COM
CCMP
0.52%
COM
BRK.B
0.5%
CL B NEW
ABBV
0.46%
COM
CNC
0.44%
COM
KSU
0.43%
COM NEW
BAC
0.41%
COM
COP
0.41%
COM
CRM
0.39%
COM
TTC
0.38%
COM
NFLX
0.38%
COM
APH
0.37%
CL A
RSP
0.37%
S&P500 EQL WGT
KALU
0.32%
COM PAR $0.01
CHD
0.32%
COM
LH
0.29%
COM NEW
IYC
0.29%
U.S. CNSM SV ETF
IAU
0.27%
ISHARES
FDN
0.27%
DJ INTERNT IDX
IGE
0.24%
NA NAT RES
FTV
0.24%
COM
QQQ
0.24%
UNIT SER 1
ITOT
0.22%
CORE S&P TTL STK
XLK
0.22%
TECHNOLOGY
DVYE
0.21%
EM MKTS DIV ETF
XLV
0.2%
SBI HEALTHCARE
EW
0.18%
COM
ITA
0.18%
U.S. AER&DEF ETF
SAP
0.17%
SPON ADR
KBE
0.17%
S&P BK ETF
IHI
0.16%
U.S. MED DVC ETF
WFC
0.16%
COM
SCHW
0.16%
COM
IVW
0.15%
S&P 500 GRWT ETF
TSM
0.15%
SPONSORED ADR
IWF
0.15%
RUS 1000 GRW ETF
EL
0.15%
CL A
SPY
0.14%
TR UNIT
TOT
0.14%
SPONSORED ADR
ILMN
0.14%
COM
LYB
0.14%
SHS - A -
CBOE
0.14%
COM
RHT
0.14%
COM
GDX
0.14%
GOLD MINERS ETF
C
0.14%
COM NEW
CP
0.13%
COM
CTSH
0.13%
CL A
CL
0.13%
COM
INFY
0.12%
SPONSORED ADR
NBIX
0.12%
COM
BP
0.12%
SPONSORED ADR
SRE
0.12%
COM
SPXU
0.1%
ULTRAPRO SHORT S
MU
0.1%
COM
NVS
0.09%
SPONSORED ADR
ORCL
0.09%
COM
DIA
0.09%
UT SER 1
PXD
0.08%
COM
VT
0.08%
TT WRLD ST ETF
MRK
0.07%
COM
GOOG
0.06%
CAP STK CL C
AMD
0.06%
COM
STX
0.06%
SHS
NOC
0.06%
COM
XOM
0.06%
COM
PG
0.06%
COM
MCD
0.05%
COM
RTN
0.05%
COM NEW
PM
0.05%
COM
VLO
0.05%
COM
IJT
0.04%
SP SMCP600GR ETF
UNP
0.04%
COM
MHK
0.04%
COM
PFE
0.04%
COM
IJR
0.04%
CORE S&P SCP ETF
IVV
0.03%
CORE S&P500 ETF
MO
0.03%
COM
XLY
0.03%
SBI CONS DISCR
EXPE
0.03%
COM NEW
MDLZ
0.03%
CL A
F
0.03%
COM PAR $0.01
PYPL
0.03%
COM
IMO
0.03%
COM NEW
CLX
0.03%
COM
ETV
0.03%
COM
TMO
0.03%
COM
SYK
0.02%
COM
VOT
0.02%
MCAP GR IDXVIP
LOW
0.02%
COM
MCHP
0.02%
COM
BAX
0.02%
COM
CVX
0.02%
COM
SKX
0.02%
CL A
FISV
0.02%
COM
AMX
0.02%
SPON ADR L SHS
SCHX
0.02%
US LRG CAP ETF
DXCM
0.02%
COM
SPHD
0.02%
S&P500 HDL VOL
IHF
0.02%
US HLTHCR PR ETF
RDWR
0.02%
ORD
DG
0.02%
COM
TARO
0.02%
SHS
QCOM
0.02%
COM
TR
0.02%
COM
OLED
0.02%
COM
PZC
0.02%
COM
ANTM
0.02%
COM
VEA
0.02%
FTSE DEV MKT ETF
IJH
0.02%
CORE S&P MCP ETF
PSX
0.02%
COM
TJX
0.01%
COM
BLUE
0.01%
COM
CMI
0.01%
COM
FIS
0.01%
COM
SBUX
0.01%
COM
BMY
0.01%
COM
CDNS
0.01%
COM
NVO
0.01%
ADR
EEM
0.01%
MSCI EMG MKT ETF
IYE
0.01%
U.S. ENERGY ETF
NKE
0.01%
CL B
MELI
0.01%
COM
SLB
0.01%
COM
VO
0.01%
MID CAP ETF
EWH
0.01%
MSCI HONG KG ETF
ETN
0.01%
SHS
ANF
0.01%
CL A
WPM
0.01%
COM
VTI
0.01%
TOTAL STK MKT
MDT
0.01%
SHS
FXI
0.01%
CHINA LG-CAP ETF
SCHM
0.01%
US MID-CAP ETF
AVGO
0.01%
COM
PANW
0.01%
COM
YEXT
0.01%
COM
TXN
0.01%
COM
VGT
0.01%
INF TECH ETF
DBEF
0.01%
XTRAK MSCI EAFE
DELL
0.01%
CL C
BLK
0.01%
COM
CAH
0.01%
COM
MAR
0.01%
CL A
ETR
0.01%
COM
BA
0.01%
COM
T
0.01%
COM
VFC
0.01%
COM
PNC
0.01%
COM
PRU
0.01%
COM
FRC
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
CSX
0.01%
COM
HAS
0.01%
COM
HAL
0.01%
COM
MDY
0.01%
UTSER1 S&PDCRP
NXPI
0.01%
COM
ERII
0.01%
COM
CTRP
0.01%
AMERICAN DEP SHS
IR
0.01%
SHS
AWK
0.01%
COM
VUG
0.01%
GROWTH ETF
EMR
0.01%
COM
EOLS
0.01%
COM
D
0.01%
COM
KO
0.01%
COM
KTOS
0.01%
COM NEW
IYJ
0.01%
U.S. INDS ETF
IPGP
0.01%
COM
TRIB
0.01%
SPON ADR NEW
HCA
0.01%
COM
RFG
0.01%
S&P MDCP400 PR
MTB
0.01%
COM
VWO
0.01%
FTSE EMR MKT ETF
GE
0.01%
COM
SON
0.01%
COM
BLDP
0.01%
COM
INTU
0.01%
COM
TRV
0.01%
COM
MASI
0.01%
COM
CHTR
0.01%
CL A
CSL
0.01%
COM
PACW
0.01%
COM
XAR
0.01%
AEROSPACE DEF
GLD
0.01%
GOLD SHS
ULTA
0.01%
COM
CCI
0.01%
COM
TGT
0.01%
COM
TSLA
0.01%
COM
XYL
0.01%
COM
XLP
0.01%
SBI CONS STPLS
VCSH
0.01%
SHRT TRM CORP BD
BBT
0.01%
COM
IQ
0.01%
SPONSORED ADS
MRO
0.01%
COM
USPH
0.01%
COM
WMT
0.01%
COM
AXP
0.01%
COM
NUE
0.01%
COM
WPC
0.01%
COM
PSA
0.01%
COM
BX
0.01%
COM UNIT LTD
SPLV
0.01%
S&P500 LOW VOL
ATVI
< 0.01%
COM
RYT
< 0.01%
S&P500 EQL TEC
IDTI
< 0.01%
COM
EIX
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
CTXS
< 0.01%
COM
SQ
< 0.01%
CL A
NCA
< 0.01%
COM
EME
< 0.01%
COM
FLIC
< 0.01%
COM
ERF
< 0.01%
COM
ITI
< 0.01%
COM
VBK
< 0.01%
SML CP GRW ETF
HPE
< 0.01%
COM
DIOD
< 0.01%
COM
HPQ
< 0.01%
COM
HEI/A
< 0.01%
CL A
SPGI
< 0.01%
COM
WST
< 0.01%
COM
ENTG
< 0.01%
COM
PNR
< 0.01%
SHS
AVY
< 0.01%
COM
VIG
< 0.01%
DIV APP ETF
CLDR
< 0.01%
COM
LARE
< 0.01%
TIERRA XP LATIN
DBX
< 0.01%
CL A
SLV
< 0.01%
ISHARES
EXEL
< 0.01%
COM
INGN
< 0.01%
COM
YUM
< 0.01%
COM
XLF
< 0.01%
SBI INT-FINL
BSX
< 0.01%
COM
SDY
< 0.01%
S&P DIVID ETF
KHC
< 0.01%
COM
VOO
< 0.01%
SHS
BRKR
< 0.01%
COM
ABT
< 0.01%
COM
FLEX
< 0.01%
ORD
OKE
< 0.01%
COM
WDFC
< 0.01%
COM
VNQ
< 0.01%
REIT ETF
UBS
< 0.01%
SHS
WWD
< 0.01%
COM
CVS
< 0.01%
COM
ACAD
< 0.01%
COM
EKSO
< 0.01%
COM NEW
NVT
< 0.01%
SHS
ORA
< 0.01%
COM
CASY
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
SQM
< 0.01%
SPON ADR SER B
PUK
< 0.01%
PRN
ROK
< 0.01%
COM
QRVO
< 0.01%
COM
VIOO
< 0.01%
SMLLCP 600 IDX
CELH
< 0.01%
COM NEW
WWW
< 0.01%
COM
WTR
< 0.01%
COM
MNRO
< 0.01%
COM
EFA
< 0.01%
MSCI EAFE ETF
VOD
< 0.01%
SPNSR ADR NO PAR
NTCT
< 0.01%
COM
ED
< 0.01%
COM
AEM
< 0.01%
COM
EXC
< 0.01%
COM
STWD
< 0.01%
COM
ACIW
< 0.01%
COM
AMTD
< 0.01%
COM
TWTR
< 0.01%
COM
NWL
< 0.01%
COM
BND
< 0.01%
TOTAL BND MRKT
YUMC
< 0.01%
COM
BDX
< 0.01%
COM
VTV
< 0.01%
VALUE ETF
MGM
< 0.01%
COM
MSI
< 0.01%
COM NEW
IVE
< 0.01%
S&P 500 VAL ETF
VOE
< 0.01%
MCAP VL IDXVIP
S
< 0.01%
COM SER 1
VB
< 0.01%
SMALL CP ETF
DXC
< 0.01%
COM
MNKD
< 0.01%
COM NEW
PEP
< 0.01%
COM
AMAT
< 0.01%
COM
LOGM
< 0.01%
COM
STLD
< 0.01%
COM
DHF
< 0.01%
SH BEN INT
TLYS
< 0.01%
CL A
XLRE
< 0.01%
RL EST SEL SEC
IBM
< 0.01%
COM
PJP
< 0.01%
DYNMC PHRMCTLS
SANM
< 0.01%
COM
BRKS
< 0.01%
COM
ONCS
< 0.01%
COM NEW
DRYS
< 0.01%
COM PAR NEW
AGEN
< 0.01%
COM NEW
sbot
< 0.01%
COM
PRSP
< 0.01%
COM
NBEV
< 0.01%
COM
GPK
< 0.01%
COM
NWHM
< 0.01%
COM
FTR
< 0.01%
COM NEW
NOK
< 0.01%
SPONSORED ADR
EVFM
< 0.01%
COM
FRO
< 0.01%
SHS NEW
AAL
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
LITE
< 0.01%
COM
VIAV
< 0.01%
COM
KEYS
< 0.01%
COM
WAB
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
NCR
< 0.01%
COM
SJM
< 0.01%
COM NEW
CLSN
< 0.01%
NEW
BLV
< 0.01%
LONG TERM BOND
CTL
< 0.01%
COM
ANY
< 0.01%
COM
ASIX
< 0.01%
COM
SPY
4.73%
PRN
DOX
2.08%
ORD
IWF
0.78%
PRN
ITOT
0.64%
PRN
FDX
0.35%
COM
PII
0.3%
COM
IOO
0.29%
PRN
IYC
0.27%
PRN
IAU
0.26%
PRN
FDN
0.25%
PRN
RSP
0.23%
PRN
QQQ
0.22%
PRN
VEA
0.22%
PRN
XLV
0.21%
PRN
ITA
0.2%
PRN
IVV
0.18%
PRN
SPXU
0.18%
PRN
IVW
0.17%
PRN
GIB
0.17%
CL A SUB VTG
IGE
0.15%
PRN
GDX
0.15%
PRN
XLK
0.13%
PRN
IHI
0.12%
PRN
IWP
0.11%
PRN
VTV
0.11%
PRN
DIA
0.09%
PRN
VT
0.08%
PRN
IJR
0.08%
PRN
EUFN
0.05%
PRN
IJT
0.05%
PRN
PFF
0.04%
PRN
EMLC
0.03%
PRN
VOT
0.02%
PRN
CI
0.02%
COM
IHF
0.02%
PRN
SCHX
0.02%
PRN
SPHD
0.02%
PRN
MDY
0.02%
PRN
USB
0.02%
COM NEW
AMT
0.02%
COM
PZC
0.02%
PRN
UTX
0.02%
COM
NEE
0.02%
COM
IJH
0.02%
PRN
VO
0.01%
PRN
EEM
0.01%
PRN
IYE
0.01%
PRN
NXTM
0.01%
COM
EWH
0.01%
PRN
ETN
0.01%
PRN
DBEF
0.01%
PRN
VCSH
0.01%
PRN
FXI
0.01%
PRN
SCHM
0.01%
PRN
IEUR
0.01%
PRN
COF
0.01%
COM
FIT
0.01%
CL A
RTEC
0.01%
COM
VUG
0.01%
PRN
VBK
0.01%
PRN
ITW
0.01%
COM
GLD
0.01%
PRN
IYJ
0.01%
PRN
FUN
0.01%
DEPOSITRY UNIT
XAR
0.01%
PRN
VBR
0.01%
PRN
SPLV
0.01%
PRN
CONE
0.01%
COM
NCA
0.01%
PRN
RFG
0.01%
PRN
SDY
0.01%
PRN
XLF
< 0.01%
PRN
SLV
< 0.01%
PRN
ABR
< 0.01%
COM
VOO
< 0.01%
PRN
MLHR
< 0.01%
COM
LARE
< 0.01%
PRN
VIOO
< 0.01%
PRN
LAD
< 0.01%
CL A
LUV
< 0.01%
COM
JACK
< 0.01%
COM
VNQ
< 0.01%
PRN
EFA
< 0.01%
PRN
IVE
< 0.01%
PRN
RYT
< 0.01%
PRN
NMRD
< 0.01%
COM
VIG
< 0.01%
PRN
XLRE
< 0.01%
PRN
PJP
< 0.01%
PRN
PJT
< 0.01%
COM CL A
BLV
< 0.01%
PRN
VGT
< 0.01%
PRN