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Institutional Investment Manager
WESPAC Advisors, LLC
WESPAC Advisors, LLC (CIK: 0001484540) incorporated in Delaware, located at 4 Orinda Way, Orinda, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001085146-15-000339) filed in 2015.02.10
#
Name
Shares
Value ($)
%
Options
Notes
51 RAYTHEON CO 9,993 1,081 0.76%
52 3M CO 6,559 1,078 0.76%
53 UNITEDHEALTH GROUP INC 9,828 993 0.70%
54 SHIP FINANCE INTERNATIONAL L 70,275 992 0.70%
55 ISHARES TR 6,492 983 0.69%
56 PEOPLES UNITED FINANCIAL INC 60,101 912 0.64%
57 FEDEX CORP 5,120 889 0.62%
58 ISHARES INC 27,964 886 0.62%
59 PHYSICIANS RLTY TR 52,787 876 0.61%
60 SPDR SER TR 18,207 854 0.60%
61 GENERAL DYNAMICS CORP 5,852 805 0.56%
62 ISHARES INC 44,334 718 0.50%
63 PAYCHEX INC 15,350 709 0.50%
64 OLD REP INTL CORP 47,507 695 0.49%
65 BANK NEW YORK MELLON CORP 17,074 693 0.49%
66 ISHARES TR 5,385 637 0.45%
67 SCHWAB STRATEGIC TR 21,027 628 0.44%
68 SENIOR HOUSING PROPERTIES TRUST 27,738 613 0.43%
69 QUALCOMM INC 7,662 570 0.40%
70 STONEX GROUP INC COM 26,827 552 0.39%
71 ISHARES TR 4,761 546 0.38%
72 PLAINS ALL AMERN PIPELINE L 10,321 530 0.37%
73 ISHARES TR 18,099 497 0.35%
74 SANDISK CORP 5,032 493 0.35%
75 VANGUARD INDEX FDS 5,086 480 0.34%
76 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL 18,695 480 0.34%
77 CHENIERE ENERGY INC 6,700 472 0.33%
78 ISHARES 16,139 442 0.31%
79 Tortoise Egy Infrastruct 9,814 430 0.30%
80 WESTAR ENERGY 10,180 420 0.29%
81 PPL CORP 11,284 410 0.29%
82 TRIANGLE CAPITAL CORPORATION 18,982 385 0.27%
83 POWERSHARES ETF TRUST 8,603 384 0.27%
84 POWERSHARES ETF TRUST 8,048 382 0.27%
85 POWERSHARES ETF TRUST 7,497 382 0.27%
86 POWERSHARES DWA HEALTHCARE MOMENTUM PORTFOLIO 7,043 382 0.27%
87 Williams Partners Lp 8,500 380 0.27%
88 ISHARES 10,437 361 0.25%
89 VANGUARD INDEX FDS 3,367 352 0.25%
90 ABBOTT LABS 7,810 352 0.25%
91 LUMEN TECHNOLOGIES INC 7,959 315 0.22%
92 MAGELLAN MIDSTREAM PRTNRS LP 3,800 314 0.22%
93 ISHARES TR 3,899 310 0.22%
94 ISHARES TR 7,117 304 0.21%
95 WELLTOWER INC. 4,012 304 0.21%
96 ORACLE CORP 6,736 303 0.21%
97 ALPS ETF TR 7,800 297 0.21%
98 SELECT SECTOR SPDR TR 4,213 288 0.20%
99 ISHARES TR 2,293 274 0.19%
100 CONSOLIDATED COMM HLDGS INC COM 9,274 258 0.18%
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