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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 (2016Q2)
Portfolio Summary: 104 holdings with a total value of $96,721,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES 20 YEAR TREASURY BOND ETF 18,088 2,512,000 2.60%
102 ALPS ETF TR 198,531 2,525,000 2.61%
103 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 52,208 2,525,000 2.61%
104 ALTRIA GROUP INC 40,035 2,761,000 2.85%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004046, filed 2016.07.26).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.