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Institutional Investment Manager
WESPAC ADVISORS SOCAL, LLC
WESPAC ADVISORS SOCAL, LLC (CIK: 0001668188). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 256 holdings with a total value of $154,394,031.
#
Name
Shares
Value ($)
%
Options
Notes
251 SELECT SECTOR SPDR TR 71,335 5,372,952 3.48%
252 UNITEDHEALTH GROUP INC 33,816 5,411,913 3.51%
253 DISNEY WALT CO 52,606 5,482,582 3.55%
254 HONEYWELL INTL INC 47,570 5,510,985 3.57%
255 GENERAL ELECTRIC CO 183,797 5,807,975 3.76%
256 APPLE INC 50,725 5,874,966 3.81%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000144, filed 2017.02.13).

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.