Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WESPAC ADVISORS SOCAL LLC | 01-22-2024 | 12-31-2023 | 92 | 343,272,223 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $20,509,576 | 54,541 | 0.01 | 0.01 | -682 | -1.23 | 12-31-2023 |
APPLE INC | COM | 2 | $20,297,702 | 105,426 | 0.01 | 0.01 | 252 | 0.24 | 12-31-2023 |
BROADCOM INC | COM | 3 | $14,667,827 | 13,140 | 0.00 | 0.00 | 57 | 0.44 | 12-31-2023 |
AMAZON COM INC | COM | 4 | $13,866,956 | 91,266 | 0.00 | 0.00 | 68,152 | 294.85 | 12-31-2023 |