Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESPAC ADVISORS SOCAL LLC | 04-17-2024 | 03-31-2024 | 91 | 382,224,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $22,949,455 | 54,548 | 0.01 | 0.01 | 7 | 0.01 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $19,717,222 | 21,822 | 0.01 | 0.00 | 521 | 2.45 | 03-31-2024 |
| BROADCOM INC | COM | 3 | $17,468,697 | 13,180 | 0.00 | 0.00 | 40 | 0.30 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $16,877,074 | 93,564 | 0.00 | 0.00 | 2,298 | 2.52 | 03-31-2024 |
