Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESPAC ADVISORS LLC | 04-24-2024 | 03-31-2024 | 167 | 171,733,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 301 | $269,859 | 1,657 | 0.00 | 0.00 | -4,983 | -75.05 | 03-31-2024 |
| CISCO SYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.04 | 03-31-2024 |
| ISHARES TR | US INDUSTRIALS | 303 | $267,008 | 2,124 | 0.00 | 2,124 | +Inf | 03-31-2024 | |
| ALBEMARLE CORP | COM | 304 | $266,905 | 2,026 | 0.00 | 0.00 | 26 | 1.30 | 03-31-2024 |
