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 |
|---|---|---|---|---|---|---|---|---|---|
| METLIFE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 330 | 0.64 | 12-31-2023 |
| VISA INC | COM CL A | 52 | $3,071,187 | 11,005 | 0.00 | 0.00 | -1,133 | -9.33 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 53 | $3,008,289 | 53,348 | 0.00 | 0.00 | 25,537 | 91.82 | 03-31-2024 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 54 | $2,995,289 | 36,680 | 0.00 | 0.00 | 6,072 | 19.84 | 03-31-2024 |
