Long-term investor
Wespac Advisors Socal, LLC @wespacadvisorssocalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001668188).
Record
- Tracked since 2025-06-30 (434 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months +5.1% · 1 year +13.8% · all +13.8%
- Max drawdown -3.6% · Sharpe 0.68 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SMH · 5.6% · long · since 2025-06-30
- GOOGL · 4.0% · long · since 2025-06-30
- AVGO · 3.9% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- MU · 3.0% · long · since 2026-03-31
- WMT · 3.0% · long · since 2025-06-30
- AVUV · 2.7% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- XAR · 2.6% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30