WESPAC Advisors, LLC Quant / Systematic

CIK: 0001484540 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $142,982 (100.0% shares, 0.0% debt)

Holdings (171)

VOO VANGUARD INDEX FDS 3.0%
Value ($000) $4,228 Shares 7,443 Est. Cost $535.12 Unrealized
IVV ISHARES TR 2.5%
Value ($000) $3,642 Shares 5,866 Est. Cost $478.47 Unrealized
TFLO ISHARES TR 2.3%
Value ($000) $3,302 Shares 65,200 Est. Cost $50.63 Unrealized
PULS PGIM ETF TR 2.2%
Value ($000) $3,100 Shares 62,299 Est. Cost $49.55 Unrealized
T AT&T INC 1.9%
Value ($000) $2,784 Shares 96,206 Est. Cost $22.87 Unrealized +17.9%
JBND J P MORGAN EXCHANGE TRADED F 1.9%
Value ($000) $2,774 Shares 51,762 Est. Cost $53.58 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $2,548 Shares 12,419 Est. Cost $154.83 Unrealized +30.1%
IYZ ISHARES TR 1.5%
Value ($000) $2,159 Shares 72,515 Est. Cost $28.27 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $2,073 Shares 26,749 Est. Cost $71.33 Unrealized
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $2,006 Shares 7,923 Est. Cost $223.14 Unrealized
COR CENCORA INC 1.3%
Value ($000) $1,911 Shares 6,372 Est. Cost $249.56 Unrealized +14.9%
MBSF VALUED ADVISERS TR 1.3%
Value ($000) $1,828 Shares 71,638 Est. Cost $25.30 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $1,665 Shares 9,163 Est. Cost $175.20 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 1.1%
Value ($000) $1,630 Shares 113,657 Est. Cost $9.67 Unrealized +35.0%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $1,625 Shares 1,642 Est. Cost $537.56 Unrealized +84.3%
IAU ISHARES GOLD TR 1.1%
Value ($000) $1,602 Shares 25,686 Est. Cost $51.26 Unrealized
IGIB ISHARES TR 1.1%
Value ($000) $1,571 Shares 29,487 Est. Cost $52.87 Unrealized
MMM 3M CO 1.1%
Value ($000) $1,564 Shares 10,270 Est. Cost $110.32 Unrealized +28.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,557 Shares 3,130 Est. Cost $285.71 Unrealized +51.3%
CGDV CAPITAL GROUP DIVIDEND VALUE 1.1%
Value ($000) $1,512 Shares 38,287 Est. Cost $30.56 Unrealized
JIVE J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $1,484 Shares 21,418 Est. Cost $69.30 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $1,481 Shares 3,379 Est. Cost $286.35 Unrealized
OUNZ VANECK MERK GOLD ETF 1.0%
Value ($000) $1,469 Shares 46,073 Est. Cost $17.41 Unrealized
IYF ISHARES TR 1.0%
Value ($000) $1,432 Shares 11,837 Est. Cost $96.42 Unrealized
HWM HOWMET AEROSPACE INC 1.0%
Value ($000) $1,403 Shares 7,540 Est. Cost $90.60 Unrealized +69.6%
VIS VANGUARD WORLD FD 0.9%
Value ($000) $1,349 Shares 4,817 Est. Cost $280.07 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,339 Shares 27,531 Est. Cost $45.70 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.9%
Value ($000) $1,319 Shares 49,334 Est. Cost $29.60 Unrealized
WMT WALMART INC 0.9%
Value ($000) $1,314 Shares 13,441 Est. Cost $62.42 Unrealized +51.8%
ITA ISHARES TR 0.9%
Value ($000) $1,297 Shares 6,878 Est. Cost $168.59 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $1,288 Shares 8,089 Est. Cost $124.72 Unrealized +16.3%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $1,243 Shares 2,253 Est. Cost $394.06 Unrealized
JSI JANUS DETROIT STR TR 0.8%
Value ($000) $1,215 Shares 23,084 Est. Cost $52.37 Unrealized
CLOX SERIES PORTFOLIOS TR 0.8%
Value ($000) $1,201 Shares 46,933 Est. Cost $25.54 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $1,194 Shares 1,932 Est. Cost $523.41 Unrealized
NRG NRG ENERGY INC 0.8%
Value ($000) $1,193 Shares 7,432 Est. Cost $100.05 Unrealized +30.9%
GE GE AEROSPACE 0.8%
Value ($000) $1,174 Shares 4,563 Est. Cost $170.13 Unrealized +28.5%
DIA SPDR DOW JONES INDL AVERAGE 0.8%
Value ($000) $1,173 Shares 2,662 Est. Cost $421.69 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.8%
Value ($000) $1,152 Shares 52,279 Est. Cost $22.03 Unrealized
RITM RITHM CAPITAL CORP 0.8%
Value ($000) $1,147 Shares 101,616 Est. Cost $9.80 Unrealized
CAH CARDINAL HEALTH INC 0.8%
Value ($000) $1,106 Shares 6,581 Est. Cost $147.12 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $1,053 Shares 9,495 Est. Cost $103.48 Unrealized +0.9%
BTI BRITISH AMERN TOB PLC 0.7%
Value ($000) $1,036 Shares 21,883 Est. Cost $47.33 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.7%
Value ($000) $1,022 Shares 8,321 Est. Cost $91.37 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $1,018 Shares 5,209 Est. Cost $195.42 Unrealized
VOD VODAFONE GROUP PLC NEW 0.7%
Value ($000) $1,014 Shares 95,100 Est. Cost $10.66 Unrealized
SLV ISHARES SILVER TR 0.7%
Value ($000) $1,005 Shares 30,643 Est. Cost $25.02 Unrealized
XLU SELECT SECTOR SPDR TR 0.7%
Value ($000) $999 Shares 12,239 Est. Cost $80.50 Unrealized
VRSN VERISIGN INC 0.7%
Value ($000) $989 Shares 3,423 Est. Cost $268.94 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.7%
Value ($000) $969 Shares 32,945 Est. Cost $26.70 Unrealized +0.2%
KR KROGER CO 0.7%
Value ($000) $962 Shares 13,418 Est. Cost $68.18 Unrealized 0.0%
META META PLATFORMS INC 0.7%
Value ($000) $962 Shares 1,303 Est. Cost $554.21 Unrealized +11.3%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $957 Shares 6,056 Est. Cost $103.16 Unrealized +22.0%
EVRG EVERGY INC 0.7%
Value ($000) $955 Shares 13,855 Est. Cost $63.12 Unrealized +3.9%
DLTR DOLLAR TREE INC 0.7%
Value ($000) $953 Shares 9,626 Est. Cost $86.31 Unrealized 0.0%
CME CME GROUP INC 0.7%
Value ($000) $952 Shares 3,453 Est. Cost $242.42 Unrealized +10.7%
SPHQ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $943 Shares 13,240 Est. Cost $60.58 Unrealized
DRI DARDEN RESTAURANTS INC 0.7%
Value ($000) $931 Shares 4,269 Est. Cost $204.29 Unrealized 0.0%
NOBL PROSHARES TR 0.6%
Value ($000) $923 Shares 9,167 Est. Cost $93.05 Unrealized
ENB ENBRIDGE INC 0.6%
Value ($000) $919 Shares 20,289 Est. Cost $34.58 Unrealized +26.6%
MO ALTRIA GROUP INC 0.6%
Value ($000) $893 Shares 15,235 Est. Cost $55.95 Unrealized 0.0%
BAC BANK AMERICA CORP 0.6%
Value ($000) $891 Shares 18,826 Est. Cost $33.48 Unrealized +23.8%
CGMS CAPITAL GRP FIXED INCM ETF T 0.6%
Value ($000) $890 Shares 32,239 Est. Cost $27.20 Unrealized
CNP CENTERPOINT ENERGY INC 0.6%
Value ($000) $861 Shares 23,422 Est. Cost $36.53 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 0.6%
Value ($000) $824 Shares 9,209 Est. Cost $86.51 Unrealized +3.2%
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $812 Shares 36,955 Est. Cost $15.08 Unrealized +32.4%
OGE OGE ENERGY CORP 0.6%
Value ($000) $801 Shares 18,056 Est. Cost $44.37 Unrealized 0.0%
ADC AGREE RLTY CORP 0.6%
Value ($000) $795 Shares 10,886 Est. Cost $73.06 Unrealized
FNDF SCHWAB STRATEGIC TR 0.5%
Value ($000) $777 Shares 19,411 Est. Cost $33.97 Unrealized
EWS ISHARES INC 0.5%
Value ($000) $776 Shares 29,860 Est. Cost $25.98 Unrealized
FSK FS KKR CAP CORP 0.5%
Value ($000) $767 Shares 36,957 Est. Cost $15.71 Unrealized +15.4%
EWG ISHARES INC 0.5%
Value ($000) $763 Shares 18,044 Est. Cost $42.31 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $763 Shares 11,063 Est. Cost $64.19 Unrealized 0.0%
CCI CROWN CASTLE INC 0.5%
Value ($000) $758 Shares 7,376 Est. Cost $98.04 Unrealized 0.0%
NUVEEN MUN CR OPPORTUNITIES 0.5%
Value ($000) $755 Shares 70,400 Est. Cost $10.62 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $741 Shares 4,205 Est. Cost $100.88 Unrealized +61.9%
NUVEEN MUN HIGH INCOME OPPOR 0.5%
Value ($000) $729 Shares 70,274 Est. Cost $10.75 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.5%
Value ($000) $726 Shares 12,951 Est. Cost $54.96 Unrealized 0.0%
ECH ISHARES INC 0.5%
Value ($000) $714 Shares 22,711 Est. Cost $31.45 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $709 Shares 3,893 Est. Cost $136.99 Unrealized +22.2%
SHYG ISHARES TR 0.5%
Value ($000) $705 Shares 16,348 Est. Cost $42.26 Unrealized
APH AMPHENOL CORP NEW 0.5%
Value ($000) $704 Shares 7,128 Est. Cost $81.39 Unrealized 0.0%
EXC EXELON CORP 0.5%
Value ($000) $693 Shares 15,958 Est. Cost $43.57 Unrealized 0.0%
EIPI FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $691 Shares 35,048 Est. Cost $18.77 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $684 Shares 2,360 Est. Cost $197.07 Unrealized +28.2%
IDMO INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $680 Shares 13,271 Est. Cost $51.24 Unrealized
AMLP ALPS ETF TR 0.5%
Value ($000) $677 Shares 13,853 Est. Cost $51.91 Unrealized
XITK SPDR SERIES TRUST 0.5%
Value ($000) $664 Shares 3,504 Est. Cost $189.36 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $662 Shares 4,156 Est. Cost $131.57 Unrealized +22.2%
TSLA TESLA INC 0.5%
Value ($000) $662 Shares 2,084 Est. Cost $212.53 Unrealized +41.8%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $661 Shares 5,605 Est. Cost $115.43 Unrealized 0.0%
FENI FIDELITY COVINGTON TRUST 0.4%
Value ($000) $643 Shares 19,321 Est. Cost $30.50 Unrealized
CTRA COTERRA ENERGY INC 0.4%
Value ($000) $636 Shares 25,046 Est. Cost $23.29 Unrealized +6.5%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $632 Shares 1,125 Est. Cost $367.42 Unrealized +50.1%
AMZN AMAZON COM INC 0.4%
Value ($000) $617 Shares 2,813 Est. Cost $122.18 Unrealized +62.0%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $615 Shares 5,924 Est. Cost $101.98 Unrealized 0.0%
BSMQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $613 Shares 26,036 Est. Cost $23.41 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $607 Shares 25,872 Est. Cost $23.59 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $603 Shares 2,664 Est. Cost $140.48 Unrealized
RL RALPH LAUREN CORP 0.4%
Value ($000) $595 Shares 2,171 Est. Cost $245.36 Unrealized 0.0%
EWO ISHARES INC 0.4%
Value ($000) $575 Shares 19,557 Est. Cost $25.88 Unrealized
TPR TAPESTRY INC 0.4%
Value ($000) $561 Shares 6,394 Est. Cost $74.95 Unrealized 0.0%
KVUE KENVUE INC 0.4%
Value ($000) $544 Shares 25,985 Est. Cost $22.15 Unrealized 0.0%
OKE ONEOK INC NEW 0.4%
Value ($000) $536 Shares 6,570 Est. Cost $70.08 Unrealized +15.1%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $531 Shares 46,269 Est. Cost $11.48 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $530 Shares 11,446 Est. Cost $55.48 Unrealized -14.9%
GLD SPDR GOLD TR 0.4%
Value ($000) $528 Shares 1,733 Est. Cost $184.59 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.4%
Value ($000) $523 Shares 38,187 Est. Cost $8.36 Unrealized +5.9%
RCL ROYAL CARIBBEAN GROUP 0.4%
Value ($000) $522 Shares 1,667 Est. Cost $236.14 Unrealized 0.0%
BSMS INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $503 Shares 21,653 Est. Cost $23.29 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value ($000) $501 Shares 5,457 Est. Cost $91.68 Unrealized
V VISA INC 0.3%
Value ($000) $495 Shares 1,394 Est. Cost $220.22 Unrealized +57.6%
AM ANTERO MIDSTREAM CORP 0.3%
Value ($000) $489 Shares 25,806 Est. Cost $17.16 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $449 Shares 576 Est. Cost $430.19 Unrealized +79.8%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $448 Shares 6,089 Est. Cost $73.63 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $445 Shares 1,463 Est. Cost $242.49 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $425 Shares 17,328 Est. Cost $24.30 Unrealized
FNDX SCHWAB STRATEGIC TR 0.3%
Value ($000) $406 Shares 16,541 Est. Cost $37.06 Unrealized
ABRDN HEALTHCARE INVESTORS 0.3%
Value ($000) $404 Shares 26,097 Est. Cost $16.20 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $402 Shares 300 Est. Cost $65.25 Unrealized +73.3%
IEF ISHARES TR 0.3%
Value ($000) $396 Shares 4,135 Est. Cost $95.37 Unrealized
SMH VANECK ETF TRUST 0.3%
Value ($000) $374 Shares 1,341 Est. Cost $234.91 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $371 Shares 1,346 Est. Cost $215.92 Unrealized 0.0%
HELO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $360 Shares 5,745 Est. Cost $62.06 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $358 Shares 1,565 Est. Cost $146.36 Unrealized +56.9%
GEV GE VERNOVA INC 0.2%
Value ($000) $350 Shares 661 Est. Cost $415.97 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $350 Shares 1,971 Est. Cost $113.15 Unrealized +45.7%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $349 Shares 2,592 Est. Cost $133.85 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $345 Shares 1,116 Est. Cost $283.70 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $343 Shares 1,165 Est. Cost $136.02 Unrealized +86.6%
CLOI VANECK ETF TRUST 0.2%
Value ($000) $343 Shares 6,472 Est. Cost $51.94 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $341 Shares 2,405 Est. Cost $108.87 Unrealized 0.0%
PVAL PUTNAM ETF TRUST 0.2%
Value ($000) $332 Shares 8,250 Est. Cost $38.29 Unrealized
ZS ZSCALER INC 0.2%
Value ($000) $320 Shares 1,018 Est. Cost $199.27 Unrealized +25.1%
BSCR INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $315 Shares 16,023 Est. Cost $19.48 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $314 Shares 13,812 Est. Cost $22.40 Unrealized
EATON VANCE RISK-MANAGED DIV 0.2%
Value ($000) $303 Shares 33,500 Est. Cost $9.31 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $296 Shares 1,355 Est. Cost $160.80 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $293 Shares 2,197 Est. Cost $127.59 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $292 Shares 14,953 Est. Cost $19.12 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $290 Shares 12,410 Est. Cost $22.95 Unrealized
IAI ISHARES TR 0.2%
Value ($000) $281 Shares 1,663 Est. Cost $144.10 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $279 Shares 1,150 Est. Cost $225.31 Unrealized 0.0%
EMB ISHARES TR 0.2%
Value ($000) $278 Shares 3,001 Est. Cost $90.59 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $270 Shares 1,135 Est. Cost $150.13 Unrealized +60.8%
RTX RTX CORPORATION 0.2%
Value ($000) $269 Shares 1,844 Est. Cost $81.67 Unrealized +61.3%
TBIL RBB FD INC 0.2%
Value ($000) $265 Shares 5,300 Est. Cost $50.01 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $264 Shares 3,488 Est. Cost $75.58 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $260 Shares 5,121 Est. Cost $50.31 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $256 Shares 1,786 Est. Cost $136.30 Unrealized +0.5%
XAR SPDR SERIES TRUST 0.2%
Value ($000) $255 Shares 1,207 Est. Cost $210.94 Unrealized
ENVX ENOVIX CORPORATION 0.2%
Value ($000) $252 Shares 24,413 Est. Cost $13.24 Unrealized -43.7%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $236 Shares 1,289 Est. Cost $157.45 Unrealized 0.0%
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $234 Shares 4,973 Est. Cost $47.04 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $231 Shares 1,691 Est. Cost $117.28 Unrealized 0.0%
IVW ISHARES TR 0.2%
Value ($000) $224 Shares 2,039 Est. Cost $79.07 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $223 Shares 8,421 Est. Cost $44.68 Unrealized
IAK ISHARES TR 0.2%
Value ($000) $223 Shares 1,658 Est. Cost $134.46 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $222 Shares 9,638 Est. Cost $22.57 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $222 Shares 85 Est. Cost $1984.94 Unrealized +17.7%
IGLB ISHARES TR 0.2%
Value ($000) $221 Shares 4,400 Est. Cost $50.21 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $220 Shares 38 Est. Cost $5094.53 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $217 Shares 446 Est. Cost $486.15 Unrealized +4.5%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $215 Shares 10,406 Est. Cost $20.26 Unrealized
IDV ISHARES TR 0.2%
Value ($000) $215 Shares 6,223 Est. Cost $34.51 Unrealized
XTEN BONDBLOXX ETF TRUST 0.1%
Value ($000) $214 Shares 4,636 Est. Cost $46.16 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $202 Shares 551 Est. Cost $352.64 Unrealized +0.9%
WCMI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $159 Shares 10,010 Est. Cost $15.91 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $145 Shares 33,000 Est. Cost $3.66 Unrealized
NUVEEN MUN INCOME FD INC 0.1%
Value ($000) $101 Shares 10,000 Est. Cost $9.41 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $66 Shares 12,978 Est. Cost $2.34 Unrealized +109.3%