WESPAC Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

The fourth quarter of 2022 and the first quarter of 2023 have marked a significant shift in holdings for WESPAC Advisors, LLC. As per the latest 13F filings, some previous top holdings have been swapped out for others, while new stocks are also introduced. Here's a quick look at the recent 13F holdings of WESPAC Advisors, LLC.

First up, during Q4 of 2022, the company had no shares in SPDR GOLD TR. However, in just one quarter, their shares have surged to a staggering 41,462, with an estimated market value of $7,596. Similarly, INVESCO DB US DLR INDEX TR witnessed an infinite growth in shares, rising from zero to 121,187.

On the other hand, Apple Inc. experienced a 52.8% decrease in shares from 51,530 to 19,179, along with a considerable decline in value from $6,695,000 to $3,162,000. Select Sector SPDR TR also witnessed a dip in shares from 24,754 to 23,436, resulting in a drop in market value from $3,362,000 to $3,034,000.

Another notable stock that underwent changes was First Trust Exchange Traded FD, which experienced a 16% increase in shares, going up from 38,198 to 44,824. In contrast, ISHARES TR witnessed no shares in Q4 2022, but in Q1 2023, there were 23,910 shares, leading to a market value of $2,369,000.

Furthermore, the only pharmaceutical company on the list, Merck & Co Inc, witnessed a rise in shares from zero to 20,643 shares with a market value of $2,196,000. Equally, Iron Mountain Inc Del had no holdings in Q4 of 2022 but held 37,467 shares in Q1 of 2023, resulting in a market value of $1,982,000.

Lastly, Triton Intl Ltd also saw significant growth in shares, jumping from 10,065 in Q4 of 2022 to 13,786 in Q1 of 2023, leading to a rise in market value from $692,000 to $871,000.

Overall, WESPAC Advisors, LLC has undergone some significant changes in the past quarter, with many top holdings getting introduced or removed from their portfolio. Nonetheless, it's evident that the company continues to build up its portfolio carefully and significantly.

In conclusion, WESPAC Advisors, LLC has undergone some significant changes to its portfolio in Q1 of 2023 compared to Q4 of 2022. However, many new top holdings and profitable stocks have been added to their portfolio, indicating a steady and strategic portfolio-building approach.