WESPAC Advisors SoCal, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Did you ever wonder how investment firms like WESPAC Advisors SoCal, LLC make changes to their portfolios? One way is through the 13F filings, which are required by the Securities and Exchange Commission (SEC) for companies that manage more than $100 million in assets. These filings provide insights into the holdings of various funds, including WESPAC Advisors SoCal, LLC.

In this article, we will explore the changes in WESPAC Advisors SoCal, LLC's Q3 2023 versus Q4 2023 13F holdings comparison. We will dive into the data provided and analyze the shifts in shares and values of different issuers. So, let's jump right in!

Microsoft Takes the Lead

One of the top holdings for WESPAC Advisors SoCal, LLC in both Q3 2023 and Q4 2023 was Microsoft Corp (MSFT). Although there was a slight decrease in the number of shares from 55,223 to 54,541, the value increased from $17,436,000 to $20,509,000. This change represents a 17.6% increase in value, showcasing WESPAC Advisors SoCal, LLC's confidence in the technology giant.

Apple Holds Steady

Another tech giant that maintained its position in WESPAC Advisors SoCal, LLC's portfolio is Apple Inc (AAPL). The number of shares remained nearly unchanged, with a minor increase from 105,174 to 105,426. The value also experienced a modest rise from $18,006,000 to $20,297,000, indicating a 12.7% increase. This consistency demonstrates WESPAC Advisors SoCal, LLC's trust in Apple's market stability.

Broadcom Makes Gains

One standout performer in WESPAC Advisors SoCal, LLC's portfolio is Broadcom Inc (AVGO). Despite a minimal increase in shares from 13,083 to 13,140, there was a significant rise in value from $10,865,000 to $14,667,000. This surge represents a 35% increase, reflecting WESPAC Advisors SoCal, LLC's bullish stance on the company's growth potential.

Amazon's Explosive Growth

One of the most remarkable changes in WESPAC Advisors SoCal, LLC's portfolio was with Amazon.com Inc (AMZN). While the number of shares increased significantly from 23,114 to 91,266, the value skyrocketed from $2,938,000 to $13,866,000. This astounding surge translates to a 371.9% increase in value, showcasing WESPAC Advisors SoCal, LLC's immense confidence in Amazon's future prospects.

Other Holdings in WESPAC Advisors SoCal, LLC's Portfolio

Aside from the notable changes mentioned above, several other issuers experienced shifts in their holdings within WESPAC Advisors SoCal, LLC's portfolio. Here are a few:

- American Century ETF Trust (AVUV) witnessed a slight decrease in shares and value, with a 5.4% change.

- Alphabet Inc (GOOGL) maintained a stable position, with minor changes in shares and value, reflecting a 6.8% increase.

- Vaneck ETF Trust (SMH) saw a substantial increase in shares, while the value spiked significantly, indicating a 16% change.

- UnitedHealth Group Inc (UNH) experienced a slight rise in both shares and value, with a 6.7% increase.

- NVIDIA Corporation (NVDA) displayed a modest increase in both shares and value, reflecting a 16.7% change.

- Johnson & Johnson (JNJ) had a slight decrease in shares and value, with a -3.9% change.

- Coca Cola Co (KO) witnessed a minor decrease in shares and value, reflecting a 3.1% change.

- Eli Lilly & Co (LLY) showed a considerable increase in shares, while the value remained stable.

- JPMorgan Chase & Co (JPM) experienced a slight increase in shares and value, with a 19.1% change.

These are just a few examples of the variety of holdings within WESPAC Advisors SoCal, LLC's portfolio. The company demonstrates a wide range of investment choices, showcasing its diversification and strategic approach.

Conclusion

Analyzing the changes in holdings from the Q3 2023 vs. Q4 2023 13F filings of WESPAC Advisors SoCal, LLC provides valuable insights into the company's investment decisions. With notable increases in holdings such as Microsoft, Apple, Broadcom, and Amazon, it is clear that WESPAC Advisors SoCal, LLC has a keen eye for promising opportunities.

Although there were some minor fluctuations and decreases in certain holdings, the overall performance of WESPAC Advisors SoCal, LLC's portfolio showcases a well-balanced and thoughtfully managed investment strategy. By closely monitoring the changes in their holdings, investors can gain valuable insights and make informed decisions.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. The data used in this article is sourced from public filings and may be subject to change. Always conduct thorough research and consult with a qualified financial advisor before making any investment decisions.