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WESPAC Advisors, LLC Buys SPDR Select Sector Fund - Consumer Staples, GlaxoSmithKline PLC, Physicians Realty Trust, Sells First Trust Preferred Securities and Income ETF, Materials Select Sector SPDR, Qualcomm Inc

Oakland, CA, based Investment company WESPAC Advisors, LLC (Current Portfolio) buys SPDR Select Sector Fund - Consumer Staples, GlaxoSmithKline PLC, Physicians Realty Trust, SPDR S&P 500, Invesco BulletShares 2021 High Yield Corporate Bon, sells First Trust Preferred Securities and Income ETF, Materials Select Sector SPDR, Qualcomm Inc, iShares U.S. Home Construction, ONEOK Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, WESPAC Advisors, LLC. As of 2020Q1, WESPAC Advisors, LLC owns 42 stocks with a total value of $34 million. These are the details of the buys and sells.

For the details of WESPAC Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wespac+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of WESPAC Advisors, LLC
  1. iShares 1-3 Year Treasury Bond ETF (SHY) - 31,796 shares, 8.00% of the total portfolio. Shares added by 3.25%
  2. SPDR Select Sector Fund - Utilities (XLU) - 41,772 shares, 6.72% of the total portfolio. Shares added by 11.91%
  3. SPDR Select Sector Fund - Consumer Staples (XLP) - 42,432 shares, 6.71% of the total portfolio. New Position
  4. iShares TIPS Bond (TIP) - 17,992 shares, 6.16% of the total portfolio. Shares added by 1.10%
  5. Brown-Forman Corp (BF.B) - 32,322 shares, 5.21% of the total portfolio. Shares reduced by 8.18%
New Purchase: SPDR Select Sector Fund - Consumer Staples (XLP)

WESPAC Advisors, LLC initiated holding in SPDR Select Sector Fund - Consumer Staples. The purchase prices were between $48.63 and $64.79, with an estimated average price of $61. The stock is now traded at around $58.61. The impact to a portfolio due to this purchase was 6.71%. The holding were 42,432 shares as of .

New Purchase: GlaxoSmithKline PLC (GSK)

WESPAC Advisors, LLC initiated holding in GlaxoSmithKline PLC. The purchase prices were between $31.85 and $47.89, with an estimated average price of $42.84. The stock is now traded at around $41.91. The impact to a portfolio due to this purchase was 3.83%. The holding were 34,810 shares as of .

New Purchase: Physicians Realty Trust (DOC)

WESPAC Advisors, LLC initiated holding in Physicians Realty Trust. The purchase prices were between $11.61 and $20.75, with an estimated average price of $18.44. The stock is now traded at around $14.96. The impact to a portfolio due to this purchase was 2.62%. The holding were 64,834 shares as of .

New Purchase: SPDR S&P 500 (SPY)

WESPAC Advisors, LLC initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $279.10. The impact to a portfolio due to this purchase was 0.66%. The holding were 890 shares as of .

New Purchase: Invesco BulletShares 2021 High Yield Corporate Bon (BSJL)

WESPAC Advisors, LLC initiated holding in Invesco BulletShares 2021 High Yield Corporate Bon. The purchase prices were between $19.87 and $24.73, with an estimated average price of $23.89. The stock is now traded at around $22.34. The impact to a portfolio due to this purchase was 0.65%. The holding were 10,171 shares as of .

Added: Amazon.com Inc (AMZN)

WESPAC Advisors, LLC added to a holding in Amazon.com Inc by 38.07%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2363.49. The impact to a portfolio due to this purchase was 0.42%. The holding were 272 shares as of .

Added: Vanguard Growth (VUG)

WESPAC Advisors, LLC added to a holding in Vanguard Growth by 40.51%. The purchase prices were between $137.53 and $201.6, with an estimated average price of $180.87. The stock is now traded at around $173.00. The impact to a portfolio due to this purchase was 0.38%. The holding were 2,893 shares as of .

Added: Ladder Capital Corp (LADR)

WESPAC Advisors, LLC added to a holding in Ladder Capital Corp by 23.13%. The purchase prices were between $3.61 and $18.86, with an estimated average price of $15.35. The stock is now traded at around $6.94. The impact to a portfolio due to this purchase was 0.19%. The holding were 74,770 shares as of .

Sold Out: First Trust Preferred Securities and Income ETF (FPE)

WESPAC Advisors, LLC sold out a holding in First Trust Preferred Securities and Income ETF. The sale prices were between $13.6 and $20.48, with an estimated average price of $19.31.

Sold Out: Materials Select Sector SPDR (XLB)

WESPAC Advisors, LLC sold out a holding in Materials Select Sector SPDR. The sale prices were between $38.35 and $61.42, with an estimated average price of $55.41.

Sold Out: Qualcomm Inc (QCOM)

WESPAC Advisors, LLC sold out a holding in Qualcomm Inc. The sale prices were between $60.91 and $95.91, with an estimated average price of $82.41.

Sold Out: iShares U.S. Home Construction (ITB)

WESPAC Advisors, LLC sold out a holding in iShares U.S. Home Construction. The sale prices were between $24.07 and $50.26, with an estimated average price of $42.71.

Sold Out: Texas Instruments Inc (TXN)

WESPAC Advisors, LLC sold out a holding in Texas Instruments Inc. The sale prices were between $93.5 and $134.25, with an estimated average price of $120.51.

Sold Out: ONEOK Inc (OKE)

WESPAC Advisors, LLC sold out a holding in ONEOK Inc. The sale prices were between $15.37 and $77.52, with an estimated average price of $61.66.



Here is the complete portfolio of WESPAC Advisors, LLC. Also check out:

1. WESPAC Advisors, LLC's Undervalued Stocks
2. WESPAC Advisors, LLC's Top Growth Companies, and
3. WESPAC Advisors, LLC's High Yield stocks
4. Stocks that WESPAC Advisors, LLC keeps buying

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