WESPAC Advisors, LLC Buys iShares U.S. Consumer Discretionary ETF, Utilities Select Sector SPDR ETF, Fortinet Inc, Sells iShares iBoxx USD Investment Grade Corporate Bond , The Energy Select Sector SPDR Fund, Health Care Select Sector SPDR

Oakland, CA, based Investment company WESPAC Advisors, LLC (Current Portfolio) buys iShares U.S. Consumer Discretionary ETF, Utilities Select Sector SPDR ETF, Fortinet Inc, iShares 20+ Year Treasury Bond ETF, JPMorgan U.S. Value Factor ETF, sells iShares iBoxx USD Investment Grade Corporate Bond , The Energy Select Sector SPDR Fund, Health Care Select Sector SPDR, LyondellBasell Industries NV, Best Buy Co Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, WESPAC Advisors, LLC. As of 2021Q4, WESPAC Advisors, LLC owns 142 stocks with a total value of $149 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 S&P 500 Growth ETF (IVW) - 49,873 shares, 2.80% of the total portfolio. Shares reduced by 1.94%
  2. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 19,728 shares, 2.41% of the total portfolio. Shares reduced by 13.12%
  3. Apple Inc (AAPL) - 17,771 shares, 2.12% of the total portfolio. Shares reduced by 22.3%
  4. Goldman Sachs Group Inc (GS) - 7,717 shares, 1.98% of the total portfolio. Shares reduced by 16.05%
  5. iShares U.S. Consumer Discretionary ETF (IYC) - 34,431 shares, 1.94% of the total portfolio. New Position
New Purchase: iShares U.S. Consumer Discretionary ETF (IYC)

WESPAC Advisors, LLC initiated holding in iShares U.S. Consumer Discretionary ETF. The purchase prices were between $77.27 and $86.94, with an estimated average price of $82.87. The stock is now traded at around $71.750000. The impact to a portfolio due to this purchase was 1.94%. The holding were 34,431 shares as of 2021-12-31.

New Purchase: Utilities Select Sector SPDR ETF (XLU)

WESPAC Advisors, LLC initiated holding in Utilities Select Sector SPDR ETF. The purchase prices were between $63.39 and $71.58, with an estimated average price of $67.08. The stock is now traded at around $67.150000. The impact to a portfolio due to this purchase was 1.08%. The holding were 22,498 shares as of 2021-12-31.

New Purchase: JPMorgan U.S. Value Factor ETF (JVAL)

WESPAC Advisors, LLC initiated holding in JPMorgan U.S. Value Factor ETF. The purchase prices were between $35.43 and $38.56, with an estimated average price of $37.19. The stock is now traded at around $36.150000. The impact to a portfolio due to this purchase was 0.91%. The holding were 35,185 shares as of 2021-12-31.

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

WESPAC Advisors, LLC initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $141.01 and $154.18, with an estimated average price of $147.11. The stock is now traded at around $143.080000. The impact to a portfolio due to this purchase was 0.91%. The holding were 9,152 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

WESPAC Advisors, LLC initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $53.370000. The impact to a portfolio due to this purchase was 0.85%. The holding were 21,416 shares as of 2021-12-31.

New Purchase: BTC iShares U.S. Home Construction ETF (ITB)

WESPAC Advisors, LLC initiated holding in BTC iShares U.S. Home Construction ETF. The purchase prices were between $66.15 and $82.97, with an estimated average price of $75.43. The stock is now traded at around $67.250000. The impact to a portfolio due to this purchase was 0.73%. The holding were 13,071 shares as of 2021-12-31.

Added: Fortinet Inc (FTNT)

WESPAC Advisors, LLC added to a holding in Fortinet Inc by 485.86%. The purchase prices were between $288.87 and $367.67, with an estimated average price of $329.9. The stock is now traded at around $269.720000. The impact to a portfolio due to this purchase was 0.92%. The holding were 4,599 shares as of 2021-12-31.

Added: KLA Corp (KLAC)

WESPAC Advisors, LLC added to a holding in KLA Corp by 52.12%. The purchase prices were between $319.55 and $440.17, with an estimated average price of $387.65. The stock is now traded at around $361.800000. The impact to a portfolio due to this purchase was 0.46%. The holding were 4,626 shares as of 2021-12-31.

Added: Advanced Micro Devices Inc (AMD)

WESPAC Advisors, LLC added to a holding in Advanced Micro Devices Inc by 99.56%. The purchase prices were between $100.34 and $161.91, with an estimated average price of $135.45. The stock is now traded at around $102.600000. The impact to a portfolio due to this purchase was 0.37%. The holding were 7,753 shares as of 2021-12-31.

Added: Rockwell Automation Inc (ROK)

WESPAC Advisors, LLC added to a holding in Rockwell Automation Inc by 50.32%. The purchase prices were between $292.75 and $351.35, with an estimated average price of $332. The stock is now traded at around $286.980000. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,006 shares as of 2021-12-31.

Added: S&P 500 ETF TRUST ETF (SPY)

WESPAC Advisors, LLC added to a holding in S&P 500 ETF TRUST ETF by 145.97%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $431.240000. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,616 shares as of 2021-12-31.

Added: Costco Wholesale Corp (COST)

WESPAC Advisors, LLC added to a holding in Costco Wholesale Corp by 62.50%. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $482.520000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,625 shares as of 2021-12-31.

Sold Out: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

WESPAC Advisors, LLC sold out a holding in iShares iBoxx USD Investment Grade Corporate Bond . The sale prices were between $130.49 and $134.38, with an estimated average price of $132.44.

Sold Out: LyondellBasell Industries NV (LYB)

WESPAC Advisors, LLC sold out a holding in LyondellBasell Industries NV. The sale prices were between $84.55 and $99.46, with an estimated average price of $92.69.

Sold Out: Best Buy Co Inc (BBY)

WESPAC Advisors, LLC sold out a holding in Best Buy Co Inc. The sale prices were between $95.77 and $138, with an estimated average price of $113.76.

Sold Out: Mastercard Inc (MA)

WESPAC Advisors, LLC sold out a holding in Mastercard Inc. The sale prices were between $306.28 and $369.56, with an estimated average price of $345.75.

Sold Out: eBay Inc (EBAY)

WESPAC Advisors, LLC sold out a holding in eBay Inc. The sale prices were between $63.71 and $80.59, with an estimated average price of $71.31.

Sold Out: BTC iShares Convertible Bond ETF (ICVT)

WESPAC Advisors, LLC sold out a holding in BTC iShares Convertible Bond ETF. The sale prices were between $86.86 and $97.6, with an estimated average price of $92.91.



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