WESPAC Advisors SoCal, LLC Buys Lululemon Athletica Inc, Goldman Sachs Group Inc, ServiceNow Inc, Sells Apple Inc, Johnson & Johnson, Broadcom Inc

Investment company WESPAC Advisors SoCal, LLC (Current Portfolio) buys Lululemon Athletica Inc, Goldman Sachs Group Inc, ServiceNow Inc, Charles Schwab Corp, Invesco S&P 500 Equal Weight ETF, sells Apple Inc, Johnson & Johnson, Broadcom Inc, Thermo Fisher Scientific Inc, Micron Technology Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, WESPAC Advisors SoCal, LLC. As of 2021Q4, WESPAC Advisors SoCal, LLC owns 79 stocks with a total value of $312 million. These are the details of the buys and sells.

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

These are the top 5 holdings of WESPAC Advisors SoCal, LLC
  1. Goldman Sachs Group Inc (GS) - 105,174 shares, 5.47% of the total portfolio. Shares added by 315.46%
  2. Lululemon Athletica Inc (LULU) - 54,706 shares, 5.19% of the total portfolio. Shares added by 1867.84%
  3. Johnson & Johnson (JNJ) - 4,496 shares, 4.11% of the total portfolio. Shares reduced by 93.81%
  4. Broadcom Inc (AVGO) - 4,814 shares, 4.02% of the total portfolio. Shares reduced by 80.73%
  5. ServiceNow Inc (NOW) - 71,175 shares, 3.76% of the total portfolio. Shares added by 2598.07%
Added: Lululemon Athletica Inc (LULU)

WESPAC Advisors SoCal, LLC added to a holding in Lululemon Athletica Inc by 1867.84%. The purchase prices were between $370.57 and $477.91, with an estimated average price of $427.67. The stock is now traded at around $351.125000. The impact to a portfolio due to this purchase was 4.93%. The holding were 54,706 shares as of 2021-12-31.

Added: Goldman Sachs Group Inc (GS)

WESPAC Advisors SoCal, LLC added to a holding in Goldman Sachs Group Inc by 315.46%. The purchase prices were between $371.61 and $423.85, with an estimated average price of $396.02. The stock is now traded at around $363.070000. The impact to a portfolio due to this purchase was 4.15%. The holding were 105,174 shares as of 2021-12-31.

Added: ServiceNow Inc (NOW)

WESPAC Advisors SoCal, LLC added to a holding in ServiceNow Inc by 2598.07%. The purchase prices were between $599.57 and $701.73, with an estimated average price of $656.59. The stock is now traded at around $581.825000. The impact to a portfolio due to this purchase was 3.62%. The holding were 71,175 shares as of 2021-12-31.

Added: Charles Schwab Corp (SCHW)

WESPAC Advisors SoCal, LLC added to a holding in Charles Schwab Corp by 3776.39%. The purchase prices were between $73.23 and $85.82, with an estimated average price of $81.09. The stock is now traded at around $89.960000. The impact to a portfolio due to this purchase was 3.5%. The holding were 201,766 shares as of 2021-12-31.

Added: Invesco S&P 500 Equal Weight ETF (RSP)

WESPAC Advisors SoCal, LLC added to a holding in Invesco S&P 500 Equal Weight ETF by 1582.55%. The purchase prices were between $150.44 and $163.01, with an estimated average price of $157.71. The stock is now traded at around $157.580000. The impact to a portfolio due to this purchase was 3.06%. The holding were 123,836 shares as of 2021-12-31.

Added: Zoom Video Communications Inc (ZM)

WESPAC Advisors SoCal, LLC added to a holding in Zoom Video Communications Inc by 925.82%. The purchase prices were between $181.81 and $285.66, with an estimated average price of $233.56. The stock is now traded at around $149.550000. The impact to a portfolio due to this purchase was 2.76%. The holding were 16,485 shares as of 2021-12-31.

Sold Out: iShares Mortgage Real Estate ETF (REM)

WESPAC Advisors SoCal, LLC sold out a holding in iShares Mortgage Real Estate ETF. The sale prices were between $32.67 and $37.16, with an estimated average price of $35.61.

Sold Out: DraftKings Inc (DKNG)

WESPAC Advisors SoCal, LLC sold out a holding in DraftKings Inc. The sale prices were between $26.59 and $49.82, with an estimated average price of $38.79.

Sold Out: GLOBAL X FDS (CATH)

WESPAC Advisors SoCal, LLC sold out a holding in GLOBAL X FDS. The sale prices were between $53.29 and $60.85, with an estimated average price of $56.96.

Sold Out: iShares Russell 2000 ETF (IWM)

WESPAC Advisors SoCal, LLC sold out a holding in iShares Russell 2000 ETF. The sale prices were between $212.12 and $241.83, with an estimated average price of $225.48.



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