WESPAC Advisors, LLC

CIK
1484540
City
ORINDA
State / Country
CA

Top Portfolio Positions

94 positions · $74,282,134 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
UUP
Invesco DB US Dollar Index Bullish Fund
200,119 $5,559,305 7.48%
MRK
Merck & Co., Inc.
Healthcare
27,798 $3,343,821 4.50%
AAPL
Apple Inc.
Technology
12,228 $3,103,344 4.18%
AAAU
Goldman Sachs Physical Gold ETF
51,860 $2,395,413 3.22%
IAU
Ishares Gold Trust
23,826 $2,100,500 2.83%
QQQ
Invesco Qqq Trust, Series 1
3,033 $1,750,586 2.36%
HWM
Howmet Aerospace Inc.
Industrials
7,055 $1,625,895 2.19%
MSFT
Microsoft Corp
Technology
4,390 $1,625,046 2.19%
COR
Cencora, Inc.
Healthcare
4,987 $1,566,616 2.11%
WMT
Walmart Inc.
Consumer Defensive
12,045 $1,496,952 2.02%

Portfolio Trend

25 quarters · across all stocks

Holdings in BNO

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Report Date Value (USD) Shares
2026-03-31 $1,417,116 27,247