WESPAC Advisors, LLC
Top Portfolio Positions
94 positions ·
$74,282,134 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 UUP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,559,305 | 200,119 | Shares | Sole | 2026-04-29 | |
| 2023-09-30 | $1,594,509 | 53,633 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,492,021 | 52,573 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,378,693 | 121,187 | Shares | Sole | 2023-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||