StockDriftsStockDriftsTop 50 WESPAC Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | 5.59% | 206.2K | $10.2M | +217.83%(+141.30K) | $49.61(+0.02%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.61% | 83.6K | $8.4M | new | $100.51(+0.00%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.05% | 8.5K | $5.6M | -36.98%(-5.01K) | $574.40(+29.83%) | 2026-03-31 | |
| UUP | INVESCO DB US DLR INDEX TR | 3.04% | 200.1K | $5.6M | new | $27.41(+0.38%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.61% | 8.0K | $4.8M | +7.31%(+544) | $533.89(+27.82%) | 2026-03-31 | |
| JIVE | J P MORGAN EXCHANGE TRADED F | 2.56% | 54.6K | $4.7M | -20.35%(-13.95K) | $72.23(+27.46%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.29% | 68.2K | $4.2M | +1412.66%(+63.71K) | $52.26(+10.28%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.21% | 94.9K | $4.0M | -7.48%(-7.68K) | $37.14(+28.71%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.97% | 39.2K | $3.6M | +97.83%(+19.39K) | $91.55(-0.06%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 1.83% | 27.8K | $3.3M | +0.00%(+0) | $99.40(+14.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.11% | +22.90% |
| Top 20 Holdings Unweighted | +6.07% | +19.34% |
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