StockDriftsStockDriftsTop 50 Wespac Advisors Socal, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 4.99% | 61.2K | $23.4M | -13.26%(-9.35K) | $229.86(+149.05%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.27% | 69.8K | $20.1M | -6.02%(-4.47K) | $54.56(+637.96%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.07% | 61.9K | $19.2M | -2.54%(-1.61K) | $53.58(+677.84%) | 2026-03-31 | |
| WMT | WALMART INC | 3.88% | 146.8K | $18.2M | -1.96%(-2.93K) | $51.06(+157.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.71% | 68.7K | $17.4M | -4.46%(-3.21K) | $56.76(+426.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.08% | 39.1K | $14.5M | +1.84%(+707) | $115.23(+251.67%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.8% | 214.7K | $13.2M | +43.36%(+64.93K) | $44.48(+29.55%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.71% | 115.6K | $12.8M | -2.26%(-2.67K) | $89.58(+31.52%) | 2026-03-31 | |
| XAR | SPDR SERIES TRUST | 2.67% | 49.4K | $12.5M | -1.11%(-554) | $174.95(+54.39%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.55% | 40.7K | $12.0M | +5.12%(+1.98K) | $121.17(+147.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.97% | +72.69% |
| Top 20 Holdings Unweighted | +18.95% | +68.29% |
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