WESPAC Advisors SoCal, LLC Buys AT&T Inc, AbbVie Inc, Dollar General Corp, Sells Intel Corp, Cisco Systems Inc, Chevron Corp

Article's Main Image
Investment company WESPAC Advisors SoCal, LLC (Current Portfolio) buys AT&T Inc, AbbVie Inc, Dollar General Corp, Genuine Parts Co, SELECT SECTOR SPDR, sells Intel Corp, Cisco Systems Inc, Chevron Corp, Waste Management Inc, Automatic Data Processing Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, WESPAC Advisors SoCal, LLC. As of 2020Q3, WESPAC Advisors SoCal, LLC owns 73 stocks with a total value of $210 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. Apple Inc (AAPL) - 128,100 shares, 7.13% of the total portfolio. Shares reduced by 0.89%
  2. ISHARES GOLD TRUST (IAU) - 787,125 shares, 6.90% of the total portfolio. Shares added by 6.23%
  3. Microsoft Corp (MSFT) - 46,364 shares, 4.76% of the total portfolio. Shares reduced by 18.3%
  4. Amazon.com Inc (AMZN) - 2,949 shares, 4.61% of the total portfolio. Shares reduced by 0.14%
  5. The Home Depot Inc (HD) - 32,218 shares, 4.38% of the total portfolio. Shares reduced by 1.64%
New Purchase: AT&T Inc (T)

WESPAC Advisors SoCal, LLC initiated holding in AT&T Inc. The purchase prices were between $27.87 and $30.49, with an estimated average price of $29.59. The stock is now traded at around $27.82. The impact to a portfolio due to this purchase was 2.84%. The holding were 210,755 shares as of .

New Purchase: Dollar General Corp (DG)

WESPAC Advisors SoCal, LLC initiated holding in Dollar General Corp. The purchase prices were between $186.46 and $209.8, with an estimated average price of $196.56. The stock is now traded at around $215.44. The impact to a portfolio due to this purchase was 1.99%. The holding were 18,907 shares as of .

New Purchase: Genuine Parts Co (GPC)

WESPAC Advisors SoCal, LLC initiated holding in Genuine Parts Co. The purchase prices were between $84.45 and $103.02, with an estimated average price of $93.04. The stock is now traded at around $98.78. The impact to a portfolio due to this purchase was 1.61%. The holding were 33,776 shares as of .

New Purchase: SELECT SECTOR SPDR (XLE)

WESPAC Advisors SoCal, LLC initiated holding in SELECT SECTOR SPDR. The purchase prices were between $29.95 and $38.58, with an estimated average price of $35.52. The stock is now traded at around $30.39. The impact to a portfolio due to this purchase was 0.25%. The holding were 16,925 shares as of .

New Purchase: Humana Inc (HUM)

WESPAC Advisors SoCal, LLC initiated holding in Humana Inc. The purchase prices were between $381.58 and $427.77, with an estimated average price of $402.24. The stock is now traded at around $444.31. The impact to a portfolio due to this purchase was 0.17%. The holding were 800 shares as of .

New Purchase: ISHARES TRUST (IVW)

WESPAC Advisors SoCal, LLC initiated holding in ISHARES TRUST. The purchase prices were between $209.2 and $249.13, with an estimated average price of $225.91. The stock is now traded at around $59.40. The impact to a portfolio due to this purchase was 0.1%. The holding were 843 shares as of .

Added: AbbVie Inc (ABBV)

WESPAC Advisors SoCal, LLC added to a holding in AbbVie Inc by 448.79%. The purchase prices were between $85.91 and $100.83, with an estimated average price of $94.18. The stock is now traded at around $84.34. The impact to a portfolio due to this purchase was 2.33%. The holding were 68,160 shares as of .

Sold Out: Intel Corp (INTC)

WESPAC Advisors SoCal, LLC sold out a holding in Intel Corp. The sale prices were between $47.73 and $61.15, with an estimated average price of $52.07.

Sold Out: Cisco Systems Inc (CSCO)

WESPAC Advisors SoCal, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $37.85 and $48.1, with an estimated average price of $43.58.

Sold Out: Chevron Corp (CVX)

WESPAC Advisors SoCal, LLC sold out a holding in Chevron Corp. The sale prices were between $71.8 and $91.39, with an estimated average price of $84.13.

Sold Out: Waste Management Inc (WM)

WESPAC Advisors SoCal, LLC sold out a holding in Waste Management Inc. The sale prices were between $102.08 and $117.07, with an estimated average price of $110.44.

Sold Out: Automatic Data Processing Inc (ADP)

WESPAC Advisors SoCal, LLC sold out a holding in Automatic Data Processing Inc. The sale prices were between $128.72 and $150.73, with an estimated average price of $140.27.

Sold Out: Verizon Communications Inc (VZ)

WESPAC Advisors SoCal, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $53.94 and $60.61, with an estimated average price of $58.09.



Here is the complete portfolio of WESPAC Advisors SoCal, LLC. Also check out:

1. WESPAC Advisors SoCal, LLC's Undervalued Stocks
2. WESPAC Advisors SoCal, LLC's Top Growth Companies, and
3. WESPAC Advisors SoCal, LLC's High Yield stocks
4. Stocks that WESPAC Advisors SoCal, LLC keeps buying