0001606587-21-000511.txt : 20210430 0001606587-21-000511.hdr.sgml : 20210430 20210430111136 ACCESSION NUMBER: 0001606587-21-000511 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210430 DATE AS OF CHANGE: 20210430 EFFECTIVENESS DATE: 20210430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WESPAC Advisors SoCal, LLC CENTRAL INDEX KEY: 0001668188 IRS NUMBER: 453279358 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17399 FILM NUMBER: 21875019 BUSINESS ADDRESS: STREET 1: 201 S. LAKE AVENUE STREET 2: SUITE 509 CITY: PASADENA STATE: CA ZIP: 91101 BUSINESS PHONE: 626-304-9888 MAIL ADDRESS: STREET 1: 201 S. LAKE AVENUE STREET 2: SUITE 509 CITY: PASADENA STATE: CA ZIP: 91101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001668188 XXXXXXXX 03-31-2021 03-31-2021 false WESPAC Advisors SoCal, LLC

201 S. Lake Avenue Suite 509 Pasadena CA 91101

13F HOLDINGS REPORT 028-17399 N Wade S. Perry 626-304-9888 Wade Perry Pasadena CA 04-27-2021 0 72 254986 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 6147 31901 SH SOLE NONE 31901 0 0 ABBVIE INC COM 00287Y109 9112 84197 SH SOLE NONE 84197 0 0 ACTIVISION BLIZZARD INC COM 00507V109 2577 27714 SH SOLE NONE 27714 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1966 4135 SH SOLE NONE 4135 0 0 ADVANCED MICRO DEVICES INC COM 007903107 471 5995 SH SOLE NONE 5995 0 0 ALLSTATE CORP COM 020002101 5267 45840 SH SOLE NONE 45840 0 0 ALPHABET INC CAP STK CL A 02079K305 9222 4471 SH SOLE NONE 4471 0 0 AMAZON COM INC COM 023135106 10718 3464 SH SOLE NONE 3464 0 0 AMGEN INC COM 031162100 6741 27092 SH SOLE NONE 27092 0 0 ANTHEM INC COM 036752103 851 2370 SH SOLE NONE 2370 0 0 APPLE INC COM 037833100 16114 131916 SH SOLE NONE 131916 0 0 AT&T INC COM 00206R102 6535 215883 SH SOLE NONE 215883 0 0 BAXTER INTL INC COM 071813109 840 9956 SH SOLE NONE 9956 0 0 BK OF AMERICA CORP COM 060505104 1128 29158 SH SOLE NONE 29158 0 0 BLACKROCK INC COM 09247X101 6578 8725 SH SOLE NONE 8725 0 0 BP PLC SPONSORED ADR 055622104 285 11696 SH SOLE NONE 11696 0 0 BROADCOM INC COM 11135F101 11444 24681 SH SOLE NONE 24681 0 0 CANADIAN PAC RY LTD COM 651639106 6639 110160 SH SOLE NONE 110160 0 0 CANADIAN PAC RY LTD COM 13645T100 207 545 SH SOLE NONE 545 0 0 CGI INC CL A SUB VTG 12532H104 358 4300 SH SOLE NONE 4300 0 0 CHURCH & DWIGHT INC COM 171340102 536 6140 SH SOLE NONE 6140 0 0 CITIGROUP INC COM NEW 172967424 360 4953 SH SOLE NONE 4953 0 0 COCA COLA CO COM 191216100 7364 139710 SH SOLE NONE 139710 0 0 COMCAST CORP NEW CL A 20030N101 7603 140515 SH SOLE NONE 140515 0 0 COSTCO WHSL CORP NEW COM 22160K105 1171 3323 SH SOLE NONE 3323 0 0 DANAHER CORPORATION COM 235851102 897 3985 SH SOLE NONE 3985 0 0 FACEBOOK INC CL A 30303M102 2668 9060 SH SOLE NONE 9060 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 2029 9306 SH SOLE NONE 9306 0 0 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 1592 9918 SH SOLE NONE 9918 0 0 FORTINET INC COM 34959E109 876 4750 SH SOLE NONE 4750 0 0 GENWORTH FINL INC COM CL A 37247D106 996 300000 SH SOLE NONE 300000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 931 2846 SH SOLE NONE 2846 0 0 HOME DEPOT INC COM 437076102 10313 33787 SH SOLE NONE 33787 0 0 HONEYWELL INTL INC COM 438516106 4687 21590 SH SOLE NONE 21590 0 0 INFOSYS LTD SPONSORED ADR 456788108 205 10975 SH SOLE NONE 10975 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 2803 3793 SH SOLE NONE 3793 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 379 1187 SH SOLE NONE 1187 0 0 ISHARES GOLD TR ISHARES 464285105 4881 300203 SH SOLE NONE 300203 0 0 ISHARES TR U.S. CNSM SV ETF 464287580 2011 26875 SH SOLE NONE 26875 0 0 ISHARES TR US AER DEF ETF 464288760 685 6581 SH SOLE NONE 6581 0 0 ISHARES TR U.S. MED DVC ETF 464288810 382 1155 SH SOLE NONE 1155 0 0 JOHNSON & JOHNSON COM 478160104 9769 59442 SH SOLE NONE 59442 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 592 2320 SH SOLE NONE 2320 0 0 LAUDER ESTEE COS INC CL A 518439104 211 725 SH SOLE NONE 725 0 0 LOCKHEED MARTIN CORP COM 539830109 8746 23670 SH SOLE NONE 23670 0 0 LULULEMON ATHLETICA INC COM 550021109 923 3010 SH SOLE NONE 3010 0 0 MERCK & CO. INC COM 58933Y105 5944 77102 SH SOLE NONE 77102 0 0 MICROSOFT CORP COM 594918104 11761 49883 SH SOLE NONE 49883 0 0 NASDAQ INC COM 631103108 835 5663 SH SOLE NONE 5663 0 0 NETFLIX INC COM 64110L106 2243 4299 SH SOLE NONE 4299 0 0 NVIDIA CORPORATION COM 67066G104 3585 6714 SH SOLE NONE 6714 0 0 PAYPAL HLDGS INC COM 70450Y103 1526 6285 SH SOLE NONE 6285 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 329 2930 SH SOLE NONE 2930 0 0 PHILIP MORRIS INTL INC COM 718172109 6953 78350 SH SOLE NONE 78350 0 0 SALESFORCE COM INC COM 79466L302 849 4006 SH SOLE NONE 4006 0 0 SCHWAB CHARLES CORP COM 808513105 339 5205 SH SOLE NONE 5205 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3494 26311 SH SOLE NONE 26311 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 830 16925 SH SOLE NONE 16925 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 541 4636 SH SOLE NONE 4636 0 0 SERVICENOW INC COM 81762P102 1169 2337 SH SOLE NONE 2337 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1103 2782 SH SOLE NONE 2782 0 0 SQUARE INC CL A 852234103 582 2565 SH SOLE NONE 2565 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 562 4755 SH SOLE NONE 4755 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4355 9542 SH SOLE NONE 9542 0 0 TOTAL SE SPONSORED ADS 89151E109 5891 126590 SH SOLE NONE 126590 0 0 UNITED PARCEL SERVICE INC CL B 911312106 7423 43670 SH SOLE NONE 43670 0 0 UNITEDHEALTH GROUP INC COM 91324P102 10225 27482 SH SOLE NONE 27482 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 366 11265 SH SOLE NONE 11265 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3597 13993 SH SOLE NONE 13993 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 707 3290 SH SOLE NONE 3290 0 0 VISA INC COM CL A 92826C839 2471 11671 SH SOLE NONE 11671 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 496 1545 SH SOLE NONE 1545 0 0