First Pacific Financial Purchases in Q1 2025

First Pacific Financial

  • $410 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.64M
New
$45.56 - $47.23 $74.7M - $77.4M
1.64M $77.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
388K
+ 512.84%
$50.39 - $50.66 $19.6M - $19.7M
464K $23.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
11.6K
+ 7.23%
$110.75 - $120.15 $1.28M - $1.39M
171K $19.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.29K
+ 3.23%
$79.17 - $82.04 $736K - $762K
297K $24.3M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
31.3K
+ 3.08%
$21.49 - $22.24 $672K - $696K
1.05M $23.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
29.9K
+ 23.47%
$23.92 - $26.89 $716K - $805K
157K $4.07M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
11.5K
New
$77.67 - $90.15 $896K - $1.04M
11.5K $902K
NVO
Novo Nordisk A S

Healthcare
11.9K
New
$69.3 - $90.95 $821K - $1.08M
11.9K $823K
OC
Owens Corning

Industrials
4.79K
New
$137.83 - $191.19 $660K - $916K
4.79K $684K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.77K
+ 155.73%
$71.17 - $73.66 $624K - $646K
14.4K $1.06M
DE
Deere & CO

Industrials
977
+ 92.61%
$408.57 - $509.27 $399K - $498K
2.03K $953K
CGDV
Capital Group Divid Value ETF

ETFs
12.4K
+ 27.36%
$34.95 - $37.36 $432K - $462K
57.5K $2.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.24K
+ 12.61%
$49.25 - $50.66 $258K - $266K
46.8K $2.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.03K
+ 6.15%
$22.25 - $23.0 $201K - $208K
156K $3.58M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 1617.43%
$18.36 - $20.51 $187K - $209K
10.8K $214K
EFG
Msci Eafe Growth ETF

ETFs
565
+ 1.44%
$96.1 - $106.37 $54.3K - $60.1K
39.8K $3.98M
FNDX
Schwab Fundamental U S Large C

ETFs
5.82K
+ 124.08%
$23.03 - $25.01 $134K - $145K
10.5K $248K
JPM
Jpmorgan Chase & CO

Financial Services
297
+ 9.73%
$225.19 - $279.95 $66.9K - $83.1K
3.35K $821K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.44K
New
$56.17 - $59.71 $81K - $86.1K
1.44K $82K
FTSL
First Trust Senior Ln Fund

ETFs
1.81K
New
$45.65 - $46.48 $82.8K - $84.3K
1.81K $82K
IBM
International Business Machines Corp

Technology
233
+ 52.95%
$217.4 - $264.74 $50.7K - $61.7K
673 $167K
VIG
Vanguard Dividend Appreciation

ETFs
390
+ 1625.0%
N/A
414 $75K
JNJ
Johnson & Johnson

Healthcare
216
+ 16.27%
$142.06 - $167.7 $30.7K - $36.2K
1.54K $256K
CVX
Chevron Corp

Energy
367
New
$146.71 - $167.97 $53.8K - $61.6K
367 $61K
XOM
Exxon Mobil Corp

Energy
445
+ 77.53%
$105.44 - $118.93 $46.9K - $52.9K
1.02K $121K
WTRG
Essential Utilities, Inc.

Utilities
159
+ 0.94%
$33.49 - $40.57 $5.32K - $6.45K
17K $673K
TXN
Texas Instruments Inc

Technology
289
+ 53.92%
N/A
825 $160K
SPGI
S&P Global Inc.

Financial Services
93
+ 134.78%
$478.26 - $543.77 $44.5K - $50.6K
162 $82K
LLY
Eli Lilly & CO

Healthcare
42
+ 28.57%
$725.72 - $929.72 $30.5K - $39K
189 $156K
DVY
Ishares Tr

ETFs
300
New
$128.58 - $138.1 $38.6K - $41.4K
300 $40K
TLT
Ishares Barclays 20+ Year Trea

ETFs
422
New
$85.29 - $92.57 $36K - $39.1K
422 $38K
VO
Vanguard Mid Cap ETF

ETFs
132
New
$251.87 - $277.95 $33.2K - $36.7K
132 $34K
OKE
Oneok Inc

Energy
338
New
$89.57 - $109.85 $30.3K - $37.1K
338 $33K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
107
+ 133.75%
$208.48 - $244.03 $22.3K - $26.1K
187 $45K
MCD
Mcdonalds Corp

Consumer Cyclical
68
+ 22.67%
$279.74 - $321.29 $19K - $21.8K
368 $114K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.17K
+ 8.44%
$25.58 - $29.24 $81.1K - $92.7K
40.7K $1.07M
IAU
Ishares Gold Trust

ETFs
2
+ 0.07%
$49.74 - $58.96 $99.5 - $118
2.69K $158K
KMB
Kimberly Clark Corp

Consumer Defensive
186
New
$124.46 - $147.4 $23.1K - $27.4K
186 $26K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
553
New
$44.41 - $45.98 $24.6K - $25.4K
553 $25K
ENB
Enbridge Inc

Energy
552
New
$41.54 - $45.45 $22.9K - $25.1K
552 $24K
QCOM
Qualcomm Inc

Technology
157
+ 78.5%
$151.94 - $175.86 $23.9K - $27.6K
357 $54K
VZ
Verizon Communications Inc

Communication Services
310
+ 16.69%
$37.81 - $46.49 $11.7K - $14.4K
2.17K $98K
STT
State Street Corp

Financial Services
279
New
$84.47 - $102.23 $23.6K - $28.5K
279 $24K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
475
New
$51.45 - $58.51 $24.4K - $27.8K
475 $24K
RSP
Invesco S&P 500 Equal Weight E

ETFs
137
+ 72.11%
$169.43 - $182.84 $23.2K - $25K
327 $56K
AMGN
Amgen Inc

Healthcare
67
+ 304.55%
$258.59 - $327.36 $17.3K - $21.9K
89 $27K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$47.4 - $52.99 $47.4 - $53
6.91K $351K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.32K
New
$16.48 - $19.07 $21.8K - $25.2K
1.32K $21K
Activity Summary
Buys All Purchases 272 New Holdings 154 Increased Positions 118 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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