First Pacific Financial Incresed Positions in Q4 2024

First Pacific Financial

  • $355 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
85.3K
+ 9.17%
$21.66 - $22.69 $1.85M - $1.94M
1.02M $22.1M
XLK
Technology Sector Spdr

ETFs
4.13K
+ 205.88%
$220.26 - $241.44 $911K - $998K
6.14K $1.43M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7.79K
+ 66.29%
$118.0 - $127.04 $919K - $990K
19.5K $2.38M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
15.2K
+ 103.68%
$64.62 - $71.43 $982K - $1.09M
29.9K $1.93M
HUBB
Hubbell Inc

Industrials
1.68K
+ 11180.0%
$418.89 - $472.12 $702K - $792K
1.69K $708K
DFIS
Dimensional ETF Tr Dimensional

ETFs
32.8K
+ 34.6%
$24.25 - $26.7 $795K - $875K
127K $3.13M
NUSC
Nuveen Esg Small Cap ETF

ETFs
18.8K
+ 8.55%
$41.74 - $46.2 $784K - $867K
238K $10M
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.58K
+ 133.91%
$107.41 - $115.71 $492K - $530K
8K $881K
CRM
Salesforce, Inc.

Technology
77
+ 1.15%
$270.87 - $367.87 $20.9K - $28.3K
6.75K $2.26M
DE
Deere & CO

Industrials
914
+ 648.23%
$389.45 - $466.0 $356K - $426K
1.06K $447K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
44
+ 1.44%
$260.53 - $404.79 $11.5K - $17.8K
3.1K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 42.85%
$280.04 - $302.45 $306K - $330K
3.64K $1.05M
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 123.8%
$161.86 - $196.66 $254K - $309K
2.84K $537K
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 49.53%
$205.18 - $250.29 $207K - $253K
3.05K $731K
VEA
Vanguard Ftse Developed Market

ETFs
6.17K
+ 836.91%
$47.57 - $52.44 $293K - $323K
6.91K $330K
CAT
Caterpillar Inc

Industrials
788
+ 128.34%
$360.37 - $416.88 $284K - $329K
1.4K $508K
XLV
Select Sector Spdr Fund Health

ETFs
2.17K
+ 107.33%
$136.28 - $154.74 $295K - $335K
4.19K $576K
LOW
Lowes Companies Inc

Consumer Cyclical
1K
+ 952.38%
$244.52 - $284.07 $245K - $284K
1.11K $272K
CGDV
Capital Group Divid Value ETF

ETFs
8.09K
+ 21.83%
$35.16 - $37.12 $284K - $300K
45.1K $1.59M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
747
+ 76.38%
$396.64 - $516.74 $296K - $386K
1.73K $694K
WM
Waste Management Inc

Industrials
1.29K
+ 20.96%
$201.79 - $228.46 $260K - $294K
7.43K $1.5M
EMR
Emerson Electric CO

Industrials
1.5K
+ 441.18%
$108.13 - $134.33 $162K - $201K
1.84K $228K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.47K
+ 12.04%
$49.79 - $51.14 $222K - $228K
41.6K $2.08M
CSCO
Cisco Systems, Inc.

Technology
3K
+ 745.77%
$52.45 - $60.02 $157K - $180K
3.4K $201K
IVV
Ishares Core S&P 500 ETF

ETFs
280
+ 80.92%
$570.51 - $610.59 $160K - $171K
626 $368K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
9.78K
+ 29.38%
$18.36 - $19.53 $179K - $191K
43K $790K
CL
Colgate Palmolive CO

Consumer Defensive
1.5K
+ 326.09%
$90.22 - $102.31 $135K - $153K
1.96K $178K
DIS
Walt Disney CO

Communication Services
19
+ 0.25%
$92.39 - $117.6 $1.76K - $2.23K
7.71K $858K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.08K
+ 180.0%
$100.38 - $107.86 $108K - $116K
1.68K $173K
MSFT
Microsoft Corp

Technology
683
+ 3.33%
$406.35 - $454.46 $278K - $310K
21.2K $8.93M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.45K
+ 4.05%
$9.71 - $15.34 $14.1K - $22.2K
37.2K $494K
ORCL
Oracle Corp

Technology
510
+ 130.43%
$165.41 - $192.43 $84.4K - $98.1K
901 $150K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
3.29K
+ 46.22%
$23.7 - $24.51 $77.9K - $80.6K
10.4K $246K
BDX
Becton Dickinson & CO

Healthcare
557
+ 14.38%
$220.02 - $243.75 $123K - $136K
4.43K $1.01M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.07K
+ 142.0%
$57.78 - $60.4 $61.5K - $64.3K
1.82K $105K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.32K
+ 20.57%
$41.09 - $45.94 $54K - $60.4K
7.71K $324K
IWM
Ishares Russell 2000 ETF

ETFs
224
+ 57.14%
$216.13 - $242.4 $48.4K - $54.3K
616 $136K
AVGO
Broadcom Inc.

Technology
70
+ 16.28%
$159.67 - $250.0 $11.2K - $17.5K
500 $115K
GLD
Spdr Gold Trust

ETFs
170
+ 4.58%
$236.59 - $257.5 $40.2K - $43.8K
3.88K $939K
BAC
Bank Of America Corp

Financial Services
312
+ 6.1%
$39.22 - $47.77 $12.2K - $14.9K
5.43K $238K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.37K
+ 300.32%
$25.93 - $105.3 $243K - $987K
12.5K $348K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.2%
$316.94 - $357.88 $634 - $716
999 $343K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
589
+ 359.15%
$27.09 - $32.06 $16K - $18.9K
753 $21K
MA
Mastercard Inc

Financial Services
17
+ 7.8%
$491.3 - $536.15 $8.35K - $9.11K
235 $123K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
251
+ 21.55%
$51.94 - $55.55 $13K - $13.9K
1.42K $75K
AXP
American Express CO

Financial Services
1
+ 0.18%
$267.35 - $305.57 $267 - $306
569 $168K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
550
+ 1341.46%
$26.93 - $84.95 $14.8K - $46.7K
591 $16K
HON
Honeywell International Inc

Industrials
3
+ 0.55%
$202.84 - $236.0 $609 - $708
550 $124K
T
At&T Inc.

Communication Services
406
+ 67.67%
$21.22 - $23.88 $8.62K - $9.7K
1.01K $22K
Activity Summary
Buys All Purchases 181 New Holdings 61 Increased Positions 120 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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