First Pacific Financial Incresed Positions in Q3 2025

First Pacific Financial

  • $544 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
61.9K
+ 3.68%
$46.37 - $47.77 $2.87M - $2.96M
1.75M $83.1M
ABBV
Abb Vie Inc.

Healthcare
6.86K
+ 29.47%
$184.85 - $231.54 $1.27M - $1.59M
30.1K $6.97M
FNDA
Schwab Fundamental U S Small C

ETFs
14.6K
+ 1.7%
$28.75 - $31.93 $421K - $467K
873K $27.2M
JPM
Jpmorgan Chase & CO

Financial Services
6.18K
+ 29.29%
$282.78 - $316.06 $1.75M - $1.95M
27.3K $8.61M
BK
Bank Of New York Mellon Corp

Financial Services
14.2K
+ 30.04%
$90.65 - $109.75 $1.29M - $1.56M
61.4K $6.69M
WELL
Welltower Inc.

Real Estate
8.03K
+ 31.8%
$150.71 - $178.14 $1.21M - $1.43M
33.3K $5.93M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.08K
+ 1.14%
$78.88 - $85.2 $322K - $348K
363K $30.3M
RTX
Raytheon Technologies Corp

Industrials
6.81K
+ 30.05%
$144.19 - $167.33 $982K - $1.14M
29.5K $4.93M
TRV
Travelers Companies, Inc.

Financial Services
4.56K
+ 29.12%
$250.62 - $279.43 $1.14M - $1.27M
20.2K $5.65M
JNJ
Johnson & Johnson

Healthcare
4.33K
+ 22.64%
$155.17 - $185.42 $672K - $803K
23.5K $4.35M
NVS
Novartis Ag

Healthcare
8.26K
+ 31.69%
$113.5 - $129.73 $937K - $1.07M
34.3K $4.4M
NTRS
Northern Trust Corp

Financial Services
7.67K
+ 31.2%
$123.6 - $134.6 $948K - $1.03M
32.3K $4.34M
MDT
Medtronic PLC

Healthcare
8.87K
+ 23.37%
$87.67 - $95.74 $778K - $849K
46.8K $4.46M
NUSC
Nuveen Esg Small Cap ETF

ETFs
6.64K
+ 2.67%
$40.43 - $44.52 $269K - $296K
256K $11.3M
AEP
American Electric Power CO Inc

Utilities
7.95K
+ 30.85%
$103.26 - $115.0 $821K - $915K
33.7K $3.79M
ROK
Rockwell Automation, Inc

Industrials
2.71K
+ 29.0%
$328.67 - $358.52 $890K - $971K
12K $4.21M
CSCO
Cisco Systems, Inc.

Technology
16.5K
+ 25.47%
$66.2 - $71.79 $1.09M - $1.18M
81.1K $5.55M
CGDV
Capital Group Divid Value ETF

ETFs
20.8K
+ 32.56%
$39.59 - $42.21 $822K - $876K
84.5K $3.55M
IBM
International Business Machines Corp

Technology
4.21K
+ 26.35%
$234.77 - $292.47 $989K - $1.23M
20.2K $5.7M
CVX
Chevron Corp

Energy
4.89K
+ 26.77%
$145.57 - $161.83 $711K - $791K
23.1K $3.59M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
29.3K
+ 2.78%
$21.91 - $22.57 $642K - $661K
1.08M $24.3M
PG
Procter & Gamble CO

Consumer Defensive
6.87K
+ 30.28%
$150.47 - $161.22 $1.03M - $1.11M
29.6K $4.54M
PLD
Prologis, Inc.

Real Estate
5.87K
+ 32.88%
$104.08 - $115.35 $611K - $677K
23.7K $2.72M
PRU
Prudential Financial Inc

Financial Services
7.87K
+ 31.05%
$100.68 - $109.89 $792K - $865K
33.2K $3.45M
DFIS
Dimensional ETF Tr Dimensional

ETFs
13.1K
+ 7.61%
$29.65 - $31.77 $388K - $416K
185K $5.86M
TTE
Total Energies Se

Energy
10.4K
+ 34.3%
N/A
40.7K $2.79M
MRK
Merck & Co., Inc.

Healthcare
6.08K
+ 14.66%
$77.6 - $87.37 $472K - $531K
47.6K $3.99M
PEP
Pepsico Inc

Consumer Defensive
3.11K
+ 14.95%
$133.81 - $152.16 $416K - $473K
23.9K $3.36M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.93K
+ 11.94%
$71.86 - $87.45 $210K - $256K
27.4K $2.28M
PFE
Pfizer Inc

Healthcare
8.36K
+ 7.12%
$23.29 - $25.88 $195K - $216K
126K $3.21M
AMZN
Amazon Com Inc

Consumer Cyclical
978
+ 16.09%
$211.65 - $238.24 $207K - $233K
7.06K $1.55M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.8K
+ 4.18%
$22.64 - $23.22 $154K - $158K
170K $3.92M
VTV
Vanguard Value ETF

ETFs
810
+ 51.3%
$175.51 - $186.57 $142K - $151K
2.39K $445K
HD
Home Depot, Inc.

Consumer Cyclical
70
+ 2.11%
$357.4 - $423.42 $25K - $29.6K
3.39K $1.37M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 0.43%
$404.94 - $499.99 $3.24K - $4K
1.89K $915K
CAT
Caterpillar Inc

Industrials
5
+ 0.37%
$390.92 - $477.15 $1.95K - $2.39K
1.35K $646K
QQQ
Invesco Qqq Trust, Series 1

ETFs
110
+ 32.26%
$546.99 - $602.2 $60.2K - $66.2K
451 $270K
INTU
Intuit Inc

Technology
107
+ 465.22%
$646.03 - $807.39 $69.1K - $86.4K
130 $88K
ORCL
Oracle Corp

Technology
102
+ 19.69%
$218.96 - $328.33 $22.3K - $33.5K
620 $174K
XOM
Exxon Mobil Corp

Energy
487
+ 73.9%
$105.83 - $117.22 $51.5K - $57.1K
1.15K $129K
BND
Vanguard Bd Index Fd Inc Total

ETFs
606
+ 3.77%
$72.57 - $74.72 $44K - $45.3K
16.7K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 2.24%
$459.11 - $506.91 $19.7K - $21.8K
1.96K $986K
AVGO
Broadcom Inc.

Technology
3
+ 0.38%
$264.74 - $369.57 $794 - $1.11K
787 $259K
VO
Vanguard Mid Cap ETF

ETFs
106
+ 13.64%
$279.83 - $293.74 $29.7K - $31.1K
883 $259K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.56K
+ 21.22%
$24.03 - $24.57 $37.4K - $38.3K
8.89K $217K
VB
Vanguard Small Cap ETF

ETFs
75
+ 6.86%
$237.58 - $259.17 $17.8K - $19.4K
1.17K $296K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.29%
$121.35 - $144.54 $485 - $578
1.37K $197K
VEA
Vanguard Ftse Developed Market

ETFs
35
+ 0.47%
$56.02 - $60.3 $1.96K - $2.11K
7.48K $448K
AMAT
Applied Materials Inc

Technology
3
+ 0.3%
$156.25 - $204.95 $469 - $615
1K $205K
Activity Summary
Buys All Purchases 241 New Holdings 80 Increased Positions 161 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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