First Pacific Financial Incresed Positions in Q1 2025

First Pacific Financial

  • $410 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
388K
+ 512.84%
$50.39 - $50.66 $19.6M - $19.7M
464K $23.5M
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
28.1K
+ 224.89%
$24.91 - $29.02 $700K - $815K
40.6K $1.02M
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
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
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
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
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
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
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
405
+ 17.53%
$42.5 - $46.71 $17.2K - $18.9K
2.72K $122K
IWD
Ishares Russell 1000 Val ETF

ETFs
92
+ 15.83%
$182.82 - $196.21 $16.8K - $18.1K
673 $126K
WFC
Wells Fargo & Company

Financial Services
166
+ 4.28%
$66.78 - $81.42 $11.1K - $13.5K
4.05K $290K
WEC
Wec Energy Group, Inc.

Utilities
41
+ 4.55%
$92.12 - $108.98 $3.78K - $4.47K
943 $102K
ABBV
Abb Vie Inc.

Healthcare
39
+ 19.5%
$169.2 - $216.66 $6.6K - $8.45K
239 $50K
GE
General Electric CO

Industrials
52
+ 46.02%
$168.59 - $212.13 $8.77K - $11K
165 $33K
T
At&T Inc.

Communication Services
291
+ 28.93%
$21.56 - $28.28 $6.27K - $8.23K
1.3K $36K
PAYX
Paychex Inc

Industrials
84
+ 210.0%
$136.06 - $154.52 $11.4K - $13K
124 $19K
PM
Philip Morris International Inc.

Consumer Defensive
73
+ 146.0%
$117.15 - $158.79 $8.55K - $11.6K
123 $19K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
305
+ 180.47%
$30.38 - $34.94 $9.27K - $10.7K
474 $16K
CSCO
Cisco Systems, Inc.

Technology
38
+ 1.12%
$58.74 - $64.87 $2.23K - $2.47K
3.44K $212K
PG
Procter & Gamble CO

Consumer Defensive
54
+ 5.73%
$158.56 - $176.26 $8.56K - $9.52K
997 $169K
AWR
American States Water CO

Utilities
13
+ 0.15%
$70.84 - $80.98 $921 - $1.05K
8.89K $699K
SRE
Sempra Energy

Utilities
153
+ 283.33%
$67.85 - $87.67 $10.4K - $13.4K
207 $14K
CMCSA
Comcast Corp

Communication Services
240
+ 85.71%
$33.19 - $38.23 $7.97K - $9.18K
520 $19K
SBUX
Starbucks Corp

Consumer Cyclical
43
+ 7.14%
$91.75 - $115.81 $3.95K - $4.98K
645 $63K
C
Citigroup Inc

Financial Services
118
+ 118.0%
$67.23 - $84.63 $7.93K - $9.99K
218 $15K
SPG
Simon Property Group Inc

Real Estate
58
+ 18.59%
$159.48 - $187.78 $9.25K - $10.9K
370 $61K
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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