Pacific Center For Financial Services has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $328 Million distributed in 512 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $45.7M, Vanguard Total Stock Market Et with a value of $38.5M, J P Morgan Exchange Traded Fd with a value of $38.4M, Ishares Msci Usa Small Cap Mul with a value of $25.1M, and Vanguard Mid Cap ETF with a value of $23.8M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $343M to 328M.
Pacific Center For Financial Services is based out at San Ramon, CA
Below you can find more details about Pacific Center For Financial Services portfolio as well as his latest detailed transactions.