Pacific Center For Financial Services Purchases in Q3 2024

Pacific Center For Financial Services

  • $339 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.51K
+ 1.09%
$255.18 - $283.2 $384K - $426K
139K $39.5M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
9.01K
+ 2.34%
$60.1 - $66.57 $541K - $600K
395K $26.2M
VNQ
Vanguard Specialized Funds Van

ETFs
2.35K
+ 1.39%
$82.97 - $98.97 $195K - $233K
171K $16.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.24K
+ 1.26%
$54.98 - $59.51 $453K - $490K
660K $39.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.35K
+ 1.07%
$94.31 - $103.26 $222K - $243K
222K $22.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.63K
+ 2.54%
$57.32 - $62.65 $323K - $353K
228K $14.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
585
+ 2.53%
$517.38 - $573.86 $303K - $336K
23.7K $13.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
317
+ 3.72%
$405.19 - $478.57 $128K - $152K
8.84K $4.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.29K
+ 8.58%
$117.9 - $128.2 $270K - $293K
29K $3.71M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.29K
+ 4.21%
$38.04 - $45.36 $87K - $104K
56.6K $2.53M
MSFT
Microsoft Corp

Technology
858
+ 19.93%
$395.15 - $467.56 $339K - $401K
5.16K $2.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
398
+ 26.98%
$475.2 - $527.7 $189K - $210K
1.87K $988K
VXF
Vanguard Extended Market ETF

ETFs
5
+ 0.04%
$163.98 - $182.92 $820 - $915
11.6K $2.12M
SOXX
Ishares Semiconductor ETF

ETFs
807
+ 22.12%
$199.29 - $265.49 $161K - $214K
4.46K $1.03M
GLD
Spdr Gold Trust

ETFs
50
+ 1.85%
$215.56 - $246.98 $10.8K - $12.3K
2.76K $670K
NEE
Nextera Energy Inc

Utilities
84
+ 1.57%
$69.9 - $84.97 $5.87K - $7.14K
5.45K $460K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
27
+ 0.13%
$37.68 - $42.0 $1.02K - $1.13K
21K $871K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.46%
$163.84 - $199.33 $1.97K - $2.39K
2.63K $518K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
28
+ 0.13%
$54.38 - $59.77 $1.52K - $1.67K
21.5K $1.28M
VZ
Verizon Communications Inc

Communication Services
715
+ 10.9%
$38.89 - $45.0 $27.8K - $32.2K
7.28K $326K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.02%
$143.3 - $157.24 $143 - $157
6.5K $1M
GE
General Electric CO

Industrials
2
+ 0.11%
$156.66 - $189.66 $313 - $379
1.78K $335K
RPG
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.02%
$33.68 - $39.31 $168 - $197
23.9K $937K
ALK
Alaska Air Group, Inc.

Industrials
1K
New
$32.92 - $45.21 $32.9K - $45.2K
1K $45K
IJS
Ishares S&P Smallcap 600 Value

ETFs
400
New
$95.81 - $109.03 $38.3K - $43.6K
400 $43K
CAT
Caterpillar Inc

Industrials
2
+ 0.29%
$316.8 - $391.12 $634 - $782
680 $265K
IDV
Ishares Tr

ETFs
34
+ 0.23%
$27.62 - $30.64 $939 - $1.04K
15.1K $457K
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 1.48%
$194.9 - $224.8 $9.55K - $11K
3.35K $705K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.1%
$801.83 - $917.05 $802 - $917
972 $861K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5
+ 0.12%
$108.44 - $120.37 $542 - $602
4.32K $519K
DVY
Ishares Tr

ETFs
18
+ 0.77%
$119.99 - $135.74 $2.16K - $2.44K
2.35K $317K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.17%
$333.64 - $405.2 $334 - $405
582 $235K
BAC
Bank Of America Corp

Financial Services
786
+ 16.06%
$36.65 - $44.13 $28.8K - $34.7K
5.68K $225K
DLR
Digital Realty Trust, Inc.

Real Estate
157
+ 52.86%
$144.47 - $162.98 $22.7K - $25.6K
454 $73K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
13
+ 0.29%
$54.31 - $61.04 $706 - $794
4.48K $273K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60
+ 1.94%
$77.02 - $85.06 $4.62K - $5.1K
3.16K $266K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.19%
$145.48 - $167.38 $436 - $502
1.57K $253K
MA
Mastercard Inc

Financial Services
1
+ 0.22%
$429.6 - $500.99 $430 - $501
452 $223K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.25%
$149.02 - $167.67 $447 - $503
1.21K $202K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
525
New
$31.67 - $39.16 $16.6K - $20.6K
525 $18K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
9
+ 0.14%
$42.38 - $47.25 $381 - $425
6.3K $297K
SBUX
Starbucks Corp

Consumer Cyclical
30
+ 4.91%
$72.51 - $98.6 $2.18K - $2.96K
641 $62K
GS
Goldman Sachs Group Inc

Financial Services
21
+ 20.59%
$459.02 - $510.25 $9.64K - $10.7K
123 $60K
PFF
Ishares Trust Ishares Pfd And

ETFs
87
+ 1.54%
$31.18 - $33.5 $2.71K - $2.91K
5.75K $191K
XOM
Exxon Mobil Corp

Energy
2
+ 0.04%
$109.72 - $119.0 $219 - $238
5.5K $644K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.07%
$37.33 - $40.63 $112 - $122
4.54K $184K
WPM
Wheaton Precious Metals Corp.

Basic Materials
183
New
$52.04 - $64.22 $9.52K - $11.8K
183 $11K
PCG
Pg&E Corp

Utilities
1
+ 0.02%
$17.08 - $20.6 $17.1 - $20.6
4.65K $91K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12
+ 0.54%
$59.93 - $66.52 $719 - $798
2.23K $148K
Activity Summary
Buys All Purchases 98 New Holdings 26 Increased Positions 72 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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