Pacific Center For Financial Services Incresed Positions in Q2 2025

Pacific Center For Financial Services

  • $319 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1
+ 0.01%
$94.31 - $157.99 $94.3 - $158
19.2K $3.03M
MSFT
Microsoft Corp

Technology
11
+ 0.23%
$354.56 - $497.45 $3.9K - $5.47K
4.87K $2.42M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.5K
+ 4.6%
$114.78 - $133.31 $172K - $199K
34K $4.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124
+ 4.45%
$456.74 - $568.03 $56.6K - $70.4K
2.91K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
42
+ 0.82%
$167.32 - $223.3 $7.03K - $9.38K
5.16K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.3%
$210.28 - $289.91 $2.1K - $2.9K
3.36K $975K
SHV
Ishares Tr

ETFs
1.28K
+ 215.13%
$110.06 - $110.46 $141K - $141K
1.88K $207K
GOOG
Alphabet Inc.

Communication Services
25
+ 0.48%
$146.58 - $180.01 $3.66K - $4.5K
5.27K $934K
DIS
Walt Disney CO

Communication Services
2
+ 0.05%
$81.72 - $124.01 $163 - $248
4.36K $540K
GE
General Electric CO

Industrials
2
+ 0.11%
$166.81 - $257.39 $334 - $515
1.78K $458K
GLD
Spdr Gold Trust

ETFs
74
+ 2.25%
$273.71 - $316.29 $20.3K - $23.4K
3.36K $1.02M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
392
+ 5.73%
$73.0 - $85.5 $28.6K - $33.5K
7.23K $607K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
23
+ 0.11%
$33.13 - $40.67 $762 - $935
20.6K $838K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.05%
$101.97 - $126.75 $204 - $254
4.25K $539K
CAT
Caterpillar Inc

Industrials
3
+ 0.44%
$273.94 - $388.21 $822 - $1.16K
688 $267K
BAC
Bank Of America Corp

Financial Services
20
+ 0.28%
$34.39 - $47.46 $688 - $949
7.07K $334K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
155
+ 1.52%
$45.88 - $54.4 $7.11K - $8.43K
10.3K $562K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
8
+ 0.13%
$40.79 - $50.93 $326 - $407
6.32K $321K
KMI
Kinder Morgan, Inc.

Energy
163
+ 0.57%
$25.21 - $29.4 $4.11K - $4.79K
28.7K $844K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.81%
$462.22 - $707.75 $462 - $708
124 $87K
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 0.5%
$136.11 - $177.69 $408 - $533
600 $104K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
91
+ 1.34%
$19.1 - $23.83 $1.74K - $2.17K
6.88K $164K
XLF
Financial Sector Spdr

ETFs
12
+ 0.24%
$43.92 - $52.37 $527 - $628
4.93K $258K
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 4.03%
$221.86 - $362.89 $1.33K - $2.18K
155 $49K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$35.77 - $42.27 $71.5 - $84.5
4.55K $192K
PFF
Ishares Trust Ishares Pfd And

ETFs
294
+ 1.75%
$29.0 - $30.68 $8.53K - $9.02K
17.1K $524K
FAST
Fastenal CO

Industrials
1.2K
+ 100.0%
$40.65 - $83.16 $48.8K - $99.8K
2.4K $100K
VIG
Vanguard Dividend Appreciation

ETFs
35
+ 1.56%
N/A
2.28K $414K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.23%
$86.93 - $109.64 $86.9 - $110
440 $48K
AOM
Ishares Tr Core Moderate Alloc

ETFs
9
+ 0.58%
$41.55 - $46.04 $374 - $414
1.55K $71K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13
+ 1.04%
$107.61 - $119.09 $1.4K - $1.55K
1.26K $149K
PLTR
Palantir Technologies Inc.

Technology
15
+ 60.0%
$74.01 - $144.25 $1.11K - $2.16K
40 $5K
UBER
Uber Technologies, Inc

Technology
14
+ 31.82%
$64.62 - $93.3 $905 - $1.31K
58 $5K
VFVA
Vanguard Wellington Fd U S Val

ETFs
2
+ 0.37%
$97.51 - $118.42 $195 - $237
548 $64K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.54%
$103.16 - $128.52 $103 - $129
186 $23K
F
Ford Motor CO

Consumer Cyclical
19
+ 0.99%
$8.69 - $10.85 $165 - $206
1.94K $21K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.27%
$25.48 - $31.98 $25.5 - $32
377 $12K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 1.47%
$152.93 - $181.74 $153 - $182
69 $12K
SIMS
Spdr S&P Kensho Intelligent St

ETFs
1
+ 0.45%
$26.7 - $35.53 $26.7 - $35.5
224 $7K
STOT
Spdr Doubleline Short Duration

ETFs
9
+ 0.48%
$46.87 - $47.35 $422 - $426
1.88K $89K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
4
+ 1.09%
$9.21 - $12.6 $36.8 - $50.4
370 $4K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.34%
$335.24 - $380.78 $670 - $762
587 $215K
IFRA
Ishares Tr

ETFs
1
+ 0.34%
$40.97 - $49.19 $41 - $49.2
292 $14K
RYH
Invesco S&P 500 Equal Weight H

ETFs
2
+ 0.29%
N/A
701 $0
CARZ
First Trust ETF Ii First Tr S
2
+ 0.38%
N/A
528 $0
M
Macy'S, Inc.

Consumer Cyclical
1
+ 1.59%
$10.02 - $13.19 $10 - $13.2
64 $0
WM
Waste Management Inc

Industrials
1
+ 2.0%
$216.47 - $242.1 $216 - $242
51 $11K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.14%
$63.54 - $68.5 $63.5 - $68.5
703 $47K
NWFL
Norwood Financial Corp

Financial Services
11
+ 55.0%
$21.67 - $26.9 $238 - $296
31 $0
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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