Pacific Center For Financial Services Incresed Positions in Q1 2025

Pacific Center For Financial Services

  • $328 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
75.2K
+ 444.69%
$251.87 - $277.95 $18.9M - $20.9M
92.1K $23.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
110K
+ 83.45%
$87.68 - $94.52 $9.61M - $10.4M
241K $22.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.01%
$442.66 - $534.52 $443 - $535
8.8K $4.68M
KMI
Kinder Morgan, Inc.

Energy
12.2K
+ 74.4%
$26.1 - $31.22 $318K - $381K
28.6K $815K
XLE
Energy Sector Spdr

ETFs
3.7K
+ 968.85%
$85.7 - $93.96 $317K - $348K
4.08K $381K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.9K
+ 186.13%
$30.73 - $32.26 $336K - $352K
16.8K $516K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.82K
+ 5.92%
$126.11 - $135.06 $230K - $246K
32.5K $4.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
629
+ 29.13%
$507.05 - $563.67 $319K - $355K
2.79K $1.43M
GLD
Spdr Gold Trust

ETFs
388
+ 13.41%
$243.19 - $288.14 $94.4K - $112K
3.28K $945K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.47K
+ 78.04%
$51.45 - $58.51 $230K - $261K
10.2K $527K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.7K
+ 2.79%
$39.18 - $43.52 $66.7K - $74.1K
62.7K $2.62M
IDV
Ishares Tr

ETFs
528
+ 3.48%
$27.0 - $31.7 $14.3K - $16.7K
15.7K $487K
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$105.44 - $118.93 $105 - $119
5.5K $653K
GE
General Electric CO

Industrials
1
+ 0.06%
$168.59 - $212.13 $169 - $212
1.78K $356K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
12
+ 0.06%
$58.32 - $65.09 $700 - $781
21.6K $1.3M
VHT
Vanguard Health Care ETF

ETFs
9
+ 0.27%
$254.06 - $273.83 $2.29K - $2.46K
3.31K $875K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.19%
$142.06 - $167.7 $426 - $503
1.57K $260K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.09%
$225.19 - $279.95 $676 - $840
3.35K $822K
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.5%
$89.14 - $117.41 $267 - $352
599 $67K
ET
Energy Transfer LP

Energy
666
+ 34.69%
$17.26 - $21.08 $11.5K - $14K
2.59K $48K
MA
Mastercard Inc

Financial Services
1
+ 0.22%
$504.67 - $576.31 $505 - $576
453 $248K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
85
+ 0.89%
$27.01 - $28.54 $2.3K - $2.43K
9.64K $269K
DVY
Ishares Tr

ETFs
13
+ 0.6%
$128.58 - $138.1 $1.67K - $1.8K
2.16K $290K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
22
+ 0.49%
$59.15 - $62.71 $1.3K - $1.38K
4.52K $278K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.36%
N/A
2.24K $408K
STOT
Spdr Doubleline Short Duration

ETFs
6
+ 0.32%
$46.74 - $47.25 $280 - $284
1.88K $88K
RGR
Sturm Ruger & CO Inc

Industrials
1
+ 4.35%
N/A
24 $0
Ge Vernova Inc
8
+ 8.89%
N/A
98 $0
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.46%
N/A
218 $59K
OXY
Occidental Petroleum Corp

Energy
1
+ 5.88%
$45.45 - $52.7 $45.5 - $52.7
18 $0
VUSB
Vanguard Bd Index Fds
63.3K
+ 6.97%
N/A
971K $0
PEP
Pepsico Inc

Consumer Defensive
3
+ 1.13%
$142.64 - $156.42 $428 - $469
269 $40K
Jpmorgan Chase Finl CO LLC
7.85K
+ 696.36%
N/A
8.98K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.14%
N/A
699 $0
IFRA
Ishares Tr

ETFs
2
+ 0.69%
$44.8 - $49.25 $89.6 - $98.5
291 $13K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.07%
$39.4 - $42.61 $118 - $128
4.55K $183K
PAVE
Global X Fds Us Infrastructure

ETFs
1
+ 0.23%
$37.31 - $43.82 $37.3 - $43.8
445 $16K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.08%
$92.51 - $102.81 $92.5 - $103
94 $8K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.17%
$156.61 - $168.02 $313 - $336
1.21K $194K
M
Macy'S, Inc.

Consumer Cyclical
1
+ 1.61%
$12.56 - $16.82 $12.6 - $16.8
63 $0
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.27%
$28.64 - $32.91 $28.6 - $32.9
376 $10K
VFVA
Vanguard Wellington Fd U S Val

ETFs
2
+ 0.37%
$111.86 - $124.32 $224 - $249
546 $62K
CMCSA
Comcast Corp

Communication Services
18
+ 0.32%
$33.19 - $38.23 $597 - $688
5.59K $206K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.46%
$96.93 - $109.51 $194 - $219
439 $43K
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 44.66%
$222.15 - $428.22 $10.2K - $19.7K
149 $38K
NEE
Nextera Energy Inc

Utilities
14
+ 0.26%
$66.96 - $76.16 $937 - $1.07K
5.48K $388K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.16%
$127.9 - $140.56 $128 - $141
622 $79K
PFE
Pfizer Inc

Healthcare
7
+ 0.16%
$25.01 - $27.13 $175 - $190
4.49K $113K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
99
+ 1.48%
$21.23 - $23.75 $2.1K - $2.35K
6.79K $146K
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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