Pacific Center For Financial Services Incresed Positions in Q4 2024

Pacific Center For Financial Services

  • $343 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.14K
+ 1.53%
$280.04 - $302.45 $598K - $646K
141K $41M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
12.9K
+ 3.27%
$65.31 - $74.15 $844K - $959K
408K $27.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.66K
+ 2.48%
$61.68 - $67.87 $349K - $384K
233K $14.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.76K
+ 6.07%
$126.68 - $134.74 $223K - $237K
30.7K $3.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
286
+ 15.27%
$521.84 - $558.82 $149K - $160K
2.16K $1.16M
HON
Honeywell International Inc

Industrials
608
+ 68.31%
$202.84 - $236.0 $123K - $143K
1.5K $338K
GOOG
Alphabet Inc.

Communication Services
100
+ 1.94%
$163.08 - $198.16 $16.3K - $19.8K
5.24K $998K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
615
+ 452.21%
$209.89 - $233.24 $129K - $143K
751 $159K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.06%
$205.18 - $250.29 $410 - $501
3.35K $803K
VXF
Vanguard Extended Market ETF

ETFs
8
+ 0.07%
$179.17 - $207.15 $1.43K - $1.66K
11.6K $2.21M
BAC
Bank Of America Corp

Financial Services
1.36K
+ 23.98%
$39.22 - $47.77 $53.4K - $65.1K
7.04K $309K
COP
Conocophillips

Energy
466
+ 913.73%
$95.12 - $114.72 $44.3K - $53.5K
517 $51K
TSLA
Tesla, Inc.

Consumer Cyclical
97
+ 1616.67%
$213.65 - $479.86 $20.7K - $46.5K
103 $41K
DLR
Digital Realty Trust, Inc.

Real Estate
139
+ 30.62%
$156.46 - $195.69 $21.7K - $27.2K
593 $105K
SLV
I Shares Silver Trust

ETFs
1.2K
+ 141.31%
$26.33 - $31.74 $31.7K - $38.2K
2.06K $54K
GLD
Spdr Gold Trust

ETFs
137
+ 4.97%
$236.59 - $257.5 $32.4K - $35.3K
2.89K $700K
MRK
Merck & Co., Inc.

Healthcare
500
+ 24.68%
$96.31 - $114.76 $48.2K - $57.4K
2.53K $251K
WBD
Warner Bros. Discovery, Inc.

Communication Services
604
+ 12.64%
$7.33 - $12.37 $4.43K - $7.47K
5.38K $57K
CRM
Salesforce, Inc.

Technology
1
+ 0.43%
$270.87 - $367.87 $271 - $368
231 $77K
EQIX
Equinix Inc

Real Estate
15
+ 65.22%
$865.69 - $985.0 $13K - $14.8K
38 $35K
VOD
Vodafone Group Public LTD CO

Communication Services
2.43K
+ 32.96%
$8.37 - $9.95 $20.3K - $24.2K
9.79K $83K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.07%
$118.0 - $127.04 $354 - $381
4.32K $525K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
8
+ 0.13%
$46.53 - $49.91 $372 - $399
6.3K $303K
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.51%
$83.95 - $97.9 $252 - $294
596 $55K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.24%
$198.04 - $221.51 $198 - $222
425 $89K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.46K
+ 199.73%
$22.01 - $66.82 $98.2K - $298K
6.69K $151K
PCG
Pg&E Corp

Utilities
1
+ 0.02%
$19.2 - $21.63 $19.2 - $21.6
4.65K $93K
VOT
Vanguard Mid Cap Growth Index

ETFs
7
+ 14.58%
$241.48 - $274.89 $1.69K - $1.92K
55 $13K
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.59%
N/A
2.23K $406K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.23%
$100.18 - $109.1 $100 - $109
437 $45K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.46%
N/A
217 $59K
LUMN
Lumen Technologies, Inc.

Communication Services
16
+ 8.08%
$5.31 - $10.12 $85 - $162
214 $1K
VUSB
Vanguard Bd Index Fds
110K
+ 13.82%
N/A
908K $0
NOK
Nokia Corp

Technology
35
+ 15.15%
$4.13 - $4.95 $145 - $173
266 $1K
IFRA
Ishares Tr

ETFs
1
+ 0.35%
$45.94 - $51.71 $45.9 - $51.7
289 $13K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.47%
$117.09 - $123.07 $117 - $123
216 $25K
Amplify ETF Tr
1
+ 0.05%
N/A
1.9K $0
CARZ
First Trust ETF Ii First Tr S
3
+ 0.57%
N/A
526 $0
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
17
+ 0.38%
$60.51 - $65.57 $1.03K - $1.11K
4.49K $273K
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.14%
N/A
698 $0
PBW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.5%
$19.01 - $21.64 $19 - $21.6
201 $4K
LLY
Eli Lilly & CO

Healthcare
1
+ 7.14%
$727.2 - $932.06 $727 - $932
15 $11K
STOT
Spdr Doubleline Short Duration

ETFs
13
+ 0.7%
$46.75 - $47.33 $608 - $615
1.87K $87K
VFVA
Vanguard Wellington Fd U S Val

ETFs
2
+ 0.37%
$117.34 - $130.02 $235 - $260
544 $64K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$40.15 - $42.9 $80.3 - $85.8
4.55K $183K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.09%
$97.29 - $122.68 $97.3 - $123
93 $9K
AOM
Ishares Tr Core Moderate Alloc

ETFs
27
+ 1.78%
$43.44 - $45.05 $1.17K - $1.22K
1.55K $67K
IDNA
Ishares Tr Genomics Immunology

ETFs
4
+ 0.47%
$22.38 - $25.53 $89.5 - $102
857 $19K
F
Ford Motor CO

Consumer Cyclical
16
+ 0.47%
$9.69 - $11.4 $155 - $182
3.39K $33K
Activity Summary
Buys All Purchases 110 New Holdings 28 Increased Positions 82 Sells All Sells 38 Reductions 37 Sold out 1 Options Calls 0 Puts 0
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