Pacific Center For Financial Services Reduced Holdings in Q2 2025

Pacific Center For Financial Services

  • $319 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-513K
- 76.35%
$51.14 - $57.0 $26.2M - $29.2M
159K $9.03M
AAPL
Apple Inc.

Technology
-196
- 0.59%
$172.42 - $223.89 $33.8K - $43.9K
33.1K $6.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-123
- 1.4%
$483.48 - $539.8 $59.5K - $66.4K
8.67K $4.21M
CVX
Chevron Corp

Energy
-678
- 4.61%
$133.73 - $168.51 $90.7K - $114K
14K $2.01M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.06K
- 0.6%
$79.79 - $91.42 $84.2K - $96.4K
174K $15.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.94K
- 22.09%
$82.17 - $99.96 $241K - $293K
10.4K $1.02M
T
At&T Inc.

Communication Services
-4.61K
- 11.77%
$26.33 - $28.94 $121K - $134K
34.6K $1M
PG
Procter & Gamble CO

Consumer Defensive
-61
- 0.74%
$157.66 - $172.39 $9.62K - $10.5K
8.22K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
-41
- 10.65%
$274.35 - $599.47 $11.2K - $24.6K
344 $107K
XLV
Select Sector Spdr Fund Health

ETFs
-106
- 1.83%
$128.77 - $144.3 $13.6K - $15.3K
5.7K $767K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-136
- 18.11%
$212.1 - $244.27 $28.8K - $33.2K
615 $134K
NEE
Nextera Energy Inc

Utilities
-568
- 10.37%
$64.11 - $75.0 $36.4K - $42.6K
4.91K $340K
XLE
Energy Sector Spdr

ETFs
-112
- 2.74%
$76.44 - $94.13 $8.56K - $10.5K
3.97K $336K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-811
- 8.72%
$90.56 - $109.49 $73.4K - $88.8K
8.49K $927K
VZ
Verizon Communications Inc

Communication Services
-572
- 7.8%
$41.67 - $45.62 $23.8K - $26.1K
6.76K $292K
SRE
Sempra Energy

Utilities
-396
- 32.25%
$63.78 - $78.91 $25.3K - $31.2K
832 $63K
V
Visa Inc.

Financial Services
-130
- 2.51%
$308.27 - $373.31 $40.1K - $48.5K
5.05K $1.79M
JNJ
Johnson & Johnson

Healthcare
-9
- 0.57%
$146.36 - $159.82 $1.32K - $1.44K
1.56K $238K
BK
Bank Of New York Mellon Corp

Financial Services
-301
- 24.65%
$73.31 - $91.62 $22.1K - $27.6K
920 $83K
CMCSA
Comcast Corp

Communication Services
-319
- 5.71%
$32.84 - $36.72 $10.5K - $11.7K
5.27K $187K
ET
Energy Transfer LP

Energy
-666
- 25.75%
$15.65 - $18.93 $10.4K - $12.6K
1.92K $34K
COP
Conocophillips

Energy
-51
- 9.86%
$82.66 - $106.1 $4.22K - $5.41K
466 $41K
VOD
Vodafone Group Public LTD CO

Communication Services
-2.38K
- 24.31%
$8.19 - $10.66 $19.5K - $25.4K
7.41K $79K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-986
- 18.45%
$7.69 - $11.46 $7.58K - $11.3K
4.36K $49K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-136
- 3.01%
$55.57 - $62.73 $7.56K - $8.53K
4.38K $270K
UNP
Union Pacific Corp

Industrials
-18
- 3.73%
$208.27 - $238.46 $3.75K - $4.29K
464 $106K
ESS
Essex Property Trust, Inc.

Real Estate
-26
- 11.93%
N/A
192 $52K
IDNA
Ishares Tr Genomics Immunology

ETFs
-183
- 24.97%
$17.92 - $21.5 $3.28K - $3.93K
550 $11K
EPD
Enterprise Products Partners L.P.

Energy
-50
- 4.76%
$28.95 - $34.22 $1.45K - $1.71K
1K $31K
NEP
Nextera Energy Partners, LP

Utilities
-252
- 55.63%
N/A
201 $1K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-29
- 3.78%
$77.74 - $78.78 $2.25K - $2.28K
738 $58K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-52
- 72.22%
$33.89 - $46.39 $1.76K - $2.41K
20 $0
ICLN
Ishares

ETFs
-402
- 17.23%
$10.56 - $13.31 $4.25K - $5.35K
1.93K $25K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-5
- 83.33%
$160.22 - $209.35 $801 - $1.05K
1 $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
-20
- 0.16%
$50.48 - $50.71 $1.01K - $1.01K
12.6K $640K
PARA
Paramount Global

Communication Services
-161
- 10.27%
$10.65 - $12.9 $1.71K - $2.08K
1.41K $18K
OGN
Organon & Co.

Healthcare
-2
- 8.33%
$8.04 - $14.72 $16.1 - $29.4
22 $0
VUSB
Vanguard Bd Index Fds
-2.74K
- 0.28%
N/A
968K $0
LUMN
Lumen Technologies, Inc.

Communication Services
-16
- 7.48%
$3.07 - $4.51 $49.1 - $72.2
198 $0
WMT
Walmart Inc.

Consumer Defensive
-140
- 5.2%
$81.79 - $99.98 $11.5K - $14K
2.55K $249K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-514
- 2.38%
$54.27 - $63.01 $27.9K - $32.4K
21.1K $1.32M
HON
Honeywell International Inc

Industrials
-49
- 3.36%
$182.86 - $232.88 $8.96K - $11.4K
1.41K $328K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.94%
$908.13 - $1056.85 $8.17K - $9.51K
949 $939K
ORCL
Oracle Corp

Technology
-131
- 9.57%
$122.82 - $218.63 $16.1K - $28.6K
1.24K $270K
WFC
Wells Fargo & Company

Financial Services
-389
- 2.7%
$60.98 - $80.12 $23.7K - $31.2K
14K $1.12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-75
- 0.38%
$55.54 - $69.09 $4.17K - $5.18K
19.9K $1.38M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-552
- 2.32%
$33.86 - $45.77 $18.7K - $25.3K
23.2K $1.06M
SOXX
Ishares Semiconductor ETF

ETFs
-97
- 2.44%
$154.86 - $239.07 $15K - $23.2K
3.88K $927K
VXF
Vanguard Extended Market ETF

ETFs
-292
- 2.51%
$150.43 - $192.71 $43.9K - $56.3K
11.4K $2.19M
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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