Pacific Center For Financial Services Reduced Holdings in Q4 2024

Pacific Center For Financial Services

  • $343 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.77K
- 27.32%
$50.35 - $50.69 $240K - $242K
12.7K $639K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-250
- 1.84%
$563.99 - $620.12 $141K - $155K
13.3K $7.59M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-390
- 0.58%
$69.58 - $74.87 $27.1K - $29.2K
67K $4.69M
MSFT
Microsoft Corp

Technology
-205
- 3.97%
$406.35 - $454.46 $83.3K - $93.2K
4.96K $2.09M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-738
- 9.73%
$70.1 - $76.53 $51.7K - $56.5K
6.85K $484K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 0.53%
$442.29 - $483.08 $20.8K - $22.7K
8.79K $3.99M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-889
- 49.53%
$77.02 - $78.58 $68.5K - $69.9K
906 $70K
UNH
Unitedhealth Group Inc

Healthcare
-50
- 11.24%
$485.52 - $625.25 $24.3K - $31.3K
395 $199K
VO
Vanguard Mid Cap ETF

ETFs
-245
- 1.43%
$261.5 - $284.63 $64.1K - $69.7K
16.9K $4.47M
CMCSA
Comcast Corp

Communication Services
-631
- 10.18%
$37.39 - $45.14 $23.6K - $28.5K
5.57K $208K
BMI
Badger Meter Inc

Technology
-181
- 21.19%
$199.06 - $237.67 $36K - $43K
673 $142K
DVY
Ishares Tr

ETFs
-201
- 8.55%
$129.55 - $143.41 $26K - $28.8K
2.15K $282K
XLE
Energy Sector Spdr

ETFs
-377
- 49.67%
$83.32 - $97.27 $31.4K - $36.7K
382 $32K
GNRC
Generac Holdings Inc.

Industrials
-162
- 18.0%
$154.28 - $195.11 $25K - $31.6K
738 $114K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-375
- 50.0%
N/A
375 $24K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-398
- 1.9%
$40.82 - $45.39 $16.2K - $18.1K
20.6K $856K
ORCL
Oracle Corp

Technology
-60
- 4.2%
$165.41 - $192.43 $9.92K - $11.5K
1.37K $228K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-43
- 5.77%
$59.25 - $72.99 $2.55K - $3.14K
702 $41K
AXP
American Express CO

Financial Services
-80
- 17.78%
$267.35 - $305.57 $21.4K - $24.4K
370 $109K
ADBE
Adobe Inc.

Technology
-20
- 74.07%
$437.39 - $552.96 $8.75K - $11.1K
7 $3K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-21
- 2.52%
$417.69 - $450.94 $8.77K - $9.47K
812 $345K
SBUX
Starbucks Corp

Consumer Cyclical
-8
- 1.25%
$87.44 - $102.5 $700 - $820
633 $57K
EL
Estee Lauder Companies Inc

Consumer Defensive
-44
- 68.75%
$62.74 - $97.24 $2.76K - $4.28K
20 $1K
MRVL
Marvell Technology, Inc.

Technology
-62
- 54.39%
$70.31 - $124.78 $4.36K - $7.74K
52 $5K
DWAC
Digital World Acquisition Corp.

Financial Services
-15
- 27.27%
N/A
40 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-5
- 31.25%
$260.53 - $404.79 $1.3K - $2.02K
11 $4K
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 1.44%
$873.59 - $994.69 $12.2K - $13.9K
958 $877K
T
At&T Inc.

Communication Services
-373
- 0.92%
$21.22 - $23.88 $7.92K - $8.91K
40.2K $914K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-127
- 0.53%
$38.88 - $44.07 $4.94K - $5.6K
23.7K $979K
AAPL
Apple Inc.

Technology
-2.16K
- 6.09%
$221.69 - $259.02 $479K - $560K
33.3K $8.35M
V
Visa Inc.

Financial Services
-249
- 4.44%
$273.87 - $320.91 $68.2K - $79.9K
5.35K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
-195
- 0.82%
$567.81 - $607.81 $111K - $119K
23.5K $13.8M
WFC
Wells Fargo & Company

Financial Services
-39
- 0.26%
$54.98 - $77.35 $2.14K - $3.02K
15K $1.05M
NVDA
Nvidia Corp

Technology
-7
- 0.04%
$117.0 - $148.88 $819 - $1.04K
19.2K $2.57M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-421
- 1.15%
$316.94 - $357.88 $133K - $151K
36.1K $12.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.52K
- 1.49%
$481.22 - $538.17 $732K - $819K
100K $51.3M
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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