Pacific Center For Financial Services has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $343 Million distributed in 526 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $51.3M, Vanguard Total Stock Market Et with a value of $41M, J P Morgan Exchange Traded Fd with a value of $38.5M, Ishares Msci Usa Small Cap Mul with a value of $27.5M, and Invesco Exchange Traded Fd Tr with a value of $22.6M.
Examining the 13F form we can see an increase of $3.65M in the current position value, from $339M to 343M.
Also it can be appreciated an additional of 28 stocks purchases and 1 closed positions.
Pacific Center For Financial Services is based out at San Ramon, CA
Below you can find more details about Pacific Center For Financial Services portfolio as well as his latest detailed transactions.
Portfolio value
$343 Million
ETFs: $296 Million
Technology: $15.3 Million
Financial Services: $9.48 Million
Communication Services: $4.66 Million
Energy: $3.78 Million
Consumer Defensive: $3.44 Million
Industrials: $3.23 Million
Consumer Cyclical: $3.03 Million
Other: $4.27 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
