Pacific Center For Financial Services has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $328 Million distributed in 512 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 $45.7M, Vanguard Total Stock Market Et with a value of $38.5M, J P Morgan Exchange Traded Fd with a value of $38.4M, Ishares Msci Usa Small Cap Mul with a value of $25.1M, and Vanguard Mid Cap ETF with a value of $23.8M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $343M to 328M.
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
$328 Million
ETFs: $280 Million
Technology: $13.4 Million
Financial Services: $11.9 Million
Energy: $4.54 Million
Communication Services: $4.54 Million
Consumer Defensive: $3.5 Million
Industrials: $3 Million
Consumer Cyclical: $2.75 Million
Other: $3.89 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
