Pacific Center For Financial Services Portfolio Holdings
Pacific Center For Financial Services
- $312 Million
- Q1 2024
Pacific Center For Financial Services has filed its 13F form on May 20, 2024 for Q1 2024 where it was disclosed a total value porftolio of $312 Million distributed in 502 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 $45.6M, J P Morgan Exchange Traded Fd with a value of $37.1M, Vanguard Total Stock Market Et with a value of $35.6M, Invesco Exchange Traded Fd Tr with a value of $24.1M, and Ishares Msci Usa Small Cap Mul with a value of $24.1M.
Examining the 13F form we can see an increase of $32.3M in the current position value, from $280M to 312M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 502
- Current Value $312 Million
- Prior Value $280 Million
- Filing
- Period Q1 2024
- Filing Date May 20, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 82 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 31 stocks