Pacific Financial Group Inc has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $145 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.8M, Invesco Qqq Trust, Series 1 with a value of $16M, Ishares S&P 500 Growth ETF with a value of $9.58M, Ishares Core S&P Sm Cap ETF with a value of $9.26M, and Ishares S&P 500 Value ETF with a value of $7.43M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $134M to 145M.

Below you can find more details about Pacific Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
ETFs: $145 Million
Technology: $207,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 58
  • Current Value $145 Million
  • Prior Value $134 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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