Pacific Financial Group Inc Portfolio Holdings

Pacific Financial Group Inc

  • $141 Million
  • Q2 2024

Pacific Financial Group Inc has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $141 Million distributed in 57 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 $21.5M, Invesco Qqq Trust, Series 1 with a value of $16.4M, Ishares S&P 500 Growth ETF with a value of $9.95M, Ishares Core S&P Sm Cap ETF with a value of $8.48M, and Ishares S&P 500 Value ETF with a value of $7.05M.

Examining the 13F form we can see an decrease of $3.85M in the current position value, from $145M to 141M.

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

Portfolio value $141 Million
ETFs: $141 Million
Technology: $275,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$275,000 0.19% of portfolio
1,309
Q2 2024 Added 8.0%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $141 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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