Pacific Financial Group Inc Portfolio Holdings

Pacific Financial Group Inc

  • $124 Million
  • Q1 2025

Pacific Financial Group Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Million distributed in 55 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 $19.2M, Invesco Qqq Trust, Series 1 with a value of $13.6M, Ishares S&P 500 Growth ETF with a value of $9.98M, Ishares Core S&P Sm Cap ETF with a value of $7.07M, and Ishares S&P 500 Value ETF with a value of $6.74M.

Examining the 13F form we can see an decrease of $10.5M in the current position value, from $134M to 124M.

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

Portfolio value $124 Million
ETFs: $124 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $124 Million
  • Prior Value $134 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Pacific Financial Group Inc Portfolio

Follow Pacific Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Financial Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email