Pacific Financial Group Inc Portfolio Holdings

Pacific Financial Group Inc

  • $136 Million
  • Q3 2024

Pacific Financial Group Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 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 $20.9M, Invesco Qqq Trust, Series 1 with a value of $15.2M, Ishares S&P 500 Growth ETF with a value of $9.41M, Ishares Core S&P Sm Cap ETF with a value of $8.34M, and Ishares S&P 500 Value ETF with a value of $7.14M.

Examining the 13F form we can see an decrease of $4.8M in the current position value, from $141M to 136M.

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

Portfolio value $136 Million
ETFs: $136 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $136 Million
  • Prior Value $141 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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