Pacific Sun Financial Corp has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.6M, First Tr Fd Dow Jones with a value of $6.35M, Berkshire Hathaway Inc Class B with a value of $5.54M, Spdr S&P 600 Small Cap Growth with a value of $5.15M, and Technology Sector Spdr with a value of $4.13M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $158M to 169M.

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

Portfolio value $169 Million
ETFs: $131 Million
Technology: $14.8 Million
Financial Services: $6.35 Million
Consumer Cyclical: $5.64 Million
Communication Services: $3.34 Million
Real Estate: $2.44 Million
Industrials: $1.76 Million
Consumer Defensive: $1.71 Million
Other: $2.11 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $169 Million
  • Prior Value $158 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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