Pacific Wealth Management Portfolio Holdings
Pacific Wealth Management
- $182 Million
- Q1 2025
Pacific Wealth Management has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $182 Million distributed in 18 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $103M, Ishares U.S. Treasury Bond ETF with a value of $15.3M, Ishares Trust Aaa A Rated Corp with a value of $15.2M, Janus Detroit Str Tr Janus Hen with a value of $13.3M, and Pacer Fds Tr Us Cash Cows 100 with a value of $9.21M.
Examining the 13F form we can see an decrease of $7.05M in the current position value, from $189M to 182M.
Below you can find more details about Pacific Wealth Management portfolio as well as his latest detailed transactions.