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.

Portfolio value $182 Million
ETFs: $168 Million
Healthcare: $11.7 Million
Technology: $1.55 Million
Financial Services: $499,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $182 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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