Pacific Wealth Management Incresed Positions in Q3 2024

Pacific Wealth Management

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
20.6K
+ 4.18%
$46.5 - $49.42 $957K - $1.02M
513K $25.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
9K
+ 5.65%
$79.29 - $84.02 $714K - $756K
168K $14.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.11K
+ 3.86%
$53.41 - $57.9 $326K - $354K
164K $9.51M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.4K
+ 4.21%
$50.52 - $50.95 $576K - $580K
282K $14.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
121
+ 1.42%
$106.11 - $113.72 $12.8K - $13.8K
8.64K $975K
MSFT
Microsoft Corp

Technology
1
+ 0.13%
$395.15 - $467.56 $395 - $468
783 $336K
Activity Summary
Buys All Purchases 9 New Holdings 3 Increased Positions 6 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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