Pacific Wealth Management Reduced Holdings in Q3 2024

Pacific Wealth Management

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-27.1K
- 12.65%
$517.38 - $573.86 $14M - $15.5M
187K $107M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.83K
- 93.4%
$434.77 - $502.96 $2.53M - $2.93M
412 $201K
INTU
Intuit Inc

Technology
-100
- 13.12%
$602.97 - $670.49 $60.3K - $67K
662 $411K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.06K
- 9.92%
$57.47 - $62.76 $61.1K - $66.7K
9.66K $605K
ABT
Abbott Laboratories

Healthcare
-409
- 1.49%
$100.07 - $118.13 $40.9K - $48.3K
27K $3.08M
ABBV
Abb Vie Inc.

Healthcare
-142
- 0.35%
$163.84 - $199.33 $23.3K - $28.3K
40.3K $7.95M
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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