Pacific Wealth Management Portfolio Holdings

Pacific Wealth Management

  • $196 Million
  • Q2 2024

Pacific Wealth Management has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $196 Million distributed in 19 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 $116M, Ishares Trust Aaa A Rated Corp with a value of $23.1M, Janus Detroit Str Tr Janus Hen with a value of $13.8M, Vanguard Intermediate Term Cor with a value of $12.7M, and Pacer Fds Tr Us Cash Cows 100 with a value of $8.63M.

Examining the 13F form we can see an increase of $9.92M in the current position value, from $187M to 196M.

Below you can find more details about Pacific Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $196 Million
ETFs: $184 Million
Healthcare: $9.77 Million
Technology: $2.08 Million
Financial Services: $248,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $196 Million
  • Prior Value $187 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Pacific Wealth Management Portfolio

Follow Pacific Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email