Pacific Wealth Management Portfolio Holdings by Sector
Pacific Wealth Management
- $203 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY GOVT QLTA JAAA IEF COWZ VCIT QUAL 12 stocks |
$187,755
92.7% of portfolio
|
  7  
|
  3  
|
  3  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$7,334
3.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$3,468
1.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC QCOM 2 stocks |
$1,920
0.95% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$471
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$466
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$324
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$314
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$297
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PSLV 1 stocks |
$184
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|