Pacific Wealth Management Portfolio Holdings by Sector
Pacific Wealth Management
- $189 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY QLTA JAAA GOVT JCPB COWZ VCIT QUAL 11 stocks |
$176,850
93.6% of portfolio
|
  3  
|
  7  
|
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$7,087
3.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$2,928
1.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$395
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$395
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM 1 stocks |
$358
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ONTO 1 stocks |
$289
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$277
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$275
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
VSAT 1 stocks |
$89
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|