Pacific Wealth Management Portfolio Holdings by Sector
Pacific Wealth Management
- $182 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY GOVT QLTA JAAA COWZ VCIT QUAL DGRO 9 stocks |
$168,157
92.45% of portfolio
|
  7  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$8,307
4.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$3,383
1.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$386
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM 1 stocks |
$358
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$350
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$325
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$245
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ONTO 1 stocks |
$210
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PSLV 1 stocks |
$174
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|