Pacific Wealth Management Portfolio Holdings by Sector
Pacific Wealth Management
- $199 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY QLTA GOVT IEF VCIT QUAL VGIT VOO 9 stocks |
$180,101
90.69% of portfolio
|
  4  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$9,148
4.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$3,416
1.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
INTC QCOM 2 stocks |
$2,670
1.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$566
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$491
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV PHYS 2 stocks |
$460
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$404
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$307
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$301
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$258
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
VSAT 1 stocks |
$249
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ONTO 1 stocks |
$224
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|