Pacific Wealth Strategies Group, Inc. has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $120 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Proshares S&P 500 Dividend Ari with a value of $12.6M, Invesco Exchange Traded Fd Tr with a value of $11.3M, Schwab Strategic Tr Us Large C with a value of $8.96M, Invesco Qqq Trust, Series 1 with a value of $8.53M, and Calamos Convertible & High Income Fund with a value of $7.36M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $105M to 120M.

Below you can find more details about Pacific Wealth Strategies Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
ETFs: $57 Million
Technology: $20.3 Million
Financial Services: $16.4 Million
Consumer Cyclical: $10.7 Million
Communication Services: $3.53 Million
Industrials: $3.38 Million
Consumer Defensive: $3 Million
Real Estate: $1.76 Million
Other: $3.43 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 49
  • Current Value $120 Million
  • Prior Value $105 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Pacific Wealth Strategies Group, Inc. Portfolio

Follow Pacific Wealth Strategies Group, Inc. 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 Strategies Group, Inc., based on Form 13F filings with the SEC.


Stay updated on Pacific Wealth Strategies Group, Inc. with notifications on news.