Pacific Wealth Strategies Group, Inc. Purchases in Q4 2024

Pacific Wealth Strategies Group, Inc.

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11.5K
+ 40.98%
$221.69 - $259.02 $2.55M - $2.98M
39.6K $9.91M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
64.4K
+ 602.16%
$23.25 - $23.56 $1.5M - $1.52M
75.1K $1.75M
GS
Goldman Sachs Group Inc

Financial Services
2K
New
$486.1 - $608.57 $970K - $1.21M
2K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
39
+ 0.12%
$180.88 - $232.93 $7.05K - $9.08K
32.2K $7.07M
GOOG
Alphabet Inc.

Communication Services
5.44K
New
$163.08 - $198.16 $887K - $1.08M
5.44K $1.04M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
52.9K
New
$19.38 - $19.58 $1.02M - $1.04M
52.9K $1.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.08K
New
$172.07 - $207.36 $873K - $1.05M
5.08K $1M
GOOGL
Alphabet Inc.

Communication Services
238
+ 0.88%
$161.86 - $196.66 $38.5K - $46.8K
27.2K $5.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
174
+ 0.81%
$481.22 - $538.17 $83.7K - $93.6K
21.6K $11.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.98K
+ 43.28%
$71.75 - $75.11 $645K - $675K
29.7K $2.14M
CHY
Calamos Convertible & High Income Fund

Financial Services
19.7K
+ 2.79%
$11.79 - $12.56 $232K - $247K
726K $8.81M
MSFT
Microsoft Corp

Technology
1.1K
+ 9.57%
$406.35 - $454.46 $445K - $498K
12.6K $5.29M
BAC
Bank Of America Corp

Financial Services
7.16K
New
$39.22 - $47.77 $281K - $342K
7.16K $314K
TSLA
Tesla, Inc.

Consumer Cyclical
155
+ 10.71%
$213.65 - $479.86 $33.1K - $74.4K
1.6K $646K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
11.8K
+ 22.39%
$20.6 - $20.71 $244K - $245K
64.6K $1.33M
V
Visa Inc.

Financial Services
52
+ 1.05%
$273.87 - $320.91 $14.2K - $16.7K
5K $1.58M
NET
Cloudflare, Inc.

Technology
2K
New
$78.11 - $117.56 $156K - $235K
2K $215K
RIET
ETF Ser Solutions Hoya Capital

ETFs
25.3K
+ 64.03%
$9.94 - $11.2 $252K - $284K
64.9K $654K
XLV
Select Sector Spdr Fund Health

ETFs
2.2K
+ 28.06%
$136.28 - $154.74 $299K - $340K
10K $1.38M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
6.22K
+ 7.72%
$23.02 - $23.23 $143K - $145K
86.8K $2M
F
Ford Motor CO

Consumer Cyclical
11.5K
New
$9.69 - $11.4 $111K - $131K
11.5K $113K
PKW
Invesco Exchange Traded Fd Tr

ETFs
260
+ 0.23%
$114.02 - $125.22 $29.6K - $32.6K
114K $13.2M
NNY
Nuveen New York Municipal Value Fund

Financial Services
10K
New
$7.98 - $8.67 $79.8K - $86.7K
10K $80K
VCV
Invesco California Value Municipal Income Trust

Financial Services
2.51K
+ 3.19%
$10.06 - $10.97 $25.3K - $27.5K
81.3K $889K
FNDX
Schwab Fundamental U S Large C

ETFs
177K
+ 204.47%
$23.49 - $71.77 $4.15M - $12.7M
263K $6.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 1.04%
$567.81 - $607.81 $7.95K - $8.51K
1.36K $795K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 3.24%
$442.29 - $483.08 $22.1K - $24.2K
1.59K $722K
LLY
Eli Lilly & CO

Healthcare
50
+ 16.95%
$727.2 - $932.06 $36.4K - $46.6K
345 $266K
Bank America Corp
18
+ 4.63%
N/A
407 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.1K
+ 208.23%
$26.93 - $84.95 $1.03M - $3.24M
56.4K $1.54M
JNJ
Johnson & Johnson

Healthcare
100
+ 7.76%
$143.34 - $165.86 $14.3K - $16.6K
1.39K $200K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.51K
+ 3.43%
$11.12 - $11.98 $27.9K - $30.1K
75.7K $855K
CVX
Chevron Corp

Energy
49
+ 0.48%
$141.15 - $162.53 $6.92K - $7.96K
10.3K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
68
+ 0.7%
$161.05 - $179.7 $11K - $12.2K
9.73K $1.63M
SO
Southern CO

Utilities
846
+ 4.63%
$81.5 - $94.15 $68.9K - $79.7K
19.1K $1.58M
OHI
Omega Healthcare Investors Inc

Real Estate
1.98K
+ 3.2%
$37.51 - $42.56 $74.4K - $84.4K
64K $2.42M
CAT
Caterpillar Inc

Industrials
67
+ 1.15%
$360.37 - $416.88 $24.1K - $27.9K
5.9K $2.14M
KO
Coca Cola CO

Consumer Defensive
357
+ 1.62%
$61.74 - $71.71 $22K - $25.6K
22.4K $1.39M
DHI
Horton D R Inc

Consumer Cyclical
257
+ 4.95%
$137.24 - $194.56 $35.3K - $50K
5.45K $761K
LMT
Lockheed Martin Corp

Industrials
34
+ 1.13%
$479.66 - $614.62 $16.3K - $20.9K
3.03K $1.47M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.69K
+ 1.96%
$99.2 - $108.47 $267K - $292K
140K $13.9M
IGR
Cbre Global Real Estate Income Fund

Financial Services
29.1K
+ 4.37%
$4.81 - $6.44 $140K - $187K
694K $3.34M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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