Pacific Wealth Strategies Group, Inc. Purchases in Q3 2024

Pacific Wealth Strategies Group, Inc.

  • $134 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11.1K
+ 8.8%
$95.1 - $106.76 $1.06M - $1.19M
137K $14.7M
PKW
Invesco Exchange Traded Fd Tr

ETFs
9.05K
+ 8.61%
$102.34 - $114.52 $926K - $1.04M
114K $13.1M
IGR
Cbre Global Real Estate Income Fund

Financial Services
65.2K
+ 10.87%
$5.02 - $6.62 $327K - $432K
665K $4.37M
CHY
Calamos Convertible & High Income Fund

Financial Services
64.3K
+ 10.02%
$11.13 - $12.01 $716K - $773K
706K $8.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.95K
+ 10.03%
$434.77 - $502.96 $850K - $983K
21.4K $10.5M
XLV
Select Sector Spdr Fund Health

ETFs
5.97K
+ 321.88%
$143.3 - $157.24 $856K - $939K
7.83K $1.21M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.05K
+ 5.18%
$92.63 - $105.69 $468K - $534K
103K $10.7M
FNDX
Schwab Fundamental U S Large C

ETFs
5.83K
+ 7.23%
$65.36 - $71.76 $381K - $419K
86.5K $6.21M
AAPL
Apple Inc.

Technology
475
+ 1.72%
$207.23 - $234.82 $98.4K - $112K
28.1K $6.54M
AMZN
Amazon Com Inc

Consumer Cyclical
4.85K
+ 17.72%
$161.02 - $200.0 $781K - $970K
32.2K $6M
OHI
Omega Healthcare Investors Inc

Real Estate
4.58K
+ 7.96%
$33.55 - $41.29 $154K - $189K
62.1K $2.52M
GOOGL
Alphabet Inc.

Communication Services
5.05K
+ 23.05%
$148.65 - $191.18 $750K - $965K
26.9K $4.47M
MSFT
Microsoft Corp

Technology
1.43K
+ 14.23%
$395.15 - $467.56 $564K - $667K
11.5K $4.93M
RIET
ETF Ser Solutions Hoya Capital

ETFs
39.6K
New
$9.95 - $11.32 $394K - $448K
39.6K $445K
LMT
Lockheed Martin Corp

Industrials
113
+ 3.92%
$460.3 - $584.56 $52K - $66.1K
3K $1.75M
CAT
Caterpillar Inc

Industrials
123
+ 2.15%
$316.8 - $391.12 $39K - $48.1K
5.83K $2.28M
DHI
Horton D R Inc

Consumer Cyclical
644
+ 14.17%
$135.21 - $197.06 $87.1K - $127K
5.19K $989K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
15K
+ 21.83%
$22.61 - $22.79 $339K - $342K
83.7K $1.9M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
12.4K
+ 18.22%
$22.94 - $23.16 $285K - $288K
80.6K $1.86M
SO
Southern CO

Utilities
743
+ 4.24%
$77.0 - $90.52 $57.2K - $67.3K
18.3K $1.65M
BSJR
Invesco Indx Tr

ETFs
11.2K
New
$22.08 - $22.75 $247K - $255K
11.2K $254K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
11.5K
New
$21.49 - $22.22 $247K - $256K
11.5K $254K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.7K
New
$23.08 - $23.52 $247K - $252K
10.7K $251K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.29K
+ 12.4%
$71.45 - $75.64 $164K - $173K
20.8K $1.56M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
10.5K
+ 24.71%
$20.47 - $20.71 $214K - $217K
52.8K $1.09M
JNJ
Johnson & Johnson

Healthcare
1.29K
New
$145.48 - $167.38 $188K - $216K
1.29K $208K
KO
Coca Cola CO

Consumer Defensive
372
+ 1.72%
$62.69 - $73.01 $23.3K - $27.2K
22K $1.58M
TTD
Trade Desk, Inc.

Technology
17
+ 0.1%
$83.08 - $110.79 $1.41K - $1.88K
16.3K $1.79M
PG
Procter & Gamble CO

Consumer Defensive
360
+ 3.87%
$160.76 - $177.82 $57.9K - $64K
9.66K $1.67M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
9.75K
+ 15.35%
$11.4 - $11.99 $111K - $117K
73.2K $870K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170
+ 0.94%
$77.02 - $85.06 $13.1K - $14.5K
18.3K $1.55M
CVX
Chevron Corp

Energy
1.35K
+ 15.21%
$137.88 - $161.97 $187K - $219K
10.2K $1.51M
XLK
Technology Sector Spdr

ETFs
500
+ 14.84%
$197.34 - $237.68 $98.7K - $119K
3.87K $873K
V
Visa Inc.

Financial Services
175
+ 3.66%
$253.74 - $291.56 $44.4K - $51K
4.95K $1.36M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.53K
+ 4.29%
$21.05 - $21.17 $95.4K - $95.9K
110K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 4.59%
$517.38 - $573.86 $30.5K - $33.9K
1.34K $771K
Bank America Corp
88
+ 29.24%
N/A
389 $0
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email