Pacific Wealth Strategies Group, Inc. Purchases in Q1 2025

Pacific Wealth Strategies Group, Inc.

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.28K
+ 1.63%
$97.38 - $104.52 $222K - $239K
142K $14.5M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
7.58K
New
$68.32 - $78.49 $518K - $595K
7.58K $530K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23K
New
$19.43 - $19.62 $446K - $451K
23K $450K
IGR
Cbre Global Real Estate Income Fund

Financial Services
11.8K
+ 1.7%
$4.79 - $5.34 $56.5K - $63K
706K $3.64M
CVX
Chevron Corp

Energy
202
+ 1.96%
$146.71 - $167.97 $29.6K - $33.9K
10.5K $1.76M
KO
Coca Cola CO

Consumer Defensive
468
+ 2.09%
$60.81 - $72.32 $28.5K - $33.8K
22.9K $1.64M
SO
Southern CO

Utilities
480
+ 2.51%
$80.96 - $92.96 $38.9K - $44.6K
19.6K $1.8M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.4K
+ 8.32%
$19.42 - $19.54 $85.4K - $85.9K
57.3K $1.12M
BND
Vanguard Bd Index Fd Inc Total

ETFs
526
+ 1.77%
$71.17 - $73.66 $37.4K - $38.7K
30.3K $2.22M
PG
Procter & Gamble CO

Consumer Defensive
192
+ 1.97%
$158.56 - $176.26 $30.4K - $33.8K
9.92K $1.69M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
772
+ 1.37%
$27.01 - $28.54 $20.9K - $22K
57.2K $1.6M
FNDX
Schwab Fundamental U S Large C

ETFs
3.04K
+ 1.15%
$23.03 - $25.01 $70K - $76K
266K $6.29M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.37K
+ 3.16%
$23.19 - $23.5 $55.1K - $55.8K
77.5K $1.8M
RIET
ETF Ser Solutions Hoya Capital

ETFs
5.08K
+ 7.82%
$9.79 - $10.5 $49.7K - $53.3K
70K $701K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.54K
+ 2.37%
$20.64 - $20.73 $31.7K - $31.8K
66.2K $1.37M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
333
+ 0.38%
$23.03 - $23.17 $7.67K - $7.72K
87.2K $2.01M
GS
Goldman Sachs Group Inc

Financial Services
36
+ 1.8%
$524.81 - $672.19 $18.9K - $24.2K
2.03K $1.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.37%
$551.42 - $612.93 $2.76K - $3.06K
1.36K $762K
DHI
Horton D R Inc

Consumer Cyclical
52
+ 0.95%
$125.29 - $147.65 $6.52K - $7.68K
5.5K $698K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.33%
$347.25 - $424.87 $5.21K - $6.37K
4.5K $1.65M
LMT
Lockheed Martin Corp

Industrials
45
+ 1.48%
$423.19 - $506.29 $19K - $22.8K
3.08K $1.37M
PKW
Invesco Exchange Traded Fd Tr

ETFs
355
+ 0.31%
$109.15 - $120.99 $38.7K - $43K
115K $12.9M
NVDA
Nvidia Corp

Technology
5.21K
+ 9.44%
$106.98 - $149.43 $557K - $778K
60.4K $6.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
107
+ 0.49%
$468.34 - $539.52 $50.1K - $57.7K
21.7K $10.2M
GOOGL
Alphabet Inc.

Communication Services
93
+ 0.34%
$154.33 - $206.19 $14.4K - $19.2K
27.3K $4.22M
TTD
Trade Desk, Inc.

Technology
49
+ 0.3%
$53.59 - $126.58 $2.63K - $6.2K
16.3K $890K
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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