Pacific Wealth Strategies Group, Inc. Closed Holding Positions

Pacific Wealth Strategies Group, Inc.

  • $134 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2022 Filed on Jul 19, 2022
7,020
$42.93 - $53.98 $301K - $379K
RTX
Raytheon Technologies Corp

Industrials
Q2 2022 Filed on Jul 19, 2022
4,012
$88.88 - $104.97 $357K - $421K
MRK
Merck & Co., Inc.

Healthcare
Q2 2022 Filed on Jul 19, 2022
17,786
$83.49 - $94.64 $1.48M - $1.68M
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Jul 19, 2022
3,450
$221.47 - $269.82 $764K - $931K
PEP
Pepsico Inc

Consumer Defensive
Q2 2022 Filed on Jul 19, 2022
9,045
$156.12 - $177.5 $1.41M - $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2022 Filed on Jul 19, 2022
3,494
$95.66 - $108.57 $334K - $379K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2022 Filed on Jul 19, 2022
7,145
$46.42 - $92.45 $332K - $661K
ABBV
Abb Vie Inc.

Healthcare
Q2 2022 Filed on Jul 19, 2022
10,795
$137.62 - $174.96 $1.49M - $1.89M
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Jul 19, 2022
2,321
$73.54 - $90.55 $171K - $210K
BSRR
Sierra Bancorp

Financial Services
Q2 2022 Filed on Jul 19, 2022
12,125
$20.92 - $24.96 $254K - $303K
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Jul 19, 2022
1,910
$97.82 - $115.43 $187K - $220K
BRFS
Brf S.A.

Consumer Defensive
Q2 2022 Filed on Jul 19, 2022
10,000
$2.35 - $4.13 $23.5K - $41.3K
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2022 Filed on Jul 19, 2022
7,601
$53.08 - $71.2 $403K - $541K
CSCO
Cisco Systems, Inc.

Technology
Q2 2022 Filed on Jul 19, 2022
9,110
$41.72 - $55.87 $380K - $509K
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Jul 19, 2022
3,069
$85.56 - $102.18 $263K - $314K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Jul 19, 2022
2,971
$134.63 - $189.39 $400K - $563K
CVS
Cvs Health Corp

Healthcare
Q2 2022 Filed on Jul 19, 2022
11,010
$88.66 - $106.64 $976K - $1.17M
CLX
Clorox CO

Consumer Defensive
Q2 2022 Filed on Jul 19, 2022
11,508
$122.57 - $158.28 $1.41M - $1.82M
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2022 Filed on Jul 19, 2022
9,676
$121.65 - $143.48 $1.18M - $1.39M
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 19, 2022
9,419
$41.5 - $56.57 $391K - $533K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 19, 2022
16,953
$17.92 - $21.32 $304K - $361K
NET
Cloudflare, Inc.

Technology
Q2 2022 Filed on Jul 19, 2022
2,120
$39.7 - $126.9 $84.2K - $269K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2022 Filed on Jul 19, 2022
22,088
$72.62 - $79.98 $1.6M - $1.77M
TSCO
Tractor Supply CO

Consumer Cyclical
Q2 2022 Filed on Jul 19, 2022
2,541
$170.53 - $237.38 $433K - $603K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2022 Filed on Jul 19, 2022
501
$452.06 - $546.01 $226K - $274K
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
6,291
$88.72 - $164.03 $558K - $1.03M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
Q1 2022 Filed on Apr 25, 2022
12,230
$36.92 - $40.21 $452K - $492K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
1,175
$138.11 - $222.66 $162K - $262K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
621
$166.75 - $332.01 $104K - $206K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q1 2022 Filed on Apr 25, 2022
8,500
$20.63 - $25.93 $175K - $220K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 25, 2022
10,009
$93.61 - $194.94 $937K - $1.95M
KLAC
Kla Corp

Technology
Q1 2022 Filed on Apr 25, 2022
500
$314.14 - $445.0 $157K - $223K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on Apr 25, 2022
2,500
$103.82 - $106.76 $260K - $267K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 25, 2022
358
$331.01 - $597.37 $119K - $214K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
9,782
$73.24 - $157.01 $716K - $1.54M
DE
Deere & CO

Industrials
Q1 2022 Filed on Apr 25, 2022
734
$337.52 - $436.45 $248K - $320K
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q4 2021 Filed on Jan 24, 2022
179,760
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 24, 2022
15,708
N/A
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Jan 24, 2022
3,059
$345.98 - $406.62 $1.06M - $1.24M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Jan 24, 2022
44,342
$58.39 - $78.64 $2.59M - $3.49M
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2021 Filed on Oct 14, 2021
1,555
$110.2 - $156.64 $171K - $244K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 14, 2021
3,994
$34.9 - $50.9 $139K - $203K
FSLY
Fastly, Inc.

Technology
Q3 2021 Filed on Oct 14, 2021
19,177
$39.22 - $58.02 $752K - $1.11M
SPOT
Spotify Technology S.A.

Communication Services
Q2 2021 Filed on Jul 22, 2021
936
$217.07 - $299.74 $203K - $281K
WMT
Walmart Inc.

Consumer Defensive
Q1 2021 Filed on Apr 26, 2021
1,515
$127.53 - $148.97 $193K - $226K
Slack Technologies Inc
Q4 2020 Filed on Jan 13, 2021
7,605
N/A
SPLK
Splunk Inc

Technology
Q4 2020 Filed on Jan 13, 2021
1,482
$153.49 - $219.46 $227K - $325K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 13, 2021
8,614
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2020 Filed on Jan 13, 2021
5,547
$36.13 - $38.51 $200K - $214K
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