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
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2020 Filed on Oct 22, 2020
9,864
N/A
D
Dominion Energy, Inc

Utilities
Q3 2020 Filed on Oct 22, 2020
21,968
$73.58 - $82.69 $1.62M - $1.82M
JPM
Jpmorgan Chase & CO

Financial Services
Q3 2020 Filed on Oct 22, 2020
4,596
$91.28 - $103.82 $420K - $477K
IBM
International Business Machines Corp

Technology
Q3 2020 Filed on Oct 22, 2020
8,514
$110.62 - $123.01 $942K - $1.05M
DVY
Ishares Tr

ETFs
Q3 2020 Filed on Oct 22, 2020
22,725
$77.43 - $86.72 $1.76M - $1.97M
INTC
Intel Corp

Technology
Q3 2020 Filed on Oct 22, 2020
46,593
$47.73 - $61.15 $2.22M - $2.85M
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2020 Filed on Oct 22, 2020
5,410
$82.25 - $93.63 $445K - $507K
MMM
3 M CO

Industrials
Q3 2020 Filed on Oct 22, 2020
18,093
$150.41 - $172.38 $2.72M - $3.12M
XLF
Financial Sector Spdr

ETFs
Q3 2020 Filed on Oct 22, 2020
88,766
$22.68 - $25.49 $2.01M - $2.26M
NKE
Nike, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 22, 2020
13,771
$95.65 - $127.11 $1.32M - $1.75M
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2020 Filed on Jul 17, 2020
15,749
$23.59 - $35.22 $372K - $555K
United Technologies Corp
Q2 2020 Filed on Jul 17, 2020
6,041
N/A
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Jul 17, 2020
18,814
$39.01 - $57.03 $734K - $1.07M
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on Apr 13, 2020
74,451
N/A
AMGN
Amgen Inc

Healthcare
Q1 2020 Filed on Apr 13, 2020
4,796
$182.24 - $241.7 $874K - $1.16M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on Apr 13, 2020
6,418
$35.18 - $83.45 $226K - $536K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on Apr 13, 2020
66,572
N/A
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 13, 2020
167,147
$9.41 - $17.59 $1.57M - $2.94M
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 15, 2020
20,570
N/A
BA
Boeing CO

Industrials
Q3 2019 Filed on Oct 09, 2019
8,297
$320.42 - $386.89 $2.66M - $3.21M
Invesco Exch Trd Slf Idx Fd
Q3 2019 Filed on Oct 09, 2019
15,810
N/A
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
Q1 2019 Filed on Apr 22, 2019
42,304
N/A
Government Pptys Income Tr
Q1 2019 Filed on Apr 22, 2019
11,625
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2019 Filed on Apr 22, 2019
3,330
$287000.0 - $313875.0 $956M - $1.05B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2019 Filed on Apr 22, 2019
7,500
N/A
Powershares ETF Trust
Q2 2018 Filed on Mar 06, 2019
83,103
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
90,158
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
22,410
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
82,050
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
110,924
N/A
Celgene Corp
Q1 2018 Filed on Mar 06, 2019
5,751
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2018 Filed on Mar 06, 2019
6,374
$54.2 - $63.32 $345K - $404K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q4 2017 Filed on Mar 06, 2019
10,796
$6.39 - $6.71 $69K - $72.4K
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
87,216
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2018 Filed on Mar 06, 2019
6,343
$48.54 - $59.83 $308K - $380K
Powershares Qqq Trust
Q2 2018 Filed on Mar 06, 2019
14,505
N/A
CIF
Mfs Intermediate High Income Fund

Financial Services
Q2 2018 Filed on Mar 06, 2019
11,639
$2.47 - $2.8 $28.7K - $32.6K
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
95,969
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2017 Filed on Mar 06, 2019
24,641
$18.98 - $30.71 $468K - $757K
Powershares ETF Trust
Q2 2018 Filed on Mar 06, 2019
132,720
N/A
General Electric CO
Q1 2018 Filed on Mar 06, 2019
45,109
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
186,092
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Mar 06, 2019
61,813
N/A
COP
Conocophillips

Energy
Q4 2018 Filed on Feb 12, 2019
11,247
$57.01 - $79.89 $641K - $899K
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