Pacific Wealth Strategies Group, Inc. Portfolio Holdings
Pacific Wealth Strategies Group, Inc.
- $148 Million
- Q2 2025
Pacific Wealth Strategies Group, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $21.7M, Proshares S&P 500 Dividend Ari with a value of $18.2M, Nvidia Corp with a value of $10.6M, Invesco Exchange Traded Fd Tr with a value of $10.1M, and Apple Inc. with a value of $9.07M.
Examining the 13F form we can see an increase of $13.8M in the current position value, from $134M to 148M.
Below you can find more details about Pacific Wealth Strategies Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$148 Million
ETFs: $71.9 Million
Technology: $32.4 Million
Financial Services: $17.1 Million
Consumer Cyclical: $7.91 Million
Communication Services: $6.43 Million
Healthcare: $4.24 Million
Real Estate: $2.47 Million
Industrials: $1.81 Million
Other: $3.63 Million