Pacific Wealth Strategies Group, Inc. Portfolio Holdings
Pacific Wealth Strategies Group, Inc.
- $121 Million
- Q2 2024
Pacific Wealth Strategies Group, Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $121 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Proshares S&P 500 Dividend Ari with a value of $12.1M, Invesco Exchange Traded Fd Tr with a value of $10.9M, Schwab Strategic Tr Us Large C with a value of $9.84M, Invesco Qqq Trust, Series 1 with a value of $9.34M, and Calamos Convertible & High Income Fund with a value of $7.17M.
Examining the 13F form we can see an increase of $1.17M in the current position value, from $120M to 121M.
Below you can find more details about Pacific Wealth Strategies Group, Inc. portfolio as well as his latest detailed transactions.