Pacific Wealth Strategies Group, Inc. Portfolio Holdings

Pacific Wealth Strategies Group, Inc.

  • $134 Million
  • Q1 2025

Pacific Wealth Strategies Group, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 53 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 $14.5M, Invesco Exchange Traded Fd Tr with a value of $12.9M, Invesco Qqq Trust, Series 1 with a value of $10.2M, Schwab Strategic Tr Us Large C with a value of $9.93M, and Apple Inc. with a value of $8.57M.

Examining the 13F form we can see an decrease of $9.27M in the current position value, from $143M to 134M.

Below you can find more details about Pacific Wealth Strategies Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $69.2 Million
Technology: $21.1 Million
Financial Services: $18.9 Million
Consumer Cyclical: $8.45 Million
Communication Services: $5.05 Million
Consumer Defensive: $3.33 Million
Real Estate: $2.5 Million
Energy: $2 Million
Other: $3.53 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $134 Million
  • Prior Value $143 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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