Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $162 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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.