Pacific Wealth Strategies Group, Inc. Portfolio Holdings
Pacific Wealth Strategies Group, Inc.
- $162 Million
- Q3 2025
Pacific Wealth Strategies Group, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Million distributed in 64 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 $23.3M, Proshares S&P 500 Dividend Ari with a value of $18.7M, Nvidia Corp with a value of $12.5M, Apple Inc. with a value of $11.9M, and Invesco Exchange Traded Fd Tr with a value of $10.5M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $148M to 162M.
Below you can find more details about Pacific Wealth Strategies Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $76.3 Million
Technology: $37.6 Million
Financial Services: $17.2 Million
Communication Services: $8.82 Million
Consumer Cyclical: $8.45 Million
Healthcare: $4.59 Million
Real Estate: $2.83 Million
Industrials: $1.94 Million
Other: $4.04 Million