Pacific Wealth Management
Latest statistics and disclosures from Pacific Wealth Management's latest quarterly 13F-HR filing:
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Positions held by Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Pacific Wealth Management
Pacific Wealth Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 41.9 | $73M | 154k | 475.31 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 12.5 | $22M | 454k | 48.13 |
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| Ishares Tr Core Div Grwth (DGRO) | 8.3 | $15M | 269k | 53.82 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.1 | $13M | 153k | 81.28 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 4.6 | $8.1M | 99k | 82.04 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.5 | $7.8M | 150k | 51.99 |
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| Abbvie (ABBV) | 3.5 | $6.1M | 40k | 154.97 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.3 | $5.9M | 61k | 96.39 |
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| Select Sector Spdr Tr Indl (XLI) | 2.6 | $4.5M | 40k | 113.99 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.3 | $4.0M | 34k | 117.13 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.3 | $4.0M | 36k | 110.66 |
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| Select Sector Spdr Tr Communication (XLC) | 1.8 | $3.2M | 44k | 72.66 |
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| Abbott Laboratories (ABT) | 1.7 | $3.0M | 27k | 110.07 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.4M | 6.0k | 409.51 |
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| General Dynamics Corporation (GD) | 0.5 | $962k | 3.7k | 259.67 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $453k | 4.6k | 98.87 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $443k | 4.1k | 108.26 |
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| Intuit (INTU) | 0.2 | $383k | 613.00 | 625.03 |
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| Qualcomm (QCOM) | 0.2 | $378k | 2.6k | 144.63 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $330k | 3.3k | 99.24 |
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| Apple (AAPL) | 0.2 | $304k | 1.6k | 192.53 |
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| Microsoft Corporation (MSFT) | 0.2 | $293k | 780.00 | 376.03 |
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| Onto Innovation (ONTO) | 0.2 | $281k | 1.8k | 152.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $218k | 612.00 | 356.66 |
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Past Filings by Pacific Wealth Management
SEC 13F filings are viewable for Pacific Wealth Management going back to 2020
- Pacific Wealth Management 2024 Q1 filed April 16, 2024
- Pacific Wealth Management 2023 Q4 filed Jan. 31, 2024
- Pacific Wealth Management 2023 Q3 filed Nov. 1, 2023
- Pacific Wealth Management 2023 Q2 filed July 17, 2023
- Pacific Wealth Management 2023 Q1 filed April 10, 2023
- Pacific Wealth Management 2022 Q4 filed March 8, 2023
- Pacific Wealth Management 2022 Q3 filed Oct. 12, 2022
- Pacific Wealth Management 2022 Q2 filed July 25, 2022
- Pacific Wealth Management 2022 Q1 filed April 12, 2022
- Pacific Wealth Management 2021 Q4 filed Jan. 18, 2022
- Pacific Wealth Management 2021 Q3 filed Oct. 13, 2021
- Pacific Wealth Management 2021 Q2 filed July 19, 2021
- Pacific Wealth Management 2021 Q1 filed April 15, 2021
- Pacific Wealth Management 2020 Q4 filed March 22, 2021