Pacific Wealth Management as of Sept. 30, 2021
Portfolio Holdings for Pacific Wealth Management
Pacific Wealth Management holds 8 positions in its portfolio as reported in the September 2021 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) | 44.1 | $53M | 123k | 429.14 | |
| Ishares Tr Core Div Grwth (DGRO) | 23.9 | $29M | 569k | 50.24 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 15.1 | $18M | 158k | 114.83 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.1 | $11M | 30k | 357.95 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 6.9 | $8.2M | 62k | 133.03 | |
| General Dynamics Corporation (GD) | 0.6 | $720k | 3.7k | 196.08 | |
| Qualcomm (QCOM) | 0.2 | $299k | 2.3k | 128.93 | |
| Apple (AAPL) | 0.2 | $224k | 1.6k | 141.77 |
