Pacific Center for Financial Services

Latest statistics and disclosures from Pacific Center for Financial Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for Pacific Center for Financial Services

Pacific Center for Financial Services holds 513 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Pacific Center for Financial Services has 513 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 14.2 $56M +12% 1.1M 49.78
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Invesco Qqq Tr Unit Ser 1 (QQQ) 12.7 $50M -8% 87k 577.18
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Vanguard Index Fds Total Stk Mkt (VTI) 10.6 $42M -6% 130k 320.81
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Ishares Tr Us Sml Cap Eqt (SMLF) 7.2 $29M -5% 378k 75.49
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Vanguard Index Fds Mid Cap Etf (VO) 6.6 $26M -2% 90k 287.18
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.3 $25M +1440% 323k 77.11
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Ishares Tr Msci Usa Min Vol (USMV) 5.4 $21M -3% 231k 92.74
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Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $15M -5% 216k 67.53
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Vanguard World Mega Grwth Ind (MGK) 3.2 $13M -2% 34k 367.43
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J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $8.8M -3% 155k 56.68
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Apple (AAPL) 2.1 $8.2M -2% 32k 253.79
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.9 $7.6M -4% 12k 616.78
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Ishares Tr Trust Ishare 0-1 (SHV) 1.9 $7.4M +3433% 67k 110.39
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Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $5.2M 35k 148.10
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $3.7M -11% 51k 73.14
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $3.5M -14% 7.3k 479.20
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Chevron Corporation (CVX) 0.9 $3.4M +16% 16k 206.90
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Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.1M -80% 35k 88.70
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NVIDIA Corporation (NVDA) 0.8 $3.0M -11% 17k 174.40
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $2.6M +2% 13k 205.80
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $2.5M -22% 3.8k 650.42
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Microsoft Corporation (MSFT) 0.5 $1.8M 4.8k 370.14
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.7M -5% 2.9k 597.62
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Ishares Tr Ishares Semicdtr (SOXX) 0.4 $1.6M 4.8k 328.64
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 718140.00
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.4M -3% 5.0k 286.86
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.3M -6% 3.1k 430.29
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Procter & Gamble Company (PG) 0.3 $1.3M +7% 8.9k 144.43
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Visa Com Cl A (V) 0.3 $1.3M -17% 4.2k 302.22
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $1.1M 21k 53.35
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.3 $1.1M 23k 46.74
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At&t (T) 0.3 $1.0M +2% 35k 28.99
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 3.5k 287.56
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Amazon (AMZN) 0.3 $996k -6% 4.8k 208.27
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Kinder Morgan (KMI) 0.2 $976k -10% 29k 33.53
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Exxon Mobil Corporation (XOM) 0.2 $922k 5.4k 169.67
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JPMorgan Chase & Co. (JPM) 0.2 $919k -4% 3.1k 294.12
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Costco Wholesale Corporation (COST) 0.2 $912k -3% 915.00 996.60
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.2 $888k -2% 19k 45.87
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Vanguard World Health Car Etf (VHT) 0.2 $884k 3.2k 272.36
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Wells Fargo & Company (WFC) 0.2 $863k -7% 11k 79.61
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Ishares Tr Intl Sel Div Etf (IDV) 0.2 $862k -18% 20k 42.56
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $844k -20% 6.8k 124.32
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $723k -28% 7.0k 103.37
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Ishares Tr Ultra Short Dur (ICSH) 0.2 $691k -5% 14k 50.62
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Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.2 $684k +57% 20k 34.57
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Select Sector Spdr Tr State Street Hea (XLV) 0.2 $676k -15% 4.6k 146.62
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Eaton Corp SHS (ETN) 0.2 $673k 1.9k 357.67
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $667k +26% 22k 30.32
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $658k 7.2k 91.37
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Valero Energy Corporation (VLO) 0.2 $657k 2.7k 247.11
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $649k -14% 491.00 1320.83
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $595k +2% 11k 55.52
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Walt Disney Company (DIS) 0.1 $580k +38% 6.0k 96.37
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Spdr Series Trust State Street Spd (XBI) 0.1 $559k 4.4k 127.74
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Caterpillar (CAT) 0.1 $537k +9% 758.00 708.23
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Coca-Cola Company (KO) 0.1 $534k +29% 7.0k 76.05
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Ge Aerospace Com New (GE) 0.1 $503k 1.8k 283.79
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Johnson & Johnson (JNJ) 0.1 $456k +19% 1.9k 244.49
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Nextera Energy (NEE) 0.1 $454k 4.9k 92.89
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Meta Platforms Cl A (META) 0.1 $437k -13% 763.00 572.11
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $431k -12% 2.0k 215.03
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Avnet (AVT) 0.1 $409k 6.6k 61.62
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $404k +64% 6.6k 61.26
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $373k +100% 2.8k 132.90
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $371k 801.00 463.43
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Citigroup Com New (C) 0.1 $369k -11% 3.3k 113.41
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Verizon Communications (VZ) 0.1 $333k 6.6k 50.20
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Ishares Tr Select Divid Etf (DVY) 0.1 $328k 2.2k 151.38
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Ishares Tr Esg Optimized (SUSA) 0.1 $324k -42% 2.5k 132.10
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $308k +2% 10k 30.68
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Netflix (NFLX) 0.1 $297k +900% 3.1k 96.15
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $289k 708.00 407.69
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $287k 673.00 426.40
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Consolidated Edison (ED) 0.1 $283k +25% 2.5k 113.18
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $280k 4.4k 62.98
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Select Sector Spdr Tr State Street Uti (XLU) 0.1 $277k +288% 6.0k 45.89
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Bank of America Corporation (BAC) 0.1 $267k -19% 5.5k 48.75
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Philip Morris International (PM) 0.1 $264k +88% 1.6k 165.34
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Dolby Laboratories Com Cl A (DLB) 0.1 $248k 4.1k 60.06
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $246k +5% 663.00 370.87
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Linde SHS (LIN) 0.1 $245k 494.00 495.76
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Merck & Co (MRK) 0.1 $244k -19% 2.0k 120.29
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American Electric Power Company (AEP) 0.1 $239k 1.8k 131.08
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Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $235k -90% 5.7k 40.83
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Vanguard World Inf Tech Etf (VGT) 0.1 $230k 329.00 697.72
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Ross Stores (ROST) 0.1 $225k 1.0k 216.67
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Abbvie (ABBV) 0.1 $223k -17% 1.0k 217.49
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $215k 561.00 383.40
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Booking Holdings (BKNG) 0.1 $211k 50.00 4210.32
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Honeywell International (HON) 0.1 $210k -34% 927.00 226.03
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $206k 1.0k 203.79
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Ishares Tr Residential Mult (REZ) 0.1 $204k 2.5k 83.21
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Select Sector Spdr Tr State Street Fin (XLF) 0.1 $203k -16% 4.1k 49.37
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $201k 2.4k 82.57
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Copart (CPRT) 0.1 $201k -21% 6.1k 33.20
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $196k -9% 4.1k 47.53
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BancFirst Corporation (BANF) 0.0 $190k 1.8k 108.50
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McKesson Corporation (MCK) 0.0 $190k 219.00 865.36
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Automatic Data Processing (ADP) 0.0 $186k +7% 915.00 203.18
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Vanguard World Utilities Etf (VPU) 0.0 $182k 918.00 198.14
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $177k 7.1k 25.10
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Spdr Series Trust State Street Spd (SPYX) 0.0 $176k -36% 3.3k 53.03
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Home Depot (HD) 0.0 $171k -11% 520.00 328.76
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Bristol Myers Squibb (BMY) 0.0 $167k 2.8k 60.65
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Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $167k -46% 4.7k 35.44
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $165k +12% 629.00 261.91
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $162k -25% 879.00 184.28
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Altria (MO) 0.0 $155k +46% 2.4k 65.99
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Hershey Company (HSY) 0.0 $155k 746.00 207.89
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $153k 1.3k 119.48
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Emerson Electric (EMR) 0.0 $152k +27% 1.2k 131.02
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Ishares Silver Tr Ishares (SLV) 0.0 $151k +7% 2.2k 68.14
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Oracle Corporation (ORCL) 0.0 $151k -13% 1.0k 147.11
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Cisco Systems (CSCO) 0.0 $147k -21% 1.9k 77.59
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $145k +5% 3.0k 48.46
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Generac Holdings (GNRC) 0.0 $144k 738.00 195.33
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $144k 1.4k 100.60
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $143k 1.9k 75.07
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $140k 985.00 142.43
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DTE Energy Company (DTE) 0.0 $135k 920.00 146.22
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Pfizer (PFE) 0.0 $134k +5% 4.8k 28.08
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Ecolab (ECL) 0.0 $133k 500.00 266.02
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Comcast Corp Cl A (CMCSA) 0.0 $133k -12% 4.6k 28.71
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Invesco Exchange Traded Fd T Global Drgn Cn (PGJ) 0.0 $131k 5.1k 25.84
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Warner Bros Discovery Com Ser A (WBD) 0.0 $125k +12% 4.6k 27.46
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Vodafone Group Sponsored Adr (VOD) 0.0 $117k +4% 7.8k 15.02
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Union Pacific Corporation (UNP) 0.0 $113k 464.00 242.62
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Fastenal Company (FAST) 0.0 $111k 2.4k 46.40
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American Express Company (AXP) 0.0 $110k +10% 365.00 302.48
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Digital Realty Trust (DLR) 0.0 $109k 606.00 180.26
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Bank of New York Mellon Corporation (BK) 0.0 $109k 920.00 118.63
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Wal-Mart Stores (WMT) 0.0 $108k -54% 871.00 124.28
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Goldman Sachs (GS) 0.0 $106k 125.00 843.60
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $105k 443.00 237.58
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Ishares Tr Ishares Biotech (IBB) 0.0 $105k 623.00 168.92
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Badger Meter (BMI) 0.0 $103k 673.00 152.35
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $102k 286.00 356.56
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $101k +3% 1.9k 52.78
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McDonald's Corporation (MCD) 0.0 $101k -14% 325.00 310.60
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Virtus Etf Tr Ii Us Dividend Etf (VUS) 0.0 $101k NEW 3.9k 25.75
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Us Bancorp Com New (USB) 0.0 $97k 1.9k 52.01
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Qualcomm (QCOM) 0.0 $96k 746.00 128.78
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Boeing Company (BA) 0.0 $94k 474.00 199.01
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Keysight Technologies (KEYS) 0.0 $94k -2% 331.00 282.37
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UnitedHealth (UNH) 0.0 $93k 344.00 270.59
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Amgen (AMGN) 0.0 $93k 264.00 352.46
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Ge Vernova (GEV) 0.0 $93k +8% 106.00 872.91
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Vanguard World Financials Etf (VFH) 0.0 $92k 758.00 120.81
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International Business Machines (IBM) 0.0 $91k +20% 377.00 242.39
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Public Storage (PSA) 0.0 $91k 336.00 270.88
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $91k NEW 1.7k 52.85
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $90k 1.3k 66.86
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Spdr Series Trust State Street Spd (SPYV) 0.0 $89k 1.6k 56.58
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $87k 351.00 248.00
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Chipotle Mexican Grill (CMG) 0.0 $86k 2.7k 32.01
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Gilead Sciences (GILD) 0.0 $86k +2% 617.00 139.37
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Select Sector Spdr Tr State Street Ind (XLI) 0.0 $85k -8% 527.00 161.73
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Donaldson Company (DCI) 0.0 $85k 1.0k 84.87
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PG&E Corporation (PCG) 0.0 $84k 4.8k 17.57
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Ssga Active Tr State Street Dou (STOT) 0.0 $81k 1.7k 47.13
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $78k 3.1k 24.75
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Bio-techne Corporation (TECH) 0.0 $77k 1.5k 52.26
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Select Sector Spdr Tr State Street Con (XLY) 0.0 $77k +79% 704.00 108.98
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $77k 611.00 125.46
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $76k +6% 1.2k 64.08
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Ishares Tr Core 40/60 Moder (AOM) 0.0 $76k 1.6k 47.36
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Carnival Corp Common Stock (CCL) 0.0 $75k -2% 2.9k 25.88
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $75k 1.4k 53.22
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Vanguard Wellington Us Value Factr (VFVA) 0.0 $74k 553.00 134.59
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $73k 709.00 102.25
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Nvent Elec SHS (NVT) 0.0 $71k 600.00 118.28
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Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.0 $70k +27% 2.7k 26.27
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Spdr Series Trust State Street Spd (SPMB) 0.0 $70k 3.1k 22.39
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $69k 442.00 155.11
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Vanguard Index Fds Value Etf (VTV) 0.0 $67k 343.00 196.20
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Agilent Technologies Inc C ommon (A) 0.0 $67k -3% 590.00 113.98
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C H Robinson Worldwide In Com New (CHRW) 0.0 $66k 400.00 166.07
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Hewlett Packard Enterprise (HPE) 0.0 $66k 2.8k 23.81
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $64k 673.00 95.62
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Dt Midstream Common Stock (DTM) 0.0 $62k 459.00 134.67
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Target Corporation (TGT) 0.0 $62k 509.00 121.20
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Vanguard Index Fds Growth Etf (VUG) 0.0 $61k 139.00 436.79
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Sp Funds Trust S&p World Ex Us (SPWO) 0.0 $60k +106% 2.1k 28.21
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $60k +12% 766.00 78.44
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $60k 286.00 209.08
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Vertiv Holdings Com Cl A (VRT) 0.0 $59k +17% 235.00 250.94
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Tesla Motors (TSLA) 0.0 $59k 158.00 371.75
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Listed Fds Tr Wahed Ftse Etf (HLAL) 0.0 $58k 978.00 59.34
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Spdr Series Trust State Street Spd (SPTI) 0.0 $56k -8% 1.9k 28.66
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Varex Imaging (VREX) 0.0 $55k 5.2k 10.61
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Starbucks Corporation (SBUX) 0.0 $55k -3% 611.00 89.57
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Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $55k NEW 4.0k 13.76
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3M Company (MMM) 0.0 $54k +70% 370.00 145.23
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Hp (HPQ) 0.0 $54k 2.8k 19.21
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Parker-Hannifin Corporation (PH) 0.0 $53k 59.00 895.25
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $53k 266.00 198.29
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Advanced Micro Devices (AMD) 0.0 $53k 258.00 203.43
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $52k 736.00 71.13
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Pinnacle West Capital Corporation (PNW) 0.0 $50k 500.00 100.75
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $50k +34% 2.6k 19.30
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $50k 443.00 112.26
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Abbott Laboratories (ABT) 0.0 $50k +30% 483.00 102.67
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Evergy (EVRG) 0.0 $49k 598.00 81.92
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $48k 1.3k 35.90
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Deere & Company (DE) 0.0 $48k +70% 85.00 563.31
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $47k 400.00 118.45
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $45k 789.00 56.79
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $44k 448.00 97.23
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First Tr Exchange-traded S Netwrk Fut Veh (CARZ) 0.0 $44k 538.00 80.78
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Pepsi (PEP) 0.0 $43k 276.00 155.38
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United Parcel Svcs CL B (UPS) 0.0 $42k 425.00 98.38
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Raytheon Technologies Corp (RTX) 0.0 $41k 213.00 192.90
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Intel Corporation (INTC) 0.0 $40k 913.00 44.13
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Broadcom (AVGO) 0.0 $40k +7% 129.00 309.51
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Spdr Series Trust State Street Spd (SPYD) 0.0 $40k NEW 875.00 45.52
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Enterprise Products Partners (EPD) 0.0 $38k 1.0k 37.84
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Doordash Cl A (DASH) 0.0 $38k +66% 250.00 150.15
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Alaska Air (ALK) 0.0 $37k 1.0k 36.78
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Kimco Realty Corporation (KIM) 0.0 $37k 1.6k 22.48
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $36k 1.9k 18.29
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Astrazeneca Ord (AZN) 0.0 $35k NEW 175.00 197.22
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Ford Motor Company (F) 0.0 $35k +52% 3.0k 11.54
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Select Sector Spdr Tr State Street Con (XLP) 0.0 $33k -9% 398.00 81.98
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Sempra Energy (SRE) 0.0 $33k -35% 334.00 97.17
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Prudential Financial (PRU) 0.0 $32k 328.00 97.69
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Emcor (EME) 0.0 $30k 41.00 738.32
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Mastercard Incorporated Cl A (MA) 0.0 $30k -86% 60.00 499.67
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CSX Corporation (CSX) 0.0 $30k 720.00 41.05
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Prologis (PLD) 0.0 $30k 223.00 132.18
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Snap-on Incorporated (SNA) 0.0 $29k 80.00 363.23
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $29k 1.7k 17.12
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $28k -39% 526.00 54.05
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $28k 314.00 90.53
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Listed Fds Tr Wahed Dow Jones (UMMA) 0.0 $28k 919.00 30.66
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Manulife Finl Corp (MFC) 0.0 $28k 817.00 34.44
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Ishares Tr U.s. Finls Etf (IYF) 0.0 $28k 236.00 117.66
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Spdr Series Trust State Street Spd (SPTL) 0.0 $26k -20% 997.00 26.30
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $26k 188.00 138.40
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Spdr Series Trust State Street Spd (KOMP) 0.0 $26k 437.00 58.48
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salesforce (CRM) 0.0 $26k -35% 137.00 186.15
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Public Service Enterprise (PEG) 0.0 $25k 314.00 80.95
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $25k -12% 231.00 108.99
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Tractor Supply Company (TSCO) 0.0 $25k 550.00 45.30
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TJX Companies (TJX) 0.0 $25k 155.00 159.70
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H.B. Fuller Company (FUL) 0.0 $25k 400.00 61.68
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $24k 525.00 46.47
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Nike CL B (NKE) 0.0 $24k 461.00 52.82
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AFLAC Incorporated (AFL) 0.0 $24k 220.00 109.71
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Wheaton Precious Metals Corp (WPM) 0.0 $24k 183.00 131.01
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Past Filings by Pacific Center for Financial Services

SEC 13F filings are viewable for Pacific Center for Financial Services going back to 2016

View all past filings