Pacific Financial Group
Latest statistics and disclosures from Pacific Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, IVW, IJR, IVE, and represent 44.91% of Pacific Financial Group's stock portfolio.
- Added to shares of these 10 stocks: SGOL, BIL, VTV, VUG, VGSH, AAPL, BSV, MBB, AGG, IWR.
- Started 2 new stock positions in SGOL, BIL.
- Reduced shares in these 10 stocks: IVV, QQQ, IVW, IEF, IJR, SPYV, IMCB, DGRO, SCHR, SPY.
- Sold out of its positions in HYG, SCHR, VB.
- Pacific Financial Group was a net seller of stock by $-5.8M.
- Pacific Financial Group has $141M in assets under management (AUM), dropping by -2.65%.
- Central Index Key (CIK): 0001279926
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Pacific Financial Group holds 57 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Past Filings by Pacific Financial Group
SEC 13F filings are viewable for Pacific Financial Group going back to 2011
- Pacific Financial Group 2024 Q2 filed Aug. 2, 2024
- Pacific Financial Group 2024 Q1 filed May 9, 2024
- Pacific Financial Group 2023 Q4 filed Feb. 14, 2024
- Pacific Financial Group 2023 Q3 filed Nov. 9, 2023
- Pacific Financial Group 2023 Q2 filed Aug. 11, 2023
- Pacific Financial Group 2023 Q1 filed May 17, 2023
- Pacific Financial Group 2022 Q4 filed Feb. 15, 2023
- Pacific Financial Group 2022 Q3 filed Oct. 11, 2022
- Pacific Financial Group 2022 Q2 filed July 13, 2022
- Pacific Financial Group 2022 Q1 filed April 22, 2022
- Pacific Financial Group 2021 Q4 filed Jan. 18, 2022
- Pacific Financial Group 2021 Q3 filed Oct. 19, 2021
- Pacific Financial Group 2021 Q2 filed July 22, 2021
- Pacific Financial Group 2021 Q1 filed April 20, 2021
- Pacific Financial Group 2020 Q4 filed Jan. 12, 2021
- Pacific Financial Group 2020 Q3 filed Nov. 9, 2020