Pacific Financial Group
Latest statistics and disclosures from Pacific Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, QQQ, IVV, IJR, IVW, and represent 41.78% of Pacific Financial Group's stock portfolio.
- Added to shares of these 10 stocks: SGOL, BSV, BLV, VMBS, SVOL, QQQ, BNDX, IVW, BIV, SHY.
- Started 3 new stock positions in VMBS, BLV, SGOL.
- Reduced shares in these 10 stocks: SPD (-$6.7M), SHV, AGG, VB, VEA, VOO, , VUG, VTV, ESGU.
- Sold out of its positions in XLV, SPD, VB.
- Pacific Financial Group was a net seller of stock by $-6.8M.
- Pacific Financial Group has $133M in assets under management (AUM), dropping by -0.46%.
- Central Index Key (CIK): 0001279926
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Portfolio Holdings for Pacific Financial Group
Pacific Financial Group holds 53 positions in its portfolio as reported in the March 2023 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 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
- Pacific Financial Group 2020 Q2 filed July 6, 2020
- Pacific Financial Group 2020 Q1 filed April 8, 2020
- Pacific Financial Group 2019 Q4 filed Jan. 7, 2020
- Pacific Financial Group 2019 Q3 filed Oct. 3, 2019
- Pacific Financial Group 2019 Q2 filed July 8, 2019