Pacific Wealth Management
Latest statistics and disclosures from Pacific Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001852338
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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
Companies in the Pacific Wealth Management portfolio as of the December 2020 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) | 19.0 | $30M | 80k | 373.87 | ||
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 17.4 | $27M | 539k | 50.58 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 17.0 | $27M | 226k | 118.19 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.5 | $26M | 82k | 313.74 | ||
| Ishares Tr Core Div Grwth (DGRO) | 15.4 | $24M | 540k | 44.82 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 13.1 | $21M | 149k | 138.13 | ||
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.6 | $1.0M | 2.6k | 382.40 | ||
| General Dynamics Corporation (GD) | 0.3 | $546k | 3.7k | 148.69 | ||
| Varian Medical Systems (VAR) | 0.3 | $400k | 2.3k | 174.83 | ||
| Qualcomm (QCOM) | 0.2 | $353k | 2.3k | 152.22 | ||
| Apple (AAPL) | 0.1 | $210k | 1.6k | 132.91 |
Past Filings by Pacific Wealth Management
SEC 13F filings are viewable for Pacific Wealth Management going back to 2020
- Pacific Wealth Management 2020 Q4 filed March 22, 2021