Pacific Wealth Management

Latest statistics and disclosures from Pacific Wealth Management's latest quarterly 13F-HR filing:

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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